VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 82 filers reported holding VERTEX INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,414,529 | +33.9% | 61,235 | +13.0% | 0.02% | +37.5% |
| Q2 2023 | $1,056,686 | +41.4% | 54,189 | +50.0% | 0.02% | +33.3% |
| Q1 2023 | $747,219 | +28.1% | 36,115 | -10.2% | 0.01% | +33.3% |
| Q4 2022 | $583,302 | +6.1% | 40,200 | +0.0% | 0.01% | -10.0% |
| Q3 2022 | $550,000 | +20.1% | 40,199 | -0.6% | 0.01% | +25.0% |
| Q2 2022 | $458,000 | -41.8% | 40,443 | -21.1% | 0.01% | -27.3% |
| Q1 2022 | $787,000 | +40.3% | 51,289 | +45.0% | 0.01% | +57.1% |
| Q4 2021 | $561,000 | -40.6% | 35,374 | -28.0% | 0.01% | -46.2% |
| Q3 2021 | $944,000 | +30.0% | 49,119 | +48.5% | 0.01% | +30.0% |
| Q2 2021 | $726,000 | +1.4% | 33,082 | +1.7% | 0.01% | -9.1% |
| Q1 2021 | $716,000 | -21.7% | 32,533 | +23.9% | 0.01% | -26.7% |
| Q4 2020 | $915,000 | +158.5% | 26,262 | +70.5% | 0.02% | +114.3% |
| Q3 2020 | $354,000 | – | 15,403 | – | 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% |