OPPENHEIMER ASSET MANAGEMENT INC. - VERTEX INC ownership

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
OPPENHEIMER ASSET MANAGEMENT INC. ownership history of VERTEX INC
ValueSharesWeighting
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$354,00015,4030.01%
Other shareholders
VERTEX INC shareholders Q3 2023
NameSharesValueWeighting ↓
Tensile Capital Management 5,970,258$123,524,63816.77%
Palogic Value Management, L.P. 292,059$6,042,7012.96%
NEXT CENTURY GROWTH INVESTORS LLC 1,092,611$22,606,1212.49%
Legacy Advisors, LLC 365,402$7,560,1671.39%
Pier Capital, LLC 383,224$7,928,9051.20%
Conestoga Capital Advisors, LLC 2,906,921$60,144,1951.01%
G2 Investment Partners Management LLC 160,060$3,311,6410.93%
Atom Investors LP 61,645$1,275,4350.69%
Herald Investment Management Ltd 150,000$3,100,5000.69%
PALISADE CAPITAL MANAGEMENT, LP 1,080,300$22,351,4070.60%
View complete list of VERTEX INC shareholders