Position in VERX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,989,034
-$3,936,021 QoQ
Shares Held
260,369
-55.3% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 226 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 59%
Shared 17%
None 24%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. VERX ranks #88 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in VERX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,989,034 | 260,369 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,925,055 | 582,427 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,340,351 | 818,245 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,474,297 | 987,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,734,323 | 954,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,807,599 | 908,529 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $43,976,349 | 824,299 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $35,088,461 | 911,152 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $24,087,815 | 668,178 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,932,096 | 627,585 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,021,232 | 483,342 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,984,902 | 475,537 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,623,718 | 390,960 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,323,690 | 305,640 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,835,818 | 195,439 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,540,227 | 185,825 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,456,889 | 128,587 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,182,100 | 77,060 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $332,793 | 20,970 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||