VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 122 filers reported holding VERTEX INC in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,077,597 | +15.8% | 303,499 | -1.1% | 0.01% | +25.0% |
| Q2 2023 | $6,114,504 | -1.8% | 306,953 | +2.4% | 0.01% | -11.1% |
| Q1 2023 | $6,227,974 | +41.7% | 299,710 | -0.5% | 0.01% | +28.6% |
| Q4 2022 | $4,394,172 | +0.4% | 301,177 | -4.3% | 0.01% | 0.0% |
| Q3 2022 | $4,375,000 | +21.9% | 314,858 | -0.2% | 0.01% | +40.0% |
| Q2 2022 | $3,588,000 | -23.2% | 315,569 | +1.5% | 0.01% | -16.7% |
| Q1 2022 | $4,674,000 | -5.1% | 310,978 | +1.7% | 0.01% | 0.0% |
| Q4 2021 | $4,923,000 | -19.3% | 305,779 | -3.0% | 0.01% | -25.0% |
| Q3 2021 | $6,104,000 | -11.8% | 315,282 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $6,917,000 | +75.3% | 315,282 | +79.5% | 0.01% | +50.0% |
| Q1 2021 | $3,945,000 | – | 175,665 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tensile Capital Management | 694,732 | $10,657,000 | 1.55% |
| Conestoga Capital Advisors, LLC | 3,338,909 | $51,219,000 | 0.77% |
| Herald Investment Management Ltd | 150,000 | $2,290,000 | 0.42% |
| Bullseye Asset Management LLC | 40,496 | $622,000 | 0.29% |
| PALISADE CAPITAL MANAGEMENT, LP | 780,038 | $11,966,000 | 0.28% |
| TimesSquare Capital Management, LLC | 1,321,104 | $20,266,000 | 0.23% |
| FRED ALGER MANAGEMENT, LLC | 4,185,081 | $64,199,000 | 0.20% |
| Legacy Advisors, LLC | 60,000 | $920,000 | 0.18% |
| Quadrant Private Wealth Management, LLC | 24,869 | $381,000 | 0.14% |
| Corton Capital Inc. | 13,906 | $213,000 | 0.09% |