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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 21,800 | $84.0 萬 | 0.05% | +21,800 | 新進 |
| Oppenheimer Asset Management Inc. | 22,262 | $85.7 萬 | 0.01% | −22,192−49.9% | 減碼 |
| Advisor Group Holdings, Inc. | 22,441 | $86.4 萬 | 0.00% | +21,143+1,628.9% | 加碼 |
| Truist Financial Corp | 25,555 | $98.4 萬 | 0.00% | −31,448−55.2% | 減碼 |
| Corebridge Financial, Inc. | 29,019 | $111.8 萬 | 0.01% | −179−0.6% | 減碼 |
| TD Asset Management Inc | 30,600 | $112.4 萬 | 0.00% | +1,400+4.8% | 加碼 |
| LPL Financial LLC | 29,788 | $114.7 萬 | 0.00% | −5,807−16.3% | 減碼 |
| Natixis Advisors, L.P. | 30,697 | $118.2 萬 | 0.00% | −4,023−11.6% | 減碼 |
| Spire Wealth Management | 31,100 | $119.8 萬 | 0.04% | +31,100 | 新進 |
| MetLife Investment Management | 31,489 | $121.3 萬 | 0.01% | +17,743+129.1% | 加碼 |
| Sterling Investment Advisors, Ltd. | 31,720 | $122.2 萬 | 0.31% | −1,347−4.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 33,634 | $129.5 萬 | 0.00% | −744−2.2% | 減碼 |
| Boothbay Fund Management, LLC | 34,072 | $131.2 萬 | 0.04% | −19,980−37.0% | 減碼 |
| Victory Capital Management Inc | 34,386 | $132.4 萬 | 0.00% | +27,602+406.9% | 加碼 |
| Royce & Associates LP | 35,000 | $134.8 萬 | 0.01% | 00.0% | 不變 |
| Danske Bank A/S | 35,174 | $135.5 萬 | 0.00% | +1,533+4.6% | 加碼 |
| Schroder Investment Management Group | 38,091 | $139.9 萬 | 0.00% | +7,062+22.8% | 加碼 |
| Pictet & Cie (Europe) SA | 38,410 | $147.9 萬 | 0.03% | +1,400+3.8% | 加碼 |
| Abn Amro Investment Solutions | 39,926 | $153.8 萬 | 0.03% | +5,290+15.3% | 加碼 |
| Citadel Advisors LLC | 40,079 | $154.3 萬 | 0.00% | +18,994+90.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 42,149 | $162.3 萬 | 0.00% | +17,356+70.0% | 加碼 |
| Two Sigma Advisers, LP | 45,200 | $174.1 萬 | 0.00% | −39,000−46.3% | 減碼 |
| Citigroup Inc | 46,628 | $179.6 萬 | 0.00% | +28,431+156.2% | 加碼 |
| Principal Financial Group Inc | 47,673 | $183.6 萬 | 0.00% | −118,589−71.3% | 減碼 |
| Quantbot Technologies LP | 48,875 | $188.2 萬 | 0.07% | +48,834+119,107.3% | 加碼 |
| Two Sigma Investments, LP | 51,355 | $197.8 萬 | 0.00% | +22,712+79.3% | 加碼 |
| California State Teachers Retirement System | 52,162 | $200.9 萬 | 0.00% | −2,547−4.7% | 減碼 |
| Sterling Capital Management LLC | 53,987 | $207.9 萬 | 0.03% | +53,987 | 新進 |
| Jane Street Group, LLC | 54,255 | $208.9 萬 | 0.00% | +8,558+18.7% | 加碼 |
| Westover Capital Advisors, LLC | 54,795 | $211.0 萬 | 0.41% | +39,331+254.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 55,350 | $213.2 萬 | 0.00% | +55,350 | 新進 |
| Alliancebernstein L.P. | 59,126 | $227.7 萬 | 0.00% | −2,075−3.4% | 減碼 |
| Neo Ivy Capital Management | 61,136 | $235.4 萬 | 0.76% | +61,136 | 新進 |
| Aquatic Capital Management LLC | 61,900 | $238.4 萬 | 0.06% | +61,900 | 新進 |
| Legal & General Group Plc | 62,811 | $241.9 萬 | 0.00% | +2,080+3.4% | 加碼 |
| Bullseye Asset Management LLC | 67,071 | $258.3 萬 | 1.19% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 73,718 | $283.9 萬 | 0.01% | +18,833+34.3% | 加碼 |
| Deutsche Bank AG | 74,878 | $288.4 萬 | 0.00% | +50,528+207.5% | 加碼 |
| Rhumbline Advisers | 75,775 | $291.8 萬 | 0.00% | +2,565+3.5% | 加碼 |
| SEI Investments Co | 78,854 | $303.7 萬 | 0.00% | −11,275−12.5% | 減碼 |
| Saba Capital Management, L.P. | 79,090 | $304.6 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 80,115 | $308.4 萬 | 0.08% | +2,999+3.9% | 加碼 |
| Swiss National Bank | 107,800 | $415.1 萬 | 0.00% | −2,700−2.4% | 減碼 |
| Qube Research & Technologies Ltd | 114,829 | $442.2 萬 | 0.01% | −41,778−26.7% | 減碼 |
| Gagnon Advisors, LLC | 115,594 | $445.2 萬 | 2.87% | 00.0% | 不變 |
| Herald Investment Management Ltd | 120,000 | $461.6 萬 | 0.80% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 121,715 | $468.7 萬 | 0.01% | +33,376+37.8% | 加碼 |
| Palogic Value Management, L.P. | 125,000 | $481.4 萬 | 1.92% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 139,082 | $535.6 萬 | 0.41% | +1,100+0.8% | 加碼 |
| UBS Asset Management Americas Inc | 139,530 | $537.3 萬 | 0.00% | +22,228+18.9% | 加碼 |
| Royal Bank of Canada | 146,322 | $563.4 萬 | 0.00% | −36,955−20.2% | 減碼 |
| Nuveen Asset Management, LLC | 146,621 | $564.6 萬 | 0.00% | +2,028+1.4% | 加碼 |
| Millennium Management LLC | 156,071 | $601.0 萬 | 0.01% | +140,465+900.1% | 加碼 |
| Whittier Trust Co | 160,791 | $619.0 萬 | 0.08% | +7,858+5.1% | 加碼 |
| Bank of New York Mellon Corp | 171,828 | $661.7 萬 | 0.00% | −49,078−22.2% | 減碼 |
| Gagnon Securities LLC | 177,112 | $682.1 萬 | 1.35% | −907−0.5% | 減碼 |
| Spence Asset Management | 186,439 | $718.0 萬 | 1.74% | +186,439 | 新進 |
| Envestnet Asset Management Inc | 186,591 | $718.6 萬 | 0.00% | −61,410−24.8% | 減碼 |
| G2 Investment Partners Management LLC | 191,510 | $737.5 萬 | 2.10% | −46,940−19.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 190,719 | $743.6 萬 | 0.03% | +190,719 | 新進 |
| Comerica Bank | 195,275 | $752.0 萬 | 0.03% | −36,883−15.9% | 減碼 |
| Squarepoint Ops LLC | 197,668 | $761.2 萬 | 0.02% | +197,668 | 新進 |
| Kennedy Capital Management, Inc. | 205,880 | $792.8 萬 | 0.18% | −45,014−17.9% | 減碼 |
| Pier Capital, LLC | 231,390 | $891.1 萬 | 1.26% | +4,195+1.8% | 加碼 |
| Price T Rowe Associates Inc | 255,050 | $982.3 萬 | 0.00% | −1,800−0.7% | 減碼 |
| Mizuho Markets Americas LLC | 256,399 | $987.4 萬 | 0.24% | −87,625−25.5% | 減碼 |
| First Trust Advisors LP | 257,901 | $993.2 萬 | 0.01% | −37,823−12.8% | 減碼 |
| Goldman Sachs Group Inc | 278,698 | $1,073 萬 | 0.00% | +45,174+19.3% | 加碼 |
| Renaissance Technologies LLC | 309,500 | $1,192 萬 | 0.02% | −67,600−17.9% | 減碼 |
| Banco Santander, S.A. | 310,000 | $1,194 萬 | 0.14% | +12,127+4.1% | 加碼 |
| Susquehanna International Group, LLP | 311,036 | $1,198 萬 | 0.02% | +61,384+24.6% | 加碼 |
| Invesco Ltd. | 342,084 | $1,317 萬 | 0.00% | −62,715−15.5% | 減碼 |
| Kornitzer Capital Management Inc | 345,257 | $1,330 萬 | 0.25% | 00.0% | 不變 |
| Bank of America Corp | 373,253 | $1,437 萬 | 0.00% | −111,354−23.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 420,567 | $1,620 萬 | 0.06% | +414,181+6,485.8% | 加碼 |
| Charles Schwab Investment Management Inc | 432,068 | $1,664 萬 | 0.00% | +23,086+5.6% | 加碼 |
| Federated Hermes, Inc. | 449,371 | $1,731 萬 | 0.04% | +398,766+788.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 461,938 | $1,779 萬 | 0.14% | +333,976+261.0% | 加碼 |
| Jennison Associates LLC | 469,526 | $1,808 萬 | 0.01% | +124,169+36.0% | 加碼 |
| Axiom Investors LLC | 475,010 | $1,829 萬 | 0.16% | −250−0.1% | 減碼 |
| UBS Group AG | 493,791 | $1,902 萬 | 0.01% | +17,930+3.8% | 加碼 |
| Premier Fund Managers Ltd | 524,775 | $1,928 萬 | 0.68% | +465,610+787.0% | 加碼 |
| Next Century Growth Investors LLC | 504,191 | $1,942 萬 | 1.57% | −344,203−40.6% | 減碼 |
| New York State Common Retirement Fund | 509,517 | $1,962 萬 | 0.03% | +92,137+22.1% | 加碼 |
| Northern Trust Corp | 530,804 | $2,044 萬 | 0.00% | +310,594+141.0% | 加碼 |
| Bessemer Group Inc | 538,821 | $2,075 萬 | 0.03% | +111,112+26.0% | 加碼 |
| Brown Capital Management LLC | 543,699 | $2,094 萬 | 0.45% | +543,699 | 新進 |
| Granahan Investment Management Inc | 549,413 | $2,116 萬 | 0.83% | −229,247−29.4% | 減碼 |
| Barclays PLC | 582,273 | $2,242 萬 | 0.01% | +29,700+5.4% | 加碼 |
| Standard Life Aberdeen plc | 588,345 | $2,266 萬 | 0.04% | −55,596−8.6% | 減碼 |
| Silvercrest Asset Management Group LLC | 628,689 | $2,421 萬 | 0.16% | −75,798−10.8% | 減碼 |
| Morgan Stanley | 649,413 | $2,501 萬 | 0.00% | +405,209+165.9% | 加碼 |
| Janus Henderson Group PLC | 772,286 | $2,974 萬 | 0.02% | +713+0.1% | 加碼 |
| Pembroke Management, LTD | 822,401 | $3,167 萬 | 4.04% | −22,218−2.6% | 減碼 |
| William Blair Investment Management, LLC | 843,006 | $3,246 萬 | 0.08% | +60,291+7.7% | 加碼 |
| Aperture Investors, LLC | 854,579 | $3,291 萬 | 4.18% | +36,242+4.4% | 加碼 |
| Dimensional Fund Advisors LP | 911,152 | $3,508 萬 | 0.01% | +242,974+36.4% | 加碼 |
| Lord, Abbett & Co. LLC | 933,034 | $3,593 萬 | 0.11% | +211,896+29.4% | 加碼 |
| Banque Pictet & Cie SA | 961,690 | $3,703 萬 | 0.37% | +12,150+1.3% | 加碼 |
| Ameriprise Financial Inc | 977,621 | $3,765 萬 | 0.01% | +671,480+219.3% | 加碼 |