Number of Shares
2.95 Mil
Current Holdings Value*
$103.20 Mil
% of Portfolio
1.56%
Total Estimate Gain
$6.26 Mil
% of Total Estimate Gain
4.29%

Conestoga Capital Advisors, LLC's Vertex Inc Holding Summary

As of 2025-03-31, Conestoga Capital Advisors, LLC held 2.95 Mil shares of Vertex Inc(VERX), totaling $103.20 Mil. This investment constitutes 1.56% of their stock portfolio, and Conestoga Capital Advisors, LLC now holds 1.86% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2020Q4. And since then Conestoga Capital Advisors, LLC has made 9 purchases of VERX, at an average price of $29.00, for a total of 5.03 Mil shares. In addition, there have been 10 sales at an average price of $23.04 for 2.08 Mil shares. Based on historical transaction data and VERX's current price of $35.33, Conestoga Capital Advisors, LLC's estimated gain on his VERX holdings is $6.26 Mil, reflecting a 4.29% gain to date.

Conestoga Capital Advisors, LLC VERX ($35.33) Holding Chart

Conestoga Capital Advisors, LLC VERX ($35.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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