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Disclosery

Tensile Capital Management LP: VERX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tensile Capital Management LP on VERX, newest first. How the timeline and the estimate are built.

Tensile Capital Management LP held 2,898,563 VERX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,898,563 shares
    Change vs previous 13F -500,000 shares

    4.59% of the 13F portfolio, value $33,275,503.

    13F-HR 0002080880-26-000021 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,398,563 shares
    Change vs previous 13F -21,431 shares

    5.79% of the 13F portfolio, value $40,408,914.

    13F-HR 0002080880-26-000012 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,419,994 shares
    Change vs previous 13F -384,415 shares

    8.85% of the 13F portfolio, value $68,297,000.

    13F-HR 0001214659-26-002004 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,804,409 shares
    Change vs previous 13F +160,559 shares

    11.78% of the 13F portfolio, value $94,311,000.

    13F-HR 0001214659-25-016664 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,643,850 shares
    Change vs previous 13F -16,624 shares

    15.54% of the 13F portfolio, value $128,755,000.

    13F-HR 0001214659-25-012260 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,660,474 shares
    Change vs previous 13F -109,076 shares

    16.35% of the 13F portfolio, value $128,153,000.

    13F-HR 0001214659-25-007850 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,769,550 shares
    Change vs previous 13F -284,000 shares

    20.89% of the 13F portfolio, value $201,105,000.

    13F-HR 0001214659-25-002863 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,053,550 shares
    Change vs previous 13F not available

    16.88% of the 13F portfolio, value $156,102,211.

    13F-HR 0001214659-24-019175 filed by Tensile Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).