| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| VERX | Vertex, Inc. | Class A Common Stock, $0.001 par value per share | 20.9% | $882M | $141K | 33.3M | +0.02% | Amanda Radcliffe | Jun 30, 2025 |
| Sym | Target | Class | Ownership | Change | Current Shares | Change | Value | Reporting name | Form | Report Period | Date Filed |
|---|