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Strategic Advocates LLC

Position in VERX — Vertex, Inc.

CIK 1991340 LOGAN, UT

Position in VERX

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$13,352
-$35,534 QoQ
Shares Held
1,123
-54.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VERX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Strategic Advocates LLC holds $442,175 across 6 Software - Application names.

# Ticker Company Shares Value (USD) Open

All Filings in VERX

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $13,352 1,123
2025-12-31 $48,886 2,448
2025-09-30 $169,290 6,829
2025-06-30 $228,405 6,464
2025-03-31 $206,523 5,899