Position in VERX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,861
+$3,108 QoQ
Shares Held
859
+51.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 226 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SIGNATUREFD, LLC holds $40,274,902 across 97 Software - Application names. VERX ranks #74 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
51,258 | $5,852,638 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
11,495 | $4,314,303 | |
| 3 | SAP |
Sap SE
|
21,934 | $3,380,248 | |
| 4 | CRM |
Salesforce, Inc.
|
20,230 | $3,169,231 | |
| 5 | UBER |
Uber Technologies, Inc
|
41,204 | $2,973,280 | |
| 6 | ADP |
Automatic Data Processing Inc
|
8,738 | $1,956,875 | |
| 7 | NOW |
ServiceNow, Inc.
|
18,714 | $1,857,925 | |
| 8 | PAYX |
Paychex Inc
|
17,982 | $1,768,170 |
All Filings in VERX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,861 | 859 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,753 | 568 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,394 | 170 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $966 | 39 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,342 | 38 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $840 | 24 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,547 | 29 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $924 | 24 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $865 | 24 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $762 | 24 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $242 | 9 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $207 | 9 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $409 | 21 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $517 | 25 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,684 | 185 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $14,415 | 750 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $16,455 | 750 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||