Position in VERX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,628,495
-$83,884 QoQ
Shares Held
316,071
+1.2% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#45
of 222 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pier Capital, LLC holds $46,417,439 across 9 Software - Application names. VERX ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FROG |
JFrog Ltd
|
131,860 | $11,983,436 | |
| 2 | CVLT |
Commvault Systems Inc
|
82,928 | $11,753,385 | |
| 3 | FSLY |
Fastly, Inc.
|
394,654 | $7,245,847 | |
| 4 | NAVN |
Navan, Inc.
|
264,663 | $6,052,842 | |
| 5 | PEGA |
Pegasystems Inc
|
137,080 | $4,108,287 | |
| 6 | VERX |
Vertex, Inc.
This page
|
316,071 | $3,628,495 | |
| 7 | DT |
Dynatrace, Inc.
|
20,608 | $904,897 | |
| 8 | TEAM |
Atlassian Corp
|
9,429 | $733,481 |
All Filings in VERX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,628,495 | 316,071 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,712,379 | 312,227 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,884,022 | 244,568 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,235,184 | 291,859 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,184,610 | 231,629 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,710,172 | 248,791 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,318,705 | 155,927 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,910,828 | 231,390 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $8,190,379 | 227,195 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,732,965 | 400,912 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,445,203 | 387,721 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $9,043,881 | 391,510 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,790,153 | 348,213 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,928,904 | 383,224 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||