Position in VERX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,283,945
-$7,293,816 QoQ
Shares Held
547,382
-52.1% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#36
of 226 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PALISADE CAPITAL MANAGEMENT, LP holds $35,960,225 across 10 Software - Application names. VERX ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
1,741,956 | $8,988,492 | |
| 2 | VERX |
Vertex, Inc.
This page
|
547,382 | $6,283,945 | |
| 3 | BLKB |
Blackbaud Inc
|
208,339 | $6,171,001 | |
| 4 | BL |
Blackline, Inc.
|
210,544 | $5,909,970 | |
| 5 | NCNO |
nCino, Inc.
|
211,835 | $3,463,502 | |
| 6 | ADBE |
Adobe Inc.
|
10,874 | $2,229,387 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
31,779 | $1,971,886 | |
| 8 | INTU |
Intuit Inc.
|
1,288 | $336,168 |
All Filings in VERX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,283,945 | 547,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,577,761 | 1,141,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,904,749 | 746,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,323,517 | 618,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,070,983 | 624,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,303,874 | 579,945 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $40,044,670 | 750,603 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,504,361 | 1,129,690 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,556,042 | 1,208,212 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,551,118 | 1,182,340 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,703,207 | 1,176,808 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,206,461 | 1,264,349 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,120,312 | 1,134,375 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,351,407 | 1,080,300 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $15,319,933 | 1,055,819 | Shares | Sole | 2023-03-24 | |
| 2022-09-30 | $13,609,523 | 995,576 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,962,279 | 791,022 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $11,965,782 | 780,038 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,383,835 | 528,282 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||