VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,487 | +18.5% | 1,060 | 0.0% | 0.00% | – |
| Q2 2023 | $20,671 | -5.7% | 1,060 | 0.0% | 0.00% | – |
| Q1 2023 | $21,932 | +21.3% | 1,060 | -14.9% | 0.00% | – |
| Q4 2022 | $18,079 | -79.2% | 1,246 | -80.4% | 0.00% | – |
| Q3 2022 | $87,000 | +20.8% | 6,371 | 0.0% | 0.00% | – |
| Q2 2022 | $72,000 | -32.1% | 6,371 | -7.8% | 0.00% | – |
| Q1 2022 | $106,000 | +523.5% | 6,910 | +547.0% | 0.00% | – |
| Q4 2021 | $17,000 | -87.9% | 1,068 | -85.3% | 0.00% | – |
| Q3 2021 | $140,000 | -20.9% | 7,274 | -9.7% | 0.00% | – |
| Q2 2021 | $177,000 | -82.6% | 8,059 | -82.6% | 0.00% | -100.0% |
| Q1 2021 | $1,017,000 | -35.6% | 46,307 | +2.2% | 0.00% | -33.3% |
| Q4 2020 | $1,579,000 | +189.2% | 45,308 | +90.9% | 0.00% | +200.0% |
| Q3 2020 | $546,000 | – | 23,739 | – | 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% |