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Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

VERX holding history

Vertex, Inc. in every 13F filed by Parallel Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VERX overviewAll 13F holders of VERXFull Q2 2026 holdings

Shares (Q2 2026)
2,337
Value
$26.8K
% of portfolio
<0.1%
Quarters held
10
Since Q2 2022
Holdings of VERX by Parallel Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,337$26.8K<0.1%+1,089+87.3%AddedHolders
Q1 20261,248$14.8K<0.1%+1,248NewHolders
Q3 20250$00.0%−9−100.0%Sold outHolders
Q2 20259$318<0.1%+9NewHolders
Q1 20250$00.0%−6−100.0%Sold outHolders
Q4 20246$320<0.1%00.0%UnchangedHolders
Q3 20246$231<0.1%00.0%UnchangedHolders
Q2 20246$216<0.1%+6NewHolders
Q1 20240$00.0%−14−100.0%Sold outHolders
Q4 202314$377<0.1%+14NewHolders
Q3 20230$00.0%−22−100.0%Sold outHolders
Q2 202322$429<0.1%00.0%UnchangedHolders
Q1 202322$455<0.1%+22NewHolders
Q3 20220$00.0%−128−100.0%Sold outHolders
Q2 2022128$1.00K<0.1%+128NewHolders