VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 79 filers reported holding VERTEX INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,419,611 | +15.5% | 61,455 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $1,229,397 | -14.3% | 63,031 | -9.1% | 0.00% | 0.0% |
| Q1 2023 | $1,433,941 | -25.8% | 69,306 | -48.0% | 0.00% | -40.0% |
| Q4 2022 | $1,933,458 | -8.6% | 133,250 | -13.8% | 0.01% | -16.7% |
| Q3 2022 | $2,115,000 | +22.8% | 154,654 | +1.8% | 0.01% | +50.0% |
| Q2 2022 | $1,722,000 | -63.4% | 151,971 | -50.5% | 0.00% | -20.0% |
| Q1 2022 | $4,708,000 | +60.0% | 306,948 | +65.6% | 0.01% | -16.7% |
| Q4 2021 | $2,943,000 | -14.0% | 185,409 | +4.1% | 0.01% | -33.3% |
| Q3 2021 | $3,424,000 | +57.8% | 178,127 | +80.1% | 0.01% | +50.0% |
| Q2 2021 | $2,170,000 | +75.9% | 98,900 | +179.3% | 0.01% | +20.0% |
| Q4 2020 | $1,234,000 | – | 35,408 | – | 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% |