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 2 季 13F 持有人
Vertex, Inc. 在 2024/6/30 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
- 204
- 較 2024 年第 1 季 +28 家
- 持有股數
- 6,799 萬
- 較 2024 年第 1 季 +1,217 萬 (+21.8%)
- 總市值
- $24.5 億
- 較 2024 年第 1 季 +$6.79 億 (+38.3%)
- 新進機構
- 64
- 另有 67 家加碼
- 清倉機構
- 36
- 另有 52 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,387,126 | $2.30 億 | 0.00% | +595,911+10.3% | 加碼 |
| BlackRock Inc. | 4,663,904 | $1.68 億 | 0.00% | +3,414,986+273.4% | 加碼 |
| Tensile Capital Management LP | 4,633,550 | $1.67 億 | 18.42% | −127,000−2.7% | 減碼 |
| Fred Alger Management, LLC | 4,087,510 | $1.47 億 | 0.72% | −475,947−10.4% | 減碼 |
| Neuberger Berman Group LLC | 3,488,139 | $1.26 億 | 0.10% | −82,982−2.3% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,805,785 | $1.01 億 | 1.52% | −1,0450.0% | 減碼 |
| FMR LLC | 2,232,789 | $8,049 萬 | 0.01% | +2,232,392+562,315.4% | 加碼 |
| Legacy Advisors, LLC | 2,163,473 | $7,799 萬 | 9.48% | −7480.0% | 減碼 |
| JPMorgan Chase & Co | 2,007,144 | $7,236 萬 | 0.01% | −66,477−3.2% | 減碼 |
| TimesSquare Capital Management, LLC | 1,754,003 | $6,323 萬 | 0.99% | +367,155+26.5% | 加碼 |
| Loomis Sayles & Co L P | 1,601,915 | $5,775 萬 | 0.08% | +72,961+4.8% | 加碼 |
| WSFS Capital Management, LLC | 1,596,000 | $5,754 萬 | 3.17% | 00.0% | 不變 |
| Franklin Resources Inc | 1,436,782 | $5,180 萬 | 0.02% | +461,112+47.3% | 加碼 |
| Geode Capital Management, LLC | 1,237,691 | $4,463 萬 | 0.00% | +696,759+128.8% | 加碼 |
| Palisade Capital Management LLC | 1,208,212 | $4,356 萬 | 1.18% | +25,872+2.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,066,625 | $3,845 萬 | 0.16% | +240,345+29.1% | 加碼 |
| Geneva Capital Management LLC | 1,035,654 | $3,734 萬 | 0.68% | +1,035,654 | 新進 |
| State Street Corp | 998,306 | $3,599 萬 | 0.00% | +617,645+162.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 964,132 | $3,476 萬 | 0.02% | +964,132 | 新進 |
| Banque Pictet & Cie SA | 949,540 | $3,423 萬 | 0.35% | +803,881+551.9% | 加碼 |
| Next Century Growth Investors LLC | 848,394 | $3,058 萬 | 2.54% | −426,693−33.5% | 減碼 |
| Pembroke Management, LTD | 844,619 | $3,045 萬 | 4.09% | −82,510−8.9% | 減碼 |
| Aperture Investors, LLC | 818,337 | $2,950 萬 | 4.32% | +1120.0% | 加碼 |
| William Blair Investment Management, LLC | 782,715 | $2,822 萬 | 0.07% | +58,678+8.1% | 加碼 |
| Granahan Investment Management Inc | 778,660 | $2,807 萬 | 1.12% | +39,357+5.3% | 加碼 |
| Janus Henderson Group PLC | 771,573 | $2,782 萬 | 0.01% | −77,581−9.1% | 減碼 |
| Lord, Abbett & Co. LLC | 721,138 | $2,600 萬 | 0.09% | +721,138 | 新進 |
| Silvercrest Asset Management Group LLC | 704,487 | $2,540 萬 | 0.17% | −8,439−1.2% | 減碼 |
| Dimensional Fund Advisors LP | 668,178 | $2,409 萬 | 0.01% | +40,593+6.5% | 加碼 |
| Standard Life Aberdeen plc | 643,941 | $2,321 萬 | 0.04% | +266,029+70.4% | 加碼 |
| Driehaus Capital Management LLC | 615,061 | $2,217 萬 | 0.21% | +615,061 | 新進 |
| Barclays PLC | 552,573 | $1,992 萬 | 0.01% | +491,280+801.5% | 加碼 |
| Bank of America Corp | 484,607 | $1,747 萬 | 0.00% | +96,248+24.8% | 加碼 |
| UBS Group AG | 475,861 | $1,715 萬 | 0.01% | +468,172+6,088.9% | 加碼 |
| Axiom Investors LLC | 475,260 | $1,713 萬 | 0.15% | +76,387+19.2% | 加碼 |
| Bessemer Group Inc | 427,709 | $1,542 萬 | 0.03% | +178,971+72.0% | 加碼 |
| New York State Common Retirement Fund | 417,380 | $1,505 萬 | 0.02% | +88,001+26.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 409,571 | $1,477 萬 | 0.02% | +30,391+8.0% | 加碼 |
| Charles Schwab Investment Management Inc | 408,982 | $1,474 萬 | 0.00% | +151,187+58.6% | 加碼 |
| Invesco Ltd. | 404,799 | $1,459 萬 | 0.00% | +129,536+47.1% | 加碼 |
| Renaissance Technologies LLC | 377,100 | $1,359 萬 | 0.02% | +100,300+36.2% | 加碼 |
| Jennison Associates LLC | 345,357 | $1,245 萬 | 0.01% | +345,357 | 新進 |
| Kornitzer Capital Management Inc | 345,257 | $1,245 萬 | 0.24% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 344,024 | $1,240 萬 | 0.34% | +344,024 | 新進 |
| Ameriprise Financial Inc | 306,141 | $1,104 萬 | 0.00% | +466+0.2% | 加碼 |
| Banco Santander, S.A. | 297,873 | $1,074 萬 | 0.13% | +297,873 | 新進 |
| First Trust Advisors LP | 295,724 | $1,066 萬 | 0.01% | +15,999+5.7% | 加碼 |
| Price T Rowe Associates Inc | 256,850 | $926.0 萬 | 0.00% | +247,220+2,567.2% | 加碼 |
| Kennedy Capital Management, Inc. | 250,894 | $904.5 萬 | 0.19% | +5,753+2.3% | 加碼 |
| Susquehanna International Group, LLP | 249,652 | $900.0 萬 | 0.02% | −206,640−45.3% | 減碼 |
| Envestnet Asset Management Inc | 248,001 | $894.0 萬 | 0.00% | +22,514+10.0% | 加碼 |
| Morgan Stanley | 244,204 | $880.4 萬 | 0.00% | −85,372−25.9% | 減碼 |
| G2 Investment Partners Management LLC | 238,450 | $859.6 萬 | 2.23% | +14,897+6.7% | 加碼 |
| Goldman Sachs Group Inc | 233,524 | $841.9 萬 | 0.00% | −219,820−48.5% | 減碼 |
| Comerica Bank | 232,158 | $836.9 萬 | 0.03% | +1,310+0.6% | 加碼 |
| Pier Capital, LLC | 227,195 | $819.0 萬 | 1.22% | −173,717−43.3% | 減碼 |
| Bank of New York Mellon Corp | 220,906 | $796.4 萬 | 0.00% | +186,676+545.4% | 加碼 |
| Northern Trust Corp | 220,210 | $793.9 萬 | 0.00% | +37,953+20.8% | 加碼 |
| Royal Bank of Canada | 183,277 | $660.7 萬 | 0.00% | +4,340+2.4% | 加碼 |
| Gagnon Securities LLC | 178,019 | $641.8 萬 | 1.45% | −40,215−18.4% | 減碼 |
| Principal Financial Group Inc | 166,262 | $599.4 萬 | 0.00% | −127,498−43.4% | 減碼 |
| Qube Research & Technologies Ltd | 156,607 | $564.6 萬 | 0.01% | −152,471−49.3% | 減碼 |
| Whittier Trust Co | 152,933 | $551.2 萬 | 0.08% | +152,933 | 新進 |
| Nuveen Asset Management, LLC | 144,593 | $521.3 萬 | 0.00% | +144,593 | 新進 |
| Hillsdale Investment Management Inc. | 137,982 | $497.4 萬 | 0.39% | −4,700−3.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 127,962 | $461.3 萬 | 0.04% | −13,059−9.3% | 減碼 |
| Meridian Wealth Partners, LLC | 125,291 | $451.7 萬 | 0.80% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 125,000 | $450.6 萬 | 1.91% | −15,000−10.7% | 減碼 |
| Herald Investment Management Ltd | 120,000 | $432.7 萬 | 0.71% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 117,302 | $422.9 萬 | 0.00% | +60,335+105.9% | 加碼 |
| Gagnon Advisors, LLC | 115,594 | $416.7 萬 | 3.17% | 00.0% | 不變 |
| Macquarie Group Ltd | 110,856 | $399.6 萬 | 0.00% | −96,942−46.7% | 減碼 |
| Swiss National Bank | 110,500 | $398.4 萬 | 0.00% | +9,300+9.2% | 加碼 |
| Norges Bank | 109,210 | $393.7 萬 | 0.00% | +13,910+14.6% | 加碼 |
| SEI Investments Co | 90,129 | $324.9 萬 | 0.00% | +45,493+101.9% | 加碼 |
| Baird Financial Group, Inc. | 88,339 | $318.5 萬 | 0.01% | +88,339 | 新進 |
| Two Sigma Advisers, LP | 84,200 | $303.5 萬 | 0.01% | −234,200−73.6% | 減碼 |
| Saba Capital Management, L.P. | 79,090 | $285.1 萬 | 0.06% | +79,090 | 新進 |
| Whittier Trust Co of Nevada Inc | 77,116 | $277.9 萬 | 0.08% | +77,116 | 新進 |
| Rhumbline Advisers | 73,210 | $263.9 萬 | 0.00% | +71,992+5,910.7% | 加碼 |
| Bullseye Asset Management LLC | 67,071 | $241.8 萬 | 1.18% | +9,500+16.5% | 加碼 |
| Alliancebernstein L.P. | 61,201 | $220.6 萬 | 0.00% | +61,201 | 新進 |
| Legal & General Group Plc | 60,731 | $218.9 萬 | 0.00% | +10,662+21.3% | 加碼 |
| Premier Fund Managers Ltd | 59,165 | $211.7 萬 | 0.08% | +59,165 | 新進 |
| Truist Financial Corp | 57,003 | $205.5 萬 | 0.00% | −4,415−7.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 54,885 | $197.8 萬 | 0.00% | +54,885 | 新進 |
| California State Teachers Retirement System | 54,709 | $197.2 萬 | 0.00% | +8,594+18.6% | 加碼 |
| Boothbay Fund Management, LLC | 54,052 | $194.9 萬 | 0.06% | +7,752+16.7% | 加碼 |
| Alpine Global Management, LLC | 51,391 | $185.3 萬 | 0.32% | +51,391 | 新進 |
| Federated Hermes, Inc. | 50,605 | $182.4 萬 | 0.00% | +50,605 | 新進 |
| Jane Street Group, LLC | 45,697 | $164.7 萬 | 0.00% | −2,642−5.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 44,454 | $160.3 萬 | 0.02% | −7,170−13.9% | 減碼 |
| Pictet & Cie (Europe) SA | 37,010 | $133.4 萬 | 0.03% | +37,010 | 新進 |
| LPL Financial LLC | 35,595 | $128.3 萬 | 0.00% | −1,196−3.3% | 減碼 |
| Royce & Associates LP | 35,000 | $126.2 萬 | 0.01% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 34,720 | $125.2 萬 | 0.00% | −2,765−7.4% | 減碼 |
| Abn Amro Investment Solutions | 34,636 | $124.9 萬 | 0.02% | +34,636 | 新進 |
| Manufacturers Life Insurance Company, The | 34,378 | $123.9 萬 | 0.00% | +25,072+269.4% | 加碼 |
| Danske Bank A/S | 33,641 | $121.3 萬 | 0.00% | +30,741+1,060.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 33,067 | $119.2 萬 | 0.32% | 00.0% | 不變 |