Skip to main content

Gagnon Advisors, LLC

Position in VERX — Vertex, Inc.

CIK 1599466 New York, NY

Position in VERX

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$4,151,409
+$619,485 QoQ
Shares Held
361,621
+21.7% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#43
of 226 holders
Holding Since
Dec 2023
11 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, 2026

Gagnon Advisors, LLC holds $22,351,740 across 5 Software - Application names. VERX ranks #3 (18.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 VERX
Vertex, Inc.
This page
361,621 $4,151,409

All Filings in VERX

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,151,409 361,621
2026-03-31 $3,531,924 297,050
2025-12-31 $4,642,605 232,479
2025-09-30 $5,763,154 232,479
2025-06-30 $5,717,662 161,813
2025-03-31 $5,665,073 161,813
2024-12-31 $6,166,939 115,594
2024-09-30 $4,451,524 115,594
2024-06-30 $4,167,163 115,594
2024-03-31 $3,671,265 115,594
2023-12-31 $1,557,051 57,797