VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 129 filers reported holding VERTEX INC in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,986,985 | +56.9% | 1,428,008 | +32.4% | 0.11% | +64.2% |
| Q2 2023 | $21,027,338 | -7.8% | 1,078,325 | -2.1% | 0.07% | -15.2% |
| Q1 2023 | $22,794,421 | +18.2% | 1,101,712 | -17.1% | 0.08% | +6.8% |
| Q4 2022 | $19,276,840 | +7.1% | 1,328,521 | +0.9% | 0.07% | +4.2% |
| Q3 2022 | $18,006,000 | +36.2% | 1,317,198 | +12.9% | 0.07% | +44.9% |
| Q2 2022 | $13,223,000 | -1.5% | 1,167,106 | +33.4% | 0.05% | +22.5% |
| Q1 2022 | $13,423,000 | -1.2% | 875,051 | +2.2% | 0.04% | +8.1% |
| Q4 2021 | $13,587,000 | -16.6% | 856,143 | +1.0% | 0.04% | -19.6% |
| Q3 2021 | $16,287,000 | +9.0% | 847,424 | +24.4% | 0.05% | -2.1% |
| Q2 2021 | $14,949,000 | -24.7% | 681,340 | -24.6% | 0.05% | -26.6% |
| Q1 2021 | $19,861,000 | +19.2% | 903,597 | +89.1% | 0.06% | +16.4% |
| Q4 2020 | $16,656,000 | – | 477,930 | – | 0.06% | – |
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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% |