Vertex, Inc.
VERX- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001806837
近 90 天，Vertex, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 229 家機構在 13F 申報持有，市值合計 $8.59 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Vertex, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 76
- 較 2021 年第 1 季 −7 家
- 持有股數
- 2,527 萬
- 較 2021 年第 1 季 −65.5 萬 (−2.5%)
- 總市值
- $5.54 億
- 較 2021 年第 1 季 −$1,631 萬 (−2.9%)
- 新進機構
- 13
- 另有 24 家加碼
- 清倉機構
- 20
- 另有 22 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VERX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 229 | $8.59 億 |
| 2026 年第 1 季 | 222 | $9.56 億 |
| 2025 年第 4 季 | 221 | $16.9 億 |
| 2025 年第 3 季 | 240 | $21.2 億 |
| 2025 年第 2 季 | 270 | $29.7 億 |
| 2025 年第 1 季 | 264 | $27.4 億 |
| 2024 年第 4 季 | 254 | $39.4 億 |
| 2024 年第 3 季 | 219 | $26.7 億 |
| 2024 年第 2 季 | 204 | $24.5 億 |
| 2024 年第 1 季 | 177 | $17.7 億 |
| 2023 年第 4 季 | 144 | $14.4 億 |
| 2023 年第 3 季 | 120 | $10.4 億 |
| 2023 年第 2 季 | 121 | $8.40 億 |
| 2023 年第 1 季 | 129 | $7.94 億 |
| 2022 年第 4 季 | 101 | $5.00 億 |
| 2022 年第 3 季 | 82 | $4.44 億 |
| 2022 年第 2 季 | 81 | $2.95 億 |
| 2022 年第 1 季 | 91 | $3.92 億 |
| 2021 年第 4 季 | 88 | $3.99 億 |
| 2021 年第 3 季 | 85 | $4.91 億 |
| 2021 年第 2 季 | 76 | $5.54 億 |
| 2021 年第 1 季 | 83 | $5.70 億 |
2021 年第 2 季持有機構
每家機構持有 Vertex, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,315,650 | $7,275 萬 | 0.06% | +300,419+10.0% | 加碼 |
| Conestoga Capital Advisors, LLC | 3,162,150 | $6,938 萬 | 1.00% | −29,845−0.9% | 減碼 |
| JPMorgan Chase & Co | 2,769,100 | $6,075 萬 | 0.01% | +926,044+50.2% | 加碼 |
| Massachusetts Financial Services Co | 2,681,678 | $5,884 萬 | 0.02% | +649,743+32.0% | 加碼 |
| Fred Alger Management, LLC | 2,502,656 | $5,491 萬 | 0.13% | +126,766+5.3% | 加碼 |
| Vanguard Group Inc | 1,596,084 | $3,502 萬 | 0.00% | −530,900−25.0% | 減碼 |
| Capital International Investors | 1,520,044 | $3,335 萬 | 0.01% | +2,489+0.2% | 加碼 |
| TimesSquare Capital Management, LLC | 1,086,904 | $2,385 萬 | 0.20% | −62,200−5.4% | 減碼 |
| Tensile Capital Management LP | 844,700 | $1,853 萬 | 2.10% | −20,000−2.3% | 減碼 |
| ArrowMark Colorado Holdings LLC | 697,560 | $1,530 萬 | 0.12% | +697,560 | 新進 |
| William Blair Investment Management, LLC | 681,340 | $1,495 萬 | 0.05% | −222,257−24.6% | 減碼 |
| BlackRock Inc. | 447,053 | $980.8 萬 | 0.00% | −148,396−24.9% | 減碼 |
| Ameriprise Financial Inc | 379,029 | $831.7 萬 | 0.00% | +26,829+7.6% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 325,000 | $713.1 萬 | 0.01% | 00.0% | 不變 |
| Nordea Investment Management AB | 315,282 | $691.7 萬 | 0.01% | +139,617+79.5% | 加碼 |
| Segantii Capital Management Ltd | 300,000 | $658.2 萬 | 0.21% | 00.0% | 不變 |
| State Street Corp | 276,812 | $607.3 萬 | 0.00% | +134,020+93.9% | 加碼 |
| Geode Capital Management, LLC | 233,879 | $513.1 萬 | 0.00% | +19,896+9.3% | 加碼 |
| Comerica Bank | 229,500 | $447.8 萬 | 0.03% | 00.0% | 不變 |
| Bank of America Corp | 202,969 | $445.4 萬 | 0.00% | −13,077−6.1% | 減碼 |
| Morgan Stanley | 173,636 | $381.0 萬 | 0.00% | +163,977+1,697.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 172,074 | $377.5 萬 | 0.00% | +64,996+60.7% | 加碼 |
| Royal Bank of Canada | 118,535 | $260.1 萬 | 0.00% | +3,463+3.0% | 加碼 |
| Envestnet Asset Management Inc | 103,724 | $227.6 萬 | 0.00% | −2,100−2.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 98,900 | $217.0 萬 | 0.01% | +98,900 | 新進 |
| Norges Bank | 85,714 | $188.1 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 84,210 | $184.8 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 72,009 | $158.0 萬 | 0.00% | +2,913+4.2% | 加碼 |
| Tudor Investment Corp Et Al | 65,488 | $143.7 萬 | 0.03% | −243−0.4% | 減碼 |
| Northern Trust Corp | 63,067 | $138.4 萬 | 0.00% | +3,962+6.7% | 加碼 |
| Swiss National Bank | 57,600 | $126.4 萬 | 0.00% | +1,800+3.2% | 加碼 |
| HRT Financial LP | 54,292 | $119.1 萬 | 0.01% | +26,151+92.9% | 加碼 |
| Veritable, L.P. | 41,676 | $91.4 萬 | 0.01% | 00.0% | 不變 |
| Bullseye Asset Management LLC | 40,675 | $89.3 萬 | 0.30% | 00.0% | 不變 |
| Engineers Gate Manager LP | 39,986 | $87.7 萬 | 0.06% | +22,428+127.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 33,082 | $72.6 萬 | 0.01% | +549+1.7% | 加碼 |
| Ergoteles LLC | 30,900 | $67.8 萬 | 0.02% | +30,900 | 新進 |
| Quadrant Private Wealth Management, LLC | 28,713 | $63.0 萬 | 0.26% | +200+0.7% | 加碼 |
| Parametric Portfolio Associates LLC | 25,631 | $56.2 萬 | 0.00% | +25,631 | 新進 |
| Pentwater Capital Management LP | 25,000 | $54.9 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 24,084 | $52.8 萬 | 0.10% | +2,234+10.2% | 加碼 |
| Goldman Sachs Group Inc | 23,935 | $52.5 萬 | 0.00% | −826,875−97.2% | 減碼 |
| Susquehanna International Group, LLP | 20,216 | $44.4 萬 | 0.00% | +20,216 | 新進 |
| Credit Suisse AG | 17,564 | $38.5 萬 | 0.00% | −4,149−19.1% | 減碼 |
| Algert Global LLC | 15,260 | $33.5 萬 | 0.11% | −3,660−19.3% | 減碼 |
| Strid Group, LLC | 18,421 | $33.5 萬 | 0.08% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 14,880 | $32.6 萬 | 0.00% | −50,457−77.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 14,556 | $31.9 萬 | 0.00% | +14,556 | 新進 |
| CIBC Private Wealth Group, LLC | 14,220 | $31.2 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 13,443 | $29.5 萬 | 0.00% | −62,739−82.4% | 減碼 |
| Glenmede Trust Co NA | 13,430 | $29.4 萬 | 0.00% | −31,062−69.8% | 減碼 |
| M&T Bank Corp | 13,385 | $29.4 萬 | 0.00% | +13,385 | 新進 |
| Dynamic Technology Lab Private Ltd | 12,210 | $26.8 萬 | 0.03% | −3,750−23.5% | 減碼 |
| Advisor Group Holdings, Inc. | 10,284 | $22.6 萬 | 0.00% | +1,202+13.2% | 加碼 |
| Cresset Asset Management, LLC | 9,998 | $21.9 萬 | 0.00% | +9,998 | 新進 |
| Charles Schwab Investment Management Inc | 9,192 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 9,172 | $20.1 萬 | 0.05% | +488+5.6% | 加碼 |
| Simplex Trading, LLC | 8,902 | $19.5 萬 | 0.01% | +8,902 | 新進 |
| US Bancorp | 8,059 | $17.7 萬 | 0.00% | −38,248−82.6% | 減碼 |
| Wells Fargo & Company | 5,431 | $11.9 萬 | 0.00% | −485,705−98.9% | 減碼 |
| Deutsche Bank AG | 3,162 | $6.90 萬 | 0.00% | −1,889−37.4% | 減碼 |
| Legal & General Group Plc | 2,016 | $4.40 萬 | 0.00% | −154−7.1% | 減碼 |
| Great West Life Assurance Co | 1,984 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,894 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,313 | $2.90 萬 | 0.00% | +300+29.6% | 加碼 |
| Fifth Third Bancorp | 1,121 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 800 | $1.70 萬 | 0.00% | +800 | 新進 |
| Signaturefd, LLC | 750 | $1.60 萬 | 0.00% | +750 | 新進 |
| Citigroup Inc | 480 | $1.10 萬 | 0.00% | −1,086−69.3% | 減碼 |
| UBS Group AG | 478 | $1.10 萬 | 0.00% | +33+7.4% | 加碼 |
| Captrust Financial Advisors | 300 | $7,000 | 0.00% | +300 | 新進 |
| Advisory Services Network, LLC | 113 | $2,000 | 0.00% | −21,814−99.5% | 減碼 |
| Hoover Financial Advisors, Inc. | 105 | $2,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 12 | $263 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | +3 | 新進 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −362,113−100.0% | 清倉 |
| Tygh Capital Management, Inc. | 0 | $0 | 0.00% | −339,117−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −332,069−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −231,096−100.0% | 清倉 |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −142,629−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −63,200−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −43,500−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −30,981−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,647−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −16,915−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −15,618−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −12,243−100.0% | 清倉 |
| LPL Financial LLC | 0 | $0 | 0.00% | −11,965−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −753−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −558−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −53−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −28−100.0% | 清倉 |