SEC 13F Intelligence

Gagnon Advisors, LLC / VERX

Gagnon Advisors, LLC’s Vertex Inc Position

Does Gagnon Advisors, LLC own Vertex Inc (VERX)? Yes — 297.1K shares worth $4M (+2.60% of its 13F portfolio) as of Q1 2026, up from 232.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
297.1K
% of Portfolio
+2.60%
Quarters Held
10
currently held

Position History VERX

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026297.1K$4M+2.60%
Q4 2025232.5K$5M+2.95%
Q3 2025232.5K$6M+3.56%
Q2 2025161.8K$6M+3.84%
Q1 2025161.8K$6M+4.00%
Q4 2024115.6K$6M+3.95%
Q3 2024115.6K$4M+2.87%
Q2 2024115.6K$4M+3.17%
Q1 2024115.6K$4M+3.19%
Q4 202357.8K$2M+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gagnon Advisors, LLC’s full portfolio or all institutional holders of VERX.