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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 12,021 | $64.1 萬 | 0.18% | +12,021 | 新進 |
| Quantessence Capital LLC | 12,091 | $64.5 萬 | 0.26% | +12,091 | 新進 |
| Campbell & CO Investment Adviser LLC | 12,282 | $65.5 萬 | 0.05% | +12,282 | 新進 |
| KLP Kapitalforvaltning AS | 12,500 | $66.7 萬 | 0.00% | +12,500 | 新進 |
| Handelsbanken Fonder AB | 12,500 | $66.7 萬 | 0.00% | +800+6.8% | 加碼 |
| Cannon Global Investment Management, LLC | 12,704 | $67.8 萬 | 1.68% | −5,296−29.4% | 減碼 |
| AQR Capital Management LLC | 13,050 | $69.6 萬 | 0.00% | +171+1.3% | 加碼 |
| Options Solutions, LLC | 14,514 | $77.4 萬 | 0.35% | +196+1.4% | 加碼 |
| Avantax Advisory Services, Inc. | 14,959 | $79.8 萬 | 0.01% | +929+6.6% | 加碼 |
| Pathstone Holdings, LLC | 15,086 | $80.5 萬 | 0.00% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 15,099 | $80.6 萬 | 0.10% | +324+2.2% | 加碼 |
| ProShare Advisors LLC | 15,271 | $81.5 萬 | 0.00% | +5,016+48.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,551 | $83.0 萬 | 0.00% | +5,411+53.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 16,137 | $86.1 萬 | 0.01% | −6,125−27.5% | 減碼 |
| Arizona State Retirement System | 17,062 | $91.0 萬 | 0.01% | +1,164+7.3% | 加碼 |
| Ellsworth Advisors, LLC | 17,291 | $92.2 萬 | 0.24% | +584+3.5% | 加碼 |
| Glenmede Trust Co NA | 17,731 | $94.6 萬 | 0.00% | −2,021−10.2% | 減碼 |
| Moody National Bank Trust Division | 19,419 | $103.6 萬 | 0.11% | −900−4.4% | 減碼 |
| STRS Ohio | 19,700 | $105.1 萬 | 0.00% | +11,800+149.4% | 加碼 |
| Voloridge Investment Management, LLC | 20,932 | $111.7 萬 | 0.00% | +20,932 | 新進 |
| Truist Financial Corp | 21,366 | $114.0 萬 | 0.00% | −4,189−16.4% | 減碼 |
| Intech Investment Management LLC | 21,404 | $114.2 萬 | 0.01% | +9,761+83.8% | 加碼 |
| G2 Investment Partners Management LLC | 22,201 | $118.4 萬 | 0.31% | −169,309−88.4% | 減碼 |
| Bosman Wealth Management, LLC | 22,709 | $121.2 萬 | 1.17% | +22,709 | 新進 |
| Jump Financial, LLC | 23,700 | $126.4 萬 | 0.03% | +17,405+276.5% | 加碼 |
| Pictet & Cie (Europe) SA | 24,560 | $131.0 萬 | 0.03% | −13,850−36.1% | 減碼 |
| Aquatic Capital Management LLC | 24,714 | $131.8 萬 | 0.04% | −37,186−60.1% | 減碼 |
| PDT Partners, LLC | 26,900 | $143.5 萬 | 0.13% | +26,900 | 新進 |
| Corebridge Financial, Inc. | 26,982 | $143.9 萬 | 0.01% | −2,037−7.0% | 減碼 |
| Credit Agricole S A | 27,370 | $146.0 萬 | 0.00% | +27,370 | 新進 |
| Natixis Advisors, L.P. | 27,438 | $146.4 萬 | 0.00% | −3,259−10.6% | 減碼 |
| Spire Wealth Management | 30,500 | $162.7 萬 | 0.05% | −600−1.9% | 減碼 |
| Two Sigma Advisers, LP | 31,000 | $165.4 萬 | 0.00% | −14,200−31.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 31,173 | $166.3 萬 | 0.00% | −2,461−7.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 31,720 | $169.2 萬 | 0.41% | 00.0% | 不變 |
| Two Sigma Investments, LP | 32,434 | $173.0 萬 | 0.00% | −18,921−36.8% | 減碼 |
| MetLife Investment Management | 33,275 | $177.5 萬 | 0.01% | +1,786+5.7% | 加碼 |
| Redwood Investments, LLC | 33,431 | $178.4 萬 | 0.48% | +33,431 | 新進 |
| HighTower Advisors, LLC | 33,582 | $179.2 萬 | 0.00% | +33,582 | 新進 |
| Wells Fargo & Company | 34,380 | $183.4 萬 | 0.00% | +13,135+61.8% | 加碼 |
| Royce & Associates LP | 35,000 | $186.7 萬 | 0.02% | 00.0% | 不變 |
| Sheets Smith Investment Management | 35,308 | $188.4 萬 | 1.60% | +35,308 | 新進 |
| Jefferies Financial Group Inc. | 35,777 | $190.9 萬 | 0.02% | +35,777 | 新進 |
| LPL Financial LLC | 36,877 | $196.7 萬 | 0.00% | +7,089+23.8% | 加碼 |
| TD Asset Management Inc | 39,174 | $209.0 萬 | 0.00% | +8,574+28.0% | 加碼 |
| Verition Fund Management LLC | 42,800 | $228.3 萬 | 0.01% | +29,000+210.1% | 加碼 |
| Victory Capital Management Inc | 43,474 | $231.9 萬 | 0.00% | +9,088+26.4% | 加碼 |
| Quantbot Technologies LP | 45,780 | $244.2 萬 | 0.09% | −3,095−6.3% | 減碼 |
| Deutsche Bank AG | 46,442 | $247.8 萬 | 0.00% | −28,436−38.0% | 減碼 |
| Sterling Capital Management LLC | 50,621 | $270.1 萬 | 0.04% | −3,366−6.2% | 減碼 |
| Abn Amro Investment Solutions | 50,915 | $271.6 萬 | 0.05% | +10,989+27.5% | 加碼 |
| Citigroup Inc | 52,445 | $279.8 萬 | 0.00% | +5,817+12.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 54,115 | $288.7 萬 | 0.00% | +11,966+28.4% | 加碼 |
| California State Teachers Retirement System | 54,677 | $291.7 萬 | 0.00% | +2,515+4.8% | 加碼 |
| Westover Capital Advisors, LLC | 55,427 | $295.7 萬 | 0.65% | +632+1.2% | 加碼 |
| Triasima Portfolio Management inc. | 58,761 | $313.5 萬 | 0.61% | +58,761 | 新進 |
| Alliancebernstein L.P. | 60,571 | $323.1 萬 | 0.00% | +1,445+2.4% | 加碼 |
| Empowered Funds, LLC | 63,038 | $336.3 萬 | 0.05% | +63,038 | 新進 |
| Legal & General Group Plc | 67,461 | $359.9 萬 | 0.00% | +4,650+7.4% | 加碼 |
| Balyasny Asset Management LLC | 73,616 | $392.7 萬 | 0.01% | +73,616 | 新進 |
| EAM Global Investors LLC | 73,837 | $393.9 萬 | 0.71% | +73,837 | 新進 |
| Bullseye Asset Management LLC | 76,360 | $407.4 萬 | 1.91% | +9,289+13.8% | 加碼 |
| Saba Capital Management, L.P. | 77,292 | $412.4 萬 | 0.10% | −1,798−2.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 78,474 | $418.6 萬 | 0.01% | +4,756+6.5% | 加碼 |
| Squarepoint Ops LLC | 78,540 | $419.0 萬 | 0.01% | −119,128−60.3% | 減碼 |
| Rhumbline Advisers | 79,675 | $425.1 萬 | 0.00% | +3,900+5.1% | 加碼 |
| SEI Investments Co | 86,284 | $460.3 萬 | 0.01% | +7,430+9.4% | 加碼 |
| EAM Investors, LLC | 93,254 | $497.5 萬 | 0.70% | +93,254 | 新進 |
| Renaissance Technologies LLC | 94,700 | $505.2 萬 | 0.01% | −214,800−69.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 98,890 | $527.6 萬 | 0.00% | +98,890 | 新進 |
| Palogic Value Management, L.P. | 100,000 | $533.5 萬 | 2.13% | −25,000−20.0% | 減碼 |
| Jane Street Group, LLC | 108,870 | $580.8 萬 | 0.01% | +54,615+100.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,803 | $601.8 萬 | 0.01% | +112,803 | 新進 |
| Gagnon Advisors, LLC | 115,594 | $616.7 萬 | 3.95% | 00.0% | 不變 |
| Swiss National Bank | 115,700 | $617.3 萬 | 0.00% | +7,900+7.3% | 加碼 |
| Susquehanna International Group, LLP | 115,764 | $617.6 萬 | 0.01% | −195,272−62.8% | 減碼 |
| Baird Financial Group, Inc. | 118,360 | $631.5 萬 | 0.01% | −3,355−2.8% | 減碼 |
| Voya Investment Management LLC | 120,038 | $640.4 萬 | 0.01% | +102,300+576.7% | 加碼 |
| Herald Investment Management Ltd | 120,000 | $640.6 萬 | 1.05% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 124,144 | $662.3 萬 | 0.01% | +9,315+8.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 126,102 | $672.6 萬 | 0.17% | +45,987+57.4% | 加碼 |
| Royal Bank of Canada | 132,797 | $708.4 萬 | 0.00% | −13,525−9.2% | 減碼 |
| Nuveen Asset Management, LLC | 153,985 | $821.5 萬 | 0.00% | +7,364+5.0% | 加碼 |
| Pier Capital, LLC | 155,927 | $831.9 萬 | 1.19% | −75,463−32.6% | 減碼 |
| Toroso Investments, LLC | 156,994 | $837.6 萬 | 0.07% | +156,994 | 新進 |
| Rockefeller Capital Management L.P. | 162,947 | $869.3 萬 | 0.02% | +162,947 | 新進 |
| UBS Asset Management Americas Inc | 165,521 | $883.1 萬 | 0.00% | +25,991+18.6% | 加碼 |
| Kennedy Capital Management, Inc. | 171,048 | $912.5 萬 | 0.20% | −34,832−16.9% | 減碼 |
| Gagnon Securities LLC | 175,810 | $937.9 萬 | 1.89% | −1,302−0.7% | 減碼 |
| Agf Management Ltd | 176,593 | $942.1 萬 | 0.05% | +176,593 | 新進 |
| Envestnet Asset Management Inc | 179,268 | $956.4 萬 | 0.00% | −7,323−3.9% | 減碼 |
| Spence Asset Management | 186,852 | $996.9 萬 | 2.18% | +413+0.2% | 加碼 |
| Comerica Bank | 194,337 | $1,037 萬 | 0.04% | −938−0.5% | 減碼 |
| Mizuho Markets Americas LLC | 204,299 | $1,090 萬 | 0.21% | −52,100−20.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 215,102 | $1,152 萬 | 0.04% | +24,383+12.8% | 加碼 |
| Scalar Gauge Management, LLC | 220,970 | $1,179 萬 | 5.44% | +220,970 | 新進 |
| Banco Santander, S.A. | 232,000 | $1,238 萬 | 0.15% | −78,000−25.2% | 減碼 |
| Bank of New York Mellon Corp | 234,274 | $1,250 萬 | 0.00% | +62,446+36.3% | 加碼 |
| First Trust Advisors LP | 236,034 | $1,259 萬 | 0.01% | −21,867−8.5% | 減碼 |
| Whittier Trust Co | 248,095 | $1,323 萬 | 0.17% | +87,304+54.3% | 加碼 |