Number of Shares
673,992.00
Current Holdings Value*
$23.60 Mil
% of Portfolio
3.44%
Total Estimate Gain
$9.68 Mil
% of Total Estimate Gain
39.25%

Pembroke Management, LTD's Vertex Inc Holding Summary

As of 2025-03-31, Pembroke Management, LTD held 673,992.00 shares of Vertex Inc(VERX), totaling $23.60 Mil. This investment constitutes 3.44% of their stock portfolio, and Pembroke Management, LTD now holds 0.43% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2023Q4. And since then Pembroke Management, LTD has made 2 purchases of VERX, at an average price of $26.60, for a total of 927,129.00 shares. In addition, there have been 4 sales at an average price of $41.59 for 253,137.00 shares. Based on historical transaction data and VERX's current price of $35.33, Pembroke Management, LTD's estimated gain on his VERX holdings is $9.68 Mil, reflecting a 39.25% gain to date.

Pembroke Management, LTD VERX ($35.33) Holding Chart

Pembroke Management, LTD 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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