Vertex Inc. Class AVERX
13F holders, Q2 2025 (June 30)270holders +6
50new positions
43sold out
4famous investors
$35.33avg. 13F price*
At the end of Q2 2025, 270 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 6 from Q1 2025. 50 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($272.0M), BlackRock, Inc. ($205.8M) and Tensile Capital Management LP ($128.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $287.2M |
| Exits | 43 | $206.5M |
All 13F filers, Q1 2025 → Q2 2025: 17,538,914 shares bought and 10,267,795 shares sold, net +7,271,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Vanguard Group Inc. | 0.00% | Add +12.1% | 7,697,983 | $272.0M |
| BlackRock, Inc. | 0.00% | Add +9.8% | 5,823,990 | $205.8M |
| Tensile Capital Management LP | 15.54% | Reduce -0.5% | 3,643,850 | $128.8M |
| Conestoga Capital Advisors, LLC | 1.77% | Add +15.3% | 3,398,435 | $120.1M |
| Neuberger Berman Group LLC | 0.09% | Reduce -2.7% | 3,166,478 | $111.9M |
| Geneva Capital Management LLC | 1.79% | Add +47.7% | 3,017,735 | $106.6M |
| Wasatch Advisors LP | 0.46% | New | 2,498,730 | $88.3M |
| Franklin Resources Inc. | 0.02% | Add +25.1% | 2,361,526 | $83.4M |
| Capital World Investors | 0.01% | Add +38.0% | 2,193,265 | $77.5M |
| Champlain Investment Partners, LLC | 0.42% | New | 1,708,810 | $60.4M |
| Fred Alger Management, LLC | 0.27% | Add +1.0% | 1,690,053 | $59.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 1,598,865 | $56.5M |
| FMR LLC | 0.00% | Add +12.7% | 1,572,429 | $55.6M |
| State Street Corp. | 0.00% | Add +12.2% | 1,566,238 | $55.3M |
| Geode Capital Management, LLC | 0.00% | Add +13.8% | 1,535,368 | $54.3M |
| Aberdeen Group plc | 0.09% | Reduce -3.4% | 1,460,730 | $52.2M |
| Brown Capital Management LLC | 1.47% | Add +114.8% | 1,428,394 | $50.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -7.4% | 1,417,897 | $50.1M |
| Wellington Management Group LLP | 0.01% | New | 1,223,596 | $43.2M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -19.8% | 1,195,140 | $42.2M |
| Ameriprise Financial Inc. | 0.01% | Add +28.7% | 1,086,509 | $38.4M |
| Massachusetts Financial Services Co. | 0.01% | New | 1,077,805 | $38.1M |
| TimesSquare Capital Management, LLC | 0.54% | Add +0.3% | 1,067,825 | $37.7M |
| UBS Group AG | 0.01% | Add +9.7% | 1,005,965 | $35.5M |
| Banque Pictet & Cie SA | 0.35% | Reduce -4.5% | 958,370 | $33.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.1% | 954,700 | $33.7M |
| Premier Fund Managers Ltd | 1.16% | Add +28.3% | 923,919 | $31.9M |
| New York State Common Retirement Fund | 0.04% | Add +42.6% | 878,074 | $31.0M |
| Janus Henderson Group PLC | 0.01% | Add +0.0% | 819,287 | $28.9M |
| Citadel Advisors | 0.03% | Add +149.5% | 804,498 | $28.4M |
| Invesco Ltd. | 0.00% | Reduce -38.9% | 782,690 | $27.7M |
| William Blair Investment Management, LLC | 0.07% | Add +4.8% | 761,595 | $26.9M |
| Pembroke Management, LTD | 3.24% | Add +12.4% | 757,522 | $26.8M |
| Artisan Partners Limited Partnership | 0.04% | New | 755,101 | $26.7M |
| Aperture Investors, LLC | 3.42% | Add +11.8% | 720,438 | $25.5M |
| ShawSpring Partners LLC | 3.18% | Add +45.4% | 712,445 | $25.2M |
| Barclays PLC | 0.01% | Add +11.6% | 683,018 | $24.1M |
| Palisade Capital Management, LP | 0.71% | Add +7.7% | 624,621 | $22.1M |
| Principal Financial Group Inc. | 0.01% | Add +13.1% | 617,429 | $21.8M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 615,505 | $21.7M |
| Bessemer Group Inc. | 0.03% | Reduce -16.4% | 580,802 | $20.5M |
| Federated Hermes, Inc. | 0.04% | Reduce -0.1% | 573,365 | $20.3M |
| Silvercrest Asset Management Group LLC | 0.13% | Reduce -12.8% | 550,675 | $19.5M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.9% | 545,122 | $19.3M |
| Jennison Associates LLC | 0.01% | Add +25.8% | 524,707 | $18.5M |
| Public Employees Retirement Association of Colorado | 0.07% | No change | 510,267 | $18.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.2% | 494,230 | $17.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +32.5% | 454,457 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.4% | 442,608 | $15.6M |
| Morgan Stanley | 0.00% | Reduce -23.3% | 440,279 | $15.6M |
| Chicago Capital, LLC | 0.38% | Add +14.4% | 432,453 | $15.3M |
| Tidal Investments LLC | 0.09% | Add +34.5% | 400,285 | $14.1M |
| Millennium Management | 0.01% | Add +410.2% | 393,341 | $13.9M |
| Mizuho Markets Americas LLC | 0.41% | Add +23.7% | 355,217 | $12.6M |
| Westwind Capital | 2.45% | Add +1.4% | 339,308 | $12.0M |
| Banco Santander, S.A. | 0.11% | Reduce -3.4% | 338,000 | $11.9M |
| Next Century Growth Investors LLC | 0.90% | Reduce -0.7% | 331,383 | $11.7M |
| Sei Investments Co. | 0.01% | Add +135.9% | 328,088 | $11.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +59.0% | 308,435 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -57.4% | 285,042 | $10.1M |
| Comerica Bank | 0.04% | Add +22.5% | 276,673 | $9.8M |
| Gagnon Securities LLC | 1.94% | Add +0.5% | 269,846 | $9.5M |
| Kornitzer Capital Management Inc. | 0.19% | Reduce -24.8% | 261,817 | $9.3M |
| Whittier Trust Co. | 0.11% | Add +2.6% | 260,875 | $9.2M |
| Peregrine Capital Management LLC | 0.28% | Add +1.7% | 259,234 | $9.2M |
| Norris Perne & French LLP | 0.62% | Add +7.6% | 252,028 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +29.4% | 234,206 | $8.3M |
| Pier Capital, LLC | 1.25% | Reduce -6.9% | 231,629 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Add +1414.3% | 229,986 | $8.1M |
| Summit Creek Advisors LLC | 1.01% | Add +117.3% | 205,330 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +44.2% | 203,615 | $7.2M |
| Bank of New York Mellon Corp | 0.00% | Add +14.7% | 201,797 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 200,985 | $7.1M |
| Osterweis Capital Management Inc. | 0.41% | Reduce -25.7% | 185,640 | $6.6M |
| Voya Investment Management LLC | 0.01% | Add +3.9% | 176,013 | $6.2M |
| Marshall Wace, LLP | 0.01% | Reduce -18.8% | 173,682 | $6.1M |
| Kennedy Capital Management LLC | 0.14% | Add +1.7% | 166,933 | $5.9M |
| Gagnon Advisors, LLC | 3.84% | No change | 161,813 | $5.7M |
| Jain Global LLC | 0.09% | New | 157,386 | $5.6M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +3.6% | 137,349 | $4.9M |
| North Star Asset Management Inc. | 0.20% | Add +14.4% | 131,952 | $4.7M |
| Nuveen, LLC | 0.00% | Reduce -9.9% | 131,702 | $4.7M |
| Swiss National Bank | 0.00% | Add +0.8% | 130,400 | $4.6M |
| Monashee Investment Management LLC | 2.53% | New | 130,000 | $4.6M |
| Saba Capital Management, L.P. | 0.12% | Add +5.6% | 125,076 | $4.4M |
| Bullseye Asset Management LLC | 1.97% | Add +24.0% | 111,699 | $3.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.58% | No change | 110,000 | $3.9M |
| Citigroup Inc. | 0.00% | Add +121.2% | 108,808 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.2% | 108,380 | $3.8M |
| EFG Asset Management (North America) Corp. | 0.53% | Add +97.3% | 106,828 | $3.8M |
| LGT Fund Management Co Ltd. | 0.31% | Add +15.6% | 101,360 | $3.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -33.4% | 100,838 | $3.6M |
| Rhumbline Advisers | 0.00% | Add +15.8% | 97,489 | $3.4M |
| Abn Amro Investment Solutions | 0.06% | Add +49.3% | 91,171 | $3.2M |
| Twinbeech Capital LP | 0.07% | New | 90,109 | $3.2M |
| Axiom Investors LLC | 0.03% | Reduce -54.1% | 86,492 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.4% | 83,056 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +20.5% | 80,680 | $2.9M |
| Legal & General Group Plc | 0.00% | Add +7.5% | 79,575 | $2.8M |
| Advantage Alpha Capital Partners LP | 0.69% | Reduce -38.8% | 72,882 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +13.7% | 70,798 | $2.5M |
| Royce & Associates LP | 0.03% | Reduce -3.8% | 70,522 | $2.5M |
| California State Teachers Retirement System | 0.00% | Add +2.2% | 63,009 | $2.2M |
| Verition Fund Management LLC | 0.01% | Add +124.0% | 61,970 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -24.2% | 59,969 | $2.1M |
| Granahan Investment Management, LLC | 0.08% | Reduce -84.9% | 54,428 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +194.6% | 54,167 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -93.0% | 52,849 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -2.3% | 50,320 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.1% | 50,045 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 48,739 | $1.7M |
| Bank Pictet & Cie (Europe) AG | 0.04% | Add +6.4% | 48,425 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.8% | 48,232 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +20.1% | 47,413 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -60.5% | 47,198 | $1.7M |
| Engineers Gate Manager LP | 0.02% | New | 46,306 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +2.6% | 44,232 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | New | 41,000 | $1.4M |
| Y.D. More Investments Ltd | 0.10% | No change | 41,000 | $1.4M |
| Fortress Investment Group LLC | 0.20% | New | 40,000 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +19.1% | 39,030 | $1.4M |
| Legacy Advisors, LLC | 21.23% | — | 47,482 | $1.3M |
| Greycroft LP | 0.98% | Add +280.0% | 38,000 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | New | 38,000 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +30.1% | 37,529 | $1.3M |
| LPL Financial LLC | 0.00% | Add +8.2% | 36,459 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.4% | 36,272 | $1.3M |
| XTX Topco Ltd | 0.05% | Add +129.1% | 36,101 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 31,732 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -22.4% | 30,612 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -74.9% | 30,189 | $1.1M |
| DKRT Investments Corp. | 0.26% | — | 30,000 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.23% | No change | 29,470 | $1.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +1.8% | 27,974 | $988K |
| Avantax Advisory Services, Inc. | 0.01% | Add +36.8% | 26,784 | $946K |
| Illinois Municipal Retirement Fund | 0.01% | New | 26,499 | $936K |
| Glenmede Investment Management, LP | 0.00% | — | 24,690 | $872K |
| PDT Partners, LLC | 0.04% | Reduce -77.5% | 21,703 | $767K |
| CenterBook Partners LP | 0.04% | Reduce -26.7% | 20,050 | $708K |
| Lazard Freres Gestion S.A.S. | 0.02% | New | 20,000 | $706K |
| Arizona State Retirement System | 0.00% | Add +4.2% | 19,921 | $704K |
| Aquatic Capital Management LLC | 0.01% | Reduce -43.5% | 19,238 | $680K |
| Diversified Trust Co. | 0.01% | New | 19,012 | $672K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 18,577 | $656K |
| Two Sigma Advisers, LP | 0.00% | Reduce -80.2% | 18,200 | $643K |
| Inceptionr LLC | 0.14% | New | 17,709 | $626K |
| State of Wisconsin Investment Board | 0.00% | Add +44.2% | 17,108 | $605K |
| Panagora Asset Management Inc. | 0.00% | Add +0.1% | 15,515 | $548K |
| Natixis Advisors, LLC | 0.00% | Add +45.5% | 15,146 | $535K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 14,980 | $529K |
| Two Sigma Investments, LP | 0.00% | Reduce -93.4% | 14,876 | $526K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +27.7% | 14,752 | $521K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -7.5% | 14,700 | $519K |
| Handelsbanken Fonder AB | 0.00% | Reduce -20.2% | 14,600 | $516K |
| Brevan Howard Capital Management LP | 0.01% | New | 14,119 | $499K |
| Freestone Grove Partners LP | 0.00% | New | 13,991 | $494K |
| Squarepoint Ops LLC | 0.00% | Reduce -86.1% | 13,758 | $486K |
| Nicolet Advisory Services, LLC | 0.04% | Add +21.2% | 15,050 | $486K |
| Fulcrum Asset Management LLP | 0.14% | — | 13,583 | $480K |
| Russell Investments Group, Ltd. | 0.00% | Add +10910.6% | 13,543 | $479K |
| ProShare Advisors LLC | 0.00% | Add +11.7% | 13,343 | $471K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -31.5% | 13,063 | $462K |
| West Tower Group, LLC | 1.00% | New | 13,000 | $459K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 8,276 | $441K |
| Truist Financial Corp. | 0.00% | Reduce -8.2% | 12,317 | $435K |
| Vident Advisory, LLC | 0.00% | Add +19.9% | 12,236 | $432K |
| Fieldview Capital Management, LLC | 0.06% | New | 11,719 | $414K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.3% | 11,235 | $396K |
| Verdence Capital Advisors LLC | 0.03% | Add +8.2% | 10,938 | $386K |
| Stifel Financial Corp. | 0.00% | Reduce -53.1% | 10,514 | $372K |
| Renaissance Technologies | 0.00% | New | 10,500 | $371K |
| Callan Family Office, LLC | 0.01% | New | 10,469 | $370K |
| Teacher Retirement System of Texas | 0.00% | Add +6.5% | 10,310 | $364K |
| STRS Ohio | 0.00% | Reduce -47.7% | 10,300 | $364K |
| Prudential Financial Inc. | 0.00% | Add +92.1% | 8,105 | $344K |
| AlphaQuest LLC | 0.03% | Reduce -42.9% | 9,718 | $343K |
| SummitTX Capital, L.P. | 0.01% | New | 9,533 | $337K |
| Woodline Partners LP | 0.00% | New | 9,470 | $335K |
| PICTET BANK & TRUST Ltd | 0.38% | No change | 9,100 | $322K |
| HighTower Advisors, LLC | 0.00% | New | 8,709 | $308K |
| Summitry LLC | 0.01% | New | 8,408 | $297K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 8,365 | $296K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +363.3% | 8,070 | $285K |
| Cibc World Markets Corp. | 0.00% | Reduce -34.5% | 8,017 | $283K |
| Keybank National Association | 0.00% | Add +18.9% | 7,867 | $278K |
| Victory Capital Management Inc. | 0.00% | Reduce -92.1% | 7,601 | $269K |
| MeadowBrook Investment Advisors LLC | 0.24% | Add +17.1% | 7,600 | $269K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -7.0% | 7,500 | $265K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +39.1% | 7,311 | $259K |
| Natixis | 0.00% | New | 7,200 | $254K |
| Petrus Trust Company, LTA | 0.03% | New | 7,194 | $254K |
| Capstone Investment Advisors, LLC | 0.00% | New | 7,000 | $247K |
| Cetera Investment Advisers | 0.00% | Reduce -20.1% | 6,852 | $242K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +17.0% | 6,643 | $235K |
| Strategic Advocates LLC | 0.07% | Add +9.6% | 6,464 | $228K |
| Fairman Group, LLC | 0.18% | No change | 6,129 | $217K |
| Osaic Holdings, Inc. | 0.00% | Add +108.8% | 5,781 | $204K |
| RiverPark Advisors, LLC | 0.15% | Reduce -18.9% | 5,562 | $197K |
| Assetmark, Inc. | 0.00% | Reduce -85.7% | 4,743 | $168K |
| State of Wyoming | 0.02% | Add +0.4% | 4,689 | $166K |
| IFP Advisors, Inc | 0.00% | Reduce -28.7% | 2,703 | $111K |
| SG Americas Securities, LLC | 0.00% | New | 2,977 | $105K |
| Advisors Asset Management, Inc. | 0.00% | Add +12.1% | 2,166 | $77K |
| Amalgamated Bank | 0.00% | No change | 1,884 | $67K |
| KBC Group NV | 0.00% | Reduce -30.3% | 1,860 | $66K |
| US Bancorp \de | 0.00% | Reduce -14.7% | 1,727 | $61K |
| Blue Trust, Inc. | 0.00% | Add +44.4% | 1,664 | $59K |
| Raymond James Financial Inc. | 0.00% | New | 1,516 | $54K |
| Fifth Third Bancorp | 0.00% | Add +31.0% | 1,467 | $52K |
| Bank of Montreal | 0.00% | Reduce -99.0% | 965 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 946 | $33K |
| Essex Investment Management Co. LLC | 0.01% | No change | 929 | $33K |
| Lanark Financial, Inc. | 0.00% | New | 901 | $31K |
| Versant Capital Management, Inc | 0.00% | No change | 807 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.5% | 710 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Add +17.8% | 709 | $25K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 665 | $23K |
| Quarry LP | 0.01% | New | 628 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 545 | $19K |
| FNY Investment Advisers, LLC | 0.01% | New | 520 | $18K |
| Larson Financial Group LLC | 0.00% | New | 447 | $16K |
| Optiver Holding B.V. | 0.00% | Add +30.3% | 447 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +98.4% | 365 | $13K |
| MCF Advisors LLC | 0.00% | No change | 357 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.9% | 332 | $12K |
| Spire Wealth Management | 0.00% | Reduce -93.4% | 330 | $12K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -44.6% | 311 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 301 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.0% | 295 | $10K |
| Private Trust Co. NA | 0.00% | Add +10.4% | 287 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.5% | 255 | $9K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -97.1% | 231 | $8K |
| GAMMA Investing LLC | 0.00% | Add +54.5% | 224 | $8K |
| Hurley Capital, LLC | 0.00% | No change | 182 | $6K |
| Lazard Asset Management LLC | 0.00% | Reduce -92.5% | 175 | $6K |
| WPG Advisers, LLC | 0.00% | Reduce -45.3% | 156 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | New | 127 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 123 | $4K |
| CI Investments Inc. | 0.00% | Add +10.2% | 108 | $4K |
| Cwm, LLC | 0.00% | Add +0.8% | 127 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -22.1% | 99 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +340.9% | 97 | $3K |
| Brooklyn Investment Group | 0.00% | Add +16.9% | 76 | $3K |
| Elequin Capital, LP | 0.00% | New | 71 | $3K |
| ORG Partners LLC | 0.00% | New | 67 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.5% | 67 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 52 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 50 | $2K |
| Huntington National Bank | 0.00% | No change | 47 | $2K |
| Allworth Financial LP | 0.00% | Reduce -41.6% | 45 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -20.0% | 40 | $1K |
| Signaturefd, LLC | 0.00% | Add +58.3% | 38 | $1K |
| Key Financial Inc | 0.00% | No change | 35 | $1K |
| Sierra Ocean, LLC | 0.00% | New | 29 | $1K |
| Hemington Wealth Management | 0.00% | Add +123.5% | 38 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +69.2% | 22 | $778 |
| SouthState Bank Corp | 0.00% | New | 13 | $460 |
| Principal Securities, Inc. | 0.00% | No change | 10 | $353 |
| Parallel Advisors, LLC | 0.00% | New | 9 | $318 |
| Fortitude Family Office, LLC | 0.00% | New | 8 | $283 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $213 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +400.0% | 5 | $176 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3 | $118 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $107 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $106 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $71 |
| True Wealth Design, LLC | 0.00% | New | 1 | $36 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $35 |
| Simplex Trading, LLC | 0.00% | Reduce -99.9% | 2 | $0 |
| Covestor Ltd | 0.00% | Reduce -99.5% | 4 | $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.