VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 146 filers reported holding VERTEX INC in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,596,123 | +21.1% | 238,450 | +6.7% | 2.23% | +18.5% |
| Q1 2024 | $7,100,043 | +1.8% | 223,553 | -13.6% | 1.88% | -8.0% |
| Q4 2023 | $6,971,210 | +12.1% | 258,768 | -3.8% | 2.04% | +34.7% |
| Q3 2023 | $6,216,095 | +184.8% | 269,095 | +140.4% | 1.52% | +187.3% |
| Q2 2023 | $2,182,967 | -34.1% | 111,947 | -30.1% | 0.53% | -43.2% |
| Q1 2023 | $3,311,641 | – | 160,060 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tensile Capital Management | 4,633,550 | $167,039,478 | 18.42% |
| Legacy Advisors, LLC | 2,163,473 | $77,993,202 | 9.48% |
| Aperture Investors, LLC | 818,337 | $29,501,049 | 4.31% |
| Pembroke Management, LTD | 844,619 | $30,448,515 | 4.09% |
| Gagnon Advisors, LLC | 115,594 | $4,167,164 | 3.17% |
| Bryn Mawr Capital Management, LLC | 1,596,000 | $57,535,800 | 3.17% |
| NEXT CENTURY GROWTH INVESTORS LLC | 848,394 | $30,584,603 | 2.54% |
| G2 Investment Partners Management LLC | 238,450 | $8,596,123 | 2.23% |
| Palogic Value Management, L.P. | 125,000 | $4,506,250 | 1.91% |
| Conestoga Capital Advisors, LLC | 2,805,785 | $101,148,549 | 1.52% |