Position in VERX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,468,601
-$1,598,151 QoQ
Shares Held
127,927
-50.4% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#70
of 226 holders
Holding Since
Jun 2024
9 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, 2026MIZUHO MARKETS AMERICAS LLC holds $167,971,824 across 14 Software - Application names. VERX ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
234,404 | $59,655,818 | |
| 2 | DDOG |
Datadog, Inc.
|
174,716 | $45,489,057 | |
| 3 | CVLT |
Commvault Systems Inc
|
185,622 | $26,308,206 | |
| 4 | SHOP |
Shopify Inc.
|
151,666 | $17,317,223 | |
| 5 | LIF |
Life360, Inc.
|
133,533 | $7,392,386 | |
| 6 | TYL |
Tyler Technologies Inc
|
23,168 | $6,775,713 | |
| 7 | NOW |
ServiceNow, Inc.
|
17,900 | $1,777,112 | |
| 8 | VERX |
Vertex, Inc.
This page
|
127,927 | $1,468,601 |
All Filings in VERX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,601 | 127,927 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $3,066,752 | 257,927 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,567,172 | 378,927 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $9,740,660 | 392,927 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $12,551,592 | 355,217 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $10,051,966 | 287,117 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $10,899,351 | 204,299 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,873,925 | 256,399 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $12,402,065 | 344,024 | Shares | Defined | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||