Position in VERX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$115,247
-$14,306 QoQ
Shares Held
10,039
-7.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 226 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. VERX ranks #95 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in VERX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,247 | 10,039 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $129,553 | 10,896 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $343,763 | 17,214 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $690,550 | 27,856 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,288,278 | 36,459 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,179,626 | 33,694 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,967,387 | 36,877 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,147,135 | 29,788 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,283,199 | 35,595 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,168,482 | 36,791 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,003,488 | 37,249 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $658,142 | 28,491 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $486,700 | 24,959 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $348,771 | 16,857 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $270,480 | 18,641 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $247,563 | 18,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $212,596 | 18,764 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $297,672 | 19,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $228,432 | 14,394 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $223,663 | 11,637 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $262,990 | 11,965 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $384,360 | 11,029 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||