Number of Shares
2.04 Mil
Current Holdings Value*
$71.53 Mil
% of Portfolio
1.34%
Total Estimate Gain
$-3.47 Mil
% of Total Estimate Gain
-4.55%

GENEVA CAPITAL MANAGEMENT LLC's Vertex Inc Holding Summary

As of 2025-03-31, GENEVA CAPITAL MANAGEMENT LLC held 2.04 Mil shares of Vertex Inc(VERX), totaling $71.53 Mil. This investment constitutes 1.34% of their stock portfolio, and GENEVA CAPITAL MANAGEMENT LLC now holds 1.29% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2024Q2. And since then GENEVA CAPITAL MANAGEMENT LLC has made 3 purchases of VERX, at an average price of $37.10, for a total of 2.06 Mil shares. In addition, there have been 1 sales at an average price of $48.64 for 13,011.00 shares. Based on historical transaction data and VERX's current price of $35.33, GENEVA CAPITAL MANAGEMENT LLC's estimated gain on his VERX holdings is $-3.47 Mil, reflecting a -4.55% gain to date.

GENEVA CAPITAL MANAGEMENT LLC VERX ($35.33) Holding Chart

GENEVA CAPITAL MANAGEMENT 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 %

Top Ranked Articles

  • 1