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 4 季 13F 持有人
Vertex, Inc. 在 2021/12/31 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
- 88
- 較 2021 年第 3 季 +3 家
- 持有股數
- 2,519 萬
- 較 2021 年第 3 季 −33.6 萬 (−1.3%)
- 總市值
- $3.99 億
- 較 2021 年第 3 季 −$9,157 萬 (−18.7%)
- 新進機構
- 13
- 另有 26 家加碼
- 清倉機構
- 10
- 另有 34 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 4,159,485 | $6,601 萬 | 0.17% | −107,369−2.5% | 減碼 |
| Neuberger Berman Group LLC | 3,423,383 | $5,433 萬 | 0.04% | −113,890−3.2% | 減碼 |
| Conestoga Capital Advisors, LLC | 3,336,745 | $5,295 萬 | 0.69% | +664,495+24.9% | 加碼 |
| Vanguard Group Inc | 2,621,819 | $4,161 萬 | 0.00% | +233,929+9.8% | 加碼 |
| JPMorgan Chase & Co | 2,618,142 | $4,155 萬 | 0.01% | −147,324−5.3% | 減碼 |
| TimesSquare Capital Management, LLC | 1,043,904 | $1,657 萬 | 0.15% | +17,400+1.7% | 加碼 |
| William Blair Investment Management, LLC | 856,143 | $1,359 萬 | 0.04% | +8,719+1.0% | 加碼 |
| Tensile Capital Management LP | 750,879 | $1,192 萬 | 1.43% | −73,821−9.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 608,419 | $965.6 萬 | 0.08% | −160,001−20.8% | 減碼 |
| BlackRock Inc. | 540,922 | $858.4 萬 | 0.00% | +89,959+19.9% | 加碼 |
| Palisade Capital Management LLC | 528,282 | $838.4 萬 | 0.17% | +528,282 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 325,000 | $515.8 萬 | 0.01% | 00.0% | 不變 |
| Nordea Investment Management AB | 305,779 | $492.3 萬 | 0.01% | −9,503−3.0% | 減碼 |
| Bank of America Corp | 290,729 | $461.5 萬 | 0.00% | −31,288−9.7% | 減碼 |
| Washington Harbour Partners LP | 271,619 | $431.1 萬 | 1.07% | +271,619 | 新進 |
| Geode Capital Management, LLC | 267,384 | $424.3 萬 | 0.00% | +14,336+5.7% | 加碼 |
| Ameriprise Financial Inc | 242,087 | $384.2 萬 | 0.00% | −2,787−1.1% | 減碼 |
| State Street Corp | 236,242 | $374.9 萬 | 0.00% | −58,652−19.9% | 減碼 |
| Comerica Bank | 257,948 | $348.2 萬 | 0.03% | −229,377−47.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 185,409 | $294.3 萬 | 0.01% | +7,282+4.1% | 加碼 |
| Herald Investment Management Ltd | 150,000 | $237.9 萬 | 0.39% | 00.0% | 不變 |
| Intrinsic Edge Capital Management LLC | 145,331 | $230.6 萬 | 0.17% | +100,000+220.6% | 加碼 |
| Morgan Stanley | 126,449 | $200.7 萬 | 0.00% | −15,304−10.8% | 減碼 |
| Envestnet Asset Management Inc | 126,274 | $200.4 萬 | 0.00% | −77−0.1% | 減碼 |
| New York State Common Retirement Fund | 124,900 | $198.2 萬 | 0.00% | +124,900 | 新進 |
| Royal Bank of Canada | 117,908 | $187.1 萬 | 0.00% | −3,936−3.2% | 減碼 |
| Citadel Advisors LLC | 103,492 | $164.3 萬 | 0.00% | +65,612+173.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 84,210 | $133.6 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 75,903 | $120.5 萬 | 0.00% | −6,012−7.3% | 減碼 |
| Tudor Investment Corp Et Al | 75,000 | $119.0 萬 | 0.02% | −1,412−1.8% | 減碼 |
| Norges Bank | 72,230 | $114.6 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 68,442 | $108.6 萬 | 0.00% | +5,337+8.5% | 加碼 |
| Goldman Sachs Group Inc | 66,690 | $105.9 萬 | 0.00% | −3,675−5.2% | 減碼 |
| Swiss National Bank | 61,600 | $97.8 萬 | 0.00% | +4,000+6.9% | 加碼 |
| Legacy Advisors, LLC | 60,000 | $95.2 萬 | 0.35% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 56,978 | $90.4 萬 | 0.00% | +1,129+2.0% | 加碼 |
| Algert Global LLC | 54,243 | $86.1 萬 | 0.11% | +6,200+12.9% | 加碼 |
| Renaissance Technologies LLC | 50,200 | $79.7 萬 | 0.00% | +18,700+59.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 47,900 | $76.0 萬 | 0.00% | +47,900 | 新進 |
| Bank of New York Mellon Corp | 42,632 | $67.6 萬 | 0.00% | +27,752+186.5% | 加碼 |
| Bullseye Asset Management LLC | 40,496 | $63.6 萬 | 0.25% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 35,374 | $56.1 萬 | 0.01% | −13,745−28.0% | 減碼 |
| PDT Partners, LLC | 31,505 | $50.0 萬 | 0.04% | −12,066−27.7% | 減碼 |
| Veritable, L.P. | 29,946 | $47.5 萬 | 0.01% | −11,730−28.1% | 減碼 |
| Advisor Group Holdings, Inc. | 27,765 | $44.1 萬 | 0.00% | +13,654+96.8% | 加碼 |
| Two Sigma Investments, LP | 26,800 | $42.5 萬 | 0.00% | −76,284−74.0% | 減碼 |
| Quadrant Private Wealth Management, LLC | 26,569 | $42.2 萬 | 0.16% | −1,700−6.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 26,441 | $42.0 萬 | 0.01% | +26,441 | 新進 |
| California State Teachers Retirement System | 23,627 | $37.5 萬 | 0.00% | +2,144+10.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 22,576 | $35.8 萬 | 0.00% | −2,468−9.9% | 減碼 |
| Dimensional Fund Advisors LP | 20,970 | $33.3 萬 | 0.00% | +20,970 | 新進 |
| ExodusPoint Capital Management, LP | 18,733 | $29.7 萬 | 0.00% | +18,733 | 新進 |
| Strid Group, LLC | 18,421 | $29.2 萬 | 0.06% | 00.0% | 不變 |
| Millennium Management LLC | 18,199 | $28.9 萬 | 0.00% | −49,750−73.2% | 減碼 |
| Credit Suisse AG | 17,393 | $27.6 萬 | 0.00% | −177−1.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 16,750 | $26.6 萬 | 0.03% | +16,750 | 新進 |
| Corton Capital Inc. | 14,453 | $22.9 萬 | 0.10% | +14,453 | 新進 |
| LPL Financial LLC | 14,394 | $22.8 萬 | 0.00% | +2,757+23.7% | 加碼 |
| M&T Bank Corp | 13,980 | $22.2 萬 | 0.00% | −1,814−11.5% | 減碼 |
| Engineers Gate Manager LP | 13,485 | $21.4 萬 | 0.01% | −2,589−16.1% | 減碼 |
| Price T Rowe Associates Inc | 13,200 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 13,000 | $20.6 萬 | 0.00% | +13,000 | 新進 |
| Glenmede Trust Co NA | 12,885 | $20.4 萬 | 0.00% | −490−3.7% | 減碼 |
| Jump Financial, LLC | 12,800 | $20.3 萬 | 0.01% | −19,400−60.2% | 減碼 |
| Trexquant Investment LP | 12,609 | $20.0 萬 | 0.01% | −4,577−26.6% | 減碼 |
| Charles Schwab Investment Management Inc | 11,875 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 11,128 | $17.7 萬 | 0.04% | +1,956+21.3% | 加碼 |
| SEI Investments Co | 10,733 | $16.8 萬 | 0.00% | +175+1.7% | 加碼 |
| Squarepoint Ops LLC | 10,447 | $16.6 萬 | 0.00% | +10,447 | 新進 |
| Legal & General Group Plc | 6,786 | $10.7 萬 | 0.00% | +529+8.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,637 | $10.5 萬 | 0.02% | −5,972−47.4% | 減碼 |
| UBS Group AG | 6,168 | $9.80 萬 | 0.00% | +3,444+126.4% | 加碼 |
| State of Wyoming | 3,315 | $5.30 萬 | 0.02% | +3,315 | 新進 |
| Deutsche Bank AG | 2,846 | $4.50 萬 | 0.00% | −316−10.0% | 減碼 |
| Great West Life Assurance Co | 1,984 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,894 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,680 | $2.70 萬 | 0.00% | +1,200+250.0% | 加碼 |
| Fifth Third Bancorp | 1,493 | $2.40 萬 | 0.00% | +372+33.2% | 加碼 |
| Simplex Trading, LLC | 1,234 | $1.90 萬 | 0.00% | −3,468−73.8% | 減碼 |
| US Bancorp | 1,068 | $1.70 萬 | 0.00% | −6,206−85.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,059 | $1.70 萬 | 0.00% | +953+899.1% | 加碼 |
| Quantbot Technologies LP | 1,100 | $1.70 萬 | 0.00% | +1,100 | 新進 |
| Wells Fargo & Company | 481 | $8,000 | 0.00% | +217+82.2% | 加碼 |
| Captrust Financial Advisors | 300 | $5,000 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 179 | $3,000 | 0.00% | −321−64.2% | 減碼 |
| Cutler Group LP | 70 | $1,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Capital International Investors | 0 | $0 | 0.00% | −1,421,080−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −48,295−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −23,300−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,754−100.0% | 清倉 |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −14,220−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,903−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,790−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |