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 | $19,921 | +923.2% | 552,573 | +801.5% | 0.01% | +500.0% |
| Q1 2024 | $1,947 | +260.6% | 61,293 | +205.8% | 0.00% | – |
| Q4 2023 | $540 | +1.1% | 20,043 | -13.3% | 0.00% | – |
| Q3 2023 | $534 | +69.5% | 23,112 | +43.4% | 0.00% | – |
| Q2 2023 | $315 | +80.0% | 16,118 | +91.0% | 0.00% | – |
| Q1 2023 | $175 | +629.2% | 8,440 | +405.4% | 0.00% | – |
| Q4 2022 | $24 | -99.9% | 1,670 | +5.2% | 0.00% | – |
| Q3 2022 | $22,000 | +22.2% | 1,588 | -1.5% | 0.00% | – |
| Q2 2022 | $18,000 | -30.8% | 1,612 | -3.1% | 0.00% | – |
| Q1 2022 | $26,000 | – | 1,664 | – | 0.00% | – |
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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% |