Position in VERX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$25,990
-$4,650 QoQ
Shares Held
2,264
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 228 holders
Holding Since
Jun 2024
9 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, 2026WHITTIER TRUST CO holds $109,784,774 across 36 Software - Application names. VERX ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
110,322 | $28,723,435 | |
| 2 | UBER |
Uber Technologies, Inc
|
296,903 | $21,424,519 | |
| 3 | U |
Unity Software Inc.
|
412,187 | $11,780,304 | |
| 4 | FICO |
Fair Isaac Corp
|
7,752 | $9,261,933 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
69,462 | $8,547,298 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
106,808 | $7,552,393 | |
| 7 | NOW |
ServiceNow, Inc.
|
46,094 | $4,576,211 | |
| 8 | ADP |
Automatic Data Processing Inc
|
19,852 | $4,445,855 |
All Filings in VERX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,990 | 2,264 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $30,640 | 2,577 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $131,103 | 6,565 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,583,703 | 265,579 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,218,017 | 260,875 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,901,712 | 254,262 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,235,868 | 248,095 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,192,061 | 160,791 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,513,234 | 152,933 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||