GAGNON SECURITIES LLC

Broker-Dealer

Position in VERX — Vertex, Inc.

CIK 1125725 New York, NY

Position in VERX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$8,736,578

+$3,169,443 QoQ

Shares Held

761,026

+62.5% QoQ

Ownership

0.469%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#28

of 226 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GAGNON SECURITIES LLC holds $52,130,661 across 11 Software - Application names. VERX ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FRSH	Freshworks Inc.	1,563,866	$15,826,323
2	BL	Blackline, Inc.	375,769	$10,547,835
3	VERX	Vertex, Inc. This page	761,026	$8,736,578
4	AMPL	Amplitude, Inc.	1,055,508	$8,074,636
5	KLTR	Kaltura Inc	3,266,999	$4,247,098
6	NCNO	nCino, Inc.	75,333	$1,231,694
7	APPS	Digital Turbine, Inc.	81,839	$1,055,723
8	DOCU	Docusign, Inc.	20,906	$928,644

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,736,578	761,026	+62.5%	Shares	Sole	2026-08-05
2026-03-31	$5,567,135	468,220	+28.4%	Shares	Sole	2026-04-22
2025-12-31	$7,281,920	364,643	-3.7%	Shares	Sole	2026-02-13
2025-09-30	$9,387,601	378,685	+40.3%	Shares	Sole	2025-11-03
2025-06-30	$9,535,008	269,846	+0.5%	Shares	Sole	2025-07-23
2025-03-31	$9,404,386	268,620	+52.8%	Shares	Sole	2025-05-09
2024-12-31	$9,379,463	175,810	-0.7%	Shares	Sole	2025-01-24
2024-09-30	$6,820,583	177,112	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$6,417,584	178,019	-18.4%	Shares	Sole	2024-08-14
2024-03-31	$6,931,111	218,234	+120.4%	Shares	Sole	2024-05-13
2023-12-31	$2,667,868	99,030	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.