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。
2023 年第 1 季 13F 持有人
Vertex, Inc. 在 2023/3/31 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
- 129
- 較 2022 年第 4 季 +30 家
- 持有股數
- 3,833 萬
- 較 2022 年第 4 季 +421.4 萬 (+12.4%)
- 總市值
- $7.94 億
- 較 2022 年第 4 季 +$2.99 億 (+60.3%)
- 新進機構
- 42
- 另有 43 家加碼
- 清倉機構
- 12
- 另有 27 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 7 | $0 | 0.00% | +6+600.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 1 | $21 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2 | $41 | 0.00% | +1+100.0% | 加碼 |
| Disciplined Investments, LLC | 2 | $41 | 0.00% | +2 | 新進 |
| SJS Investment Consulting Inc. | 3 | $63 | 0.00% | +1+50.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 3 | $69 | 0.00% | +3 | 新進 |
| JFS Wealth Advisors, LLC | 4 | $83 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 4 | $83 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $83 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 22 | $455 | 0.00% | +22 | 新進 |
| Signaturefd, LLC | 25 | $517 | 0.00% | −160−86.5% | 減碼 |
| Key Financial Inc | 35 | $724 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 79 | $1,635 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 111 | $2,297 | 0.00% | +111 | 新進 |
| Bogart Wealth, LLC | 131 | $2,710 | 0.00% | +131 | 新進 |
| FMR LLC | 176 | $3,641 | 0.00% | +64+57.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 231 | $4,779 | 0.00% | +231 | 新進 |
| Wells Fargo & Company | 903 | $1.87 萬 | 0.00% | −178−16.5% | 減碼 |
| US Bancorp | 1,060 | $2.19 萬 | 0.00% | −186−14.9% | 減碼 |
| Fifth Third Bancorp | 1,151 | $2.38 萬 | 0.00% | −74−6.0% | 減碼 |
| MCF Advisors LLC | 1,390 | $2.88 萬 | 0.00% | +411+42.0% | 加碼 |
| Tradition Wealth Management, LLC | 1,385 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Caption Management, LLC | 1,537 | $3.18 萬 | 0.01% | +1,537 | 新進 |
| Citigroup Inc | 1,630 | $3.37 萬 | 0.00% | +164+11.2% | 加碼 |
| Great West Life Assurance Co | 1,984 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 3,898 | $8.06 萬 | 0.02% | +2,582+196.2% | 加碼 |
| Aquatic Capital Management LLC | 4,100 | $8.50 萬 | 0.01% | +4,100 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,367 | $9.04 萬 | 0.00% | +4,367 | 新進 |
| Acadian Asset Management LLC | 4,435 | $9.10 萬 | 0.00% | +4,435 | 新進 |
| Lazard Asset Management LLC | 5,051 | $10.4 萬 | 0.00% | +1,878+59.2% | 加碼 |
| Counterpoint Mutual Funds LLC | 5,634 | $11.7 萬 | 0.10% | +5,634 | 新進 |
| UBS Group AG | 6,123 | $12.7 萬 | 0.00% | −3,176−34.2% | 減碼 |
| State of Wyoming | 6,173 | $12.8 萬 | 0.04% | +2,778+81.8% | 加碼 |
| Barclays PLC | 8,440 | $17.5 萬 | 0.00% | +6,770+405.4% | 加碼 |
| Gsa Capital Partners LLP | 12,533 | $25.9 萬 | 0.03% | +12,533 | 新進 |
| Virginia Retirement Systems Et Al | 13,300 | $27.5 萬 | 0.00% | −6,700−33.5% | 減碼 |
| First Republic Investment Management, Inc. | 13,396 | $27.7 萬 | 0.00% | −1,024−7.1% | 減碼 |
| Teacher Retirement System of Texas | 13,421 | $27.8 萬 | 0.00% | −3,911−22.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 13,719 | $28.4 萬 | 0.09% | −6,000−30.4% | 減碼 |
| Arizona State Retirement System | 14,120 | $29.2 萬 | 0.00% | +454+3.3% | 加碼 |
| Squarepoint Ops LLC | 14,339 | $29.7 萬 | 0.00% | +14,339 | 新進 |
| UBS Asset Management Americas Inc | 14,473 | $29.9 萬 | 0.00% | +14,473 | 新進 |
| Glenmede Trust Co NA | 14,740 | $30.5 萬 | 0.00% | −500−3.3% | 減碼 |
| Veritable, L.P. | 14,905 | $30.8 萬 | 0.01% | +1,000+7.2% | 加碼 |
| Simplex Trading, LLC | 15,082 | $31.2 萬 | 0.01% | +15,082 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 15,388 | $31.8 萬 | 0.00% | +15,388 | 新進 |
| Charles Schwab Investment Management Inc | 15,520 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 16,857 | $34.9 萬 | 0.00% | −1,784−9.6% | 減碼 |
| Verition Fund Management LLC | 16,919 | $35.0 萬 | 0.01% | +16,919 | 新進 |
| Allianz Asset Management GmbH | 17,296 | $35.8 萬 | 0.00% | +17,296 | 新進 |
| Legal & General Group Plc | 19,565 | $40.5 萬 | 0.00% | +6,932+54.9% | 加碼 |
| Occudo Quantitative Strategies LP | 21,074 | $43.6 萬 | 0.04% | +21,074 | 新進 |
| Natixis Advisors, L.P. | 21,100 | $43.7 萬 | 0.00% | −2,867−12.0% | 減碼 |
| Quantbot Technologies LP | 21,548 | $44.6 萬 | 0.03% | +18,050+516.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 22,700 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 23,250 | $48.1 萬 | 0.01% | +23,250 | 新進 |
| CIBC Private Wealth Group, LLC | 14,240 | $48.9 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 23,938 | $49.5 萬 | 0.10% | +23,938 | 新進 |
| AQR Capital Management LLC | 24,475 | $50.6 萬 | 0.00% | +24,475 | 新進 |
| Susquehanna International Group, LLP | 26,789 | $55.4 萬 | 0.00% | +26,789 | 新進 |
| SEI Investments Co | 27,441 | $56.8 萬 | 0.00% | +12,917+88.9% | 加碼 |
| Principal Financial Group Inc | 28,032 | $58.0 萬 | 0.00% | +28,032 | 新進 |
| HRT Financial LP | 29,953 | $61.9 萬 | 0.01% | +29,953 | 新進 |
| World Equity Group, Inc. | 16,182 | $65.4 萬 | 0.11% | +16,182 | 新進 |
| Advisory Research Inc | 31,991 | $66.2 萬 | 0.11% | +31,991 | 新進 |
| Oppenheimer Asset Management Inc. | 36,115 | $74.7 萬 | 0.01% | −4,085−10.2% | 減碼 |
| Walleye Capital LLC | 39,261 | $81.2 萬 | 0.02% | +23,824+154.3% | 加碼 |
| Bullseye Asset Management LLC | 40,071 | $82.9 萬 | 0.42% | 00.0% | 不變 |
| Norges Bank | 40,665 | $84.1 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 42,811 | $88.6 萬 | 0.00% | +751+1.8% | 加碼 |
| Quadrature Capital Ltd | 44,042 | $91.1 萬 | 0.02% | +44,042 | 新進 |
| Credit Suisse AG | 44,956 | $93.0 萬 | 0.00% | +1,248+2.9% | 加碼 |
| Jump Financial, LLC | 45,010 | $93.1 萬 | 0.04% | +45,010 | 新進 |
| Bank of New York Mellon Corp | 46,797 | $96.8 萬 | 0.00% | +10,869+30.3% | 加碼 |
| Advisor Group Holdings, Inc. | 53,406 | $110.5 萬 | 0.00% | +24,749+86.4% | 加碼 |
| Price T Rowe Associates Inc | 53,501 | $110.8 萬 | 0.00% | +36,971+223.7% | 加碼 |
| Two Sigma Advisers, LP | 55,800 | $115.5 萬 | 0.00% | +55,800 | 新進 |
| Atom Investors LP | 61,645 | $127.5 萬 | 0.69% | −27,282−30.7% | 減碼 |
| First Trust Advisors LP | 62,255 | $128.8 萬 | 0.00% | +23,652+61.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 69,306 | $143.4 萬 | 0.00% | −63,944−48.0% | 減碼 |
| Royce & Associates LP | 71,000 | $146.9 萬 | 0.01% | +71,000 | 新進 |
| Trexquant Investment LP | 76,238 | $157.7 萬 | 0.04% | +46,759+158.6% | 加碼 |
| Truist Financial Corp | 82,361 | $170.4 萬 | 0.00% | −6,663−7.5% | 減碼 |
| Northern Trust Corp | 83,752 | $173.3 萬 | 0.00% | −6,531−7.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 92,035 | $190.4 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 92,472 | $191.3 萬 | 0.00% | +92,472 | 新進 |
| Tudor Investment Corp Et Al | 98,674 | $204.2 萬 | 0.04% | −51,429−34.3% | 減碼 |
| Swiss National Bank | 105,100 | $217.5 萬 | 0.00% | −11,800−10.1% | 減碼 |
| Ardsley Advisory Partners LP | 110,900 | $229.5 萬 | 0.50% | +23,700+27.2% | 加碼 |
| Meridian Wealth Partners, LLC | 115,733 | $239.5 萬 | 0.52% | +115,733 | 新進 |
| Cubist Systematic Strategies, LLC | 121,706 | $251.8 萬 | 0.02% | +121,706 | 新進 |
| Royal Bank of Canada | 135,199 | $279.8 萬 | 0.00% | +1,292+1.0% | 加碼 |
| Two Sigma Investments, LP | 135,965 | $281.3 萬 | 0.01% | +135,965 | 新進 |
| EAM Investors, LLC | 138,070 | $285.7 萬 | 0.56% | +138,070 | 新進 |
| Hudson Bay Capital Management LP | 146,375 | $302.8 萬 | 0.03% | +146,375 | 新進 |
| Herald Investment Management Ltd | 150,000 | $310.1 萬 | 0.69% | 00.0% | 不變 |
| G2 Investment Partners Management LLC | 160,060 | $331.2 萬 | 0.96% | +160,060 | 新進 |
| Renaissance Technologies LLC | 162,200 | $335.6 萬 | 0.00% | +46,400+40.1% | 加碼 |
| Envestnet Asset Management Inc | 166,866 | $345.2 萬 | 0.00% | +16,779+11.2% | 加碼 |
| Goldman Sachs Group Inc | 207,165 | $428.6 萬 | 0.00% | +147,425+246.8% | 加碼 |