Position in VERX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$413
-$15 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 229 holders
Holding Since
Mar 2026
2 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, 2026Cornerstone Planning Group LLC holds $1,086,248 across 54 Software - Application names. VERX ranks #48 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,244 | $123,504 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,624 | $117,187 | |
| 3 | ADP |
Automatic Data Processing Inc
|
447 | $100,105 | |
| 4 | DDOG |
Datadog, Inc.
|
282 | $73,421 | |
| 5 | PAYX |
Paychex Inc
|
657 | $64,602 | |
| 6 | CRM |
Salesforce, Inc.
|
376 | $58,904 | |
| 7 | MSTR |
Strategy Inc
|
635 | $55,200 | |
| 8 | INTU |
Intuit Inc.
|
202 | $52,722 |
All Filings in VERX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413 | 36 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $428 | 36 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||