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 3 季 13F 持有人
Vertex, Inc. 在 2022/9/30 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
- 82
- 較 2022 年第 2 季 +2 家
- 持有股數
- 3,242 萬
- 較 2022 年第 2 季 +639.0 萬 (+24.6%)
- 總市值
- $4.44 億
- 較 2022 年第 2 季 +$1.49 億 (+50.7%)
- 新進機構
- 14
- 另有 37 家加碼
- 清倉機構
- 12
- 另有 20 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tensile Capital Management LP | 5,220,258 | $7,136 萬 | 11.01% | +4,500,000+624.8% | 加碼 |
| Fred Alger Management, LLC | 3,841,738 | $5,252 萬 | 0.27% | −165,330−4.1% | 減碼 |
| Neuberger Berman Group LLC | 3,632,850 | $4,966 萬 | 0.05% | +345,005+10.5% | 加碼 |
| Vanguard Group Inc | 3,494,699 | $4,777 萬 | 0.00% | +717,947+25.9% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,909,764 | $3,978 萬 | 0.78% | −436,195−13.0% | 減碼 |
| JPMorgan Chase & Co | 2,544,206 | $3,478 萬 | 0.01% | −77,788−3.0% | 減碼 |
| TimesSquare Capital Management, LLC | 1,632,185 | $2,231 萬 | 0.31% | +123,381+8.2% | 加碼 |
| William Blair Investment Management, LLC | 1,317,198 | $1,801 萬 | 0.07% | +150,092+12.9% | 加碼 |
| Palisade Capital Management LLC | 995,576 | $1,361 萬 | 0.39% | +204,554+25.9% | 加碼 |
| ArrowMark Colorado Holdings LLC | 865,069 | $1,183 萬 | 0.15% | +32,525+3.9% | 加碼 |
| BlackRock Inc. | 644,473 | $881.1 萬 | 0.00% | +105,010+19.5% | 加碼 |
| Next Century Growth Investors LLC | 579,258 | $791.8 萬 | 0.97% | +579,258 | 新進 |
| Bank of America Corp | 344,465 | $470.8 萬 | 0.00% | −9,015−2.6% | 減碼 |
| Geode Capital Management, LLC | 335,550 | $458.6 萬 | 0.00% | +60,625+22.1% | 加碼 |
| Comerica Bank | 268,698 | $457.1 萬 | 0.04% | 00.0% | 不變 |
| Nordea Investment Management AB | 314,858 | $437.5 萬 | 0.01% | −711−0.2% | 減碼 |
| Ameriprise Financial Inc | 278,900 | $381.2 萬 | 0.00% | −3,583−1.3% | 減碼 |
| New York State Common Retirement Fund | 252,837 | $345.6 萬 | 0.01% | +55,666+28.2% | 加碼 |
| Morgan Stanley | 218,142 | $298.1 萬 | 0.00% | −19,043−8.0% | 減碼 |
| State Street Corp | 199,963 | $273.3 萬 | 0.00% | −14,996−7.0% | 減碼 |
| Dimensional Fund Advisors LP | 185,825 | $254.0 萬 | 0.00% | +57,238+44.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 154,654 | $211.5 萬 | 0.01% | +2,683+1.8% | 加碼 |
| Envestnet Asset Management Inc | 152,853 | $209.0 萬 | 0.00% | +9,786+6.8% | 加碼 |
| Herald Investment Management Ltd | 150,000 | $205.0 萬 | 0.51% | 00.0% | 不變 |
| Royal Bank of Canada | 136,954 | $187.3 萬 | 0.00% | +403+0.3% | 加碼 |
| Intrinsic Edge Capital Management LLC | 120,000 | $164.0 萬 | 0.18% | +90,000+300.0% | 加碼 |
| Renaissance Technologies LLC | 108,000 | $147.6 萬 | 0.00% | +6,700+6.6% | 加碼 |
| Swiss National Bank | 101,000 | $138.1 萬 | 0.00% | +4,900+5.1% | 加碼 |
| Atom Investors LP | 96,087 | $131.4 萬 | 0.46% | +96,087 | 新進 |
| The PNC Financial Services Group, Inc. | 92,035 | $125.8 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 91,525 | $125.1 萬 | 0.00% | +10,915+13.5% | 加碼 |
| Truist Financial Corp | 90,796 | $124.1 萬 | 0.00% | +955+1.1% | 加碼 |
| Tudor Investment Corp Et Al | 79,079 | $108.1 萬 | 0.03% | −4,253−5.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 77,500 | $105.9 萬 | 0.01% | −14,400−15.7% | 減碼 |
| Goldman Sachs Group Inc | 77,208 | $105.5 萬 | 0.00% | +4,802+6.6% | 加碼 |
| Ardsley Advisory Partners LP | 76,500 | $104.6 萬 | 0.28% | +76,500 | 新進 |
| Norges Bank | 66,765 | $91.3 萬 | 0.00% | −61,300−47.9% | 減碼 |
| Legacy Advisors, LLC | 60,358 | $82.5 萬 | 0.18% | +358+0.6% | 加碼 |
| M&T Bank Corp | 56,574 | $77.4 萬 | 0.00% | +10,606+23.1% | 加碼 |
| Bank of New York Mellon Corp | 48,673 | $66.6 萬 | 0.00% | +5,461+12.6% | 加碼 |
| Gsa Capital Partners LLP | 46,800 | $64.0 萬 | 0.08% | −4,167−8.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 40,199 | $55.0 萬 | 0.01% | −244−0.6% | 減碼 |
| Bullseye Asset Management LLC | 40,071 | $54.7 萬 | 0.32% | −464−1.1% | 減碼 |
| California State Teachers Retirement System | 36,858 | $50.4 萬 | 0.00% | +2,208+6.4% | 加碼 |
| Credit Suisse AG | 32,980 | $45.1 萬 | 0.00% | +11,193+51.4% | 加碼 |
| Putnam Investments LLC | 30,228 | $41.3 萬 | 0.00% | +30,228 | 新進 |
| Advisor Group Holdings, Inc. | 29,027 | $39.5 萬 | 0.00% | +239+0.8% | 加碼 |
| Virginia Retirement Systems Et Al | 25,500 | $34.9 萬 | 0.00% | +25,500 | 新進 |
| Natixis Advisors, L.P. | 22,223 | $30.4 萬 | 0.00% | +4,178+23.2% | 加碼 |
| Teacher Retirement System of Texas | 19,821 | $27.1 萬 | 0.00% | +19,821 | 新進 |
| LPL Financial LLC | 18,110 | $24.8 萬 | 0.00% | −654−3.5% | 減碼 |
| Citadel Advisors LLC | 16,374 | $22.4 萬 | 0.00% | −1,207−6.9% | 減碼 |
| Charles Schwab Investment Management Inc | 15,520 | $21.3 萬 | 0.00% | +3,645+30.7% | 加碼 |
| Glenmede Trust Co NA | 15,370 | $21.0 萬 | 0.00% | −190−1.2% | 減碼 |
| First Republic Investment Management, Inc. | 15,265 | $20.9 萬 | 0.00% | +4,557+42.6% | 加碼 |
| Veritable, L.P. | 14,905 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 13,739 | $18.8 萬 | 0.00% | +814+6.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 12,139 | $16.6 萬 | 0.00% | +12,139 | 新進 |
| Arizona State Retirement System | 11,572 | $15.8 萬 | 0.00% | +523+4.7% | 加碼 |
| Legal & General Group Plc | 11,054 | $15.1 萬 | 0.00% | +717+6.9% | 加碼 |
| UBS Group AG | 9,025 | $12.4 萬 | 0.00% | +198+2.2% | 加碼 |
| US Bancorp | 6,371 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 5,280 | $7.20 萬 | 0.00% | +3,160+149.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,571 | $4.90 萬 | 0.00% | +1,789+100.4% | 加碼 |
| Great West Life Assurance Co | 1,984 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 1,981 | $2.70 萬 | 0.00% | +1,981 | 新進 |
| First Horizon Advisors, Inc. | 1,894 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 1,588 | $2.20 萬 | 0.00% | −24−1.5% | 減碼 |
| Tradition Wealth Management, LLC | 1,385 | $1.90 萬 | 0.00% | +1,385 | 新進 |
| Fifth Third Bancorp | 1,353 | $1.80 萬 | 0.00% | −106−7.3% | 減碼 |
| Wells Fargo & Company | 1,066 | $1.50 萬 | 0.00% | +775+266.3% | 加碼 |
| Citigroup Inc | 1,049 | $1.40 萬 | 0.00% | +54+5.4% | 加碼 |
| MCF Advisors LLC | 737 | $1.00 萬 | 0.00% | +737 | 新進 |
| Rockefeller Capital Management L.P. | 354 | $4,000 | 0.00% | −691−66.1% | 減碼 |
| Group One Trading, L.P. | 79 | $1,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 35 | $0 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $0 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | 新進 |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | 新進 |
| Schubert & Co | 3 | $0 | 0.00% | +3 | 新進 |
| Algert Global LLC | 0 | $0 | 0.00% | −49,406−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −34,284−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,922−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −15,200−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −14,300−100.0% | 清倉 |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −13,200−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −13,011−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −4,160−100.0% | 清倉 |
| Deutsche Bank AG | 0 | $0 | 0.00% | −2,846−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Quadrant Private Wealth Management, LLC | – | – | – | – | 本季未申報 |