Position in VERX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,899,182
+$70,849 QoQ
Shares Held
252,542
+6.2% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#55
of 226 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NORTH STAR ASSET MANAGEMENT INC holds $83,732,023 across 9 Software - Application names. VERX ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
99,048 | $20,306,820 | |
| 2 | INTU |
Intuit Inc.
|
64,471 | $16,826,931 | |
| 3 | ROP |
Roper Technologies Inc
|
39,077 | $13,223,266 | |
| 4 | CRM |
Salesforce, Inc.
|
72,375 | $11,338,266 | |
| 5 | TYL |
Tyler Technologies Inc
|
34,119 | $9,978,442 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
19,738 | $7,408,066 | |
| 7 | VERX |
Vertex, Inc.
This page
|
252,542 | $2,899,182 | |
| 8 | ADP |
Automatic Data Processing Inc
|
5,458 | $1,222,319 |
All Filings in VERX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,899,182 | 252,542 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,828,333 | 237,875 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,402,925 | 220,477 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,834,421 | 195,015 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,662,523 | 131,952 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,039,243 | 115,374 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||