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。
2024 年第 1 季 13F 持有人
Vertex, Inc. 在 2024/3/31 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
- 177
- 較 2023 年第 4 季 +34 家
- 持有股數
- 5,588 萬
- 較 2023 年第 4 季 +337.9 萬 (+6.4%)
- 總市值
- $17.7 億
- 較 2023 年第 4 季 +$3.59 億 (+25.4%)
- 新進機構
- 48
- 另有 61 家加碼
- 清倉機構
- 14
- 另有 49 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 2 | $64 | 0.00% | −1−33.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3 | $106 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $127 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 5 | $159 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 6 | $191 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 8 | $255 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 11 | $349 | 0.00% | +11 | 新進 |
| JFS Wealth Advisors, LLC | 12 | $382 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 24 | $762 | 0.00% | +15+166.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $825 | 0.00% | +26 | 新進 |
| Key Financial Inc | 35 | $1,112 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 131 | $4,161 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 161 | $4,690 | 0.00% | +161 | 新進 |
| The PNC Financial Services Group, Inc. | 165 | $5,240 | 0.00% | +55+50.0% | 加碼 |
| Private Trust Co NA | 187 | $5,939 | 0.00% | +76+68.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 186 | $6,000 | 0.00% | +186 | 新進 |
| GWM Advisors LLC | 193 | $6,130 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 253 | $8,036 | 0.01% | +253 | 新進 |
| CIBC Private Wealth Group, LLC | 320 | $1.02 萬 | 0.00% | +320 | 新進 |
| Bullock Wealth Management Group | 356 | $1.14 萬 | 0.01% | +356 | 新進 |
| FMR LLC | 397 | $1.26 萬 | 0.00% | −30−7.0% | 減碼 |
| Quarry LP | 446 | $1.42 萬 | 0.01% | +446 | 新進 |
| Headlands Technologies LLC | 651 | $2.07 萬 | 0.00% | +651 | 新進 |
| US Bancorp | 1,060 | $3.37 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,093 | $3.47 萬 | 0.00% | −57,504−98.1% | 減碼 |
| Rhumbline Advisers | 1,218 | $3.87 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1,505 | $4.78 萬 | 0.01% | +134+9.8% | 加碼 |
| MCF Advisors LLC | 1,509 | $4.79 萬 | 0.00% | −57−3.6% | 減碼 |
| Fifth Third Bancorp | 1,668 | $5.30 萬 | 0.00% | +156+10.3% | 加碼 |
| Deutsche Bank AG | 1,923 | $6.11 萬 | 0.00% | −2,442−55.9% | 減碼 |
| Arcadia Investment Management Corp | 2,786 | $8.84 萬 | 0.02% | −11−0.4% | 減碼 |
| Danske Bank A/S | 2,900 | $9.21 萬 | 0.00% | +2,900 | 新進 |
| Russell Investments Group, Ltd. | 3,467 | $11.0 萬 | 0.00% | −137,688−97.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,668 | $11.6 萬 | 0.00% | +996+37.3% | 加碼 |
| Sandia Investment Management LP | 5,000 | $15.9 萬 | 0.16% | +5,000 | 新進 |
| SG Americas Securities, LLC | 5,237 | $16.6 萬 | 0.00% | +5,237 | 新進 |
| Great West Life Assurance Co | 5,256 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 5,890 | $18.7 萬 | 0.00% | +3,508+147.3% | 加碼 |
| Lazard Asset Management LLC | 6,053 | $19.2 萬 | 0.00% | +6,053 | 新進 |
| F/M Investments LLC | 6,578 | $20.9 萬 | 0.14% | +6,578 | 新進 |
| Verdence Capital Advisors LLC | 6,702 | $21.3 萬 | 0.02% | +6,702 | 新進 |
| Handelsbanken Fonder AB | 6,700 | $21.3 萬 | 0.00% | +6,700 | 新進 |
| Quadrant Private Wealth Management, LLC | 6,717 | $21.3 萬 | 0.05% | −980−12.7% | 減碼 |
| Verition Fund Management LLC | 6,809 | $21.6 萬 | 0.00% | −7,878−53.6% | 減碼 |
| Bryn Mawr Trust Co | 7,000 | $22.2 萬 | 0.01% | +7,000 | 新進 |
| Fox Run Management, L.L.C. | 7,258 | $23.1 萬 | 0.05% | +7,258 | 新進 |
| CTC Alternative Strategies, Ltd. | 7,300 | $23.2 萬 | 0.14% | +7,300 | 新進 |
| Simplex Trading, LLC | 7,406 | $23.5 萬 | 0.01% | +7,056+2,016.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 7,492 | $23.8 萬 | 0.02% | +7,492 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 7,667 | $24.4 萬 | 0.04% | +7,667 | 新進 |
| UBS Group AG | 7,689 | $24.4 萬 | 0.00% | −1,180−13.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,953 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 9,306 | $29.6 萬 | 0.00% | −1,687−15.3% | 減碼 |
| Options Solutions, LLC | 9,421 | $29.9 萬 | 0.17% | +9,421 | 新進 |
| Price T Rowe Associates Inc | 9,630 | $30.6 萬 | 0.00% | −268,253−96.5% | 減碼 |
| Raymond James & Associates | 10,068 | $32.0 萬 | 0.00% | +439+4.6% | 加碼 |
| Bayesian Capital Management, LP | 10,100 | $32.1 萬 | 0.03% | +10,100 | 新進 |
| Petrus Trust Company, LTA | 10,243 | $32.5 萬 | 0.03% | +10,243 | 新進 |
| Polymer Capital Management (HK) LTD | 10,594 | $33.6 萬 | 0.08% | +10,594 | 新進 |
| Vident Advisory, LLC | 12,513 | $39.7 萬 | 0.01% | +2,569+25.8% | 加碼 |
| Harbour Capital Advisors, LLC | 12,560 | $40.3 萬 | 0.10% | −875−6.5% | 減碼 |
| Point72 Asset Management, L.P. | 12,900 | $41.0 萬 | 0.00% | +11,500+821.4% | 加碼 |
| Arizona State Retirement System | 14,092 | $44.8 萬 | 0.00% | +468+3.4% | 加碼 |
| Ellsworth Advisors, LLC | 15,018 | $47.1 萬 | 0.14% | +15,018 | 新進 |
| Pathstone Holdings, LLC | 14,979 | $47.6 萬 | 0.00% | −39−0.3% | 減碼 |
| Omers Administration Corp | 15,300 | $48.6 萬 | 0.01% | +15,300 | 新進 |
| RiverPark Advisors, LLC | 15,309 | $48.6 萬 | 0.40% | +11,990+361.3% | 加碼 |
| Alpha DNA Investment Management LLC | 16,172 | $51.4 萬 | 0.28% | +16,172 | 新進 |
| Harbor Capital Advisors, Inc. | 16,721 | $53.1 萬 | 0.07% | +16,721 | 新進 |
| Cetera Investment Advisers | 16,836 | $53.5 萬 | 0.00% | +16,836 | 新進 |
| Allianz Asset Management GmbH | 17,296 | $54.9 萬 | 0.00% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 18,062 | $57.4 萬 | 0.10% | +18,062 | 新進 |
| Quantbot Technologies LP | 18,833 | $59.8 萬 | 0.03% | −19,247−50.5% | 減碼 |
| Capital CS Group, LLC | 19,403 | $61.6 萬 | 0.62% | +19,403 | 新進 |
| Toth Financial Advisory Corp | 19,780 | $62.8 萬 | 0.08% | +19,780 | 新進 |
| Glenmede Trust Co NA | 20,192 | $64.1 萬 | 0.00% | +2,723+15.6% | 加碼 |
| Cannon Global Investment Management, LLC | 21,200 | $67.3 萬 | 1.81% | +21,200 | 新進 |
| Eisler Capital (US) LLC | 23,357 | $74.2 萬 | 0.25% | +23,357 | 新進 |
| Moody National Bank Trust Division | 25,369 | $80.6 萬 | 0.06% | +6,529+34.7% | 加碼 |
| Squarepoint Ops LLC | 26,504 | $84.2 萬 | 0.00% | +26,504 | 新進 |
| Marshall Wace, LLP | 29,961 | $95.2 萬 | 0.00% | +29,961 | 新進 |
| Sterling Investment Advisors, Ltd. | 33,067 | $105.0 萬 | 0.30% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 34,230 | $108.7 萬 | 0.00% | −18,192−34.7% | 減碼 |
| Royce & Associates LP | 35,000 | $111.2 萬 | 0.01% | +13,000+59.1% | 加碼 |
| Jump Financial, LLC | 36,767 | $116.8 萬 | 0.03% | −35,134−48.9% | 減碼 |
| LPL Financial LLC | 36,791 | $116.8 萬 | 0.00% | −458−1.2% | 減碼 |
| Natixis Advisors, L.P. | 37,485 | $119.1 萬 | 0.00% | −11,082−22.8% | 減碼 |
| Algert Global LLC | 37,530 | $119.2 萬 | 0.05% | +5,960+18.9% | 加碼 |
| Engineers Gate Manager LP | 42,097 | $133.7 萬 | 0.04% | +9,126+27.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 68,036 | $133.9 萬 | 0.00% | +8,309+13.9% | 加碼 |
| Keebeck Wealth Management, LLC | 44,101 | $140.1 萬 | 0.21% | +13,059+42.1% | 加碼 |
| SEI Investments Co | 44,636 | $141.8 萬 | 0.00% | −6,050−11.9% | 減碼 |
| California State Teachers Retirement System | 46,115 | $146.5 萬 | 0.00% | +2,719+6.3% | 加碼 |
| Boothbay Fund Management, LLC | 46,300 | $147.0 萬 | 0.04% | −9,915−17.6% | 減碼 |
| Jane Street Group, LLC | 48,339 | $153.5 萬 | 0.00% | −40,590−45.6% | 減碼 |
| Legal & General Group Plc | 50,069 | $159.0 萬 | 0.00% | +2,035+4.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 51,624 | $164.0 萬 | 0.02% | +589+1.2% | 加碼 |
| UBS Asset Management Americas Inc | 56,967 | $180.9 萬 | 0.00% | 00.0% | 不變 |
| Bullseye Asset Management LLC | 57,571 | $182.9 萬 | 0.86% | +12,500+27.7% | 加碼 |
| Credit Suisse AG | 58,978 | $187.3 萬 | 0.00% | +872+1.5% | 加碼 |