Position in RDVT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,933,159
+$1,334,812 QoQ
Shares Held
46,032
-0.4% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#40
of 174 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RDVT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Annex Advisory Services, LLC holds $42,969,250 across 6 Software - Application names. RDVT ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
525,251 | $37,902,112 | |
| 2 | RDVT |
Red Violet, Inc.
This page
|
46,032 | $2,933,159 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,947 | $659,980 | |
| 4 | WDAY |
Workday, Inc.
|
4,826 | $590,798 | |
| 5 | CRM |
Salesforce, Inc.
|
3,664 | $574,002 | |
| 6 | SHOP |
Shopify Inc.
|
2,708 | $309,199 |
All Filings in RDVT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,933,159 | 46,032 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,598,347 | 46,195 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,183,106 | 55,893 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,969,785 | 56,838 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,253,350 | 66,125 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,391,212 | 63,613 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,080,389 | 29,845 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||