Position in VERX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,427,260
-$550,272 QoQ
Shares Held
1,343,838
+0.0% QoQ
Ownership
0.828%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#18
of 226 holders
Holding Since
Sep 2021
20 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, 2026Legacy Advisors, LLC holds $34,266,749 across 14 Software - Application names. VERX ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VERX |
Vertex, Inc.
This page
|
1,343,838 | $15,427,260 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,924 | $7,859,955 | |
| 3 | BSY |
Bentley Systems Inc
|
194,576 | $5,815,876 | |
| 4 | DDOG |
Datadog, Inc.
|
3,187 | $829,767 | |
| 5 | ADP |
Automatic Data Processing Inc
|
3,698 | $828,167 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,787 | $773,093 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,830 | $686,835 | |
| 8 | FICO |
Fair Isaac Corp
|
345 | $412,199 |
All Filings in VERX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,427,260 | 1,343,838 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,977,532 | 1,343,779 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,836,464 | 1,343,839 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $33,312,281 | 1,343,779 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,677,776 | 47,482 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $46,345,502 | 1,323,779 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $74,571,509 | 1,397,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $83,299,363 | 2,163,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $77,993,201 | 2,163,473 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $68,735,658 | 2,164,221 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $87,416,824 | 3,244,871 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,635,661 | 200,678 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,912,421 | 200,637 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,560,167 | 365,402 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $815,520 | 56,204 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $825,093 | 60,358 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $679,800 | 60,000 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $920,400 | 60,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $952,200 | 60,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,153,200 | 60,000 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||