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 4 季 13F 持有人
Vertex, Inc. 在 2023/12/31 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
- 144
- 較 2023 年第 3 季 +26 家
- 持有股數
- 5,333 萬
- 較 2023 年第 3 季 +821.5 萬 (+18.2%)
- 總市值
- $14.4 億
- 較 2023 年第 3 季 +$3.94 億 (+37.8%)
- 新進機構
- 39
- 另有 59 家加碼
- 清倉機構
- 13
- 另有 31 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | +5 | 新進 |
| DiNuzzo Private Wealth, Inc. | 3 | $81 | 0.00% | +3 | 新進 |
| GPS Wealth Strategies Group, LLC | 3 | $90 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4 | $108 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $108 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 5 | $135 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 6 | $162 | 0.00% | +2+50.0% | 加碼 |
| TFC Financial Management | 8 | $216 | 0.00% | +8 | 新進 |
| Signaturefd, LLC | 9 | $242 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 12 | $324 | 0.00% | +2+20.0% | 加碼 |
| Parallel Advisors, LLC | 14 | $377 | 0.00% | +14 | 新進 |
| Key Financial Inc | 35 | $943 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 110 | $2,963 | 0.00% | +110 | 新進 |
| Private Trust Co NA | 111 | $2,990 | 0.00% | +111 | 新進 |
| Bogart Wealth, LLC | 131 | $3,529 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 193 | $5,199 | 0.00% | +193 | 新進 |
| Simplex Trading, LLC | 350 | $9,000 | 0.00% | +350 | 新進 |
| FMR LLC | 427 | $1.15 萬 | 0.00% | +245+134.6% | 加碼 |
| US Bancorp | 1,060 | $2.86 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 1,218 | $3.28 萬 | 0.00% | +100+8.9% | 加碼 |
| State of Wyoming | 1,371 | $3.69 萬 | 0.01% | +1,371 | 新進 |
| Tradition Wealth Management, LLC | 1,385 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,400 | $3.77 萬 | 0.00% | +1,400 | 新進 |
| Fifth Third Bancorp | 1,512 | $4.07 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 1,566 | $4.22 萬 | 0.00% | −8−0.5% | 減碼 |
| Wells Fargo & Company | 2,382 | $6.42 萬 | 0.00% | +28+1.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,672 | $7.20 萬 | 0.00% | +2,672 | 新進 |
| Arcadia Investment Management Corp | 2,797 | $7.54 萬 | 0.01% | +133+5.0% | 加碼 |
| RiverPark Advisors, LLC | 3,319 | $8.94 萬 | 0.08% | +735+28.4% | 加碼 |
| Deutsche Bank AG | 4,365 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 5,256 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 7,697 | $20.7 萬 | 0.06% | +7,697 | 新進 |
| ExodusPoint Capital Management, LP | 7,931 | $21.4 萬 | 0.00% | +7,931 | 新進 |
| UBS Group AG | 8,869 | $23.9 萬 | 0.00% | +441+5.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,953 | $24.1 萬 | 0.00% | +2,228+33.1% | 加碼 |
| XTX Topco Ltd | 9,261 | $24.9 萬 | 0.05% | +9,261 | 新進 |
| Raymond James & Associates | 9,629 | $25.9 萬 | 0.00% | −83−0.9% | 減碼 |
| Vident Advisory, LLC | 9,944 | $26.8 萬 | 0.01% | +9,944 | 新進 |
| Manufacturers Life Insurance Company, The | 10,993 | $29.6 萬 | 0.00% | +10,993 | 新進 |
| Cetera Advisor Networks LLC | 11,136 | $30.0 萬 | 0.00% | +719+6.9% | 加碼 |
| Harbour Capital Advisors, LLC | 13,435 | $34.7 萬 | 0.10% | +13,435 | 新進 |
| Arizona State Retirement System | 13,624 | $36.7 萬 | 0.00% | −178−1.3% | 減碼 |
| Verition Fund Management LLC | 14,687 | $39.6 萬 | 0.00% | +14,687 | 新進 |
| Pathstone Holdings, LLC | 15,018 | $40.5 萬 | 0.00% | +15,018 | 新進 |
| Captrust Financial Advisors | 16,441 | $44.3 萬 | 0.00% | +4,633+39.2% | 加碼 |
| Allianz Asset Management GmbH | 17,296 | $46.6 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 17,469 | $47.1 萬 | 0.00% | +573+3.4% | 加碼 |
| Moody National Bank Trust Division | 18,840 | $50.8 萬 | 0.04% | +5,340+39.6% | 加碼 |
| Barclays PLC | 20,043 | $54.0 萬 | 0.00% | −3,069−13.3% | 減碼 |
| Royce & Associates LP | 22,000 | $59.3 萬 | 0.01% | −73,000−76.8% | 減碼 |
| Citigroup Inc | 25,450 | $68.6 萬 | 0.00% | +24,333+2,178.4% | 加碼 |
| Keebeck Wealth Management, LLC | 31,042 | $83.6 萬 | 0.14% | +31,042 | 新進 |
| Algert Global LLC | 31,570 | $85.0 萬 | 0.03% | −2,190−6.5% | 減碼 |
| Engineers Gate Manager LP | 32,971 | $88.8 萬 | 0.03% | +32,971 | 新進 |
| Sterling Investment Advisors, Ltd. | 33,067 | $89.1 萬 | 0.28% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 36,583 | $98.6 萬 | 0.01% | +36,583 | 新進 |
| LPL Financial LLC | 37,249 | $100.3 萬 | 0.00% | +8,758+30.7% | 加碼 |
| Quantbot Technologies LP | 38,080 | $102.6 萬 | 0.06% | +25,049+192.2% | 加碼 |
| California State Teachers Retirement System | 43,396 | $116.9 萬 | 0.00% | +544+1.3% | 加碼 |
| Bullseye Asset Management LLC | 45,071 | $121.4 萬 | 0.58% | +5,000+12.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 47,000 | $126.6 萬 | 0.00% | +47,000 | 新進 |
| Legal & General Group Plc | 48,034 | $129.4 萬 | 0.00% | +6,290+15.1% | 加碼 |
| Natixis Advisors, L.P. | 48,567 | $130.8 萬 | 0.00% | −2,400−4.7% | 減碼 |
| SEI Investments Co | 50,686 | $136.6 萬 | 0.00% | +33,206+190.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 51,035 | $137.5 萬 | 0.02% | −10,200−16.7% | 減碼 |
| Trexquant Investment LP | 52,134 | $140.4 萬 | 0.03% | +25,786+97.9% | 加碼 |
| Bank of New York Mellon Corp | 52,422 | $141.2 萬 | 0.00% | +17,896+51.8% | 加碼 |
| Boothbay Fund Management, LLC | 56,215 | $151.4 萬 | 0.06% | +19,662+53.8% | 加碼 |
| UBS Asset Management Americas Inc | 56,967 | $153.5 萬 | 0.00% | +23,486+70.1% | 加碼 |
| Gagnon Advisors, LLC | 57,797 | $155.7 萬 | 1.36% | +57,797 | 新進 |
| Credit Suisse AG | 58,106 | $156.5 萬 | 0.00% | +4,438+8.3% | 加碼 |
| Advisor Group Holdings, Inc. | 58,597 | $157.8 萬 | 0.00% | −34,570−37.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 59,727 | $160.9 萬 | 0.00% | −1,728−2.8% | 減碼 |
| Advisory Research Inc | 60,369 | $162.6 萬 | 0.25% | +21,570+55.6% | 加碼 |
| Truist Financial Corp | 71,509 | $192.6 萬 | 0.00% | −53,277−42.7% | 減碼 |
| Jump Financial, LLC | 71,901 | $193.7 萬 | 0.06% | +71,901 | 新進 |
| Quadrature Capital Ltd | 73,909 | $199.2 萬 | 0.04% | +47,031+175.0% | 加碼 |
| Calamos Advisors LLC | 74,794 | $201.5 萬 | 0.01% | +74,794 | 新進 |
| Jane Street Group, LLC | 88,929 | $239.6 萬 | 0.00% | +36,844+70.7% | 加碼 |
| Goldman Sachs Group Inc | 92,460 | $249.1 萬 | 0.00% | −14,002−13.2% | 減碼 |
| Swiss National Bank | 96,000 | $258.6 萬 | 0.00% | −10,500−9.9% | 減碼 |
| Gagnon Securities LLC | 99,030 | $266.8 萬 | 0.64% | +99,030 | 新進 |
| Citadel Advisors LLC | 114,404 | $308.2 萬 | 0.00% | +54,604+91.3% | 加碼 |
| Herald Investment Management Ltd | 120,000 | $323.3 萬 | 0.62% | −30,000−20.0% | 減碼 |
| EAM Investors, LLC | 124,781 | $336.2 萬 | 0.60% | +124,781 | 新進 |
| Meridian Wealth Partners, LLC | 125,865 | $339.1 萬 | 0.65% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 131,382 | $353.9 萬 | 0.29% | −200−0.2% | 減碼 |
| Macquarie Group Ltd | 135,192 | $364.2 萬 | 0.00% | +135,192 | 新進 |
| Russell Investments Group, Ltd. | 141,155 | $380.3 萬 | 0.01% | +141,155 | 新進 |
| British Columbia Investment Management Corp | 153,000 | $412.2 萬 | 0.03% | +153,000 | 新進 |
| EAM Global Investors LLC | 154,353 | $415.8 萬 | 1.00% | +154,353 | 新進 |
| Voloridge Investment Management, LLC | 160,044 | $431.2 萬 | 0.02% | +119,395+293.7% | 加碼 |
| Qube Research & Technologies Ltd | 161,262 | $434.4 萬 | 0.01% | +126,688+366.4% | 加碼 |
| Royal Bank of Canada | 163,365 | $440.1 萬 | 0.00% | +26,765+19.6% | 加碼 |
| Palogic Value Management, L.P. | 175,000 | $471.4 萬 | 2.09% | −50,000−22.2% | 減碼 |
| Northern Trust Corp | 186,322 | $502.0 萬 | 0.00% | +17,505+10.4% | 加碼 |
| Comerica Bank | 205,997 | $555.0 萬 | 0.03% | −175−0.1% | 減碼 |
| Norges Bank | 220,891 | $595.1 萬 | 0.00% | +32,926+17.5% | 加碼 |
| Bessemer Group Inc | 230,403 | $620.7 萬 | 0.01% | +230,403 | 新進 |
| Principal Financial Group Inc | 233,813 | $629.9 萬 | 0.00% | +145,246+164.0% | 加碼 |