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 |
|---|---|---|---|---|---|
| Barclays PLC | 61,293 | $194.7 萬 | 0.00% | +41,250+205.8% | 加碼 |
| Truist Financial Corp | 61,418 | $195.1 萬 | 0.00% | −10,091−14.1% | 減碼 |
| Hudson Bay Capital Management LP | 65,000 | $206.4 萬 | 0.02% | +65,000 | 新進 |
| Arrowstreet Capital, Limited Partnership | 73,764 | $234.3 萬 | 0.00% | +73,764 | 新進 |
| Jefferies Financial Group Inc. | 85,397 | $271.2 萬 | 0.05% | +85,397 | 新進 |
| Quadrature Capital Ltd | 92,167 | $292.7 萬 | 0.05% | +18,258+24.7% | 加碼 |
| Norges Bank | 95,300 | $302.7 萬 | 0.00% | −125,591−56.9% | 減碼 |
| Weiss Asset Management LP | 100,000 | $317.6 萬 | 0.15% | +100,000 | 新進 |
| Swiss National Bank | 101,200 | $321.4 萬 | 0.00% | +5,200+5.4% | 加碼 |
| Gagnon Advisors, LLC | 115,594 | $367.1 萬 | 3.19% | +57,797+100.0% | 加碼 |
| Herald Investment Management Ltd | 120,000 | $380.8 萬 | 0.62% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 125,291 | $397.9 萬 | 0.72% | −574−0.5% | 減碼 |
| Citigroup Inc | 131,754 | $418.5 萬 | 0.00% | +106,304+417.7% | 加碼 |
| Palogic Value Management, L.P. | 140,000 | $444.6 萬 | 1.92% | −35,000−20.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 141,021 | $447.9 萬 | 0.04% | −107,014−43.1% | 減碼 |
| Hillsdale Investment Management Inc. | 142,682 | $453.2 萬 | 0.36% | +11,300+8.6% | 加碼 |
| Banque Pictet & Cie SA | 145,659 | $462.6 萬 | 0.05% | +145,659 | 新進 |
| Voloridge Investment Management, LLC | 147,802 | $469.4 萬 | 0.02% | −12,242−7.6% | 減碼 |
| Sculptor Capital LP | 151,078 | $479.8 萬 | 0.11% | +151,078 | 新進 |
| Royal Bank of Canada | 178,937 | $568.2 萬 | 0.00% | +15,572+9.5% | 加碼 |
| Northern Trust Corp | 182,257 | $578.8 萬 | 0.00% | −4,065−2.2% | 減碼 |
| Macquarie Group Ltd | 207,798 | $652.4 萬 | 0.01% | +72,606+53.7% | 加碼 |
| Two Sigma Investments, LP | 208,040 | $660.7 萬 | 0.02% | −53,672−20.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 208,667 | $662.7 萬 | 0.01% | −38,304−15.5% | 減碼 |
| Gagnon Securities LLC | 218,234 | $693.1 萬 | 1.64% | +119,204+120.4% | 加碼 |
| G2 Investment Partners Management LLC | 223,553 | $710.0 萬 | 1.89% | −35,215−13.6% | 減碼 |
| Envestnet Asset Management Inc | 225,487 | $716.1 萬 | 0.00% | −19,577−8.0% | 減碼 |
| Comerica Bank | 230,848 | $733.2 萬 | 0.03% | +24,851+12.1% | 加碼 |
| Kennedy Capital Management, Inc. | 245,141 | $778.6 萬 | 0.16% | −138,189−36.0% | 減碼 |
| Bessemer Group Inc | 248,738 | $790.0 萬 | 0.01% | +18,335+8.0% | 加碼 |
| British Columbia Investment Management Corp | 253,000 | $803.5 萬 | 0.06% | +100,000+65.4% | 加碼 |
| Charles Schwab Investment Management Inc | 257,795 | $818.8 萬 | 0.00% | +4,926+1.9% | 加碼 |
| Invesco Ltd. | 275,263 | $874.2 萬 | 0.00% | −4,437−1.6% | 減碼 |
| Renaissance Technologies LLC | 276,800 | $879.1 萬 | 0.01% | −65,900−19.2% | 減碼 |
| First Trust Advisors LP | 279,725 | $888.4 萬 | 0.01% | −21,433−7.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 287,919 | $914.4 萬 | 0.10% | +251,336+687.0% | 加碼 |
| Principal Financial Group Inc | 293,760 | $933.0 萬 | 0.01% | +59,947+25.6% | 加碼 |
| Ameriprise Financial Inc | 305,675 | $970.8 萬 | 0.00% | −8,606−2.7% | 減碼 |
| Qube Research & Technologies Ltd | 309,078 | $981.6 萬 | 0.02% | +147,816+91.7% | 加碼 |
| Citadel Advisors LLC | 309,539 | $983.1 萬 | 0.01% | +195,135+170.6% | 加碼 |
| Two Sigma Advisers, LP | 318,400 | $1,011 萬 | 0.02% | +32,500+11.4% | 加碼 |
| New York State Common Retirement Fund | 329,379 | $1,046 萬 | 0.01% | +10,959+3.4% | 加碼 |
| Morgan Stanley | 329,576 | $1,047 萬 | 0.00% | −153,652−31.8% | 減碼 |
| Kornitzer Capital Management Inc | 345,257 | $1,097 萬 | 0.20% | 00.0% | 不變 |
| Millennium Management LLC | 346,544 | $1,101 萬 | 0.01% | +58,448+20.3% | 加碼 |
| Standard Life Aberdeen plc | 377,912 | $1,200 萬 | 0.02% | +377,912 | 新進 |
| Allspring Global Investments Holdings, LLC | 379,180 | $1,204 萬 | 0.02% | +379,180 | 新進 |
| State Street Corp | 380,661 | $1,209 萬 | 0.00% | +11,491+3.1% | 加碼 |
| Bank of America Corp | 388,359 | $1,233 萬 | 0.00% | −94,074−19.5% | 減碼 |
| Axiom Investors LLC | 398,873 | $1,267 萬 | 0.11% | +55,403+16.1% | 加碼 |
| Pier Capital, LLC | 400,912 | $1,273 萬 | 1.75% | +13,191+3.4% | 加碼 |
| Goldman Sachs Group Inc | 453,344 | $1,440 萬 | 0.00% | +360,884+390.3% | 加碼 |
| Susquehanna International Group, LLP | 456,292 | $1,449 萬 | 0.02% | +456,292 | 新進 |
| Vista Equity Partners Management, LLC | 473,960 | $1,505 萬 | 0.40% | −48,128−9.2% | 減碼 |
| Geode Capital Management, LLC | 540,932 | $1,718 萬 | 0.00% | +22,163+4.3% | 加碼 |
| Dimensional Fund Advisors LP | 627,585 | $1,993 萬 | 0.01% | +144,243+29.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 712,926 | $2,264 萬 | 0.15% | +85,237+13.6% | 加碼 |
| William Blair Investment Management, LLC | 724,037 | $2,300 萬 | 0.06% | −611,029−45.8% | 減碼 |
| Granahan Investment Management Inc | 739,303 | $2,348 萬 | 0.82% | +75,697+11.4% | 加碼 |
| Aperture Investors, LLC | 818,225 | $2,599 萬 | 3.33% | +355,581+76.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 826,280 | $2,624 萬 | 0.11% | +826,280 | 新進 |
| Janus Henderson Group PLC | 849,154 | $2,697 萬 | 0.01% | −10,113−1.2% | 減碼 |
| Pembroke Management, LTD | 927,129 | $2,945 萬 | 3.46% | +666,223+255.3% | 加碼 |
| Franklin Resources Inc | 975,670 | $3,099 萬 | 0.01% | +975,670 | 新進 |
| Palisade Capital Management LLC | 1,182,340 | $3,755 萬 | 0.99% | +5,532+0.5% | 加碼 |
| BlackRock Inc. | 1,248,918 | $3,967 萬 | 0.00% | +39,575+3.3% | 加碼 |
| Next Century Growth Investors LLC | 1,275,087 | $4,050 萬 | 3.52% | −21,681−1.7% | 減碼 |
| TimesSquare Capital Management, LLC | 1,386,848 | $4,405 萬 | 0.64% | +30,523+2.3% | 加碼 |
| Loomis Sayles & Co L P | 1,528,954 | $4,856 萬 | 0.07% | +145,199+10.5% | 加碼 |
| WSFS Capital Management, LLC | 1,596,000 | $5,069 萬 | 2.88% | 00.0% | 不變 |
| JPMorgan Chase & Co | 2,073,621 | $6,586 萬 | 0.01% | −118,494−5.4% | 減碼 |
| Legacy Advisors, LLC | 2,164,221 | $6,874 萬 | 8.69% | −1,080,650−33.3% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,806,830 | $8,914 萬 | 1.29% | −25,790−0.9% | 減碼 |
| Neuberger Berman Group LLC | 3,571,121 | $1.13 億 | 0.09% | −97,929−2.7% | 減碼 |
| Fred Alger Management, LLC | 4,563,457 | $1.45 億 | 0.72% | +146,327+3.3% | 加碼 |
| Tensile Capital Management LP | 4,760,550 | $1.51 億 | 16.55% | −354,255−6.9% | 減碼 |
| Vanguard Group Inc | 5,791,215 | $1.84 億 | 0.00% | +235,407+4.2% | 加碼 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −154,353−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −124,781−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −74,794−100.0% | 清倉 |
| Advisory Research Inc | 0 | $0 | 0.00% | −60,369−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −52,134−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −47,000−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −16,441−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,136−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,261−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,931−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,385−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Putnam Investments LLC | – | – | – | – | 本季未申報 |