Gagnon Advisors, LLC VERX Holdings History

Number of Shares
161,813.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
3.84%
Total Estimate Gain
$658,720.74
% of Total Estimate Gain
12.79%

Gagnon Advisors, LLC's Vertex Inc Holding Summary

As of 2025-06-30, Gagnon Advisors, LLC held 161,813.00 shares of Vertex Inc(VERX), totaling $5.72 Mil. This investment constitutes 3.84% of their stock portfolio, and Gagnon Advisors, LLC now holds 0.1% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2023Q4. And since then Gagnon Advisors, LLC has made 3 purchases of VERX, at an average price of $31.84, for a total of 161,813.00 shares. Based on historical transaction data and VERX's current price of $35.91, Gagnon Advisors, LLC's estimated gain on his VERX holdings is $658,720.74, reflecting a 12.79% gain to date.

Gagnon Advisors, LLC VERX ($35.91) Holding Chart

Gagnon Advisors, LLC VERX ($35.91) 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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