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 | $22,032,505 | +42.1% | 953,788 | +19.9% | 0.00% | – |
| Q2 2023 | $15,507,066 | +6.6% | 795,234 | +13.1% | 0.00% | – |
| Q1 2023 | $14,545,257 | +56.6% | 703,009 | +9.8% | 0.00% | – |
| Q4 2022 | $9,287,037 | +5.4% | 640,044 | -0.7% | 0.00% | – |
| Q3 2022 | $8,811,000 | +44.2% | 644,473 | +19.5% | 0.00% | – |
| Q2 2022 | $6,111,000 | -24.5% | 539,463 | +2.2% | 0.00% | – |
| Q1 2022 | $8,099,000 | -5.7% | 527,967 | -2.4% | 0.00% | – |
| Q4 2021 | $8,584,000 | -1.0% | 540,922 | +19.9% | 0.00% | – |
| Q3 2021 | $8,667,000 | -11.6% | 450,963 | +0.9% | 0.00% | – |
| Q2 2021 | $9,808,000 | -25.1% | 447,053 | -24.9% | 0.00% | – |
| Q1 2021 | $13,089,000 | -62.9% | 595,449 | -41.1% | 0.00% | -100.0% |
| Q4 2020 | $35,261,000 | +16.1% | 1,011,768 | -23.4% | 0.00% | 0.0% |
| Q3 2020 | $30,367,000 | – | 1,320,268 | – | 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% |