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 3 季 13F 持有人
Vertex, Inc. 在 2024/9/30 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
- 219
- 較 2024 年第 2 季 +18 家
- 持有股數
- 6,927 萬
- 較 2024 年第 2 季 +595.4 萬 (+9.4%)
- 總市值
- $26.7 億
- 較 2024 年第 2 季 +$3.88 億 (+17.0%)
- 新進機構
- 44
- 另有 86 家加碼
- 清倉機構
- 26
- 另有 64 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 8 | $0 | 0.00% | +8 | 新進 |
| Claris Advisors, LLC | 2 | $77 | 0.00% | +2 | 新進 |
| Capital Performance Advisors LLP | 2 | $77 | 0.00% | +2 | 新進 |
| West Oak Capital, LLC | 2 | $100 | 0.00% | +2 | 新進 |
| GPS Wealth Strategies Group, LLC | 3 | $128 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 4 | $154 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 5 | $193 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6 | $231 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 6 | $232 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 6 | $232 | 0.00% | +3+100.0% | 加碼 |
| TFC Financial Management | 8 | $309 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 10 | $385 | 0.00% | +10 | 新進 |
| CVA Family Office, LLC | 15 | $578 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 18 | $693 | 0.00% | +7+63.6% | 加碼 |
| JFS Wealth Advisors, LLC | 23 | $886 | 0.00% | +11+91.7% | 加碼 |
| Signaturefd, LLC | 24 | $924 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 32 | $1,000 | 0.00% | −12,658−99.7% | 減碼 |
| Simplex Trading, LLC | 47 | $1,000 | 0.00% | −313−86.9% | 減碼 |
| Covestor Ltd | 17 | $1,000 | 0.00% | +17 | 新進 |
| Russell Investments Group, Ltd. | 34 | $1,309 | 0.00% | −1,341−97.5% | 減碼 |
| Key Financial Inc | 35 | $1,348 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 36 | $1,387 | 0.00% | −18−33.3% | 減碼 |
| Jones Financial Companies LLLP | 40 | $1,469 | 0.00% | +40 | 新進 |
| Rothschild Investment LLC | 50 | $1,926 | 0.00% | +45+900.0% | 加碼 |
| CWM, LLC | 40 | $2,000 | 0.00% | +28+233.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 61 | $2,349 | 0.00% | +61 | 新進 |
| SRS Capital Advisors, Inc. | 71 | $2,735 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 109 | $4,198 | 0.00% | +109 | 新進 |
| Bogart Wealth, LLC | 131 | $5,045 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 161 | $6,200 | 0.00% | +64+66.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 168 | $6,470 | 0.00% | +7+4.3% | 加碼 |
| GAMMA Investing LLC | 169 | $6,508 | 0.00% | +169 | 新進 |
| CIBC Private Wealth Group, LLC | 195 | $7,509 | 0.00% | −125−39.1% | 減碼 |
| Private Trust Co NA | 232 | $8,934 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 252 | $9,700 | 0.00% | +112+80.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 252 | $9,705 | 0.00% | +42+20.0% | 加碼 |
| GWM Advisors LLC | 391 | $1.51 萬 | 0.00% | +130+49.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 415 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 534 | $2.06 萬 | 0.00% | −379−41.5% | 減碼 |
| Coppell Advisory Solutions LLC | 599 | $2.20 萬 | 0.00% | +599 | 新進 |
| Farther Finance Advisors, LLC | 624 | $2.40 萬 | 0.00% | +355+132.0% | 加碼 |
| Hollencrest Capital Management | 630 | $2.43 萬 | 0.00% | +630 | 新進 |
| Advisors Asset Management, Inc. | 968 | $3.73 萬 | 0.00% | +540+126.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,101 | $4.24 萬 | 0.00% | −103−8.6% | 減碼 |
| Fifth Third Bancorp | 1,171 | $4.51 萬 | 0.00% | −475−28.9% | 減碼 |
| Amalgamated Bank | 1,878 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 2,099 | $8.10 萬 | 0.00% | +662+46.1% | 加碼 |
| Ronald Blue Trust, Inc. | 2,259 | $8.14 萬 | 0.00% | +1,483+191.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,130 | $8.20 萬 | 0.00% | +2,130 | 新進 |
| Gen-Wealth Partners Inc | 1,950 | $8.36 萬 | 0.04% | +1,950 | 新進 |
| Essex Investment Management Co LLC | 2,189 | $8.43 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 2,611 | $10.0 萬 | 0.00% | +2,611 | 新進 |
| State of Wyoming | 2,641 | $10.2 萬 | 0.01% | −1,734−39.6% | 減碼 |
| US Bancorp | 3,038 | $11.7 萬 | 0.00% | −192−5.9% | 減碼 |
| Quest Partners LLC | 4,529 | $17.4 萬 | 0.02% | +3,510+344.5% | 加碼 |
| MeadowBrook Investment Advisors LLC | 5,030 | $19.4 萬 | 0.17% | +5,030 | 新進 |
| Ameritas Investment Partners, Inc. | 5,317 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| nVerses Capital, LLC | 5,400 | $20.8 萬 | 0.10% | +5,400 | 新進 |
| Nomura Holdings Inc | 5,691 | $21.9 萬 | 0.00% | −10,949−65.8% | 減碼 |
| HSBC Holdings PLC | 6,041 | $22.9 萬 | 0.00% | +6,041 | 新進 |
| Jump Financial, LLC | 6,295 | $24.2 萬 | 0.00% | +6,295 | 新進 |
| Keybank National Association | 6,831 | $26.3 萬 | 0.00% | +6,831 | 新進 |
| Corton Capital Inc. | 6,870 | $26.5 萬 | 0.13% | +6,870 | 新進 |
| Pictet Asset Management Holding SA | 6,962 | $26.8 萬 | 0.00% | −1,852−21.0% | 減碼 |
| Cetera Investment Advisers | 7,057 | $27.2 萬 | 0.00% | −5,829−45.2% | 減碼 |
| Pictet Bank & Trust Ltd | 7,700 | $29.7 萬 | 0.30% | 00.0% | 不變 |
| STRS Ohio | 7,900 | $30.4 萬 | 0.00% | −14,200−64.3% | 減碼 |
| Verdence Capital Advisors LLC | 8,313 | $32.0 萬 | 0.03% | +477+6.1% | 加碼 |
| David Loasby | 7,755 | $32.3 萬 | 0.03% | +1,575+25.5% | 加碼 |
| Nebula Research & Development LLC | 9,158 | $35.3 萬 | 0.04% | +2,328+34.1% | 加碼 |
| RiverPark Advisors, LLC | 9,163 | $35.3 萬 | 0.29% | −3,208−25.9% | 減碼 |
| Sigma Planning Corp | 9,487 | $36.5 萬 | 0.01% | +9,487 | 新進 |
| Woodline Partners LP | 9,490 | $36.5 萬 | 0.00% | +9,490 | 新進 |
| Vident Advisory, LLC | 9,736 | $37.5 萬 | 0.01% | −28−0.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 9,788 | $37.7 萬 | 0.02% | +1,168+13.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,140 | $39.0 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,255 | $39.5 萬 | 0.00% | +10,255 | 新進 |
| State of Wisconsin Investment Board | 10,427 | $40.2 萬 | 0.00% | +10,427 | 新進 |
| Raymond James & Associates | 10,818 | $41.7 萬 | 0.00% | +1,105+11.4% | 加碼 |
| SG Americas Securities, LLC | 11,533 | $44.4 萬 | 0.00% | +11,533 | 新進 |
| Intech Investment Management LLC | 11,643 | $44.8 萬 | 0.01% | +11,643 | 新進 |
| Handelsbanken Fonder AB | 11,700 | $45.1 萬 | 0.00% | +3,200+37.6% | 加碼 |
| AQR Capital Management LLC | 12,879 | $49.6 萬 | 0.00% | +12,879 | 新進 |
| Unique Wealth Strategies, LLC | 13,201 | $50.8 萬 | 0.22% | +13,201 | 新進 |
| Bayesian Capital Management, LP | 13,500 | $52.0 萬 | 0.06% | +13,500 | 新進 |
| Verition Fund Management LLC | 13,800 | $53.1 萬 | 0.00% | +13,800 | 新進 |
| Avantax Advisory Services, Inc. | 14,030 | $54.0 萬 | 0.00% | −2,615−15.7% | 減碼 |
| Options Solutions, LLC | 14,318 | $55.1 萬 | 0.27% | +6,018+72.5% | 加碼 |
| Great West Life Assurance Co | 14,629 | $56.4 萬 | 0.00% | +9,373+178.3% | 加碼 |
| Sheets Smith Wealth Management | 14,775 | $56.9 萬 | 0.07% | +10.0% | 加碼 |
| Petrus Trust Company, LTA | 14,893 | $57.4 萬 | 0.06% | +5,041+51.2% | 加碼 |
| Pathstone Holdings, LLC | 15,086 | $58.1 萬 | 0.00% | +53+0.4% | 加碼 |
| Arizona State Retirement System | 15,898 | $61.2 萬 | 0.00% | +164+1.0% | 加碼 |
| Ellsworth Advisors, LLC | 16,707 | $64.3 萬 | 0.17% | +697+4.4% | 加碼 |
| Voya Investment Management LLC | 17,738 | $68.3 萬 | 0.00% | −437−2.4% | 減碼 |
| Cannon Global Investment Management, LLC | 18,000 | $69.3 萬 | 1.66% | +18,000 | 新進 |
| Dynamic Technology Lab Private Ltd | 18,103 | $69.7 萬 | 0.07% | +18,103 | 新進 |
| Glenmede Trust Co NA | 19,752 | $76.1 萬 | 0.00% | −1,635−7.6% | 減碼 |
| Moody National Bank Trust Division | 20,319 | $78.2 萬 | 0.08% | −10,050−33.1% | 減碼 |
| Wells Fargo & Company | 21,245 | $81.8 萬 | 0.00% | −4,023−15.9% | 減碼 |