VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 122 filers reported holding VERTEX INC in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $964,287 | +32.3% | 41,744 | +11.7% | 0.00% | – |
| Q2 2023 | $728,989 | +80.1% | 37,384 | +91.1% | 0.00% | – |
| Q1 2023 | $404,800 | +120.8% | 19,565 | +54.9% | 0.00% | – |
| Q4 2022 | $183,305 | +21.4% | 12,633 | +14.3% | 0.00% | – |
| Q3 2022 | $151,000 | +29.1% | 11,054 | +6.9% | 0.00% | – |
| Q2 2022 | $117,000 | +12.5% | 10,337 | +52.3% | 0.00% | – |
| Q1 2022 | $104,000 | -2.8% | 6,786 | 0.0% | 0.00% | – |
| Q4 2021 | $107,000 | -10.8% | 6,786 | +8.5% | 0.00% | – |
| Q3 2021 | $120,000 | +172.7% | 6,257 | +210.4% | 0.00% | – |
| Q2 2021 | $44,000 | -8.3% | 2,016 | -7.1% | 0.00% | – |
| Q1 2021 | $48,000 | -36.8% | 2,170 | 0.0% | 0.00% | – |
| Q4 2020 | $76,000 | +65.2% | 2,170 | +8.5% | 0.00% | – |
| Q3 2020 | $46,000 | – | 2,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tensile Capital Management | 750,879 | $11,916,000 | 1.43% |
| Washington Harbour Partners LP | 271,619 | $4,311,000 | 1.07% |
| Conestoga Capital Advisors, LLC | 3,336,745 | $52,954,000 | 0.69% |
| Herald Investment Management Ltd | 150,000 | $2,379,000 | 0.39% |
| Legacy Advisors, LLC | 60,000 | $952,000 | 0.35% |
| Bullseye Asset Management LLC | 40,496 | $636,000 | 0.25% |
| PALISADE CAPITAL MANAGEMENT, LP | 528,282 | $8,384,000 | 0.17% |
| FRED ALGER MANAGEMENT, LLC | 4,159,485 | $66,011,000 | 0.16% |
| Quadrant Private Wealth Management, LLC | 26,569 | $422,000 | 0.16% |
| Intrinsic Edge Capital Management LLC | 145,331 | $2,306,000 | 0.15% |