VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 130 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,613,029 | +3.0% | 127,962 | -9.3% | 0.03% | 0.0% |
| Q1 2024 | $4,478,826 | -33.0% | 141,021 | -43.1% | 0.03% | -31.8% |
| Q4 2023 | $6,682,062 | -44.4% | 248,035 | -59.8% | 0.04% | -57.3% |
| Q2 2023 | $12,017,850 | +1.3% | 616,300 | +7.5% | 0.10% | -9.6% |
| Q1 2023 | $11,857,935 | – | 573,124 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tensile Capital Management | 720,258 | $8,161,000 | 1.41% |
| Conestoga Capital Advisors, LLC | 3,345,959 | $37,910,000 | 0.69% |
| Herald Investment Management Ltd | 150,000 | $1,698,000 | 0.39% |
| Bullseye Asset Management LLC | 40,535 | $459,000 | 0.26% |
| PALISADE CAPITAL MANAGEMENT, LP | 791,022 | $8,962,000 | 0.24% |
| TimesSquare Capital Management, LLC | 1,508,804 | $17,095,000 | 0.24% |
| FRED ALGER MANAGEMENT, LLC | 4,007,068 | $45,400,000 | 0.21% |
| Legacy Advisors, LLC | 60,000 | $680,000 | 0.14% |
| ArrowMark Colorado Holdings LLC | 832,544 | $9,433,000 | 0.11% |
| Quadrant Private Wealth Management, LLC | 20,869 | $236,000 | 0.10% |