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 3 季 13F 持有人
Vertex, Inc. 在 2023/9/30 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
- 120
- 較 2023 年第 2 季 −1 家
- 持有股數
- 4,513 萬
- 較 2023 年第 2 季 +202.8 萬 (+4.7%)
- 總市值
- $10.4 億
- 較 2023 年第 2 季 +$2.02 億 (+24.1%)
- 新進機構
- 20
- 另有 56 家加碼
- 清倉機構
- 21
- 另有 31 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 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | 新進 |
| GPS Wealth Strategies Group, LLC | 3 | $77 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $92 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4 | $92 | 0.00% | +2+100.0% | 加碼 |
| SJS Investment Consulting Inc. | 4 | $93 | 0.00% | +1+33.3% | 加碼 |
| Allworth Financial LP | 5 | $116 | 0.00% | +5 | 新進 |
| Signaturefd, LLC | 9 | $208 | 0.00% | −12−57.1% | 減碼 |
| JFS Wealth Advisors, LLC | 10 | $231 | 0.00% | +4+66.7% | 加碼 |
| Key Financial Inc | 35 | $808 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 105 | $2,426 | 0.00% | +105 | 新進 |
| Bogart Wealth, LLC | 131 | $3,026 | 0.00% | 00.0% | 不變 |
| FMR LLC | 182 | $4,204 | 0.00% | −2−1.1% | 減碼 |
| Aquatic Capital Management LLC | 500 | $1.20 萬 | 0.00% | −8,600−94.5% | 減碼 |
| US Bancorp | 1,060 | $2.45 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1,117 | $2.58 萬 | 0.00% | −754−40.3% | 減碼 |
| Rhumbline Advisers | 1,118 | $2.58 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,385 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,512 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 1,574 | $3.64 萬 | 0.00% | +184+13.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,129 | $4.92 萬 | 0.00% | +2,129 | 新進 |
| Wells Fargo & Company | 2,354 | $5.44 萬 | 0.00% | +330+16.3% | 加碼 |
| RiverPark Advisors, LLC | 2,584 | $5.97 萬 | 0.05% | +2,584 | 新進 |
| Arcadia Investment Management Corp | 2,664 | $6.16 萬 | 0.01% | +488+22.4% | 加碼 |
| Deutsche Bank AG | 4,365 | $10.1 萬 | 0.00% | +4,365 | 新進 |
| Great West Life Assurance Co | 5,256 | $12.1 萬 | 0.00% | +3,272+164.9% | 加碼 |
| Penserra Capital Management LLC | 5,496 | $12.6 萬 | 0.00% | +5,496 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,725 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 8,428 | $19.5 萬 | 0.00% | −2,763−24.7% | 減碼 |
| Teacher Retirement System of Texas | 9,346 | $21.6 萬 | 0.00% | −1,899−16.9% | 減碼 |
| Raymond James & Associates | 9,712 | $22.4 萬 | 0.00% | +9,712 | 新進 |
| Cetera Advisor Networks LLC | 10,417 | $24.1 萬 | 0.00% | −1,378−11.7% | 減碼 |
| AQR Capital Management LLC | 10,435 | $24.1 萬 | 0.00% | −38,818−78.8% | 減碼 |
| Premier Fund Managers Ltd | 11,848 | $26.7 萬 | 0.01% | +11,848 | 新進 |
| Captrust Financial Advisors | 11,808 | $27.3 萬 | 0.00% | +11,808 | 新進 |
| Price T Rowe Associates Inc | 11,849 | $27.5 萬 | 0.00% | −43,068−78.4% | 減碼 |
| Occudo Quantitative Strategies LP | 12,362 | $28.6 萬 | 0.04% | −28,840−70.0% | 減碼 |
| Quantbot Technologies LP | 13,031 | $30.1 萬 | 0.02% | −832−6.0% | 減碼 |
| Moody National Bank Trust Division | 13,500 | $31.2 萬 | 0.02% | +13,500 | 新進 |
| Campbell & CO Investment Adviser LLC | 13,789 | $31.9 萬 | 0.04% | −2,431−15.0% | 減碼 |
| Arizona State Retirement System | 13,802 | $31.9 萬 | 0.00% | +1,822+15.2% | 加碼 |
| Pathstone Family Office, LLC | 14,905 | $34.4 萬 | 0.00% | +14,905 | 新進 |
| Glenmede Trust Co NA | 16,896 | $39.0 萬 | 0.00% | +2,156+14.6% | 加碼 |
| Allianz Asset Management GmbH | 17,296 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| SEI Investments Co | 17,480 | $40.4 萬 | 0.00% | +2,036+13.2% | 加碼 |
| Barclays PLC | 23,112 | $53.4 萬 | 0.00% | +6,994+43.4% | 加碼 |
| Trexquant Investment LP | 26,348 | $60.9 萬 | 0.02% | −46,486−63.8% | 減碼 |
| Quadrature Capital Ltd | 26,878 | $62.1 萬 | 0.01% | −6,649−19.8% | 減碼 |
| LPL Financial LLC | 28,491 | $65.8 萬 | 0.00% | +3,532+14.2% | 加碼 |
| Atom Investors LP | 28,538 | $65.9 萬 | 0.15% | +6,173+27.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 32,147 | $74.3 萬 | 0.00% | −85,390−72.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 33,067 | $76.4 萬 | 0.27% | +852+2.6% | 加碼 |
| UBS Asset Management Americas Inc | 33,481 | $77.3 萬 | 0.00% | +19,008+131.3% | 加碼 |
| Algert Global LLC | 33,760 | $78.0 萬 | 0.04% | +33,760 | 新進 |
| Bank of New York Mellon Corp | 34,526 | $79.8 萬 | 0.00% | +673+2.0% | 加碼 |
| Qube Research & Technologies Ltd | 34,574 | $79.9 萬 | 0.00% | −24,973−41.9% | 減碼 |
| Boothbay Fund Management, LLC | 36,553 | $84.4 萬 | 0.03% | +36,553 | 新進 |
| Kornitzer Capital Management Inc | 37,365 | $86.3 萬 | 0.02% | +37,365 | 新進 |
| Advisory Research Inc | 38,799 | $89.6 萬 | 0.12% | −45,399−53.9% | 減碼 |
| Bullseye Asset Management LLC | 40,071 | $92.6 萬 | 0.52% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 40,649 | $93.9 萬 | 0.00% | +8,063+24.7% | 加碼 |
| Legal & General Group Plc | 41,744 | $96.4 萬 | 0.00% | +4,360+11.7% | 加碼 |
| California State Teachers Retirement System | 42,852 | $99.0 萬 | 0.00% | +5,322+14.2% | 加碼 |
| Natixis Advisors, L.P. | 50,967 | $117.7 萬 | 0.00% | +11,595+29.4% | 加碼 |
| Jane Street Group, LLC | 52,085 | $120.3 萬 | 0.00% | +52,085 | 新進 |
| Credit Suisse AG | 53,668 | $124.0 萬 | 0.00% | +50+0.1% | 加碼 |
| Citadel Advisors LLC | 59,800 | $138.1 萬 | 0.00% | +1,921+3.3% | 加碼 |
| Ardsley Advisory Partners LP | 61,000 | $140.9 萬 | 0.38% | −39,300−39.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 61,235 | $141.5 萬 | 0.02% | +7,046+13.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 61,455 | $142.0 萬 | 0.00% | −1,576−2.5% | 減碼 |
| Tudor Investment Corp Et Al | 75,882 | $175.3 萬 | 0.03% | −2,871−3.6% | 減碼 |
| Principal Financial Group Inc | 88,567 | $204.6 萬 | 0.00% | +50,239+131.1% | 加碼 |
| Advisor Group Holdings, Inc. | 93,167 | $215.2 萬 | 0.00% | +28,854+44.9% | 加碼 |
| Royce & Associates LP | 95,000 | $219.4 萬 | 0.02% | +24,000+33.8% | 加碼 |
| Goldman Sachs Group Inc | 106,462 | $245.9 萬 | 0.00% | −118,031−52.6% | 減碼 |
| Swiss National Bank | 106,500 | $246.0 萬 | 0.00% | +13,700+14.8% | 加碼 |
| Truist Financial Corp | 124,786 | $288.3 萬 | 0.00% | +10,367+9.1% | 加碼 |
| Meridian Wealth Partners, LLC | 125,865 | $290.7 萬 | 0.61% | +125,865 | 新進 |
| Hillsdale Investment Management Inc. | 131,582 | $304.0 萬 | 0.28% | 00.0% | 不變 |
| Royal Bank of Canada | 136,600 | $315.5 萬 | 0.00% | −1,439−1.0% | 減碼 |
| Herald Investment Management Ltd | 150,000 | $346.5 萬 | 0.74% | 00.0% | 不變 |
| Northern Trust Corp | 168,817 | $390.0 萬 | 0.00% | +80,761+91.7% | 加碼 |
| First Trust Advisors LP | 169,696 | $392.0 萬 | 0.00% | +42,414+33.3% | 加碼 |
| Morgan Stanley | 180,061 | $415.9 萬 | 0.00% | −207,439−53.5% | 減碼 |
| Norges Bank | 187,965 | $434.2 萬 | 0.00% | +123,100+189.8% | 加碼 |
| Legacy Advisors, LLC | 200,678 | $463.6 萬 | 0.75% | +410.0% | 加碼 |
| Comerica Bank | 206,172 | $476.3 萬 | 0.02% | +206,172 | 新進 |
| Charles Schwab Investment Management Inc | 222,675 | $514.4 萬 | 0.00% | +205,489+1,195.7% | 加碼 |
| Palogic Value Management, L.P. | 225,000 | $519.8 萬 | 2.57% | −10,503−4.5% | 減碼 |
| Two Sigma Investments, LP | 226,331 | $522.8 萬 | 0.01% | +32,547+16.8% | 加碼 |
| Millennium Management LLC | 244,927 | $565.8 萬 | 0.01% | −560,791−69.6% | 減碼 |
| Ameriprise Financial Inc | 250,968 | $579.7 萬 | 0.00% | −7,186−2.8% | 減碼 |
| G2 Investment Partners Management LLC | 269,095 | $621.6 萬 | 1.53% | +157,148+140.4% | 加碼 |
| Renaissance Technologies LLC | 280,400 | $647.7 萬 | 0.01% | +51,800+22.7% | 加碼 |
| Envestnet Asset Management Inc | 284,834 | $658.0 萬 | 0.00% | +68,289+31.5% | 加碼 |
| Two Sigma Advisers, LP | 285,100 | $658.6 萬 | 0.02% | +133,100+87.6% | 加碼 |
| Kennedy Capital Management, Inc. | 297,308 | $686.8 萬 | 0.17% | +297,308 | 新進 |
| Nordea Investment Management AB | 303,499 | $707.8 萬 | 0.01% | −3,454−1.1% | 減碼 |
| New York State Common Retirement Fund | 314,812 | $727.2 萬 | 0.01% | +33,741+12.0% | 加碼 |
| State Street Corp | 342,245 | $790.6 萬 | 0.00% | +20,006+6.2% | 加碼 |
| Pier Capital, LLC | 391,510 | $904.4 萬 | 1.46% | +43,297+12.4% | 加碼 |