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 4 季 13F 持有人
Vertex, Inc. 在 2022/12/31 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
- 101
- 較 2022 年第 3 季 +19 家
- 持有股數
- 3,448 萬
- 較 2022 年第 3 季 +206.1 萬 (+6.4%)
- 總市值
- $5.00 億
- 較 2022 年第 3 季 +$5,562 萬 (+12.5%)
- 新進機構
- 26
- 另有 38 家加碼
- 清倉機構
- 7
- 另有 26 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 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tensile Capital Management LP | 5,970,258 | $8,663 萬 | 13.56% | +750,000+14.4% | 加碼 |
| Neuberger Berman Group LLC | 3,914,467 | $5,680 萬 | 0.06% | +281,617+7.8% | 加碼 |
| Fred Alger Management, LLC | 3,750,112 | $5,441 萬 | 0.29% | −91,626−2.4% | 減碼 |
| Vanguard Group Inc | 3,598,337 | $5,221 萬 | 0.00% | +103,638+3.0% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,882,789 | $4,183 萬 | 0.78% | −26,975−0.9% | 減碼 |
| JPMorgan Chase & Co | 2,569,098 | $3,728 萬 | 0.01% | +24,892+1.0% | 加碼 |
| TimesSquare Capital Management, LLC | 1,740,955 | $2,526 萬 | 0.36% | +108,770+6.7% | 加碼 |
| William Blair Investment Management, LLC | 1,328,521 | $1,928 萬 | 0.07% | +11,323+0.9% | 加碼 |
| Palisade Capital Management LLC | 1,055,819 | $1,532 萬 | 0.41% | +60,243+6.1% | 加碼 |
| Next Century Growth Investors LLC | 773,485 | $1,122 萬 | 1.35% | +194,227+33.5% | 加碼 |
| BlackRock Inc. | 640,044 | $928.7 萬 | 0.00% | −4,429−0.7% | 減碼 |
| Geode Capital Management, LLC | 362,393 | $525.8 萬 | 0.00% | +26,843+8.0% | 加碼 |
| Bank of America Corp | 350,088 | $508.0 萬 | 0.00% | +5,623+1.6% | 加碼 |
| Invesco Ltd. | 333,800 | $484.3 萬 | 0.00% | +333,800 | 新進 |
| Putnam Investments LLC | 310,310 | $450.3 萬 | 0.01% | +280,082+926.6% | 加碼 |
| Nordea Investment Management AB | 301,177 | $439.4 萬 | 0.01% | −13,681−4.3% | 減碼 |
| Palogic Value Management, L.P. | 292,059 | $423.8 萬 | 2.21% | +292,059 | 新進 |
| Ameriprise Financial Inc | 279,999 | $406.2 萬 | 0.00% | +1,099+0.4% | 加碼 |
| New York State Common Retirement Fund | 267,265 | $387.8 萬 | 0.01% | +14,428+5.7% | 加碼 |
| State Street Corp | 241,443 | $350.3 萬 | 0.00% | +41,480+20.7% | 加碼 |
| Comerica Bank | 268,698 | $333.2 萬 | 0.03% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 195,439 | $283.6 萬 | 0.00% | +9,614+5.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 178,156 | $258.5 萬 | 0.03% | −686,913−79.4% | 減碼 |
| Morgan Stanley | 150,371 | $218.2 萬 | 0.00% | −67,771−31.1% | 減碼 |
| Tudor Investment Corp Et Al | 150,103 | $217.8 萬 | 0.05% | +71,024+89.8% | 加碼 |
| Envestnet Asset Management Inc | 150,087 | $217.8 萬 | 0.00% | −2,766−1.8% | 減碼 |
| Herald Investment Management Ltd | 150,000 | $217.6 萬 | 0.53% | 00.0% | 不變 |
| Royal Bank of Canada | 133,907 | $194.3 萬 | 0.00% | −3,047−2.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 133,250 | $193.3 萬 | 0.01% | −21,404−13.8% | 減碼 |
| Intrinsic Edge Capital Management LLC | 123,235 | $178.8 萬 | 0.19% | +3,235+2.7% | 加碼 |
| Swiss National Bank | 116,900 | $169.6 萬 | 0.00% | +15,900+15.7% | 加碼 |
| Renaissance Technologies LLC | 115,800 | $168.0 萬 | 0.00% | +7,800+7.2% | 加碼 |
| Marshall Wace, LLP | 110,900 | $160.9 萬 | 0.00% | +110,900 | 新進 |
| Monarch Partners Asset Management LLC | 95,252 | $138.2 萬 | 0.41% | +95,252 | 新進 |
| The PNC Financial Services Group, Inc. | 92,035 | $133.5 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 90,283 | $131.0 萬 | 0.00% | −1,242−1.4% | 減碼 |
| Truist Financial Corp | 89,024 | $129.2 萬 | 0.00% | −1,772−2.0% | 減碼 |
| Atom Investors LP | 88,927 | $129.0 萬 | 0.64% | −7,160−7.5% | 減碼 |
| Washington Harbour Partners LP | 87,462 | $126.9 萬 | 2.14% | +87,462 | 新進 |
| Ardsley Advisory Partners LP | 87,200 | $126.5 萬 | 0.32% | +10,700+14.0% | 加碼 |
| Laurion Capital Management LP | 75,000 | $108.8 萬 | 0.03% | +75,000 | 新進 |
| Goldman Sachs Group Inc | 59,740 | $86.7 萬 | 0.00% | −17,468−22.6% | 減碼 |
| Legacy Advisors, LLC | 56,204 | $81.6 萬 | 0.15% | −4,154−6.9% | 減碼 |
| Citadel Advisors LLC | 47,529 | $69.0 萬 | 0.00% | +31,155+190.3% | 加碼 |
| Credit Suisse AG | 43,708 | $63.4 萬 | 0.00% | +10,728+32.5% | 加碼 |
| California State Teachers Retirement System | 42,060 | $61.0 萬 | 0.00% | +5,202+14.1% | 加碼 |
| Norges Bank | 40,665 | $59.0 萬 | 0.00% | −26,100−39.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 40,200 | $58.3 萬 | 0.01% | +10.0% | 加碼 |
| Bullseye Asset Management LLC | 40,071 | $58.1 萬 | 0.31% | 00.0% | 不變 |
| First Trust Advisors LP | 38,603 | $56.0 萬 | 0.00% | +38,603 | 新進 |
| Bank of New York Mellon Corp | 35,928 | $52.1 萬 | 0.00% | −12,745−26.2% | 減碼 |
| Trexquant Investment LP | 29,479 | $42.8 萬 | 0.01% | +29,479 | 新進 |
| Advisor Group Holdings, Inc. | 28,657 | $41.6 萬 | 0.00% | −370−1.3% | 減碼 |
| Natixis Advisors, L.P. | 23,967 | $34.8 萬 | 0.00% | +1,744+7.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 22,700 | $32.9 萬 | 0.00% | −54,800−70.7% | 減碼 |
| Virginia Retirement Systems Et Al | 20,000 | $29.0 萬 | 0.00% | −5,500−21.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 19,719 | $28.6 萬 | 0.10% | +19,719 | 新進 |
| LPL Financial LLC | 18,641 | $27.0 萬 | 0.00% | +531+2.9% | 加碼 |
| Teacher Retirement System of Texas | 17,332 | $25.1 萬 | 0.00% | −2,489−12.6% | 減碼 |
| Price T Rowe Associates Inc | 16,530 | $24.0 萬 | 0.00% | +16,530 | 新進 |
| Charles Schwab Investment Management Inc | 15,520 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 15,437 | $22.4 萬 | 0.00% | +15,437 | 新進 |
| Glenmede Trust Co NA | 15,240 | $22.1 萬 | 0.00% | −130−0.8% | 減碼 |
| SEI Investments Co | 14,524 | $21.1 萬 | 0.00% | +785+5.7% | 加碼 |
| First Republic Investment Management, Inc. | 14,420 | $20.9 萬 | 0.00% | −845−5.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 14,240 | $20.7 萬 | 0.00% | +14,240 | 新進 |
| Veritable, L.P. | 13,905 | $20.2 萬 | 0.00% | −1,000−6.7% | 減碼 |
| Arizona State Retirement System | 13,666 | $19.8 萬 | 0.00% | +2,094+18.1% | 加碼 |
| Legal & General Group Plc | 12,633 | $18.3 萬 | 0.00% | +1,579+14.3% | 加碼 |
| Janus Henderson Group PLC | 11,897 | $17.3 萬 | 0.00% | +11,897 | 新進 |
| M&T Bank Corp | 10,466 | $15.2 萬 | 0.00% | −46,108−81.5% | 減碼 |
| UBS Group AG | 9,299 | $13.5 萬 | 0.00% | +274+3.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,678 | $8.30 萬 | 0.00% | +2,107+59.0% | 加碼 |
| Quantbot Technologies LP | 3,498 | $5.08 萬 | 0.00% | +3,498 | 新進 |
| State of Wyoming | 3,395 | $4.93 萬 | 0.02% | +3,395 | 新進 |
| Lazard Asset Management LLC | 3,173 | $4.60 萬 | 0.00% | +3,173 | 新進 |
| Deutsche Bank AG | 2,846 | $4.13 萬 | 0.00% | +2,846 | 新進 |
| Great West Life Assurance Co | 1,984 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 1,670 | $2.42 萬 | 0.00% | +82+5.2% | 加碼 |
| Citigroup Inc | 1,466 | $2.13 萬 | 0.00% | +417+39.8% | 加碼 |
| Tradition Wealth Management, LLC | 1,385 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 1,316 | $1.91 萬 | 0.00% | +1,316 | 新進 |
| US Bancorp | 1,246 | $1.81 萬 | 0.00% | −5,125−80.4% | 減碼 |
| Fifth Third Bancorp | 1,225 | $1.78 萬 | 0.00% | −128−9.5% | 減碼 |
| Wells Fargo & Company | 1,081 | $1.57 萬 | 0.00% | +15+1.4% | 加碼 |
| MCF Advisors LLC | 979 | $1.42 萬 | 0.00% | +242+32.8% | 加碼 |
| Zions Bancorporation, N.A. | 382 | $5,543 | 0.00% | +382 | 新進 |
| Signaturefd, LLC | 185 | $2,684 | 0.00% | +185 | 新進 |
| FMR LLC | 112 | $1,625 | 0.00% | +112 | 新進 |
| Northwestern Mutual Wealth Management Co | 94 | $1,364 | 0.00% | +94 | 新進 |
| Group One Trading, L.P. | 79 | $1,146 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 67 | $972 | 0.00% | +67 | 新進 |
| Key Financial Inc | 35 | $478 | 0.00% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 14 | $203 | 0.00% | +14 | 新進 |
| JFS Wealth Advisors, LLC | 4 | $58 | 0.00% | +3+300.0% | 加碼 |
| Schubert & Co | 4 | $58 | 0.00% | +1+33.3% | 加碼 |
| Quent Capital, LLC | 4 | $58 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 2 | $29 | 0.00% | +1+100.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 1 | $15 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1 | $15 | 0.00% | +1 | 新進 |