Vertex Inc. Class AVERX
13F holders, Q4 2024 (December 31)253holders +34
46new positions
21sold out
5famous investors
$53.35avg. 13F price*
At the end of Q4 2024, 253 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 34 from Q3 2024. 46 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($365.9M), BlackRock, Inc. ($336.6M) and Tensile Capital Management LP ($201.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $161.1M |
| Exits | 21 | $63.8M |
All 13F filers, Q3 2024 → Q4 2024: 11,903,918 shares bought and 7,524,122 shares sold, net +4,379,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Vanguard Group Inc. | 0.01% | Add +2.0% | 6,858,981 | $365.9M |
| BlackRock, Inc. | 0.01% | Add +26.0% | 6,310,013 | $336.6M |
| Tensile Capital Management LP | 20.89% | Reduce -7.0% | 3,769,550 | $201.1M |
| Neuberger Berman Group LLC | 0.15% | Add +1.6% | 3,527,604 | $188.2M |
| FMR LLC | 0.01% | Add +25.4% | 2,868,438 | $153.0M |
| Conestoga Capital Advisors, LLC | 1.60% | Reduce -0.8% | 2,261,595 | $120.7M |
| Franklin Resources Inc. | 0.03% | Add +26.0% | 2,129,099 | $113.6M |
| Fred Alger Management, LLC | 0.52% | Reduce -19.0% | 2,060,284 | $109.9M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -2.8% | 1,521,537 | $81.2M |
| Invesco Ltd. | 0.01% | Add +342.5% | 1,513,660 | $80.8M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +39.6% | 1,490,385 | $79.5M |
| Geneva Capital Management LLC | 1.33% | Reduce -0.9% | 1,437,588 | $76.7M |
| Legacy Advisors, LLC | 7.24% | Reduce -35.4% | 1,397,779 | $74.6M |
| State Street Corp. | 0.00% | Add +0.9% | 1,374,032 | $73.3M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Add +8.8% | 1,337,758 | $71.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.0% | 1,275,117 | $68.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -29.0% | 1,272,129 | $67.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | New | 1,158,849 | $61.8M |
| Ameriprise Financial Inc. | 0.02% | Add +17.6% | 1,149,840 | $61.3M |
| Driehaus Capital Management LLC | 0.47% | Add +5.1% | 1,063,711 | $56.7M |
| Aberdeen Group plc | 0.10% | Add +74.9% | 1,029,177 | $55.0M |
| Lord, Abbett & Co. LLC | 0.18% | Add +8.9% | 1,016,425 | $54.2M |
| TimesSquare Capital Management, LLC | 0.77% | Reduce -40.0% | 992,657 | $53.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +233.7% | 851,127 | $45.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -9.5% | 824,299 | $44.0M |
| Palisade Capital Management, LP | 1.21% | Reduce -33.6% | 750,603 | $40.0M |
| Pembroke Management, LTD | 4.85% | Reduce -11.3% | 729,361 | $38.9M |
| Federated Hermes, Inc. | 0.08% | Add +53.8% | 690,957 | $36.9M |
| Brown Capital Management LLC | 0.85% | Add +26.7% | 689,015 | $36.8M |
| UBS Group AG | 0.01% | Add +37.9% | 680,881 | $36.3M |
| Janus Henderson Group PLC | 0.02% | Reduce -13.7% | 666,436 | $35.6M |
| Aperture Investors, LLC | 4.36% | Reduce -26.0% | 632,698 | $33.8M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 629,504 | $33.6M |
| Silvercrest Asset Management Group LLC | 0.22% | Reduce -1.3% | 620,589 | $33.1M |
| Banque Pictet & Cie SA | 0.32% | Reduce -36.2% | 613,563 | $32.7M |
| Principal Financial Group Inc. | 0.02% | Add +1100.3% | 572,245 | $30.5M |
| Bessemer Group Inc. | 0.05% | Add +4.2% | 561,161 | $29.9M |
| Northern Trust Corp. | 0.00% | Add +5.3% | 558,887 | $29.8M |
| Citadel Advisors | 0.03% | Add +1292.6% | 558,130 | $29.8M |
| Bank of America Corp. | 0.00% | Add +47.8% | 551,620 | $29.4M |
| Premier Fund Managers Ltd | 0.98% | Reduce -0.9% | 519,789 | $27.6M |
| Public Employees Retirement Association of Colorado | 0.11% | Add +21.3% | 510,267 | $27.2M |
| Axiom Investors LLC | 0.20% | Add +6.0% | 503,578 | $26.9M |
| Barclays PLC | 0.01% | Reduce -18.8% | 472,630 | $25.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.8% | 459,435 | $24.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -10.4% | 456,434 | $24.4M |
| Jennison Associates LLC | 0.01% | Reduce -3.1% | 455,028 | $24.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +707.5% | 446,951 | $23.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.5% | 438,739 | $23.4M |
| Macquarie Group Ltd. | 0.02% | New | 385,390 | $20.6M |
| Granahan Investment Management, LLC | 0.81% | Reduce -34.0% | 362,598 | $19.3M |
| Kornitzer Capital Management Inc. | 0.36% | No change | 345,257 | $18.4M |
| Next Century Growth Investors LLC | 1.31% | Reduce -35.1% | 326,997 | $17.4M |
| Millennium Management | 0.01% | Add +87.4% | 292,494 | $15.6M |
| Whittier Trust Co. | 0.17% | Add +54.3% | 248,095 | $13.2M |
| First Trust Advisors LP | 0.01% | Reduce -8.5% | 236,034 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Add +36.3% | 234,274 | $12.5M |
| Banco Santander, S.A. | 0.15% | Reduce -25.2% | 232,000 | $12.4M |
| Scalar Gauge Management, LLC | 5.44% | New | 220,970 | $11.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Add +12.8% | 215,102 | $11.5M |
| Mizuho Markets Americas LLC | 0.21% | Reduce -20.3% | 204,299 | $10.9M |
| Comerica Bank | 0.04% | Reduce -0.5% | 194,337 | $10.4M |
| Westwind Capital | 2.18% | Add +0.2% | 186,852 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.9% | 179,268 | $9.6M |
| Agf Management Ltd. | 0.05% | New | 176,593 | $9.4M |
| Gagnon Securities LLC | 1.89% | Reduce -0.7% | 175,810 | $9.4M |
| Kennedy Capital Management LLC | 0.20% | Reduce -16.9% | 171,048 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.6% | 165,521 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | New | 162,947 | $8.7M |
| Tidal Investments LLC | 0.07% | New | 156,994 | $8.4M |
| Pier Capital, LLC | 1.19% | Reduce -32.6% | 155,927 | $8.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.0% | 153,985 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 132,797 | $7.1M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | Add +57.4% | 126,102 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +8.1% | 124,144 | $6.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.05% | No change | 120,000 | $6.4M |
| Voya Investment Management LLC | 0.01% | Add +576.7% | 120,038 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.8% | 118,360 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -62.8% | 115,764 | $6.2M |
| Swiss National Bank | 0.00% | Add +7.3% | 115,700 | $6.2M |
| Gagnon Advisors, LLC | 3.95% | No change | 115,594 | $6.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 112,803 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +100.7% | 108,870 | $5.8M |
| Palogic Value Management, L.P. | 2.18% | Reduce -20.0% | 100,000 | $5.3M |
| BNP Paribas Financial Markets | 0.00% | New | 98,890 | $5.3M |
| Renaissance Technologies | 0.01% | Reduce -69.4% | 94,700 | $5.1M |
| Informed Momentum Co LLC | 0.70% | New | 93,254 | $5.0M |
| Sei Investments Co. | 0.01% | Add +9.4% | 86,284 | $4.6M |
| Rhumbline Advisers | 0.00% | Add +5.2% | 79,675 | $4.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -60.3% | 78,540 | $4.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +6.5% | 78,474 | $4.2M |
| Saba Capital Management, L.P. | 0.10% | Reduce -2.3% | 77,292 | $4.1M |
| Bullseye Asset Management LLC | 1.91% | Add +13.8% | 76,360 | $4.1M |
| Global IMC LLC | 0.71% | New | 73,837 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | New | 73,616 | $3.9M |
| Legal & General Group Plc | 0.00% | Add +7.4% | 67,461 | $3.6M |
| Empowered Funds, LLC | 0.05% | New | 63,038 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +2.4% | 60,571 | $3.2M |
| Triasima Portfolio Management inc. | 0.61% | New | 58,761 | $3.1M |
| Westover Capital Advisors, LLC | 0.65% | Add +1.1% | 55,427 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +4.8% | 54,677 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Add +28.4% | 54,115 | $2.9M |
| Citigroup Inc. | 0.00% | Add +12.5% | 52,445 | $2.8M |
| Abn Amro Investment Solutions | 0.05% | Add +27.5% | 50,915 | $2.7M |
| Sterling Capital Management LLC | 0.04% | Reduce -6.2% | 50,621 | $2.7M |
| Deutsche Bank AG | 0.00% | Reduce -38.0% | 46,442 | $2.5M |
| Quantbot Technologies LP | 0.09% | Reduce -6.3% | 45,780 | $2.4M |
| Victory Capital Management Inc. | 0.00% | Add +26.4% | 43,474 | $2.3M |
| Verition Fund Management LLC | 0.01% | Add +210.1% | 42,800 | $2.3M |
| TD Asset Management Inc | 0.00% | Add +28.0% | 39,174 | $2.1M |
| LPL Financial LLC | 0.00% | Add +23.8% | 36,877 | $2.0M |
| Jefferies Financial Group Inc. | 0.02% | New | 35,777 | $1.9M |
| Sheets Smith Investment Management | 1.60% | — | 35,308 | $1.9M |
| Royce & Associates LP | 0.02% | No change | 35,000 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +61.8% | 34,380 | $1.8M |
| HighTower Advisors, LLC | 0.00% | New | 33,582 | $1.8M |
| Redwood Investments, LLC | 0.48% | New | 33,431 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +5.7% | 33,275 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -36.8% | 32,434 | $1.7M |
| Sterling Investment Advisors, Ltd. | 0.41% | No change | 31,720 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.3% | 31,173 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -31.4% | 31,000 | $1.7M |
| Spire Wealth Management | 0.05% | Reduce -1.9% | 30,500 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -10.6% | 27,438 | $1.5M |
| Credit Agricole S A | 0.00% | New | 27,370 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.0% | 26,982 | $1.4M |
| PDT Partners, LLC | 0.13% | New | 26,900 | $1.4M |
| Aquatic Capital Management LLC | 0.04% | Reduce -60.1% | 24,714 | $1.3M |
| Bank Pictet & Cie (Europe) AG | 0.03% | Reduce -36.1% | 24,560 | $1.3M |
| Jump Financial, LLC | 0.03% | Add +276.5% | 23,700 | $1.3M |
| Bosman Wealth Management, LLC | 1.17% | — | 22,709 | $1.2M |
| G2 Investment Partners Management LLC | 0.31% | Reduce -88.4% | 22,201 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +83.8% | 21,404 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -16.4% | 21,366 | $1.1M |
| Voloridge Investment Management, LLC | 0.00% | New | 20,932 | $1.1M |
| STRS Ohio | 0.00% | Add +149.4% | 19,700 | $1.1M |
| Moody National Bank Trust Division | 0.11% | Reduce -4.4% | 19,419 | $1.0M |
| Glenmede Trust Co. NA | 0.00% | Reduce -10.2% | 17,731 | $946K |
| Ellsworth Advisors, LLC | 0.24% | Add +3.5% | 17,291 | $922K |
| Arizona State Retirement System | 0.01% | Add +7.3% | 17,062 | $910K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -27.5% | 16,137 | $861K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +53.4% | 15,551 | $830K |
| ProShare Advisors LLC | 0.00% | Add +48.9% | 15,271 | $815K |
| Sheets Smith Wealth Management | 0.10% | Add +2.2% | 15,099 | $806K |
| Pathstone Holdings, LLC | 0.00% | No change | 15,086 | $805K |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.6% | 14,959 | $798K |
| Bantamac Capital, LLC | 0.35% | Add +1.4% | 14,514 | $774K |
| AQR Capital Management | 0.00% | Add +1.3% | 13,050 | $696K |
| Cannon Global Investment Management, LLC | 1.68% | Reduce -29.4% | 12,704 | $678K |
| Handelsbanken Fonder AB | 0.00% | Add +6.8% | 12,500 | $667K |
| KLP Kapitalforvaltning As | 0.00% | — | 12,500 | $667K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 12,282 | $655K |
| Quantessence Capital LLC | 0.26% | — | 12,091 | $645K |
| Scientech Research LLC | 0.18% | New | 12,021 | $641K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 11,554 | $616K |
| Raymond James Financial Inc. | 0.00% | — | 11,155 | $595K |
| Sigma Planning Corp | 0.02% | Add +15.0% | 10,908 | $582K |
| Precision Wealth Strategies, LLC | 0.41% | New | 10,045 | $536K |
| Callan Family Office, LLC | 0.03% | New | 10,007 | $534K |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.9% | 9,914 | $529K |
| Pictet Asset Management Holding SA | 0.00% | Add +41.2% | 9,830 | $524K |
| Vident Advisory, LLC | 0.01% | Reduce -2.3% | 9,515 | $508K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -3.3% | 9,463 | $505K |
| FORA Capital, LLC | 0.06% | New | 9,164 | $489K |
| AlphaQuest LLC | 0.06% | Add +96.4% | 8,893 | $474K |
| Nicolet Advisory Services, LLC | 0.04% | Add +12.8% | 8,746 | $456K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 8,276 | $441K |
| RiverPark Advisors, LLC | 0.33% | Reduce -16.3% | 7,672 | $409K |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 7,645 | $408K |
| Schroder Investment Management Group | 0.00% | Reduce -80.5% | 7,436 | $394K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -11.5% | 7,355 | $392K |
| Keybank National Association | 0.00% | No change | 6,831 | $364K |
| Atom Investors LP | 0.04% | New | 6,749 | $360K |
| Fairman Group, LLC | 0.27% | New | 6,129 | $327K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.8% | 5,678 | $303K |
| Occudo Quantitative Strategies LP | 0.05% | New | 5,580 | $298K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -64.1% | 5,256 | $280K |
| Cibc World Markets Corp. | 0.00% | New | 5,078 | $271K |
| Corton Capital Inc. | 0.15% | Reduce -26.6% | 5,041 | $269K |
| MeadowBrook Investment Advisors LLC | 0.24% | No change | 5,030 | $268K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -72.3% | 5,020 | $268K |
| Petrus Trust Company, LTA | 0.02% | Reduce -68.2% | 4,741 | $253K |
| Captrust Financial Advisors | 0.00% | New | 4,691 | $250K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 4,650 | $248K |
| PICTET BANK & TRUST Ltd | 0.25% | Reduce -40.3% | 4,598 | $245K |
| Jain Global LLC | 0.01% | — | 4,422 | $236K |
| State of Wyoming | 0.03% | Add +52.2% | 4,020 | $214K |
| Lindenwold Advisors, INC | 0.11% | New | 3,905 | $208K |
| Xponance LLC | 0.00% | New | 3,876 | $207K |
| F/m Investments LLC | 0.01% | New | 3,792 | $202K |
| EntryPoint Capital, LLC | 0.08% | New | 3,760 | $201K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +75.3% | 3,734 | $199K |
| Arcadia Investment Management Corp. | 0.02% | New | 2,862 | $153K |
| SG Americas Securities, LLC | 0.00% | Reduce -75.7% | 2,801 | $149K |
| KBC Group NV | 0.00% | Add +27.1% | 2,668 | $142K |
| Lazard Asset Management LLC | 0.00% | Add +7675.0% | 2,488 | $132K |
| Osaic Holdings, Inc. | 0.00% | Reduce -90.7% | 2,081 | $111K |
| Gen-Wealth Partners Inc | 0.04% | No change | 1,950 | $104K |
| Amalgamated Bank | 0.00% | No change | 1,878 | $100K |
| Advisors Asset Management, Inc. | 0.00% | Add +58.9% | 1,538 | $82K |
| Assetmark, Inc. | 0.00% | New | 1,485 | $79K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.2% | 1,235 | $66K |
| Fifth Third Bancorp | 0.00% | Reduce -5.5% | 1,107 | $59K |
| US Bancorp \de | 0.00% | Reduce -64.6% | 1,076 | $57K |
| Blue Trust, Inc. | 0.00% | Reduce -52.5% | 1,073 | $57K |
| Simplex Trading, LLC | 0.00% | Add +2104.3% | 1,036 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 946 | $50K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -57.6% | 929 | $50K |
| Plato Investment Management Ltd | 0.00% | New | 766 | $41K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | New | 750 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 721 | $38K |
| NewEdge Advisors, LLC | 0.00% | Add +39.4% | 545 | $29K |
| MCF Advisors LLC | 0.00% | Reduce -39.0% | 326 | $17K |
| Hollencrest Capital Management | 0.00% | Reduce -48.7% | 323 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Add +820.6% | 313 | $17K |
| WPG Advisers, LLC | 0.01% | — | 288 | $15K |
| GAMMA Investing LLC | 0.00% | Add +65.1% | 279 | $15K |
| Huntington National Bank | 0.00% | New | 278 | $15K |
| Private Trust Co. NA | 0.00% | No change | 232 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -9.5% | 228 | $12K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -16.7% | 210 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | Add +29.2% | 208 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 195 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.3% | 187 | $10K |
| Mather Group, Llc. | 0.00% | New | 182 | $10K |
| Hurley Capital, LLC | 0.01% | — | 182 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Add +40.4% | 153 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 131 | $7K |
| Arax Advisory Partners | 0.00% | No change | 71 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -89.4% | 66 | $4K |
| Brooklyn Investment Group | 0.00% | New | 65 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 62 | $3K |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 60 | $3K |
| Covestor Ltd | 0.00% | Add +188.2% | 49 | $3K |
| Cwm, LLC | 0.00% | Add +52.5% | 61 | $3K |
| Allworth Financial LP | 0.00% | Add +27.8% | 46 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 40 | $2K |
| Key Financial Inc | 0.00% | No change | 35 | $2K |
| Signaturefd, LLC | 0.00% | Add +20.8% | 29 | $2K |
| Hexagon Capital Partners LLC | 0.00% | New | 25 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $1K |
| Lindbrook Capital, LLC | 0.00% | Add +16.7% | 21 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $800 |
| Principal Securities, Inc. | 0.00% | No change | 10 | $534 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $321 |
| Parallel Advisors, LLC | 0.00% | No change | 6 | $320 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5 | $267 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 5 | $267 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3 | $178 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $107 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $53 |
| West Oak Capital, LLC | 0.00% | No change | 2 | $1 |
| Hemington Wealth Management | 0.00% | Add +100.0% | 16 | $0 |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.