J.P. Morgan Private Wealth Advisors LLC - VERTEX INC ownership

VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 123 filers reported holding VERTEX INC in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VERTEX INC
ValueSharesWeighting
Q1 2023$277,163
+32.5%
13,396
-7.1%
0.00%
Q4 2022$209,234
+0.1%
14,420
-5.5%
0.00%
-100.0%
Q3 2022$209,000
+72.7%
15,265
+42.6%
0.00%
Q2 2022$121,000
-33.9%
10,708
-10.0%
0.00%
Q1 2022$183,00011,9040.00%
Other shareholders
VERTEX INC shareholders Q2 2023
NameSharesValueWeighting ↓
Tensile Capital Management 5,806,717$134,135,16316.87%
Bryn Mawr Capital Management, LLC 2,596,000$59,967,6003.92%
NEXT CENTURY GROWTH INVESTORS LLC 1,275,976$29,475,0453.21%
Palogic Value Management, L.P. 225,000$5,197,5002.57%
G2 Investment Partners Management LLC 269,095$6,216,0951.52%
Pier Capital, LLC 391,510$9,043,8811.46%
Conestoga Capital Advisors, LLC 2,379,780$54,972,9180.94%
PALISADE CAPITAL MANAGEMENT, LP 1,264,349$29,206,4620.82%
Legacy Advisors, LLC 200,678$4,635,6620.75%
Herald Investment Management Ltd 150,000$3,465,0000.74%
View complete list of VERTEX INC shareholders