VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 122 filers reported holding VERTEX INC in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,905,860 | +25.8% | 342,245 | +6.2% | 0.00% | – |
| Q2 2023 | $6,283,661 | +16.6% | 322,239 | +23.8% | 0.00% | – |
| Q1 2023 | $5,386,952 | -23.1% | 260,365 | -46.1% | 0.00% | – |
| Q4 2022 | $7,006,676 | +156.4% | 482,886 | +141.5% | 0.00% | – |
| Q3 2022 | $2,733,000 | +12.2% | 199,963 | -7.0% | 0.00% | – |
| Q2 2022 | $2,435,000 | -26.3% | 214,959 | -0.1% | 0.00% | – |
| Q1 2022 | $3,302,000 | -11.9% | 215,240 | -8.9% | 0.00% | – |
| Q4 2021 | $3,749,000 | -33.9% | 236,242 | -19.9% | 0.00% | – |
| Q3 2021 | $5,668,000 | -6.7% | 294,894 | +6.5% | 0.00% | – |
| Q2 2021 | $6,073,000 | +93.5% | 276,812 | +93.9% | 0.00% | – |
| Q1 2021 | $3,139,000 | -11.5% | 142,792 | +40.4% | 0.00% | – |
| Q4 2020 | $3,545,000 | – | 101,727 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tensile Capital Management | 750,879 | $11,916,000 | 1.43% |
| Washington Harbour Partners LP | 271,619 | $4,311,000 | 1.07% |
| Conestoga Capital Advisors, LLC | 3,336,745 | $52,954,000 | 0.69% |
| Herald Investment Management Ltd | 150,000 | $2,379,000 | 0.39% |
| Legacy Advisors, LLC | 60,000 | $952,000 | 0.35% |
| Bullseye Asset Management LLC | 40,496 | $636,000 | 0.25% |
| PALISADE CAPITAL MANAGEMENT, LP | 528,282 | $8,384,000 | 0.17% |
| FRED ALGER MANAGEMENT, LLC | 4,159,485 | $66,011,000 | 0.16% |
| Quadrant Private Wealth Management, LLC | 26,569 | $422,000 | 0.16% |
| Intrinsic Edge Capital Management LLC | 145,331 | $2,306,000 | 0.15% |