Position in VERX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,444,000
+$1,066,000 QoQ
Shares Held
300,000
+50.0% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#48
of 228 holders
Holding Since
Sep 2021
20 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, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $112,212,735 across 20 Software - Application names. VERX ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
554,450 | $16,616,866 | |
| 2 | RDVT |
Red Violet, Inc.
|
254,250 | $16,200,810 | |
| 3 | FROG |
JFrog Ltd
|
153,550 | $13,954,624 | |
| 4 | PDFS |
Pdf Solutions Inc
|
119,667 | $8,471,226 | |
| 5 | DSGX |
Descartes Systems Group Inc
|
108,000 | $7,477,920 | |
| 6 | ALKT |
Alkami Technology, Inc.
|
400,000 | $7,248,000 | |
| 7 | APPS |
Digital Turbine, Inc.
|
550,329 | $7,099,244 | |
| 8 | PLUS |
Eplus Inc
|
67,500 | $5,618,025 |
All Filings in VERX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,444,000 | 300,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,378,000 | 200,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,994,000 | 200,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,958,000 | 200,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,886,850 | 110,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,851,100 | 110,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,402,000 | 120,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,621,200 | 120,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,326,000 | 120,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,811,200 | 120,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,232,800 | 120,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,465,000 | 150,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,925,000 | 150,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,103,500 | 150,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,176,500 | 150,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,050,500 | 150,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,699,500 | 150,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,301,000 | 150,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,380,500 | 150,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,883,000 | 150,000 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||