CHARLES SCHWAB INVESTMENT MANAGEMENT INC - VERTEX INC ownership

VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 83 filers reported holding VERTEX INC in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of VERTEX INC
ValueSharesWeighting
Q3 2023$5,143,793
+1434.9%
222,675
+1195.7%
0.00%
Q2 2023$335,127
+4.4%
17,186
+10.7%
0.00%
Q1 2023$321,109
+42.6%
15,5200.0%0.00%
Q4 2022$225,195
+5.7%
15,5200.0%0.00%
Q3 2022$213,000
+57.8%
15,520
+30.7%
0.00%
Q2 2022$135,000
-26.2%
11,8750.0%0.00%
Q1 2022$183,000
-3.2%
11,8750.0%0.00%
Q4 2021$189,000
-17.5%
11,8750.0%0.00%
Q3 2021$229,000
+13.4%
11,875
+29.2%
0.00%
Q2 2021$202,000
-0.5%
9,1920.0%0.00%
Q1 2021$203,000
-36.8%
9,1920.0%0.00%
Q4 2020$321,0009,1920.00%
Other shareholders
VERTEX INC shareholders Q3 2021
NameSharesValueWeighting ↓
Tensile Capital Management 694,732$10,657,0001.55%
Conestoga Capital Advisors, LLC 3,338,909$51,219,0000.77%
Herald Investment Management Ltd 150,000$2,290,0000.42%
Bullseye Asset Management LLC 40,496$622,0000.29%
PALISADE CAPITAL MANAGEMENT, LP 780,038$11,966,0000.28%
TimesSquare Capital Management, LLC 1,321,104$20,266,0000.23%
FRED ALGER MANAGEMENT, LLC 4,185,081$64,199,0000.20%
Legacy Advisors, LLC 60,000$920,0000.18%
Quadrant Private Wealth Management, LLC 24,869$381,0000.14%
Corton Capital Inc. 13,906$213,0000.09%
View complete list of VERTEX INC shareholders