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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 54,677 | $291.7 萬 | 0.00% | +2,515+4.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 54,115 | $288.7 萬 | 0.00% | +11,966+28.4% | 加碼 |
| Citigroup Inc | 52,445 | $279.8 萬 | 0.00% | +5,817+12.5% | 加碼 |
| Abn Amro Investment Solutions | 50,915 | $271.6 萬 | 0.05% | +10,989+27.5% | 加碼 |
| Sterling Capital Management LLC | 50,621 | $270.1 萬 | 0.04% | −3,366−6.2% | 減碼 |
| Deutsche Bank AG | 46,442 | $247.8 萬 | 0.00% | −28,436−38.0% | 減碼 |
| Quantbot Technologies LP | 45,780 | $244.2 萬 | 0.09% | −3,095−6.3% | 減碼 |
| Victory Capital Management Inc | 43,474 | $231.9 萬 | 0.00% | +9,088+26.4% | 加碼 |
| Verition Fund Management LLC | 42,800 | $228.3 萬 | 0.01% | +29,000+210.1% | 加碼 |
| TD Asset Management Inc | 39,174 | $209.0 萬 | 0.00% | +8,574+28.0% | 加碼 |
| LPL Financial LLC | 36,877 | $196.7 萬 | 0.00% | +7,089+23.8% | 加碼 |
| Jefferies Financial Group Inc. | 35,777 | $190.9 萬 | 0.02% | +35,777 | 新進 |
| Sheets Smith Investment Management | 35,308 | $188.4 萬 | 1.60% | +35,308 | 新進 |
| Royce & Associates LP | 35,000 | $186.7 萬 | 0.02% | 00.0% | 不變 |
| Wells Fargo & Company | 34,380 | $183.4 萬 | 0.00% | +13,135+61.8% | 加碼 |
| HighTower Advisors, LLC | 33,582 | $179.2 萬 | 0.00% | +33,582 | 新進 |
| Redwood Investments, LLC | 33,431 | $178.4 萬 | 0.48% | +33,431 | 新進 |
| MetLife Investment Management | 33,275 | $177.5 萬 | 0.01% | +1,786+5.7% | 加碼 |
| Two Sigma Investments, LP | 32,434 | $173.0 萬 | 0.00% | −18,921−36.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 31,720 | $169.2 萬 | 0.41% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 31,173 | $166.3 萬 | 0.00% | −2,461−7.3% | 減碼 |
| Two Sigma Advisers, LP | 31,000 | $165.4 萬 | 0.00% | −14,200−31.4% | 減碼 |
| Spire Wealth Management | 30,500 | $162.7 萬 | 0.05% | −600−1.9% | 減碼 |
| Natixis Advisors, L.P. | 27,438 | $146.4 萬 | 0.00% | −3,259−10.6% | 減碼 |
| Credit Agricole S A | 27,370 | $146.0 萬 | 0.00% | +27,370 | 新進 |
| Corebridge Financial, Inc. | 26,982 | $143.9 萬 | 0.01% | −2,037−7.0% | 減碼 |
| PDT Partners, LLC | 26,900 | $143.5 萬 | 0.13% | +26,900 | 新進 |
| Aquatic Capital Management LLC | 24,714 | $131.8 萬 | 0.04% | −37,186−60.1% | 減碼 |
| Pictet & Cie (Europe) SA | 24,560 | $131.0 萬 | 0.03% | −13,850−36.1% | 減碼 |
| Jump Financial, LLC | 23,700 | $126.4 萬 | 0.03% | +17,405+276.5% | 加碼 |
| Bosman Wealth Management, LLC | 22,709 | $121.2 萬 | 1.17% | +22,709 | 新進 |
| G2 Investment Partners Management LLC | 22,201 | $118.4 萬 | 0.31% | −169,309−88.4% | 減碼 |
| Intech Investment Management LLC | 21,404 | $114.2 萬 | 0.01% | +9,761+83.8% | 加碼 |
| Truist Financial Corp | 21,366 | $114.0 萬 | 0.00% | −4,189−16.4% | 減碼 |
| Voloridge Investment Management, LLC | 20,932 | $111.7 萬 | 0.00% | +20,932 | 新進 |
| STRS Ohio | 19,700 | $105.1 萬 | 0.00% | +11,800+149.4% | 加碼 |
| Moody National Bank Trust Division | 19,419 | $103.6 萬 | 0.11% | −900−4.4% | 減碼 |
| Glenmede Trust Co NA | 17,731 | $94.6 萬 | 0.00% | −2,021−10.2% | 減碼 |
| Ellsworth Advisors, LLC | 17,291 | $92.2 萬 | 0.24% | +584+3.5% | 加碼 |
| Arizona State Retirement System | 17,062 | $91.0 萬 | 0.01% | +1,164+7.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 16,137 | $86.1 萬 | 0.01% | −6,125−27.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,551 | $83.0 萬 | 0.00% | +5,411+53.4% | 加碼 |
| ProShare Advisors LLC | 15,271 | $81.5 萬 | 0.00% | +5,016+48.9% | 加碼 |
| Sheets Smith Wealth Management | 15,099 | $80.6 萬 | 0.10% | +324+2.2% | 加碼 |
| Pathstone Holdings, LLC | 15,086 | $80.5 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 14,959 | $79.8 萬 | 0.01% | +929+6.6% | 加碼 |
| Options Solutions, LLC | 14,514 | $77.4 萬 | 0.35% | +196+1.4% | 加碼 |
| AQR Capital Management LLC | 13,050 | $69.6 萬 | 0.00% | +171+1.3% | 加碼 |
| Cannon Global Investment Management, LLC | 12,704 | $67.8 萬 | 1.68% | −5,296−29.4% | 減碼 |
| Handelsbanken Fonder AB | 12,500 | $66.7 萬 | 0.00% | +800+6.8% | 加碼 |
| KLP Kapitalforvaltning AS | 12,500 | $66.7 萬 | 0.00% | +12,500 | 新進 |
| Campbell & CO Investment Adviser LLC | 12,282 | $65.5 萬 | 0.05% | +12,282 | 新進 |
| Quantessence Capital LLC | 12,091 | $64.5 萬 | 0.26% | +12,091 | 新進 |
| Scientech Research LLC | 12,021 | $64.1 萬 | 0.18% | +12,021 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 11,554 | $61.6 萬 | 0.01% | +11,554 | 新進 |
| Raymond James Financial Inc | 11,155 | $59.5 萬 | 0.00% | +11,155 | 新進 |
| Sigma Planning Corp | 10,908 | $58.2 萬 | 0.02% | +1,421+15.0% | 加碼 |
| Precision Wealth Strategies, LLC | 10,045 | $53.6 萬 | 0.41% | +10,045 | 新進 |
| Callan Family Office, LLC | 10,007 | $53.4 萬 | 0.03% | +10,007 | 新進 |
| State of Wisconsin Investment Board | 9,914 | $52.9 萬 | 0.00% | −513−4.9% | 減碼 |
| Pictet Asset Management Holding SA | 9,830 | $52.4 萬 | 0.00% | +2,868+41.2% | 加碼 |
| Vident Advisory, LLC | 9,515 | $50.8 萬 | 0.01% | −221−2.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 9,463 | $50.5 萬 | 0.02% | −325−3.3% | 減碼 |
| FORA Capital, LLC | 9,164 | $48.9 萬 | 0.06% | +9,164 | 新進 |
| Quest Partners LLC | 8,893 | $47.4 萬 | 0.06% | +4,364+96.4% | 加碼 |
| David Loasby | 8,746 | $45.6 萬 | 0.04% | +991+12.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 8,276 | $44.1 萬 | 0.02% | +8,276 | 新進 |
| RiverPark Advisors, LLC | 7,672 | $40.9 萬 | 0.33% | −1,491−16.3% | 減碼 |
| Cetera Investment Advisers | 7,645 | $40.8 萬 | 0.00% | +588+8.3% | 加碼 |
| Schroder Investment Management Group | 7,436 | $39.4 萬 | 0.00% | −30,655−80.5% | 減碼 |
| Verdence Capital Advisors LLC | 7,355 | $39.2 萬 | 0.03% | −958−11.5% | 減碼 |
| Keybank National Association | 6,831 | $36.4 萬 | 0.00% | 00.0% | 不變 |
| Atom Investors LP | 6,749 | $36.0 萬 | 0.04% | +6,749 | 新進 |
| Fairman Group, LLC | 6,129 | $32.7 萬 | 0.27% | +6,129 | 新進 |
| Ameritas Investment Partners, Inc. | 5,678 | $30.3 萬 | 0.01% | +361+6.8% | 加碼 |
| Occudo Quantitative Strategies LP | 5,580 | $29.8 萬 | 0.05% | +5,580 | 新進 |
| Great West Life Assurance Co | 5,256 | $28.0 萬 | 0.00% | −9,373−64.1% | 減碼 |
| CIBC World Markets Corp | 5,078 | $27.1 萬 | 0.00% | +5,078 | 新進 |
| Corton Capital Inc. | 5,041 | $26.9 萬 | 0.15% | −1,829−26.6% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,030 | $26.8 萬 | 0.24% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 5,020 | $26.8 萬 | 0.04% | −13,083−72.3% | 減碼 |
| Petrus Trust Company, LTA | 4,741 | $25.3 萬 | 0.02% | −10,152−68.2% | 減碼 |
| Captrust Financial Advisors | 4,691 | $25.0 萬 | 0.00% | +4,691 | 新進 |
| Sherbrooke Park Advisers LLC | 4,650 | $24.8 萬 | 0.08% | +4,650 | 新進 |
| Pictet Bank & Trust Ltd | 4,598 | $24.5 萬 | 0.25% | −3,102−40.3% | 減碼 |
| Jain Global LLC | 4,422 | $23.6 萬 | 0.01% | +4,422 | 新進 |
| State of Wyoming | 4,020 | $21.4 萬 | 0.03% | +1,379+52.2% | 加碼 |
| Lindenwold Advisors | 3,905 | $20.8 萬 | 0.11% | +3,905 | 新進 |
| Xponance, Inc. | 3,876 | $20.7 萬 | 0.00% | +3,876 | 新進 |
| F/M Investments LLC | 3,792 | $20.2 萬 | 0.01% | +3,792 | 新進 |
| EntryPoint Capital, LLC | 3,760 | $20.1 萬 | 0.08% | +3,760 | 新進 |
| Tower Research Capital LLC (TRC) | 3,734 | $19.9 萬 | 0.00% | +1,604+75.3% | 加碼 |
| Arcadia Investment Management Corp | 2,862 | $15.3 萬 | 0.02% | +2,862 | 新進 |
| SG Americas Securities, LLC | 2,801 | $14.9 萬 | 0.00% | −8,732−75.7% | 減碼 |
| KBC Group NV | 2,668 | $14.2 萬 | 0.00% | +569+27.1% | 加碼 |
| Lazard Asset Management LLC | 2,488 | $13.2 萬 | 0.00% | +2,456+7,675.0% | 加碼 |
| Advisor Group Holdings, Inc. | 2,081 | $11.1 萬 | 0.00% | −20,360−90.7% | 減碼 |
| Gen-Wealth Partners Inc | 1,950 | $10.4 萬 | 0.04% | 00.0% | 不變 |
| Amalgamated Bank | 1,878 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,538 | $8.21 萬 | 0.00% | +570+58.9% | 加碼 |