VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 82 filers reported holding VERTEX INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,679,603 | +26.0% | 3,968,814 | +6.3% | 0.08% | +29.2% |
| Q2 2023 | $72,775,404 | -8.6% | 3,732,072 | -3.0% | 0.06% | -12.2% |
| Q1 2023 | $79,579,823 | +40.1% | 3,846,294 | -1.7% | 0.07% | +32.1% |
| Q4 2022 | $56,798,916 | +14.4% | 3,914,467 | +7.8% | 0.06% | +7.7% |
| Q3 2022 | $49,661,000 | +33.3% | 3,632,850 | +10.5% | 0.05% | +40.5% |
| Q2 2022 | $37,251,000 | -27.2% | 3,287,845 | -1.4% | 0.04% | -14.0% |
| Q1 2022 | $51,142,000 | -5.9% | 3,333,875 | -2.6% | 0.04% | 0.0% |
| Q4 2021 | $54,329,000 | -20.1% | 3,423,383 | -3.2% | 0.04% | -27.1% |
| Q3 2021 | $67,986,000 | -6.5% | 3,537,273 | +6.7% | 0.06% | -6.3% |
| Q2 2021 | $72,745,000 | +9.8% | 3,315,650 | +10.0% | 0.06% | 0.0% |
| Q1 2021 | $66,275,000 | -18.4% | 3,015,231 | +29.5% | 0.06% | -25.0% |
| Q4 2020 | $81,173,000 | +1227.7% | 2,329,224 | +776.2% | 0.08% | +1100.0% |
| Q3 2020 | $6,114,000 | – | 265,835 | – | 0.01% | – |
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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% |