VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 83 filers reported holding VERTEX INC in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,882,557 | +29.2% | 124,786 | +9.1% | 0.01% | +25.0% |
| Q2 2023 | $2,231,171 | +30.9% | 114,419 | +38.9% | 0.00% | +33.3% |
| Q1 2023 | $1,704,049 | +31.9% | 82,361 | -7.5% | 0.00% | +50.0% |
| Q4 2022 | $1,291,738 | +4.1% | 89,024 | -2.0% | 0.00% | 0.0% |
| Q3 2022 | $1,241,000 | +21.9% | 90,796 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $1,018,000 | -29.1% | 89,841 | -3.9% | 0.00% | 0.0% |
| Q1 2022 | $1,435,000 | +19.1% | 93,524 | +23.2% | 0.00% | 0.0% |
| Q4 2021 | $1,205,000 | -23.4% | 75,903 | -7.3% | 0.00% | -33.3% |
| Q3 2021 | $1,574,000 | -0.4% | 81,915 | +13.8% | 0.00% | 0.0% |
| Q2 2021 | $1,580,000 | +4.0% | 72,009 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $1,519,000 | +39.9% | 69,096 | +121.6% | 0.00% | +50.0% |
| Q4 2020 | $1,086,000 | +186.5% | 31,176 | +89.3% | 0.00% | +100.0% |
| Q3 2020 | $379,000 | – | 16,469 | – | 0.00% | – |
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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% |