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 | $2,152,072 | +71.6% | 93,167 | +44.9% | 0.00% | +50.0% |
| Q2 2023 | $1,254,044 | +13.5% | 64,313 | +20.4% | 0.00% | 0.0% |
| Q1 2023 | $1,104,852 | +165.6% | 53,406 | +86.4% | 0.00% | +100.0% |
| Q4 2022 | $416,000 | +5.3% | 28,657 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $395,000 | +20.8% | 29,027 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $327,000 | -23.2% | 28,788 | +3.7% | 0.00% | 0.0% |
| Q1 2022 | $426,000 | -3.4% | 27,766 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $441,000 | +62.1% | 27,765 | +96.8% | 0.00% | 0.0% |
| Q3 2021 | $272,000 | +20.4% | 14,111 | +37.2% | 0.00% | – |
| Q2 2021 | $226,000 | +13.0% | 10,284 | +13.2% | 0.00% | – |
| Q1 2021 | $200,000 | -40.8% | 9,082 | -6.7% | 0.00% | -100.0% |
| Q4 2020 | $338,000 | +77.9% | 9,735 | +18.4% | 0.00% | 0.0% |
| Q3 2020 | $190,000 | – | 8,224 | – | 0.00% | – |
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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% |