Tensile Capital Management LP / VERX
Tensile Capital Management LP’s Vertex Inc Position
Does Tensile Capital Management LP own Vertex Inc (VERX)? Yes — 3.40M shares worth $40M (+5.79% of its 13F portfolio) as of Q1 2026, down from 3.42M shares the prior filed quarter.
Position Value
$40M
Q1 2026
Shares
3.40M
% of Portfolio
+5.79%
Quarters Held
23
currently held
Position History VERX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.40M | $40M | +5.79% |
| Q4 2025 | 3.42M | $68,297 | +8.85% |
| Q3 2025 | 3.80M | $94,311 | +11.78% |
| Q2 2025 | 3.64M | $128,755 | +15.54% |
| Q1 2025 | 3.66M | $128,153 | +16.35% |
| Q4 2024 | 3.77M | $201,105 | +20.89% |
| Q3 2024 | 4.05M | $156M | +16.88% |
| Q2 2024 | 4.63M | $167M | +18.42% |
| Q1 2024 | 4.76M | $151M | +16.55% |
| Q4 2023 | 5.11M | $138M | +16.11% |
| Q3 2023 | 5.81M | $134M | +16.87% |
| Q2 2023 | 5.87M | $114M | +14.80% |
| Q1 2023 | 5.97M | $124M | +16.77% |
| Q4 2022 | 5.97M | $87M | +13.56% |
| Q3 2022 | 5.22M | $71M | +11.01% |
| Q2 2022 | 720.3K | $8M | +1.41% |
| Q1 2022 | 694.7K | $11M | +1.55% |
| Q4 2021 | 750.9K | $12M | +1.43% |
| Q3 2021 | 824.7K | $16M | +1.84% |
| Q2 2021 | 844.7K | $19M | +2.10% |
| Q1 2021 | 864.7K | $19M | +2.49% |
| Q4 2020 | 972.0K | $34M | +3.97% |
| Q3 2020 | 1.03M | $24M | +3.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tensile Capital Management LP’s full portfolio or all institutional holders of VERX.