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。
2022 年第 1 季 13F 持有人
Vertex, Inc. 在 2022/3/31 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
- 91
- 較 2021 年第 4 季 +3 家
- 持有股數
- 2,554 萬
- 較 2021 年第 4 季 +35.8 萬 (+1.4%)
- 總市值
- $3.92 億
- 較 2021 年第 4 季 −$748.1 萬 (−1.9%)
- 新進機構
- 15
- 另有 45 家加碼
- 清倉機構
- 12
- 另有 20 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 4,185,081 | $6,420 萬 | 0.21% | +25,596+0.6% | 加碼 |
| Conestoga Capital Advisors, LLC | 3,338,909 | $5,122 萬 | 0.77% | +2,164+0.1% | 加碼 |
| Neuberger Berman Group LLC | 3,333,875 | $5,114 萬 | 0.04% | −89,508−2.6% | 減碼 |
| JPMorgan Chase & Co | 2,607,674 | $4,000 萬 | 0.01% | −10,468−0.4% | 減碼 |
| Vanguard Group Inc | 2,485,682 | $3,813 萬 | 0.00% | −136,137−5.2% | 減碼 |
| TimesSquare Capital Management, LLC | 1,321,104 | $2,027 萬 | 0.23% | +277,200+26.6% | 加碼 |
| William Blair Investment Management, LLC | 875,051 | $1,342 萬 | 0.04% | +18,908+2.2% | 加碼 |
| Palisade Capital Management LLC | 780,038 | $1,197 萬 | 0.27% | +251,756+47.7% | 加碼 |
| Tensile Capital Management LP | 694,732 | $1,066 萬 | 1.55% | −56,147−7.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 643,336 | $986.9 萬 | 0.09% | +34,917+5.7% | 加碼 |
| BlackRock Inc. | 527,967 | $809.9 萬 | 0.00% | −12,955−2.4% | 減碼 |
| Bank of America Corp | 389,007 | $596.8 萬 | 0.00% | +98,278+33.8% | 加碼 |
| Nordea Investment Management AB | 310,978 | $467.4 萬 | 0.01% | +5,199+1.7% | 加碼 |
| Morgan Stanley | 286,619 | $439.6 萬 | 0.00% | +160,170+126.7% | 加碼 |
| Geode Capital Management, LLC | 271,004 | $415.7 萬 | 0.00% | +3,620+1.4% | 加碼 |
| Ameriprise Financial Inc | 269,391 | $413.2 萬 | 0.00% | +27,304+11.3% | 加碼 |
| Comerica Bank | 263,473 | $396.8 萬 | 0.03% | +5,525+2.1% | 加碼 |
| State Street Corp | 215,240 | $330.2 萬 | 0.00% | −21,002−8.9% | 減碼 |
| New York State Common Retirement Fund | 197,171 | $302.5 萬 | 0.00% | +72,271+57.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 153,474 | $235.4 萬 | 0.00% | −31,935−17.2% | 減碼 |
| Envestnet Asset Management Inc | 152,173 | $233.4 萬 | 0.00% | +25,899+20.5% | 加碼 |
| Herald Investment Management Ltd | 150,000 | $229.0 萬 | 0.42% | 00.0% | 不變 |
| Norges Bank | 145,665 | $223.5 萬 | 0.00% | +73,435+101.7% | 加碼 |
| Royal Bank of Canada | 140,180 | $215.0 萬 | 0.00% | +22,272+18.9% | 加碼 |
| Renaissance Technologies LLC | 117,200 | $179.8 萬 | 0.00% | +67,000+133.5% | 加碼 |
| Tudor Investment Corp Et Al | 95,402 | $146.3 萬 | 0.04% | +20,402+27.2% | 加碼 |
| Truist Financial Corp | 93,524 | $143.5 萬 | 0.00% | +17,621+23.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 92,035 | $141.2 萬 | 0.00% | +7,825+9.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 91,900 | $141.0 萬 | 0.01% | +44,000+91.9% | 加碼 |
| Dimensional Fund Advisors LP | 77,060 | $118.2 萬 | 0.00% | +56,090+267.5% | 加碼 |
| Citadel Advisors LLC | 73,520 | $112.8 萬 | 0.00% | −29,972−29.0% | 減碼 |
| Goldman Sachs Group Inc | 71,644 | $109.9 萬 | 0.00% | +4,954+7.4% | 加碼 |
| Northern Trust Corp | 70,513 | $108.1 萬 | 0.00% | +2,071+3.0% | 加碼 |
| Swiss National Bank | 67,500 | $103.5 萬 | 0.00% | +5,900+9.6% | 加碼 |
| Legacy Advisors, LLC | 60,000 | $92.0 萬 | 0.18% | 00.0% | 不變 |
| Millennium Management LLC | 54,625 | $83.8 萬 | 0.00% | +36,426+200.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 51,289 | $78.7 萬 | 0.01% | +15,915+45.0% | 加碼 |
| Parametric Portfolio Associates LLC | 47,058 | $72.2 萬 | 0.00% | −9,920−17.4% | 減碼 |
| Bank of New York Mellon Corp | 45,735 | $70.1 萬 | 0.00% | +3,103+7.3% | 加碼 |
| Algert Global LLC | 42,466 | $65.1 萬 | 0.04% | −11,777−21.7% | 減碼 |
| PDT Partners, LLC | 41,445 | $63.6 萬 | 0.05% | +9,940+31.6% | 加碼 |
| Bullseye Asset Management LLC | 40,496 | $62.2 萬 | 0.29% | 00.0% | 不變 |
| Trexquant Investment LP | 36,968 | $56.7 萬 | 0.03% | +24,359+193.2% | 加碼 |
| Jane Street Group, LLC | 36,242 | $55.6 萬 | 0.00% | +36,242 | 新進 |
| Susquehanna Fundamental Investments, LLC | 28,716 | $44.1 萬 | 0.01% | +2,275+8.6% | 加碼 |
| Advisor Group Holdings, Inc. | 27,766 | $42.6 萬 | 0.00% | +10.0% | 加碼 |
| Gsa Capital Partners LLP | 26,921 | $41.3 萬 | 0.06% | +26,921 | 新進 |
| Quadrant Private Wealth Management, LLC | 24,869 | $38.1 萬 | 0.14% | −1,700−6.4% | 減碼 |
| California State Teachers Retirement System | 24,410 | $37.4 萬 | 0.00% | +783+3.3% | 加碼 |
| Virginia Retirement Systems Et Al | 23,000 | $35.3 萬 | 0.00% | +10,000+76.9% | 加碼 |
| Credit Suisse AG | 19,430 | $29.8 萬 | 0.00% | +2,037+11.7% | 加碼 |
| LPL Financial LLC | 19,405 | $29.8 萬 | 0.00% | +5,011+34.8% | 加碼 |
| Strid Group, LLC | 18,421 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 17,414 | $26.7 萬 | 0.00% | +17,414 | 新進 |
| Glenmede Trust Co NA | 17,350 | $26.6 萬 | 0.00% | +4,465+34.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 16,341 | $25.1 萬 | 0.00% | −6,235−27.6% | 減碼 |
| Marshall Wace, LLP | 15,688 | $24.0 萬 | 0.00% | +15,688 | 新進 |
| M&T Bank Corp | 15,246 | $23.4 萬 | 0.00% | +1,266+9.1% | 加碼 |
| Veritable, L.P. | 14,905 | $22.9 萬 | 0.00% | −15,041−50.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 14,720 | $22.6 萬 | 0.00% | +14,720 | 新進 |
| Corton Capital Inc. | 13,906 | $21.3 萬 | 0.09% | −547−3.8% | 減碼 |
| SEI Investments Co | 13,778 | $21.0 萬 | 0.00% | +3,045+28.4% | 加碼 |
| Engineers Gate Manager LP | 13,619 | $20.9 萬 | 0.01% | +134+1.0% | 加碼 |
| Price T Rowe Associates Inc | 13,200 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Sciencast Management LP | 12,861 | $20.0 萬 | 0.05% | +12,861 | 新進 |
| Charles Schwab Investment Management Inc | 11,875 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 11,904 | $18.3 萬 | 0.00% | +11,904 | 新進 |
| HRT Financial LP | 11,671 | $17.9 萬 | 0.00% | +11,671 | 新進 |
| Jump Financial, LLC | 11,090 | $17.0 萬 | 0.01% | −1,710−13.4% | 減碼 |
| UBS Group AG | 10,468 | $16.1 萬 | 0.00% | +4,300+69.7% | 加碼 |
| Ergoteles LLC | 10,000 | $15.3 萬 | 0.01% | +10,000 | 新進 |
| State of Wyoming | 7,605 | $11.7 萬 | 0.06% | +4,290+129.4% | 加碼 |
| US Bancorp | 6,910 | $10.6 萬 | 0.00% | +5,842+547.0% | 加碼 |
| Legal & General Group Plc | 6,786 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 5,736 | $8.80 萬 | 0.02% | −901−13.6% | 減碼 |
| Deutsche Bank AG | 2,846 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 2,120 | $3.30 萬 | 0.00% | +2,120 | 新進 |
| Great West Life Assurance Co | 1,984 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 1,664 | $2.60 萬 | 0.00% | +1,664 | 新進 |
| Fifth Third Bancorp | 1,519 | $2.30 萬 | 0.00% | +26+1.7% | 加碼 |
| Citigroup Inc | 904 | $1.40 萬 | 0.00% | −776−46.2% | 減碼 |
| Wells Fargo & Company | 524 | $8,000 | 0.00% | +43+8.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 455 | $7,000 | 0.00% | −604−57.0% | 減碼 |
| Ovata Capital Management Ltd | 400 | $6,000 | 0.00% | +400 | 新進 |
| Dark Forest Capital Management LP | 321 | $5,000 | 0.00% | +321 | 新進 |
| Captrust Financial Advisors | 100 | $2,000 | 0.00% | −200−66.7% | 減碼 |
| Group One Trading, L.P. | 79 | $1,000 | 0.00% | −100−55.9% | 減碼 |
| Key Financial Inc | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| TCWP LLC | 89 | $1,000 | 0.00% | +89 | 新進 |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −325,000−100.0% | 清倉 |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −271,619−100.0% | 清倉 |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −145,331−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −26,800−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,733−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,750−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −11,128−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,447−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,894−100.0% | 清倉 |