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 | $2,459,272 | -43.8% | 106,462 | -52.6% | 0.00% | -100.0% |
| Q2 2023 | $4,377,614 | +2.1% | 224,493 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $4,286,244 | +394.5% | 207,165 | +246.8% | 0.00% | – |
| Q4 2022 | $866,828 | -17.8% | 59,740 | -22.6% | 0.00% | – |
| Q3 2022 | $1,055,000 | +28.7% | 77,208 | +6.6% | 0.00% | – |
| Q2 2022 | $820,000 | -25.4% | 72,406 | +1.1% | 0.00% | – |
| Q1 2022 | $1,099,000 | +3.8% | 71,644 | +7.4% | 0.00% | – |
| Q4 2021 | $1,059,000 | -21.7% | 66,690 | -5.2% | 0.00% | – |
| Q3 2021 | $1,353,000 | +157.7% | 70,365 | +194.0% | 0.00% | – |
| Q2 2021 | $525,000 | -97.2% | 23,935 | -97.2% | 0.00% | -100.0% |
| Q1 2021 | $18,701,000 | -37.2% | 850,810 | -0.4% | 0.01% | -37.5% |
| Q4 2020 | $29,772,000 | +32.1% | 854,286 | -12.8% | 0.01% | +33.3% |
| Q3 2020 | $22,538,000 | – | 979,910 | – | 0.01% | – |
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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% |