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 | $5,657,814 | -64.0% | 244,927 | -69.6% | 0.00% | -62.5% |
| Q2 2023 | $15,711,501 | +177050.8% | 805,718 | +88.0% | 0.01% | +60.0% |
| Q1 2023 | $8,869 | -98.9% | 428,649 | +684.7% | 0.01% | – |
| Q1 2022 | $838,000 | +190.0% | 54,625 | +200.2% | 0.00% | – |
| Q4 2021 | $289,000 | -77.9% | 18,199 | -73.2% | 0.00% | -100.0% |
| Q3 2021 | $1,306,000 | +342.7% | 67,949 | +405.5% | 0.00% | – |
| Q2 2021 | $295,000 | -82.4% | 13,443 | -82.4% | 0.00% | -100.0% |
| Q1 2021 | $1,674,000 | +228.9% | 76,182 | +422.1% | 0.00% | – |
| Q4 2020 | $509,000 | – | 14,592 | – | 0.00% | – |
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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% |