Position in VERX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,098,176
-$30,660 QoQ
Shares Held
95,660
+0.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 226 holders
Holding Since
Jun 2025
5 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, 2026Lazard Freres Gestion S.A.S. holds $10,066,374 across 7 Software - Application names. VERX ranks #6 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,870 | $2,578,448 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,945 | $1,682,299 | |
| 3 | UBER |
Uber Technologies, Inc
|
23,300 | $1,681,328 | |
| 4 | CRM |
Salesforce, Inc.
|
9,840 | $1,541,534 | |
| 5 | TYL |
Tyler Technologies Inc
|
3,910 | $1,143,518 | |
| 6 | VERX |
Vertex, Inc.
This page
|
95,660 | $1,098,176 | |
| 7 | DDOG |
Datadog, Inc.
|
1,310 | $341,071 |
All Filings in VERX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,176 | 95,660 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $1,128,836 | 94,940 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $2,196,700 | 110,000 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $1,735,300 | 70,000 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $706,700 | 20,000 | Shares | Other | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||