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 2 季 13F 持有人
Vertex, Inc. 在 2023/6/30 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
- 121
- 較 2023 年第 1 季 −8 家
- 持有股數
- 4,310 萬
- 較 2023 年第 1 季 +477.4 萬 (+12.5%)
- 總市值
- $8.40 億
- 較 2023 年第 1 季 +$4,678 萬 (+5.9%)
- 新進機構
- 17
- 另有 52 家加碼
- 清倉機構
- 25
- 另有 30 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tensile Capital Management LP | 5,866,717 | $1.14 億 | 14.80% | −103,541−1.7% | 減碼 |
| Vanguard Group Inc | 4,653,849 | $9,075 萬 | 0.00% | +1,070,461+29.9% | 加碼 |
| Fred Alger Management, LLC | 4,247,151 | $8,282 萬 | 0.42% | +585,339+16.0% | 加碼 |
| Neuberger Berman Group LLC | 3,732,072 | $7,278 萬 | 0.07% | −114,222−3.0% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,826,148 | $5,511 萬 | 0.87% | −80,773−2.8% | 減碼 |
| WSFS Capital Management, LLC | 2,589,000 | $5,049 萬 | 4.74% | +2,589,000 | 新進 |
| JPMorgan Chase & Co | 2,358,543 | $4,599 萬 | 0.01% | −30,819−1.3% | 減碼 |
| TimesSquare Capital Management, LLC | 1,318,700 | $2,572 萬 | 0.37% | −89,590−6.4% | 減碼 |
| Palisade Capital Management LLC | 1,134,375 | $2,212 萬 | 0.59% | +54,075+5.0% | 加碼 |
| Next Century Growth Investors LLC | 1,118,093 | $2,180 萬 | 2.10% | +25,482+2.3% | 加碼 |
| William Blair Investment Management, LLC | 1,078,325 | $2,103 萬 | 0.07% | −23,387−2.1% | 減碼 |
| Janus Henderson Group PLC | 858,442 | $1,674 萬 | 0.01% | +150,595+21.3% | 加碼 |
| Millennium Management LLC | 805,718 | $1,571 萬 | 0.02% | +377,069+88.0% | 加碼 |
| BlackRock Inc. | 795,234 | $1,551 萬 | 0.00% | +92,225+13.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 616,300 | $1,202 萬 | 0.10% | +43,176+7.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 574,236 | $1,120 萬 | 0.08% | +574,236 | 新進 |
| Putnam Investments LLC | 518,722 | $1,012 萬 | 0.01% | +137,118+35.9% | 加碼 |
| Bank of America Corp | 437,353 | $852.8 萬 | 0.00% | +135,591+44.9% | 加碼 |
| Geode Capital Management, LLC | 396,704 | $773.6 萬 | 0.00% | +29,549+8.0% | 加碼 |
| Dimensional Fund Advisors LP | 390,960 | $762.4 萬 | 0.00% | +85,320+27.9% | 加碼 |
| Morgan Stanley | 387,500 | $755.6 萬 | 0.00% | +115,411+42.4% | 加碼 |
| Pier Capital, LLC | 348,213 | $679.0 萬 | 0.97% | −35,011−9.1% | 減碼 |
| State Street Corp | 322,239 | $628.4 萬 | 0.00% | +61,874+23.8% | 加碼 |
| Nordea Investment Management AB | 306,953 | $611.5 萬 | 0.01% | +7,243+2.4% | 加碼 |
| New York State Common Retirement Fund | 281,071 | $548.1 萬 | 0.01% | +10,244+3.8% | 加碼 |
| Ameriprise Financial Inc | 258,154 | $503.4 萬 | 0.00% | −64,954−20.1% | 減碼 |
| Palogic Value Management, L.P. | 235,503 | $459.2 萬 | 2.16% | −56,556−19.4% | 減碼 |
| Invesco Ltd. | 229,023 | $446.6 萬 | 0.00% | +229,023 | 新進 |
| Renaissance Technologies LLC | 228,600 | $445.8 萬 | 0.01% | +66,400+40.9% | 加碼 |
| Goldman Sachs Group Inc | 224,493 | $437.8 萬 | 0.00% | +17,328+8.4% | 加碼 |
| Envestnet Asset Management Inc | 216,545 | $422.3 萬 | 0.00% | +49,679+29.8% | 加碼 |
| Legacy Advisors, LLC | 200,637 | $391.2 萬 | 0.58% | −164,765−45.1% | 減碼 |
| Hudson Bay Capital Management LP | 200,000 | $390.0 萬 | 0.04% | +53,625+36.6% | 加碼 |
| Two Sigma Investments, LP | 193,784 | $377.9 萬 | 0.01% | +57,819+42.5% | 加碼 |
| Two Sigma Advisers, LP | 152,000 | $296.4 萬 | 0.01% | +96,200+172.4% | 加碼 |
| Herald Investment Management Ltd | 150,000 | $292.2 萬 | 0.57% | 00.0% | 不變 |
| Royal Bank of Canada | 138,039 | $269.1 萬 | 0.00% | +2,840+2.1% | 加碼 |
| Hillsdale Investment Management Inc. | 131,582 | $256.6 萬 | 0.24% | +131,582 | 新進 |
| First Trust Advisors LP | 127,282 | $248.2 萬 | 0.00% | +65,027+104.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 117,537 | $229.2 萬 | 0.00% | +25,065+27.1% | 加碼 |
| Truist Financial Corp | 114,419 | $223.1 萬 | 0.00% | +32,058+38.9% | 加碼 |
| G2 Investment Partners Management LLC | 111,947 | $218.3 萬 | 0.54% | −48,113−30.1% | 減碼 |
| Ardsley Advisory Partners LP | 100,300 | $195.6 萬 | 0.44% | −10,600−9.6% | 減碼 |
| Swiss National Bank | 92,800 | $181.0 萬 | 0.00% | −12,300−11.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 92,303 | $180.0 萬 | 0.02% | −29,403−24.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 92,035 | $179.5 萬 | 0.00% | 00.0% | 不變 |
| Northern Trust Corp | 88,056 | $171.7 萬 | 0.00% | +4,304+5.1% | 加碼 |
| Advisory Research Inc | 84,198 | $164.2 萬 | 0.21% | +52,207+163.2% | 加碼 |
| Tudor Investment Corp Et Al | 78,753 | $153.6 萬 | 0.03% | −19,921−20.2% | 減碼 |
| Trexquant Investment LP | 72,834 | $142.0 萬 | 0.04% | −3,404−4.5% | 減碼 |
| Royce & Associates LP | 71,000 | $138.4 萬 | 0.01% | 00.0% | 不變 |
| Norges Bank | 64,865 | $126.5 萬 | 0.00% | +24,200+59.5% | 加碼 |
| Advisor Group Holdings, Inc. | 64,313 | $125.4 萬 | 0.00% | +10,907+20.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 63,031 | $122.9 萬 | 0.00% | −6,275−9.1% | 減碼 |
| Qube Research & Technologies Ltd | 59,547 | $116.1 萬 | 0.00% | +59,547 | 新進 |
| Citadel Advisors LLC | 57,879 | $112.9 萬 | 0.00% | −325,479−84.9% | 減碼 |
| Jump Financial, LLC | 55,274 | $107.8 萬 | 0.04% | +10,264+22.8% | 加碼 |
| Price T Rowe Associates Inc | 54,917 | $107.2 萬 | 0.00% | +1,416+2.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 54,189 | $105.7 萬 | 0.02% | +18,074+50.0% | 加碼 |
| Credit Suisse AG | 53,618 | $104.6 萬 | 0.00% | +8,662+19.3% | 加碼 |
| AQR Capital Management LLC | 49,253 | $96.0 萬 | 0.00% | +24,778+101.2% | 加碼 |
| Occudo Quantitative Strategies LP | 41,202 | $80.3 萬 | 0.08% | +20,128+95.5% | 加碼 |
| Bullseye Asset Management LLC | 40,071 | $78.1 萬 | 0.39% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 39,372 | $76.8 萬 | 0.00% | +18,272+86.6% | 加碼 |
| Principal Financial Group Inc | 38,328 | $74.7 萬 | 0.00% | +10,296+36.7% | 加碼 |
| California State Teachers Retirement System | 37,530 | $73.2 萬 | 0.00% | −5,281−12.3% | 減碼 |
| Legal & General Group Plc | 37,384 | $72.9 萬 | 0.00% | +17,819+91.1% | 加碼 |
| Bank of New York Mellon Corp | 33,853 | $66.0 萬 | 0.00% | −12,944−27.7% | 減碼 |
| Quadrature Capital Ltd | 33,527 | $65.4 萬 | 0.01% | −10,515−23.9% | 減碼 |
| Voloridge Investment Management, LLC | 32,586 | $63.5 萬 | 0.00% | +32,586 | 新進 |
| Sterling Investment Advisors, Ltd. | 32,215 | $62.8 萬 | 0.21% | +32,215 | 新進 |
| LPL Financial LLC | 24,959 | $48.7 萬 | 0.00% | +8,102+48.1% | 加碼 |
| Engineers Gate Manager LP | 23,157 | $45.2 萬 | 0.02% | +23,157 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 23,025 | $44.9 萬 | 0.00% | +7,637+49.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 22,700 | $44.3 萬 | 0.00% | 00.0% | 不變 |
| Atom Investors LP | 22,365 | $43.6 萬 | 0.17% | −39,280−63.7% | 減碼 |
| Charles Schwab Investment Management Inc | 17,186 | $33.5 萬 | 0.00% | +1,666+10.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 16,756 | $32.7 萬 | 0.00% | +16,756 | 新進 |
| Campbell & CO Investment Adviser LLC | 16,220 | $31.6 萬 | 0.06% | +16,220 | 新進 |
| Barclays PLC | 16,118 | $31.4 萬 | 0.00% | +7,678+91.0% | 加碼 |
| Glenmede Trust Co NA | 14,740 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 15,444 | $30.1 萬 | 0.00% | −11,997−43.7% | 減碼 |
| UBS Asset Management Americas Inc | 14,473 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Veritable, L.P. | 14,905 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 14,240 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 13,863 | $27.0 萬 | 0.02% | −7,685−35.7% | 減碼 |
| Arizona State Retirement System | 11,980 | $23.4 萬 | 0.00% | −2,140−15.2% | 減碼 |
| Cetera Advisor Networks LLC | 11,795 | $23.0 萬 | 0.00% | +11,795 | 新進 |
| Counterpoint Mutual Funds LLC | 11,670 | $22.8 萬 | 0.21% | +6,036+107.1% | 加碼 |
| Teacher Retirement System of Texas | 11,245 | $21.9 萬 | 0.00% | −2,176−16.2% | 減碼 |
| UBS Group AG | 11,191 | $21.8 萬 | 0.00% | +5,068+82.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 11,117 | $21.7 萬 | 0.02% | +11,117 | 新進 |
| Aquatic Capital Management LLC | 9,100 | $17.7 萬 | 0.01% | +5,000+122.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,725 | $13.1 萬 | 0.00% | +2,358+54.0% | 加碼 |
| State of Wyoming | 3,978 | $7.76 萬 | 0.02% | −2,195−35.6% | 減碼 |
| Simplex Trading, LLC | 3,440 | $6.70 萬 | 0.00% | −11,642−77.2% | 減碼 |
| Arcadia Investment Management Corp | 2,176 | $4.24 萬 | 0.01% | −1,722−44.2% | 減碼 |
| Wells Fargo & Company | 2,024 | $3.95 萬 | 0.00% | +1,121+124.1% | 加碼 |
| Great West Life Assurance Co | 1,984 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,871 | $3.65 萬 | 0.00% | +241+14.8% | 加碼 |