Summit Creek Advisors LLC VERX Holdings History
Number of Shares
94,484.00
Current Holdings Value*
$3.31 Mil
% of Portfolio
0.48%
Total Estimate Gain
$-999,640.72
% of Total Estimate Gain
-23.16%
Summit Creek Advisors LLC's Vertex Inc Holding Summary
As of 2025-03-31, Summit Creek Advisors LLC held 94,484.00 shares of Vertex Inc(VERX), totaling $3.31 Mil. This investment constitutes 0.48% of their stock portfolio, and Summit Creek Advisors LLC now holds 0.06% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2025Q1. And since then Summit Creek Advisors LLC has made 1 purchases of VERX, at an average price of $45.68, for a total of 94,484.00 shares. Based on historical transaction data and VERX's current price of $35.10, Summit Creek Advisors LLC's estimated gain on his VERX holdings is $-999,640.72, reflecting a -23.16% gain to date.
Summit Creek Advisors LLC VERX ($35.10) Holding Chart
Summit Creek Advisors LLC 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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