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 | $658,142 | +35.2% | 28,491 | +14.2% | 0.00% | – |
| Q2 2023 | $486,701 | +39.5% | 24,959 | +48.1% | 0.00% | – |
| Q1 2023 | $348,771 | +28.9% | 16,857 | -9.6% | 0.00% | – |
| Q4 2022 | $270,481 | +9.1% | 18,641 | +2.9% | 0.00% | – |
| Q3 2022 | $248,000 | +16.4% | 18,110 | -3.5% | 0.00% | – |
| Q2 2022 | $213,000 | -28.5% | 18,764 | -3.3% | 0.00% | – |
| Q1 2022 | $298,000 | +30.7% | 19,405 | +34.8% | 0.00% | – |
| Q4 2021 | $228,000 | +1.8% | 14,394 | +23.7% | 0.00% | – |
| Q3 2021 | $224,000 | -14.8% | 11,637 | -2.7% | 0.00% | – |
| Q1 2021 | $263,000 | -31.5% | 11,965 | +8.5% | 0.00% | – |
| Q4 2020 | $384,000 | – | 11,029 | – | 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% |