VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 123 filers reported holding VERTEX INC in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,200,292 | +17.8% | 2,346,333 | -0.5% | 0.01% | +20.0% |
| Q2 2023 | $45,991,590 | -7.0% | 2,358,543 | -1.3% | 0.01% | -16.7% |
| Q1 2023 | $49,436,000 | +132518.0% | 2,389,362 | -7.0% | 0.01% | +20.0% |
| Q4 2022 | $37,277 | -99.9% | 2,569,098 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $34,780,000 | +17.1% | 2,544,206 | -3.0% | 0.01% | +25.0% |
| Q2 2022 | $29,706,000 | -25.7% | 2,621,994 | +0.5% | 0.00% | -20.0% |
| Q1 2022 | $40,002,000 | -3.7% | 2,607,674 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $41,550,000 | -21.8% | 2,618,142 | -5.3% | 0.01% | -28.6% |
| Q3 2021 | $53,153,000 | -12.5% | 2,765,466 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $60,754,000 | +50.0% | 2,769,100 | +50.2% | 0.01% | +40.0% |
| Q1 2021 | $40,511,000 | -32.5% | 1,843,056 | +7.0% | 0.01% | -44.4% |
| Q4 2020 | $60,029,000 | +335.9% | 1,722,514 | +191.6% | 0.01% | +350.0% |
| Q3 2020 | $13,770,000 | – | 590,711 | – | 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% |