Position in VERX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,866
-$6,499 QoQ
Shares Held
511
-50.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 226 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 OF NEVADA INC holds $54,984,151 across 35 Software - Application names. VERX ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
233,394 | $16,841,710 | |
| 2 | DDOG |
Datadog, Inc.
|
48,963 | $12,748,005 | |
| 3 | FICO |
Fair Isaac Corp
|
3,478 | $4,155,444 | |
| 4 | GWRE |
Guidewire Software, Inc.
|
33,464 | $4,117,745 | |
| 5 | CHYM |
Chime Financial, Inc.
|
192,430 | $3,940,966 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
54,791 | $3,874,271 | |
| 7 | CRM |
Salesforce, Inc.
|
13,259 | $2,077,154 | |
| 8 | ADP |
Automatic Data Processing Inc
|
9,267 | $2,075,343 |
All Filings in VERX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,866 | 511 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,365 | 1,040 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $171,302 | 8,578 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,418,862 | 137,913 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,853,226 | 137,349 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,641,100 | 132,565 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,727,541 | 126,102 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,085,227 | 80,115 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,780,031 | 77,116 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||