Dataset size
The latest Stock Plan Administration Software run found 24 recommended brands and 21 cited sources in AI answers.
Stock Plan Administration Software
This weekly AI Brand Index shows how AI tools answer buyer questions in the Stock Plan Administration Software category. SupaIntent asks each LLM the same question: which brands are the most visible, significant, and recommended in that niche. Each system returns its own top. We track what brands are recommended, which cited sources are used and how positions move week to week. Use it to see the freshest AI visibility data for this category.
Updated 9 August 2026
Brands
Category coverage
24
ranked across AI engines
Sources
Evidence base
21
domains cited in answers
Brand sites
Official share
21%
from brand-owned domains
AI model filter
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Carta | 1 |
| Shareworks by Morgan Stanley | 2 |
| Eqvista | 3 |
| J.P. Morgan Workplace Solutions | 4 |
| Cake Equity | 5 |
What AI tools say about Stock Plan Administration Software
Movement
What changed this week?
Carta held the top position, but the ranking below it moved sharply: Certent entered the top 10 this week, while Certent Equity Management and Pulley dropped at least three positions.
Sources
Which sources shape AI answers?
Review platforms shape this category: G2, TrustRadius and Capterra are the most cited review sources, and review platforms account for 57% of all citations.
Engines
Do AI engines agree on the leader?
The engines disagree on the leader. ChatGPT names Eqvista, Google AI Mode names Shareworks by Morgan Stanley, and Gemini and Perplexity both name Carta first.
Citation-ready
Key facts from this AI Brand Index report
Current leader
Carta ranks #1 for Stock Plan Administration Software in the latest SupaIntent AI Brand Index run.
Top brands
Carta, Shareworks by Morgan Stanley, and Eqvista lead Stock Plan Administration Software across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
G2, Thecfoclub, and Pulley are the most cited brand sites in this category.
Weekly movement
Top 10 onlyEntered the index
New in the top 10
Certent#10
Biggest gains
Moved up this week
Fidelity Private Shares15 to #9
Qapita14 to #8
Cake Equity9 to #5
Optio Incentives9 to #7
Eqvista7 to #3
Biggest losses
Moved down this week
Pulley5 to #14
Unchanged at the top
Leader held position
Cartastayed #1
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | #1 | #1 | 0 | #1 | |
| #2 | #3 | #2 | 1 | #1 | |
| #3 | #10 | #3 | 7 | #3 | |
| #4 | #2 | #4 | 2 | #2 | |
| #5 | #14 | #5 | 9 | #5 | |
| #6 | #8 | #6 | 2 | #5 | |
| #7 | #16 | #7 | 9 | #3 | |
| #8 | #22 | #8 | 14 | #8 | |
| #9 | #24 | #9 | 15 | #9 | |
| #10 | New | #10 | New | #10 |
Current brand snapshot
24 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | #3 | #1 | #1 | | |
| 2 | +1 | #4 | #1 | - | #3 | | |
| 3 | +7 | #1 | #5 | #7 | #7 | | |
| 4 | -2 | #3 | #2 | #8 | - | | |
| 5 | +9 | - | #7 | #5 | - | | |
| 6 | +2 | - | #9 | #3 | - | | |
| 7 | +9 | #2 | #10 | - | - | | |
| 8 | +14 | - | #6 | #6 | - | | |
| 9 | +15 | #5 | #8 | - | - | | |
| 10 | New | #7 | - | #2 | - | | |
| 11 | New | #8 | - | - | #2 | | |
| 12 | New | #4 | #1 | - | - | | |
| 13 | New | - | - | - | #4 | | |
| 14 | -5 | - | - | #4 | - | | |
| 15 | New | #9 | - | - | #6 | | |
| 16 | +5 | - | - | - | #5 | | |
| 17 | New | #6 | - | - | - | | |
| 18 | -12 | #7 | - | #2 | - | | |
| 19 | New | #8 | - | - | #2 | | |
| 20 | New | - | - | - | #8 | | |
| 21 | New | - | - | #9 | - | | |
| 22 | New | - | - | #10 | - | | |
| 23 | New | - | - | - | #9 | | |
| 24 | New | #10 | - | - | - | |
Current source snapshot
21 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 34 | | |
| 2 | 6 | | |
| 3 | PulleyOfficial | 4 | |
| 4 | 4 | | |
| 5 | 3 | | |
| 6 | MorganstanleyOfficial | 3 | |
| 7 | CartaOfficial | 2 | |
| 8 | 2 | | |
| 9 | 2 | | |
| 10 | 1 | | |
| 11 | 1 | | |
| 12 | ComputershareOfficial | 1 | |
| 13 | EqvistaOfficial | 1 | |
| 14 | FlowcapitalOfficial | 1 | |
| 15 | 1 | | |
| 16 | GlobalsharesOfficial | 1 | |
| 17 | 1 | | |
| 18 | OptionsgroupOfficial | 1 | |
| 19 | 1 | | |
| 20 | 1 | | |
| 21 | EtradeOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Eqvista | 1 |
| Optio Incentives | 2 |
| J.P . Morgan Workplace Solutions | 3 |
| Shareworks by Morgan Stanley | 4 |
| Fidelity Private Shares | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | #1 | - | - | - | | |
| 2 | +4 | #2 | - | - | - | | |
| 3 | -1 | #3 | - | - | - | | |
| 4 | New | #4 | - | - | - | | |
| 5 | New | #5 | - | - | - | | |
| 6 | New | #6 | - | - | - | | |
| 7 | -2 | #7 | - | - | - | | |
| 8 | New | #8 | - | - | - | | |
| 9 | New | #9 | - | - | - | | |
| 10 | New | #10 | - | - | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Shareworks by Morgan Stanley | 1 |
| J.P. Morgan Workplace Solutions | 2 |
| Carta | 3 |
| Equity Edge Online | 4 |
| Eqvista | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | +2 | - | #1 | - | - | | |
| 2 | 0 | - | #2 | - | - | | |
| 3 | -2 | - | #3 | - | - | | |
| 4 | New | - | #1 | - | - | | |
| 5 | +1 | - | #5 | - | - | | |
| 6 | +3 | - | #6 | - | - | | |
| 7 | +3 | - | #7 | - | - | | |
| 8 | New | - | #8 | - | - | | |
| 9 | -1 | - | #9 | - | - | | |
| 10 | New | - | #10 | - | - | |
Current source snapshot
4 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 13 | | |
| 2 | MorganstanleyOfficial | 2 | |
| 3 | 2 | | |
| 4 | CartaOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Carta | 1 |
| Certent | 2 |
| Ledgy | 3 |
| Pulley | 4 |
| Cake Equity | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | #1 | - | | |
| 2 | New | - | - | #2 | - | | |
| 3 | +3 | - | - | #3 | - | | |
| 4 | +1 | - | - | #4 | - | | |
| 5 | +2 | - | - | #5 | - | | |
| 6 | New | - | - | #6 | - | | |
| 7 | +1 | - | - | #7 | - | | |
| 8 | -6 | - | - | #8 | - | | |
| 9 | New | - | - | #9 | - | | |
| 10 | New | - | - | #10 | - | |
Current source snapshot
4 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 6 | | |
| 2 | PulleyOfficial | 4 | |
| 3 | 4 | | |
| 4 | 2 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Carta | 1 |
| Solium (Equiniti) | 2 |
| Shareworks by Morgan Stanley | 3 |
| OptionsGroup | 4 |
| Global Shares | 5 |
Current brand snapshot
9 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | - | #1 | | |
| 2 | New | - | - | - | #2 | | |
| 3 | -1 | - | - | - | #3 | | |
| 4 | New | - | - | - | #4 | | |
| 5 | New | - | - | - | #5 | | |
| 6 | New | - | - | - | #6 | | |
| 7 | New | - | - | - | #7 | | |
| 8 | New | - | - | - | #8 | | |
| 9 | New | - | - | - | #9 | |
Current source snapshot
17 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 2 | | |
| 2 | 2 | | |
| 3 | 1 | | |
| 4 | 1 | | |
| 5 | CartaOfficial | 1 | |
| 6 | ComputershareOfficial | 1 | |
| 7 | EqvistaOfficial | 1 | |
| 8 | FlowcapitalOfficial | 1 | |
| 9 | 1 | | |
| 10 | 1 | | |
| 11 | GlobalsharesOfficial | 1 | |
| 12 | 1 | | |
| 13 | 1 | | |
| 14 | OptionsgroupOfficial | 1 | |
| 15 | 1 | | |
| 16 | 1 | | |
| 17 | EtradeOfficial | 1 | |
Common AI search questions about Stock Plan Administration Software
Q1
Who leads Stock Plan Administration Software in AI answers?
Carta is the most recommended stock plan administration software brand in the latest AI Brand Index run. The next highest-ranked brands are Shareworks by Morgan Stanley and Eqvista. The engines disagree on the leader. ChatGPT names Eqvista, Google AI Mode names Shareworks by Morgan Stanley, and Gemini and Perplexity both name Carta first.
Q2
Which cited sources are used for Stock Plan Administration Software?
The most cited sources for stock plan administration software recommendations are G2, Thecfoclub and Pulley, out of 21 tracked sources. Review platforms shape this category: G2, TrustRadius and Capterra are the most cited review sources, and review platforms account for 57% of all citations.
Q3
How fresh is this Stock Plan Administration Software ranking?
The AI Brand Index updates every Sunday. In the latest run, Certent entered the top 10 and Fidelity Private Shares, Qapita, Certent Equity Management, Cake Equity and Optio Incentives and 2 other brands moved three or more positions in the stock plan administration software index.
How to cite this report
Cite the canonical SupaIntent report page when referencing this AI visibility ranking.
SupaIntent AI Brand Index: Stock Plan Administration Software. https://supaintent.com/ai-brand-index/erp-accounting-and-finance-software-stock-plan-administration-software
Report data
Download the same ranking data used by the chart, tables and Dataset schema.
AI Brand Index methodology
Rankings use collected AI answers, cited sources, brand-site matching, and provider-level position history.
- SupaIntent measures buying-intent AI answers across ChatGPT, Google AI Mode, Gemini and Perplexity.
- This report uses the latest observed AI answers for Stock Plan Administration Software, including 24 recommended brands and 21 cited sources.
- Brand sites are identified from official domains and subdomains, then separated from review, community and publisher sources.
- Weekly movement compares the latest rank with the previous collected position for each brand.
Reveal where AI sends your clients
Track prompt-level visibility across ChatGPT, Gemini, Perplexity, and Google AI search. See which competitors win the answer, which sources shape the response, and where your brand is missing.