Allworth Financial LP

Position in VERX — Vertex, Inc.

CIK 1555170 FOLSOM, CA

Position in VERX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$17,771

+$6,726 QoQ

Shares Held

1,548

+66.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#166

of 226 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Allworth Financial LP holds $70,904,430 across 134 Software - Application names. VERX ranks #83 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	141,637	$31,719,606
2	CRM	Salesforce, Inc.	39,089	$6,123,681
3	SNOW	Snowflake Inc.	14,370	$3,657,165
4	CDNS	Cadence Design Systems Inc	8,588	$3,223,248
5	NOW	ServiceNow, Inc.	32,043	$3,181,229
6	UBER	Uber Technologies, Inc	29,582	$2,134,637
7	SHOP	Shopify Inc.	17,693	$2,020,186
8	PAYX	Paychex Inc	19,999	$1,966,501

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,771	1,548	+66.6%	Shares	Sole	2026-08-11
2026-03-31	$11,045	929	+241.5%	Shares	Sole	2026-05-15
2025-12-31	$5,431	272	+145.0%	Shares	Sole	2026-02-05
2025-09-30	$2,751	111	+146.7%	Shares	Sole	2025-12-02
2025-06-30	$1,590	45	-41.6%	Shares	Sole	2025-08-07
2025-03-31	$2,695	77	+67.4%	Shares	Sole	2025-04-30
2024-12-31	$2,454	46	+27.8%	Shares	Sole	2025-01-30
2024-09-30	$1,386	36	-33.3%	Shares	Sole	2024-10-23
2024-06-30	$1,946	54	+980.0%	Shares	Sole	2024-07-24
2024-03-31	$158	5	0.0%	Shares	Sole	2024-04-25
2023-12-31	$134	5	0.0%	Shares	Sole	2024-01-24
2023-09-30	$115	5	—	Shares	Sole	2023-10-31
No filing history on record for this holder in this stock.