Palogic Value Management, L.P.

Position in VERX — Vertex, Inc.

CIK 1532943 DALLAS, TX

Position in VERX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,264,522

+$75,522 QoQ

Shares Held

110,150

+10.2% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#74

of 226 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Palogic Value Management, L.P. holds $21,705,859 across 20 Software - Application names. VERX ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXFY	Expensify, Inc.	1,768,456	$3,165,536
2	LSPD	Lightspeed Commerce Inc.	180,246	$1,890,780
3	NICE	NICE Ltd.	14,516	$1,318,778
4	VERX	Vertex, Inc. This page	110,150	$1,264,522
5	PD	PagerDuty, Inc.	125,253	$1,208,691
6	PAR	Par Technology Corp	69,109	$1,203,878
7	SPSC	Sps Commerce Inc	20,020	$1,144,543
8	MNDY	monday.com Ltd.	15,020	$1,087,297

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,264,522	110,150	+10.2%	Shares	Sole	2026-08-14
2026-03-31	$1,189,000	100,000	+48.1%	Shares	Sole	2026-05-15
2025-12-31	$1,347,975	67,500	+12.5%	Shares	Sole	2026-02-17
2025-09-30	$1,487,400	60,000	-40.0%	Shares	Sole	2025-11-14
2024-12-31	$5,335,000	100,000	-20.0%	Shares	Sole	2025-03-12
2024-09-30	$4,813,750	125,000	0.0%	Shares	Sole	2025-03-12
2024-06-30	$4,506,250	125,000	-10.7%	Shares	Sole	2024-08-13
2024-03-31	$4,446,400	140,000	-20.0%	Shares	Sole	2024-05-14
2023-12-31	$4,714,500	175,000	-22.2%	Shares	Sole	2024-02-14
2023-09-30	$5,197,500	225,000	-4.5%	Shares	Sole	2025-03-12
2023-06-30	$4,592,308	235,503	-19.4%	Shares	Sole	2023-08-11
2023-03-31	$6,042,700	292,059	0.0%	Shares	Sole	2023-05-12
2022-12-31	$4,237,776	292,059	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.