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 |
|---|---|---|---|---|---|
| CWM, LLC | 12 | $0 | 0.00% | +12 | 新進 |
| Headlands Technologies LLC | 2 | $72 | 0.00% | −649−99.7% | 減碼 |
| DiNuzzo Private Wealth, Inc. | 3 | $109 | 0.00% | +1+50.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 3 | $120 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $144 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 5 | $180 | 0.00% | +5 | 新進 |
| Northwestern Mutual Wealth Management Co | 5 | $180 | 0.00% | +5 | 新進 |
| Parallel Advisors, LLC | 6 | $216 | 0.00% | +6 | 新進 |
| SJS Investment Consulting Inc. | 6 | $217 | 0.00% | 00.0% | 不變 |
| TFC Financial Management | 8 | $289 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 11 | $397 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 12 | $433 | 0.00% | 00.0% | 不變 |
| CVA Family Office, LLC | 15 | $541 | 0.00% | +15 | 新進 |
| Twin Tree Management, LP | 23 | $829 | 0.00% | +23 | 新進 |
| Signaturefd, LLC | 24 | $865 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 35 | $1,262 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 41 | $1,478 | 0.00% | −18,792−99.8% | 減碼 |
| Allworth Financial LP | 54 | $2,048 | 0.00% | +49+980.0% | 加碼 |
| SRS Capital Advisors, Inc. | 71 | $2,560 | 0.00% | +71 | 新進 |
| Nisa Investment Advisors, LLC | 97 | $3,497 | 0.00% | +97 | 新進 |
| Innealta Capital, LLC | 104 | $3,749 | 0.00% | +104 | 新進 |
| Bogart Wealth, LLC | 131 | $4,723 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 140 | $5,047 | 0.00% | +140 | 新進 |
| EverSource Wealth Advisors, LLC | 161 | $6,384 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 210 | $7,571 | 0.00% | −67,826−99.7% | 減碼 |
| Private Trust Co NA | 232 | $8,364 | 0.00% | +45+24.1% | 加碼 |
| GWM Advisors LLC | 261 | $9,409 | 0.00% | +68+35.2% | 加碼 |
| Farther Finance Advisors, LLC | 269 | $9,617 | 0.00% | +269 | 新進 |
| CIBC Private Wealth Group, LLC | 320 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 360 | $1.20 萬 | 0.00% | −7,046−95.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 415 | $1.50 萬 | 0.00% | +415 | 新進 |
| Advisors Asset Management, Inc. | 428 | $1.54 萬 | 0.00% | +428 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 435 | $1.60 萬 | 0.00% | +249+133.9% | 加碼 |
| Ronald Blue Trust, Inc. | 776 | $2.46 萬 | 0.00% | +776 | 新進 |
| MCF Advisors LLC | 913 | $3.29 萬 | 0.00% | −596−39.5% | 減碼 |
| Quest Partners LLC | 1,019 | $3.67 萬 | 0.00% | +1,019 | 新進 |
| Canada Pension Plan Investment Board | 1,100 | $3.97 萬 | 0.00% | +1,100 | 新進 |
| The PNC Financial Services Group, Inc. | 1,204 | $4.34 萬 | 0.00% | +1,039+629.7% | 加碼 |
| Advisor Group Holdings, Inc. | 1,298 | $4.68 萬 | 0.00% | +205+18.8% | 加碼 |
| Russell Investments Group, Ltd. | 1,375 | $4.96 萬 | 0.00% | −2,092−60.3% | 減碼 |
| KBC Group NV | 1,437 | $5.20 萬 | 0.00% | +1,437 | 新進 |
| Fifth Third Bancorp | 1,646 | $5.93 萬 | 0.00% | −22−1.3% | 減碼 |
| Amalgamated Bank | 1,878 | $6.80 萬 | 0.00% | +1,878 | 新進 |
| Arcadia Investment Management Corp | 2,047 | $7.38 萬 | 0.01% | −739−26.5% | 減碼 |
| Essex Investment Management Co LLC | 2,189 | $7.89 萬 | 0.01% | +2,189 | 新進 |
| US Bancorp | 3,230 | $11.6 萬 | 0.00% | +2,170+204.7% | 加碼 |
| EntryPoint Capital, LLC | 4,017 | $14.5 萬 | 0.07% | +4,017 | 新進 |
| State of Wyoming | 4,375 | $15.8 萬 | 0.03% | +2,870+190.7% | 加碼 |
| Great West Life Assurance Co | 5,256 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,317 | $19.2 萬 | 0.01% | +5,317 | 新進 |
| Captrust Financial Advisors | 5,898 | $21.3 萬 | 0.00% | +5,898 | 新進 |
| Quadrant Private Wealth Management, LLC | 6,150 | $22.2 萬 | 0.05% | −567−8.4% | 減碼 |
| David Loasby | 6,180 | $22.7 萬 | 0.02% | +6,180 | 新進 |
| Public Employees Retirement Association of Colorado | 6,386 | $23.0 萬 | 0.00% | +6,386 | 新進 |
| Prudential Financial Inc | 6,516 | $23.5 萬 | 0.00% | +6,516 | 新進 |
| F/M Investments LLC | 6,578 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Victory Capital Management Inc | 6,784 | $24.5 萬 | 0.00% | +6,784 | 新進 |
| Nebula Research & Development LLC | 6,830 | $24.6 萬 | 0.04% | +6,830 | 新進 |
| Bryn Mawr Trust Co | 7,000 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 7,601 | $27.4 萬 | 0.05% | +7,601 | 新進 |
| Pictet Bank & Trust Ltd | 7,700 | $27.8 萬 | 0.28% | +7,700 | 新進 |
| Verdence Capital Advisors LLC | 7,836 | $28.2 萬 | 0.03% | +1,134+16.9% | 加碼 |
| Options Solutions, LLC | 8,300 | $29.9 萬 | 0.18% | −1,121−11.9% | 減碼 |
| Handelsbanken Fonder AB | 8,500 | $30.6 萬 | 0.00% | +1,800+26.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 8,620 | $31.1 萬 | 0.02% | −8,101−48.4% | 減碼 |
| Pictet Asset Management Holding SA | 8,814 | $31.8 萬 | 0.00% | +8,814 | 新進 |
| Occudo Quantitative Strategies LP | 9,192 | $33.1 萬 | 0.06% | −8,870−49.1% | 減碼 |
| Atria Investments LLC | 9,712 | $35.0 萬 | 0.00% | +9,712 | 新進 |
| Raymond James & Associates | 9,713 | $35.0 萬 | 0.00% | −355−3.5% | 減碼 |
| Vident Advisory, LLC | 9,764 | $35.2 萬 | 0.01% | −2,749−22.0% | 減碼 |
| Petrus Trust Company, LTA | 9,852 | $35.5 萬 | 0.03% | −391−3.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,140 | $36.6 萬 | 0.00% | +1,187+13.3% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 10,800 | $38.9 萬 | 0.13% | +10,800 | 新進 |
| RiverPark Advisors, LLC | 12,371 | $44.6 萬 | 0.37% | −2,938−19.2% | 減碼 |
| Lazard Asset Management LLC | 12,690 | $45.7 萬 | 0.00% | +6,637+109.6% | 加碼 |
| Cetera Investment Advisers | 12,886 | $46.5 萬 | 0.00% | −3,950−23.5% | 減碼 |
| MetLife Investment Management | 13,746 | $49.6 萬 | 0.00% | +13,746 | 新進 |
| Sheets Smith Wealth Management | 14,774 | $53.3 萬 | 0.06% | +14,774 | 新進 |
| Pathstone Holdings, LLC | 15,033 | $54.2 萬 | 0.00% | +54+0.4% | 加碼 |
| Westover Capital Advisors, LLC | 15,464 | $55.7 萬 | 0.14% | +15,464 | 新進 |
| Millennium Management LLC | 15,606 | $56.3 萬 | 0.00% | −330,938−95.5% | 減碼 |
| Arizona State Retirement System | 15,734 | $56.7 萬 | 0.00% | +1,642+11.7% | 加碼 |
| Ellsworth Advisors, LLC | 16,010 | $57.7 萬 | 0.16% | +992+6.6% | 加碼 |
| Nomura Holdings Inc | 16,640 | $60.0 萬 | 0.00% | +16,640 | 新進 |
| Avantax Advisory Services, Inc. | 16,645 | $60.0 萬 | 0.00% | +16,645 | 新進 |
| Voya Investment Management LLC | 18,175 | $65.5 萬 | 0.00% | +18,175 | 新進 |
| Citigroup Inc | 18,197 | $65.6 萬 | 0.00% | −113,557−86.2% | 減碼 |
| Algert Global LLC | 19,626 | $70.8 萬 | 0.02% | −17,904−47.7% | 減碼 |
| Citadel Advisors LLC | 21,085 | $76.0 萬 | 0.00% | −288,454−93.2% | 減碼 |
| Glenmede Trust Co NA | 21,387 | $77.1 萬 | 0.00% | +1,195+5.9% | 加碼 |
| STRS Ohio | 22,100 | $79.7 萬 | 0.00% | +22,100 | 新進 |
| Empowered Funds, LLC | 22,768 | $82.1 萬 | 0.01% | +22,768 | 新進 |
| Eisler Capital (US) LLC | 23,022 | $83.0 萬 | 0.16% | −335−1.4% | 減碼 |
| Engineers Gate Manager LP | 23,390 | $84.3 萬 | 0.02% | −18,707−44.4% | 減碼 |
| Deutsche Bank AG | 24,350 | $87.8 萬 | 0.00% | +22,427+1,166.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 24,793 | $89.4 萬 | 0.00% | −183,874−88.1% | 減碼 |
| CenterBook Partners LP | 24,892 | $89.7 萬 | 0.06% | +24,892 | 新進 |
| Wells Fargo & Company | 25,268 | $91.1 萬 | 0.00% | +19,378+329.0% | 加碼 |
| Walleye Capital LLC | 27,472 | $99.0 萬 | 0.01% | +27,472 | 新進 |
| Two Sigma Investments, LP | 28,643 | $103.3 萬 | 0.00% | −179,397−86.2% | 減碼 |