| Donovan Michael +8 co-filers10% owner · 1 transaction | — | 27.59Mas of Apr 2014 | — | — | 2.84M |
| Anderson Bruce K +7 co-filers10% owner, Director, 10% owner · 2 transactions | — | 21.93Mas of Jan 2015 | — | — | 8.50M |
| Quaelly Paul B10% owner · 4 transactions | — | 17.67M†as of Mar 2015 | — | — | — |
| Queally Paul B.Former 10% Owner · 7 transactions | — | 8.85M†as of Oct 2015 | — | — | 8.69M |
| Denicola Anthony JFormer 10% Owner · 12 transactions | — | 8.73M†as of Nov 2015 | — | — | 8.69M |
| Anderson Bruce K10% owner · 9 transactions | — | 8.68M†as of Sep 2015 | — | — | 8.69M |
| Welsh Patrick J10% owner · 9 transactions | — | 8.68M†as of Sep 2015 | — | — | 8.69M |
| Richison Chad R.CEO and Chairman, Director, 10% owner · 1312 transactions | — | 8.67M† | 2.81M | 103.9K | 5.31M |
| Carson Russell L10% owner · 11 transactions | — | 8.65M†as of Sep 2015 | — | — | 13.84M |
| Donovan Michael10% owner · 11 transactions | — | 8.51M†as of Sep 2015 | — | — | 8.70M |
| Ecock Anthony F10% owner · 9 transactions | — | 8.49M†as of Sep 2015 | — | — | 8.69M |
| Regan Brian Thomas10% owner · 11 transactions | — | 8.47M†as of Sep 2015 | — | — | 8.72M |
| Solomon Christopher10% owner · 12 transactions | — | 8.47M†as of Sep 2015 | — | — | 11.57M |
| Welsh, Carson, Anderson & Stowe X, L.P.10% owner · 4 transactions | — | 8.38Mas of Sep 2015 | — | — | 8.60M |
| Mackesy D Scott10% owner · 13 transactions | — | 5.93M†as of Nov 2015 | — | — | 11.50M |
| Rather Jonathan M10% owner · 19 transactions | — | 5.84M†as of Nov 2015 | — | — | 11.56M |
| Traynor Sean10% owner · 18 transactions | — | 5.81M†as of Nov 2015 | — | — | 16.75M |
| Scully Thomas10% owner · 13 transactions | — | 5.77M†as of Nov 2015 | — | — | 11.48M |
| Lee Eric J.10% owner · 14 transactions | — | 5.75M†as of Nov 2015 | — | — | 11.49M |
| Donovan Michael +4 co-filers10% owner · 1 transaction | — | 5.64Mas of Nov 2015 | — | — | 2.73M |
| Donovan Michael +9 co-filers10% owner · 2 transactions | — | 5.07Mas of Nov 2015 | — | — | 6.24M |
| Anderson Bruce K +7 co-filers10% owner, Director, 10% owner · 2 transactions | — | 5.07Mas of Nov 2015 | — | — | 3.31M |
| Kerber William X. IIISee Remarks · 30 transactions | — | 753.8K†as of Oct 2017 | 160.0K | 5.0K | 610.3K |
| Minicucci Robert AReporting owner · 14 transactions | — | 397.8K†as of Aug 2016 | 1.3K | — | 8.69M |
| Donovan Michael +8 co-filers10% owner · 1 transaction | — | 293.2Kas of Apr 2014 | — | — | 30.2K |
| York Jeffrey D.Chief Sales Officer · 100 transactions | — | 252.3K† | 312.0K | 3.0K | 960.0K |
| Swani SanjayReporting owner · 19 transactions | — | 242.9K†as of Aug 2016 | 1.3K | — | 8.69M |
| Anderson Bruce K +7 co-filers10% owner, Director, 10% owner · 2 transactions | — | 233.0Kas of Jan 2015 | — | — | 90.3K |
| Boelte Craig E.Chief Financial Officer · 153 transactions | — | 175.6K | 363.4K | 6.0K | 438.6K |
| Faurot HollyChief Sales Officer · 28 transactions | — | 165.1K†as of Mar 2024 | 48.4K | — | 7.2K |
| Smith Bradley ScottChief Information Officer · 152 transactions | — | 131.2K† | 85.5K | — | 38.9K |
| Rather Jonathan M +1 co-filer10% owner · 2 transactions | — | 117.7Kas of Jan 2015 | — | — | 45.6K |
| WCAS Capital Partners IV, L.P.10% owner · 4 transactions | — | 89.0Kas of Sep 2015 | — | — | 91.4K |
| Hadlock Terrell ShanePresident/Chief Client Officer · 2 transactions | — | 72.7K | 20.9K | — | — |
| Donovan Michael +4 co-filers10% owner · 1 transaction | — | 60.0Kas of Nov 2015 | — | — | 29.0K |
| Wcas Management Corp10% owner · 3 transactions | — | 56.1Kas of Nov 2015 | — | — | 16.7K |
| Peck RandallChief Operating Officer · 20 transactions | — | 55.4K | 74.7K | — | 9.2K |
| Donovan Michael +9 co-filers10% owner · 2 transactions | — | 53.8Kas of Nov 2015 | — | — | 66.3K |
| Anderson Bruce K +7 co-filers10% owner, Director, 10% owner · 2 transactions | — | 53.8Kas of Nov 2015 | — | — | 35.2K |
| Thomas Christopher GeneCo-Chief Executive Officer · 10 transactions | — | 51.4Kas of May 2024 | 51.8K | — | 320 |
| Pezold Stacey MChief Learning Officer · 29 transactions | — | 44.8K†as of May 2018 | 138.6K | 750 | 234.3K |
| Clark Jason D.Chief Administrative Officer · 29 transactions | — | 43.1Kas of Feb 2025 | 68.7K | 400 | 14.2K |
| Foster Robert D.Chief Financial Officer · 7 transactions | — | 37.8K† | 37.1K | — | 1.3K |
| Oden-Hall KathySee Remarks · 1 transaction | — | 33.3Kas of Oct 2018 | — | — | 2.0K |
| Vickroy AmyChief Sales Officer · 13 transactions | — | 31.9K†as of May 2025 | 16.9K | — | 1.4K |
| Gannon RachaelChief Automation Officer · 1 transaction | — | 23.4K† | — | — | — |
| Peters Frederick C IIDirector · 25 transactions | — | 17.8K | 11.8K | 21.0K | 15.0K |
| Levenson Robert JDirector · 68 transactions | — | 11.1Kas of Apr 2024 | 8.8K | 1.0K | 544.0K |
| Watts J C JrDirector · 17 transactions | — | 10.7K | 12.1K | 464 | 1.8K |
| Evans JonChief Operating Officer · 59 transactions | — | 8.6Kas of Apr 2022 | 24.0K | — | 29.1K |
| Binz Joseph LeoDirector · 3 transactions | — | 7.8K | 3.2K | — | — |
| Turney Sharen JDirector · 7 transactions | — | 6.0K | 6.0K | — | — |
| Duques Henry CDirector · 20 transactions | — | 6.0K | 12.1K | 16 | 16 |
| Haugen Janet BrutscheaDirector · 4 transactions | — | 4.4Kas of May 2021 | 4.4K | — | — |
| Williams FeliciaDirector · 5 transactions | — | 3.7Kas of May 2025 | 3.7K | — | — |
| Long Justin DevonEVP of Operations · 1 transaction | — | 3.0Kas of May 2022 | — | — | 151 |
| Vemulapalli ArchanaDirector · 2 transactions | — | 1.8Kas of May 2025 | 1.8K | — | — |
| Parman Larry VReporting owner · 4 transactions | — | 1.5K†as of Oct 2017 | 2.3K | 250 | — |
| Mulvee ConnerReporting owner · 2 transactions | — | 0as of Jun 2016 | 1.3K | — | — |