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 4 季 13F 持有人
Vertex, Inc. 在 2024/12/31 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
- 254
- 較 2024 年第 3 季 +36 家
- 持有股數
- 7,385 萬
- 較 2024 年第 3 季 +459.7 萬 (+6.6%)
- 總市值
- $39.4 億
- 較 2024 年第 3 季 +$12.7 億 (+47.5%)
- 新進機構
- 58
- 另有 94 家加碼
- 清倉機構
- 22
- 另有 78 家減碼
另有 1 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,858,981 | $3.66 億 | 0.01% | +137,666+2.0% | 加碼 |
| BlackRock, Inc. | 6,310,013 | $3.37 億 | 0.01% | +1,302,429+26.0% | 加碼 |
| Tensile Capital Management LP | 3,769,550 | $2.01 億 | 20.89% | −284,000−7.0% | 減碼 |
| Neuberger Berman Group LLC | 3,527,604 | $1.88 億 | 0.15% | +53,829+1.5% | 加碼 |
| FMR LLC | 2,868,438 | $1.53 億 | 0.01% | +580,664+25.4% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,261,595 | $1.21 億 | 1.60% | −18,695−0.8% | 減碼 |
| Franklin Resources Inc | 2,129,099 | $1.14 億 | 0.03% | +439,054+26.0% | 加碼 |
| Fred Alger Management, LLC | 2,060,284 | $1.10 億 | 0.52% | −483,554−19.0% | 減碼 |
| Loomis Sayles & Co L P | 1,521,537 | $8,117 萬 | 0.10% | −44,457−2.8% | 減碼 |
| Invesco Ltd. | 1,513,660 | $8,075 萬 | 0.01% | +1,171,576+342.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,490,385 | $7,951 萬 | 0.05% | +423,007+39.6% | 加碼 |
| Geneva Capital Management LLC | 1,437,588 | $7,670 萬 | 1.33% | −13,011−0.9% | 減碼 |
| Legacy Advisors, LLC | 1,397,779 | $7,457 萬 | 7.24% | −765,279−35.4% | 減碼 |
| State Street Corp | 1,374,032 | $7,330 萬 | 0.00% | +12,131+0.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,337,758 | $7,137 萬 | 0.27% | +108,314+8.8% | 加碼 |
| Geode Capital Management, LLC | 1,275,117 | $6,804 萬 | 0.01% | −1660.0% | 減碼 |
| JPMorgan Chase & Co | 1,272,129 | $6,787 萬 | 0.01% | −519,800−29.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,158,849 | $6,182 萬 | 0.14% | +1,158,849 | 新進 |
| Ameriprise Financial Inc | 1,149,840 | $6,134 萬 | 0.02% | +172,219+17.6% | 加碼 |
| Driehaus Capital Management LLC | 1,063,711 | $5,675 萬 | 0.47% | +51,730+5.1% | 加碼 |
| Standard Life Aberdeen plc | 1,029,177 | $5,504 萬 | 0.10% | +440,832+74.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,016,425 | $5,423 萬 | 0.17% | +83,391+8.9% | 加碼 |
| TimesSquare Capital Management, LLC | 992,657 | $5,296 萬 | 0.77% | −662,743−40.0% | 減碼 |
| Price T Rowe Associates Inc | 851,127 | $4,541 萬 | 0.01% | +596,077+233.7% | 加碼 |
| Dimensional Fund Advisors LP | 824,299 | $4,398 萬 | 0.01% | −86,853−9.5% | 減碼 |
| Palisade Capital Management LLC | 750,603 | $4,004 萬 | 1.07% | −379,087−33.6% | 減碼 |
| Pembroke Management, LTD | 729,361 | $3,891 萬 | 4.85% | −93,040−11.3% | 減碼 |
| Federated Hermes, Inc. | 690,957 | $3,686 萬 | 0.08% | +241,586+53.8% | 加碼 |
| Brown Capital Management LLC | 689,015 | $3,676 萬 | 0.85% | +145,316+26.7% | 加碼 |
| UBS Group AG | 680,881 | $3,633 萬 | 0.01% | +187,090+37.9% | 加碼 |
| Janus Henderson Group PLC | 666,436 | $3,556 萬 | 0.02% | −105,850−13.7% | 減碼 |
| Aperture Investors, LLC | 632,698 | $3,375 萬 | 4.36% | −221,881−26.0% | 減碼 |
| Morgan Stanley | 629,504 | $3,358 萬 | 0.00% | −19,909−3.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 620,589 | $3,311 萬 | 0.22% | −8,100−1.3% | 減碼 |
| Banque Pictet & Cie SA | 613,563 | $3,273 萬 | 0.32% | −348,127−36.2% | 減碼 |
| Principal Financial Group Inc | 572,245 | $3,053 萬 | 0.02% | +524,572+1,100.4% | 加碼 |
| Bessemer Group Inc | 561,161 | $2,994 萬 | 0.05% | +22,340+4.1% | 加碼 |
| Northern Trust Corp | 558,887 | $2,982 萬 | 0.00% | +28,083+5.3% | 加碼 |
| Citadel Advisors LLC | 558,130 | $2,978 萬 | 0.03% | +518,051+1,292.6% | 加碼 |
| Bank of America Corp | 551,620 | $2,943 萬 | 0.00% | +178,367+47.8% | 加碼 |
| Premier Fund Managers Ltd | 519,789 | $2,760 萬 | 0.98% | −4,986−1.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 510,267 | $2,722 萬 | 0.11% | +89,700+21.3% | 加碼 |
| Axiom Investors LLC | 503,578 | $2,687 萬 | 0.20% | +28,568+6.0% | 加碼 |
| Barclays PLC | 472,630 | $2,521 萬 | 0.01% | −109,643−18.8% | 減碼 |
| Goldman Sachs Group Inc | 459,435 | $2,451 萬 | 0.00% | +180,737+64.9% | 加碼 |
| New York State Common Retirement Fund | 456,434 | $2,435 萬 | 0.03% | −53,083−10.4% | 減碼 |
| Jennison Associates LLC | 455,028 | $2,428 萬 | 0.01% | −14,498−3.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 446,951 | $2,384 萬 | 0.02% | +391,601+707.5% | 加碼 |
| Charles Schwab Investment Management Inc | 438,739 | $2,341 萬 | 0.00% | +6,671+1.5% | 加碼 |
| Macquarie Group Ltd | 385,390 | $2,056 萬 | 0.02% | +385,390 | 新進 |
| Granahan Investment Management Inc | 362,598 | $1,934 萬 | 0.81% | −186,815−34.0% | 減碼 |
| Kornitzer Capital Management Inc | 345,257 | $1,842 萬 | 0.36% | 00.0% | 不變 |
| Next Century Growth Investors LLC | 326,997 | $1,745 萬 | 1.31% | −177,194−35.1% | 減碼 |
| Millennium Management LLC | 292,494 | $1,560 萬 | 0.01% | +136,423+87.4% | 加碼 |
| Whittier Trust Co | 248,095 | $1,323 萬 | 0.17% | +87,304+54.3% | 加碼 |
| First Trust Advisors LP | 236,034 | $1,259 萬 | 0.01% | −21,867−8.5% | 減碼 |
| Bank of New York Mellon Corp | 234,274 | $1,250 萬 | 0.00% | +62,446+36.3% | 加碼 |
| Banco Santander, S.A. | 232,000 | $1,238 萬 | 0.15% | −78,000−25.2% | 減碼 |
| Scalar Gauge Management, LLC | 220,970 | $1,179 萬 | 5.44% | +220,970 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 215,102 | $1,152 萬 | 0.04% | +24,383+12.8% | 加碼 |
| Mizuho Markets Americas LLC | 204,299 | $1,090 萬 | 0.21% | −52,100−20.3% | 減碼 |
| Comerica Bank | 194,337 | $1,037 萬 | 0.04% | −938−0.5% | 減碼 |
| Spence Asset Management | 186,852 | $996.9 萬 | 2.18% | +413+0.2% | 加碼 |
| Envestnet Asset Management Inc | 179,268 | $956.4 萬 | 0.00% | −7,323−3.9% | 減碼 |
| Agf Management Ltd | 176,593 | $942.1 萬 | 0.05% | +176,593 | 新進 |
| Gagnon Securities LLC | 175,810 | $937.9 萬 | 1.89% | −1,302−0.7% | 減碼 |
| Kennedy Capital Management, Inc. | 171,048 | $912.5 萬 | 0.20% | −34,832−16.9% | 減碼 |
| UBS Asset Management Americas Inc | 165,521 | $883.1 萬 | 0.00% | +25,991+18.6% | 加碼 |
| Rockefeller Capital Management L.P. | 162,947 | $869.3 萬 | 0.02% | +162,947 | 新進 |
| Toroso Investments, LLC | 156,994 | $837.6 萬 | 0.07% | +156,994 | 新進 |
| Pier Capital, LLC | 155,927 | $831.9 萬 | 1.19% | −75,463−32.6% | 減碼 |
| Nuveen Asset Management, LLC | 153,985 | $821.5 萬 | 0.00% | +7,364+5.0% | 加碼 |
| Royal Bank of Canada | 132,797 | $708.4 萬 | 0.00% | −13,525−9.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 126,102 | $672.6 萬 | 0.17% | +45,987+57.4% | 加碼 |
| Qube Research & Technologies Ltd | 124,144 | $662.3 萬 | 0.01% | +9,315+8.1% | 加碼 |
| Herald Investment Management Ltd | 120,000 | $640.6 萬 | 1.05% | 00.0% | 不變 |
| Voya Investment Management LLC | 120,038 | $640.4 萬 | 0.01% | +102,300+576.7% | 加碼 |
| Baird Financial Group, Inc. | 118,360 | $631.5 萬 | 0.01% | −3,355−2.8% | 減碼 |
| Susquehanna International Group, LLP | 115,764 | $617.6 萬 | 0.01% | −195,272−62.8% | 減碼 |
| Swiss National Bank | 115,700 | $617.3 萬 | 0.00% | +7,900+7.3% | 加碼 |
| Gagnon Advisors, LLC | 115,594 | $616.7 萬 | 3.95% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,803 | $601.8 萬 | 0.01% | +112,803 | 新進 |
| Jane Street Group, LLC | 108,870 | $580.8 萬 | 0.01% | +54,615+100.7% | 加碼 |
| Palogic Value Management, L.P. | 100,000 | $533.5 萬 | 2.13% | −25,000−20.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 98,890 | $527.6 萬 | 0.00% | +98,890 | 新進 |
| Renaissance Technologies LLC | 94,700 | $505.2 萬 | 0.01% | −214,800−69.4% | 減碼 |
| EAM Investors, LLC | 93,254 | $497.5 萬 | 0.70% | +93,254 | 新進 |
| SEI Investments Co | 86,284 | $460.3 萬 | 0.01% | +7,430+9.4% | 加碼 |
| Rhumbline Advisers | 79,675 | $425.1 萬 | 0.00% | +3,900+5.1% | 加碼 |
| Squarepoint Ops LLC | 78,540 | $419.0 萬 | 0.01% | −119,128−60.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 78,474 | $418.6 萬 | 0.01% | +4,756+6.5% | 加碼 |
| Saba Capital Management, L.P. | 77,292 | $412.4 萬 | 0.10% | −1,798−2.3% | 減碼 |
| Bullseye Asset Management LLC | 76,360 | $407.4 萬 | 1.91% | +9,289+13.8% | 加碼 |
| EAM Global Investors LLC | 73,837 | $393.9 萬 | 0.71% | +73,837 | 新進 |
| Balyasny Asset Management LLC | 73,616 | $392.7 萬 | 0.01% | +73,616 | 新進 |
| Legal & General Group Plc | 67,461 | $359.9 萬 | 0.00% | +4,650+7.4% | 加碼 |
| Empowered Funds, LLC | 63,038 | $336.3 萬 | 0.05% | +63,038 | 新進 |
| Alliancebernstein L.P. | 60,571 | $323.1 萬 | 0.00% | +1,445+2.4% | 加碼 |
| Triasima Portfolio Management inc. | 58,761 | $313.5 萬 | 0.61% | +58,761 | 新進 |
| Westover Capital Advisors, LLC | 55,427 | $295.7 萬 | 0.65% | +632+1.2% | 加碼 |