VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 124 filers reported holding VERTEX INC in Q2 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,418,540 | -41.5% | 233,524 | -48.5% | 0.00% | -66.7% |
| Q1 2024 | $14,398,206 | +478.0% | 453,344 | +390.3% | 0.00% | – |
| Q4 2023 | $2,490,872 | +1.3% | 92,460 | -13.2% | 0.00% | -100.0% |
| Q3 2023 | $2,459,272 | -43.8% | 106,462 | -52.6% | 0.00% | 0.0% |
| 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 | +82063.8% | 59,740 | -22.6% | 0.00% | – |
| Q3 2022 | $1,055 | +28.7% | 77,208 | +6.6% | 0.00% | – |
| Q2 2022 | $820 | -99.9% | 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 | 4,633,550 | $167,039,478 | 18.42% |
| Legacy Advisors, LLC | 2,163,473 | $77,993,202 | 9.48% |
| Aperture Investors, LLC | 818,337 | $29,501,049 | 4.31% |
| Pembroke Management, LTD | 844,619 | $30,448,515 | 4.09% |
| Gagnon Advisors, LLC | 115,594 | $4,167,164 | 3.17% |
| Bryn Mawr Capital Management, LLC | 1,596,000 | $57,535,800 | 3.17% |
| NEXT CENTURY GROWTH INVESTORS LLC | 848,394 | $30,584,603 | 2.54% |
| G2 Investment Partners Management LLC | 238,450 | $8,596,123 | 2.23% |
| Palogic Value Management, L.P. | 125,000 | $4,506,250 | 1.91% |
| Conestoga Capital Advisors, LLC | 2,805,785 | $101,148,549 | 1.52% |