Vertex Inc. Class AVERX
13F holders, Q1 2025 (March 31)264holders +11
61new positions
51sold out
4famous investors
$35.01avg. 13F price*
At the end of Q1 2025, 264 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 11 from Q4 2024. 61 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($240.4M), BlackRock, Inc. ($185.8M) and Tensile Capital Management LP ($128.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $269.6M |
| Exits | 51 | $118.0M |
All 13F filers, Q4 2024 → Q1 2025: 15,108,139 shares bought and 10,808,253 shares sold, net +4,299,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Vanguard Group Inc. | 0.00% | Add +0.1% | 6,866,041 | $240.4M |
| BlackRock, Inc. | 0.00% | Reduce -15.9% | 5,306,587 | $185.8M |
| Tensile Capital Management LP | 16.35% | Reduce -2.9% | 3,660,474 | $128.2M |
| Neuberger Berman Group LLC | 0.10% | Reduce -7.7% | 3,255,703 | $114.0M |
| Conestoga Capital Advisors, LLC | 1.56% | Add +30.3% | 2,947,740 | $103.2M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +63.0% | 2,429,416 | $85.1M |
| Geneva Capital Management LLC | 1.34% | Add +42.1% | 2,043,205 | $71.5M |
| Franklin Resources Inc. | 0.02% | Reduce -11.3% | 1,887,860 | $66.1M |
| Fred Alger Management, LLC | 0.33% | Reduce -18.8% | 1,672,623 | $58.6M |
| JPMorgan Chase & Co. | 0.00% | Add +27.3% | 1,619,380 | $56.7M |
| Capital World Investors | 0.01% | New | 1,588,928 | $55.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.13% | Add +32.2% | 1,531,939 | $53.6M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -2.1% | 1,490,160 | $52.2M |
| Aberdeen Group plc | 0.10% | Add +46.9% | 1,511,846 | $52.1M |
| State Street Corp. | 0.00% | Add +1.6% | 1,396,384 | $48.9M |
| FMR LLC | 0.00% | Reduce -51.4% | 1,394,894 | $48.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.8% | 1,349,606 | $47.3M |
| Legacy Advisors, LLC | 4.77% | Reduce -5.3% | 1,323,779 | $46.3M |
| Invesco Ltd. | 0.01% | Reduce -15.3% | 1,281,786 | $44.9M |
| TimesSquare Capital Management, LLC | 0.60% | Add +7.3% | 1,064,773 | $37.3M |
| Banque Pictet & Cie SA | 0.38% | Add +63.5% | 1,003,470 | $35.1M |
| UBS Group AG | 0.01% | Add +34.7% | 917,295 | $32.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.2% | 908,529 | $31.8M |
| Hood River Capital Management LLC | 0.54% | New | 901,873 | $31.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -26.6% | 844,425 | $29.6M |
| Janus Henderson Group PLC | 0.02% | Add +22.9% | 819,279 | $29.1M |
| Fiera Capital Corp | 0.10% | New | 782,599 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -11.0% | 757,871 | $26.5M |
| Premier Fund Managers Ltd | 0.96% | Add +38.5% | 720,073 | $25.6M |
| William Blair Investment Management, LLC | 0.07% | New | 726,949 | $25.5M |
| Bessemer Group Inc. | 0.04% | Add +23.8% | 694,702 | $24.3M |
| Pembroke Management, LTD | 3.44% | Reduce -7.6% | 673,992 | $23.6M |
| Bank of America Corp. | 0.00% | Add +21.2% | 668,442 | $23.4M |
| Brown Capital Management LLC | 0.70% | Reduce -3.5% | 664,845 | $23.3M |
| Aperture Investors, LLC | 3.43% | Add +1.8% | 644,215 | $22.6M |
| Silvercrest Asset Management Group LLC | 0.16% | Add +1.8% | 631,811 | $22.1M |
| New York State Common Retirement Fund | 0.03% | Add +34.9% | 615,930 | $21.6M |
| Barclays PLC | 0.01% | Add +29.5% | 611,974 | $21.4M |
| Schonfeld Strategic Advisors LLC | 0.14% | New | 580,525 | $20.3M |
| Palisade Capital Management, LP | 0.67% | Reduce -22.7% | 579,945 | $20.3M |
| Federated Hermes, Inc. | 0.04% | Reduce -16.9% | 573,978 | $20.1M |
| Morgan Stanley | 0.00% | Reduce -8.8% | 573,971 | $20.1M |
| Macquarie Group Ltd. | 0.02% | Add +45.6% | 561,185 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 558,231 | $19.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.6% | 546,006 | $19.1M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 510,267 | $17.9M |
| ShawSpring Partners LLC | 2.36% | New | 490,162 | $17.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.4% | 432,810 | $15.2M |
| Jennison Associates LLC | 0.01% | Reduce -8.3% | 417,237 | $14.6M |
| Chicago Capital, LLC | 0.37% | New | 378,104 | $13.2M |
| Lord, Abbett & Co. LLC | 0.05% | Reduce -63.2% | 373,650 | $13.1M |
| Granahan Investment Management, LLC | 0.63% | Reduce -0.5% | 360,949 | $12.6M |
| Banco Santander, S.A. | 0.14% | Add +50.9% | 350,000 | $12.3M |
| Kornitzer Capital Management Inc. | 0.25% | Add +0.8% | 347,957 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.0% | 344,665 | $12.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +110.5% | 343,048 | $12.0M |
| Westwind Capital | 2.91% | Add +79.0% | 334,502 | $11.7M |
| Next Century Growth Investors LLC | 1.04% | Add +2.1% | 333,845 | $11.7M |
| Citadel Advisors | 0.01% | Reduce -42.2% | 322,470 | $11.3M |
| Tidal Investments LLC | 0.09% | Add +89.6% | 297,631 | $10.4M |
| Mizuho Markets Americas LLC | 0.22% | Add +40.5% | 287,117 | $10.1M |
| Gagnon Securities LLC | 2.07% | Add +52.8% | 268,620 | $9.4M |
| Peregrine Capital Management LLC | 0.30% | New | 254,894 | $8.9M |
| Whittier Trust Co. | 0.12% | Add +2.5% | 254,262 | $8.9M |
| Osterweis Capital Management Inc. | 0.59% | New | 249,760 | $8.7M |
| Pier Capital, LLC | 1.46% | Add +59.6% | 248,791 | $8.7M |
| Norris Perne & French LLP | 0.62% | New | 234,292 | $8.2M |
| Comerica Bank | 0.03% | Add +16.2% | 225,865 | $7.9M |
| Two Sigma Investments, LP | 0.02% | Add +595.5% | 225,578 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.4% | 224,762 | $7.9M |
| Marshall Wace, LLP | 0.01% | New | 213,821 | $7.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -56.6% | 194,051 | $6.8M |
| Axiom Investors LLC | 0.06% | Reduce -62.5% | 188,640 | $6.6M |
| Scalar Gauge Management, LLC | 3.91% | Reduce -17.4% | 182,554 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +36.3% | 180,978 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.9% | 175,985 | $6.2M |
| Voya Investment Management LLC | 0.01% | Add +41.2% | 169,468 | $5.9M |
| Kennedy Capital Management LLC | 0.14% | Reduce -4.0% | 164,142 | $5.7M |
| Gagnon Advisors, LLC | 4.00% | Add +40.0% | 161,813 | $5.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -29.7% | 151,284 | $5.4M |
| Nuveen, LLC | 0.00% | — | 146,251 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.7% | 141,206 | $4.9M |
| Sei Investments Co. | 0.01% | Add +61.2% | 139,097 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.3% | 135,705 | $4.8M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Add +5.1% | 132,565 | $4.6M |
| Swiss National Bank | 0.00% | Add +11.8% | 129,300 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -49.0% | 120,377 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +247.4% | 119,435 | $4.2M |
| Advantage Alpha Capital Partners LP | 1.02% | New | 119,053 | $4.2M |
| Melqart Asset Management (UK) Ltd | 0.56% | New | 118,566 | $4.2M |
| Saba Capital Management, L.P. | 0.11% | Add +53.2% | 118,435 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 118,054 | $4.1M |
| Trexquant Investment LP | 0.05% | New | 117,970 | $4.1M |
| North Star Asset Management Inc. | 0.18% | New | 115,374 | $4.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.72% | Reduce -8.3% | 110,000 | $3.8M |
| Squarepoint Ops LLC | 0.01% | Add +26.1% | 99,073 | $3.5M |
| Bank of Montreal | 0.00% | New | 98,074 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Add +122.4% | 96,672 | $3.4M |
| PDT Partners, LLC | 0.24% | Add +258.6% | 96,465 | $3.4M |
| Summit Creek Advisors LLC | 0.48% | New | 94,484 | $3.3M |
| Two Sigma Advisers, LP | 0.01% | Add +196.8% | 92,000 | $3.2M |
| Bullseye Asset Management LLC | 1.70% | Add +17.9% | 90,060 | $3.2M |
| LGT Fund Management Co Ltd. | 0.28% | New | 87,700 | $3.1M |
| Rhumbline Advisers | 0.00% | Add +5.6% | 84,152 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.4% | 81,935 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Add +46.3% | 79,160 | $2.8M |
| Millennium Management | 0.00% | Reduce -73.6% | 77,092 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +9.8% | 74,060 | $2.6M |
| Royce & Associates LP | 0.03% | Add +109.3% | 73,272 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.2% | 66,950 | $2.3M |
| HRT Financial LP | 0.01% | New | 64,629 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.8% | 62,266 | $2.2M |
| TD Asset Management Inc | 0.00% | Add +57.4% | 61,668 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +12.7% | 61,626 | $2.2M |
| Abn Amro Investment Solutions | 0.04% | Add +19.9% | 61,066 | $2.1M |
| EFG Asset Management (North America) Corp. | 0.31% | New | 54,133 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 51,478 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -6.2% | 49,197 | $1.7M |
| Ardsley Advisory Partners LP | 0.38% | New | 47,000 | $1.6M |
| Bank Pictet & Cie (Europe) AG | 0.04% | Add +85.3% | 45,500 | $1.6M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 44,329 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -7.1% | 43,125 | $1.5M |
| Y.D. More Investments Ltd | 0.13% | New | 41,000 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -45.1% | 40,422 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -63.7% | 39,475 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -22.0% | 39,466 | $1.4M |
| Aquatic Capital Management LLC | 0.03% | Add +37.7% | 34,023 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -8.6% | 33,694 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.4% | 33,474 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +2140.3% | 33,269 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 32,770 | $1.1M |
| Redwood Investments, LLC | 0.42% | Reduce -3.8% | 32,155 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.25% | Reduce -7.1% | 29,470 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +34.8% | 28,841 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -35.4% | 27,660 | $968K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -75.7% | 27,472 | $962K |
| CenterBook Partners LP | 0.06% | New | 27,359 | $958K |
| Corebridge Financial, Inc. | 0.01% | Add +0.2% | 27,036 | $947K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 24,758 | $867K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 24,758 | $867K |
| Moody National Bank Trust Division | 0.08% | Add +17.2% | 22,766 | $797K |
| Stifel Financial Corp. | 0.00% | New | 22,410 | $785K |
| Glenmede Trust Co. NA | 0.00% | Add +14.6% | 20,312 | $711K |
| STRS Ohio | 0.00% | No change | 19,700 | $690K |
| Avantax Advisory Services, Inc. | 0.00% | Add +30.9% | 19,584 | $686K |
| Arizona State Retirement System | 0.00% | Add +12.1% | 19,125 | $670K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +22.7% | 19,082 | $668K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +13.9% | 18,388 | $644K |
| Handelsbanken Fonder AB | 0.00% | Add +46.4% | 18,300 | $641K |
| AlphaQuest LLC | 0.06% | Add +91.2% | 17,006 | $595K |
| KLP Kapitalforvaltning As | 0.00% | Add +27.2% | 15,900 | $557K |
| XTX Topco Ltd | 0.03% | New | 15,761 | $552K |
| Panagora Asset Management Inc. | 0.00% | New | 15,496 | $543K |
| BNP Paribas Financial Markets | 0.00% | Reduce -84.6% | 15,188 | $532K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.7% | 14,974 | $524K |
| Bantamac Capital, LLC | 0.24% | Reduce -2.8% | 14,114 | $494K |
| Eventide Asset Management, LLC | 0.01% | New | 13,958 | $489K |
| Nicolet Advisory Services, LLC | 0.05% | Add +42.0% | 12,416 | $474K |
| Truist Financial Corp. | 0.00% | Reduce -37.2% | 13,421 | $470K |
| AQR Capital Management | 0.00% | Reduce -3.4% | 12,604 | $441K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 8,276 | $441K |
| Cibc World Markets Corp. | 0.00% | Add +141.2% | 12,246 | $429K |
| ProShare Advisors LLC | 0.00% | Reduce -21.8% | 11,948 | $418K |
| State of Wisconsin Investment Board | 0.00% | Add +19.6% | 11,861 | $415K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,554 | $405K |
| Graham Capital Management, L.P. | 0.02% | New | 11,269 | $395K |
| Sigma Planning Corp | 0.01% | Reduce -0.6% | 10,845 | $380K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 10,749 | $376K |
| Natixis Advisors, LLC | 0.00% | Reduce -62.0% | 10,412 | $365K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.5% | 10,373 | $364K |
| 272 Capital LP | 0.95% | New | 10,300 | $361K |
| Vident Advisory, LLC | 0.01% | Add +7.3% | 10,205 | $357K |
| Verdence Capital Advisors LLC | 0.03% | Add +37.5% | 10,112 | $354K |
| Greycroft LP | 0.38% | New | 10,000 | $350K |
| Teacher Retirement System of Texas | 0.00% | New | 9,680 | $339K |
| PICTET BANK & TRUST Ltd | 0.39% | Add +97.9% | 9,100 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | Add +596.9% | 8,607 | $301K |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 8,570 | $300K |
| Aigen Investment Management, LP | 0.05% | New | 8,489 | $297K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -77.5% | 8,068 | $282K |
| Snowden Capital Advisors LLC | 0.01% | New | 7,237 | $253K |
| RiverPark Advisors, LLC | 0.21% | Reduce -10.6% | 6,856 | $240K |
| Keybank National Association | 0.00% | Reduce -3.1% | 6,617 | $232K |
| Papamarkou Wellner Asset Management inc. | 0.16% | New | 6,554 | $229K |
| MeadowBrook Investment Advisors LLC | 0.22% | Add +29.0% | 6,490 | $227K |
| Walleye Trading LLC | 0.01% | New | 6,101 | $214K |
| Strategic Advocates LLC | 0.07% | New | 5,899 | $207K |
| Prudential Financial Inc. | 0.00% | New | 4,220 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,678 | $199K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 5,256 | $184K |
| Spire Wealth Management | 0.01% | Reduce -83.5% | 5,030 | $176K |
| State of Wyoming | 0.02% | Add +16.1% | 4,669 | $163K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 3,790 | $133K |
| Arcadia Investment Management Corp. | 0.02% | No change | 2,862 | $100K |
| Neo Ivy Capital Management | 0.03% | New | 2,772 | $97K |
| Osaic Holdings, Inc. | 0.00% | Add +33.1% | 2,769 | $97K |
| KBC Group NV | 0.00% | No change | 2,668 | $93K |
| Lazard Asset Management LLC | 0.00% | Reduce -6.2% | 2,335 | $81K |
| Simplex Trading, LLC | 0.00% | Add +106.3% | 2,137 | $74K |
| US Bancorp \de | 0.00% | Add +88.1% | 2,024 | $71K |
| Advisors Asset Management, Inc. | 0.00% | Add +25.7% | 1,933 | $68K |
| Amalgamated Bank | 0.00% | Add +0.3% | 1,884 | $66K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.4% | 1,742 | $61K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 946 | $50K |
| Blue Trust, Inc. | 0.00% | Add +7.4% | 1,152 | $40K |
| Fifth Third Bancorp | 0.00% | Add +1.2% | 1,120 | $39K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,115 | $39K |
| Essex Investment Management Co. LLC | 0.01% | No change | 929 | $33K |
| Covestor Ltd | 0.02% | Add +1722.5% | 893 | $31K |
| Versant Capital Management, Inc | 0.00% | New | 807 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 721 | $25K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 641 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | Add +189.4% | 602 | $21K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -100.0% | 561 | $20K |
| NewEdge Advisors, LLC | 0.00% | No change | 545 | $19K |
| First Horizon Advisors, Inc. | 0.00% | New | 514 | $18K |
| Canada Pension Plan Investment Board | 0.00% | New | 400 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 378 | $13K |
| MCF Advisors LLC | 0.00% | Add +9.5% | 357 | $12K |
| Optiver Holding B.V. | 0.00% | New | 343 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | Add +71.8% | 335 | $12K |
| Clearstead Advisors, LLC | 0.00% | New | 334 | $12K |
| Bogart Wealth, LLC | 0.00% | Add +129.8% | 301 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -60.0% | 300 | $11K |
| Summit Securities Group LLC | 0.01% | New | 299 | $10K |
| WPG Advisers, LLC | 0.01% | Reduce -1.0% | 285 | $10K |
| Private Trust Co. NA | 0.00% | Add +12.1% | 260 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.0% | 200 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -19.3% | 184 | $6K |
| Hurley Capital, LLC | 0.00% | No change | 182 | $6K |
| Mather Group, Llc. | 0.00% | No change | 182 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -48.0% | 145 | $5K |
| Accredited Wealth Management, LLC | 0.00% | New | 129 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.0% | 127 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -60.7% | 123 | $4K |
| Cwm, LLC | 0.00% | Add +106.6% | 126 | $4K |
| Allworth Financial LP | 0.00% | Add +67.4% | 77 | $3K |
| CI Investments Inc. | 0.00% | New | 98 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 66 | $2K |
| Brooklyn Investment Group | 0.00% | No change | 65 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.1% | 52 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -16.7% | 50 | $2K |
| SVB Wealth LLC | 0.00% | New | 50 | $2K |
| Huntington National Bank | 0.00% | Reduce -83.1% | 47 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 45 | $2K |
| Key Financial Inc | 0.00% | No change | 35 | $1K |
| Park Place Capital Corp | 0.00% | New | 32 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -17.2% | 24 | $840 |
| Jones Financial Companies LLLP | 0.00% | Reduce -45.0% | 22 | $782 |
| Lindbrook Capital, LLC | 0.00% | No change | 21 | $735 |
| Stephens Consulting, LLC | 0.00% | New | 20 | $701 |
| Amundi | 0.00% | New | 16 | $573 |
| Principal Securities, Inc. | 0.00% | No change | 10 | $534 |
| Sandy Spring Bank | 0.00% | New | 15 | $526 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -43.5% | 13 | $456 |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +3750.9% | 8,087 | $231 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $211 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $176 |
| Global Financial Private Client, LLC | 0.00% | Add +100.0% | 4 | $140 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3 | $117 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $35 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $35 |
| Hemington Wealth Management | 0.00% | Add +6.3% | 17 | $0 |
| Fairman Group, LLC | 0.00% | No change | 6,129 | $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.