Skip to main content

CAPSTONE INVESTMENT ADVISORS, LLC

Position in VERX — Vertex, Inc.

CIK 1426196 NEW YORK, NY

Position in VERX

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$180,523
+$54,216 QoQ
Shares Held
15,725
+48.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 226 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in VERX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

CAPSTONE INVESTMENT ADVISORS, LLC holds $253,166,317 across 44 Software - Application names. VERX ranks #44 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in VERX

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $180,523 15,725
2026-03-31 $126,307 10,623
2025-06-30 $247,345 7,000