Vertex Inc - Class A
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Vertex Inc - Class A (VERX), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Vertex Inc - Class A (VERX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Vertex Inc - Class A (VERX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Vertex Inc - Class A (VERX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Sheila Walton@Westwind Capital
| 2.18% | $9.969M 186,852 shares@ 53.36 avg price | Increased 0.23% |
Michelle Schwab@Ellsworth Advisors, Llc
| 0.25% | $922,475 17,291 shares@ 53.36 avg price | Increased 3.5% |
Terry Ammons@Sheets Smith Wealth Management
| 0.1% | $805,532 15,099 shares@ 53.36 avg price | Increased 2.2% |
Lorraine Wang@Gamma Investing Llc
| 0.01% | $14,885 279 shares@ 53.36 avg price | Increased 65.09% |
Richard M. Dolson@Nisa Investment Advisors, Llc
| 0.01% | $11,097 208 shares@ 53.36 avg price | Increased 29.2% |