Conestoga Small Cap Fund VERX Holdings History
Conestoga Small Cap Fund's Vertex Inc Holding Summary
As of 2025-03-31, CONESTOGA FUNDS held 2.08 Mil shares of Vertex Inc(VERX), totaling $72.82 Mil. This investment constitutes 2.03% of their stock portfolio, and CONESTOGA FUNDS now holds 1.31% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2020Q4. And since then Conestoga Small Cap Fund has made 5 purchases of VERX, at an average price of $27.50, for a total of 3.76 Mil shares. In addition, there have been 5 sales at an average price of $21.28 for 1.68 Mil shares. Based on historical transaction data and VERX's current price of $35.10, Conestoga Small Cap Fund's estimated gain on his VERX holdings is $5.38 Mil, reflecting a 5.21% gain to date.
Conestoga Small Cap Fund VERX ($35.10) Holding Chart
Conestoga Small Cap Fund VERX ($35.10) 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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