VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 129 filers reported holding VERTEX INC in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,378 | +29.8% | 1,444,930 | +9.6% | 0.52% | +40.9% |
| Q2 2023 | $25,715 | -11.7% | 1,318,700 | -6.4% | 0.37% | -13.4% |
| Q1 2023 | $29,138 | +15.3% | 1,408,290 | -19.1% | 0.43% | +18.7% |
| Q4 2022 | $25,261 | -99.9% | 1,740,955 | +6.7% | 0.36% | +15.8% |
| Q3 2022 | $22,312,000 | +30.5% | 1,632,185 | +8.2% | 0.31% | +30.3% |
| Q2 2022 | $17,095,000 | -15.6% | 1,508,804 | +14.2% | 0.24% | +4.8% |
| Q1 2022 | $20,266,000 | +22.3% | 1,321,104 | +26.6% | 0.23% | +54.4% |
| Q4 2021 | $16,567,000 | -16.0% | 1,043,904 | +1.7% | 0.15% | -14.5% |
| Q3 2021 | $19,729,000 | -17.3% | 1,026,504 | -5.6% | 0.17% | -11.8% |
| Q2 2021 | $23,847,000 | -5.6% | 1,086,904 | -5.4% | 0.20% | -9.7% |
| Q1 2021 | $25,257,000 | -42.6% | 1,149,104 | -9.0% | 0.22% | -39.5% |
| Q4 2020 | $43,994,000 | +37.9% | 1,262,392 | -9.0% | 0.36% | +19.4% |
| Q3 2020 | $31,895,000 | – | 1,386,725 | – | 0.30% | – |
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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% |