PALLADIEM, LLC

Position in VERX — Vertex, Inc.

CIK 1629271 BRYN MAWR, PA

Position in VERX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$50,167

-$1,792 QoQ

Shares Held

4,370

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#157

of 226 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PALLADIEM, LLC holds $134,781 across 3 Software - Application names. VERX ranks #2 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALKT	Alkami Technology, Inc.	4,645	$84,167
2	VERX	Vertex, Inc. This page	4,370	$50,167
3	ADP	Automatic Data Processing Inc	2	$447

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,167	4,370	0.0%	Shares	Sole	2026-08-13
2026-03-31	$51,959	4,370	0.0%	Shares	Sole	2026-05-06
2025-12-31	$87,268	4,370	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.