MORGAN STANLEY - VERTEX INC ownership

VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 103 filers reported holding VERTEX INC in Q4 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of VERTEX INC
ValueSharesWeighting
Q3 2023$4,159,410
-45.0%
180,061
-53.5%
0.00%
-100.0%
Q2 2023$7,556,251
+34.2%
387,500
+42.4%
0.00%0.0%
Q1 2023$5,629,522
+158.0%
272,089
+80.9%
0.00%
Q4 2022$2,181,883
-26.8%
150,371
-31.1%
0.00%
Q3 2022$2,981,000
+10.9%
218,142
-8.0%
0.00%
Q2 2022$2,687,000
-38.9%
237,185
-17.2%
0.00%
-100.0%
Q1 2022$4,396,000
+119.0%
286,619
+126.7%
0.00%
Q4 2021$2,007,000
-26.3%
126,449
-10.8%
0.00%
Q3 2021$2,725,000
-28.5%
141,753
-18.4%
0.00%
-100.0%
Q2 2021$3,810,000
+1697.2%
173,636
+1697.7%
0.00%
Q1 2021$212,000
-76.8%
9,659
-63.2%
0.00%
Q4 2020$914,000
+311.7%
26,226
+171.9%
0.00%
Q3 2020$222,0009,6470.00%
Other shareholders
VERTEX INC shareholders Q4 2022
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