Tensile Capital Management LP

Position in VERX — Vertex, Inc.

CIK 1598843 LARKSPUR, CA

Back to VERX Full portfolio

Position in VERX

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

Position Value

$33,275,503

-$7,133,411 QoQ

Shares Held

2,898,563

-14.7% QoQ

Ownership

1.79%

of shares outstanding

% of Portfolio

4.59%

of 13F equity value

Holder Rank

of 226 holders

Holding Since

Sep 2020

24 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, 2026

Tensile Capital Management LP holds $197,013,322 across 7 Software - Application names. VERX ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	245,043	$71,665,275
2	QTWO	Q2 Holdings, Inc.	868,767	$41,787,692
3	VERX	Vertex, Inc. This page	2,898,563	$33,275,503
4	BL	Blackline, Inc.	694,846	$19,504,327
5	NCNO	nCino, Inc.	1,056,592	$17,275,279
6	APPF	Appfolio Inc	73,000	$11,705,550
7	ALIT	Alight, Inc. / Delaware	160,687	$1,799,696

All Filings in VERX

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,275,503	2,898,563	-14.7%	Shares	Sole	2026-08-14
2026-03-31	$40,408,914	3,398,563	-6.4%	Shares	Sole	2026-04-02
2026-03-31	$40,408,914	3,398,563	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$68,297,280	3,419,994	-10.1%	Shares	Sole	2026-02-17
2025-09-30	$94,311,299	3,804,409	+4.4%	Shares	Sole	2025-11-14
2025-06-30	$128,755,439	3,643,850	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$127,116,058	3,630,850	—	Shares	Sole	2025-05-15
2025-03-31	$128,153,194	3,660,474	-2.9%	Shares	Sole	2025-05-15
2024-12-31	$201,105,492	3,769,550	-7.0%	Shares	Sole	2025-02-14
2024-09-30	$156,102,210	4,053,550	-12.5%	Shares	Sole	2024-11-14
2024-06-30	$167,039,477	4,633,550	-2.7%	Shares	Sole	2024-08-14
2024-03-31	$151,195,068	4,760,550	-6.9%	Shares	Sole	2024-05-15
2023-12-31	$137,792,846	5,114,805	-11.9%	Shares	Sole	2024-02-14
2023-09-30	$134,135,162	5,806,717	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$114,400,981	5,866,717	-1.7%	Shares	Sole	2023-08-14
2023-03-31	$123,524,638	5,970,258	0.0%	Shares	Sole	2023-05-15
2022-12-31	$86,628,443	5,970,258	+14.4%	Shares	Sole	2023-02-14
2022-09-30	$71,360,926	5,220,258	+624.8%	Shares	Sole	2022-11-14
2022-06-30	$8,160,523	720,258	+3.7%	Shares	Sole	2022-08-15
2022-03-31	$10,657,188	694,732	-7.5%	Shares	Sole	2022-05-16
2021-12-31	$11,916,449	750,879	-9.0%	Shares	Sole	2022-02-14
2021-09-30	$15,850,734	824,700	-2.4%	Shares	Sole	2021-11-15
2021-06-30	$18,532,718	844,700	-2.3%	Shares	Sole	2021-08-16
2021-03-31	$19,006,106	864,700	-11.0%	Shares	Sole	2021-05-17
2020-12-31	$33,874,200	972,000	-5.8%	Shares	Sole	2021-02-16
2020-09-30	$23,736,000	1,032,000	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.