VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 82 filers reported holding VERTEX INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,454,293 | +29.7% | 4,651,701 | +9.5% | 0.62% | +46.1% |
| Q2 2023 | $82,819,445 | +9.3% | 4,247,151 | +16.0% | 0.42% | +4.4% |
| Q1 2023 | $75,762,890 | +39.2% | 3,661,812 | -2.4% | 0.40% | +37.3% |
| Q4 2022 | $54,414,125 | +3.6% | 3,750,112 | -2.4% | 0.30% | +10.9% |
| Q3 2022 | $52,516,000 | +15.7% | 3,841,738 | -4.1% | 0.27% | +25.5% |
| Q2 2022 | $45,400,000 | -29.3% | 4,007,068 | -4.3% | 0.21% | +3.4% |
| Q1 2022 | $64,199,000 | -2.7% | 4,185,081 | +0.6% | 0.20% | +24.2% |
| Q4 2021 | $66,011,000 | -19.5% | 4,159,485 | -2.5% | 0.16% | -15.8% |
| Q3 2021 | $82,009,000 | +49.4% | 4,266,854 | +70.5% | 0.20% | +50.8% |
| Q2 2021 | $54,908,000 | +5.1% | 2,502,656 | +5.3% | 0.13% | -5.1% |
| Q1 2021 | $52,222,000 | -28.1% | 2,375,890 | +14.0% | 0.14% | -27.5% |
| Q4 2020 | $72,655,000 | +65.8% | 2,084,792 | +9.4% | 0.19% | +48.8% |
| Q3 2020 | $43,822,000 | – | 1,905,300 | – | 0.13% | – |
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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% |