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。
2025 年第 1 季 13F 持有人
Vertex, Inc. 在 2025/3/31 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
- 264
- 較 2024 年第 4 季 +11 家
- 持有股數
- 7,815 萬
- 較 2024 年第 4 季 +444.6 萬 (+6.0%)
- 總市值
- $27.4 億
- 較 2024 年第 4 季 −$12.0 億 (−30.4%)
- 新進機構
- 62
- 另有 104 家加碼
- 清倉機構
- 51
- 另有 74 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 11,861 | $41.5 萬 | 0.00% | +1,947+19.6% | 加碼 |
| ProShare Advisors LLC | 11,948 | $41.8 萬 | 0.00% | −3,323−21.8% | 減碼 |
| CIBC World Markets Corp | 12,246 | $42.9 萬 | 0.00% | +7,168+141.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 8,276 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| AQR Capital Management LLC | 12,604 | $44.1 萬 | 0.00% | −446−3.4% | 減碼 |
| Truist Financial Corp | 13,421 | $47.0 萬 | 0.00% | −7,945−37.2% | 減碼 |
| David Loasby | 12,416 | $47.4 萬 | 0.05% | +3,670+42.0% | 加碼 |
| Eventide Asset Management, LLC | 13,958 | $48.9 萬 | 0.01% | +13,958 | 新進 |
| Options Solutions, LLC | 14,114 | $49.4 萬 | 0.24% | −400−2.8% | 減碼 |
| Pathstone Holdings, LLC | 14,974 | $52.4 萬 | 0.00% | −112−0.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 15,188 | $53.2 萬 | 0.00% | −83,702−84.6% | 減碼 |
| Panagora Asset Management Inc | 15,496 | $54.3 萬 | 0.00% | +15,496 | 新進 |
| XTX Topco Ltd | 15,761 | $55.2 萬 | 0.03% | +15,761 | 新進 |
| KLP Kapitalforvaltning AS | 15,900 | $55.7 萬 | 0.00% | +3,400+27.2% | 加碼 |
| Quest Partners LLC | 17,006 | $59.5 萬 | 0.06% | +8,113+91.2% | 加碼 |
| Handelsbanken Fonder AB | 18,300 | $64.1 萬 | 0.00% | +5,800+46.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 18,388 | $64.4 萬 | 0.01% | +2,251+13.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,082 | $66.8 萬 | 0.00% | +3,531+22.7% | 加碼 |
| Arizona State Retirement System | 19,125 | $67.0 萬 | 0.00% | +2,063+12.1% | 加碼 |
| Avantax Advisory Services, Inc. | 19,584 | $68.6 萬 | 0.00% | +4,625+30.9% | 加碼 |
| STRS Ohio | 19,700 | $69.0 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 20,312 | $71.1 萬 | 0.00% | +2,581+14.6% | 加碼 |
| Stifel Financial Corp | 22,410 | $78.5 萬 | 0.00% | +22,410 | 新進 |
| Moody National Bank Trust Division | 22,766 | $79.7 萬 | 0.08% | +3,347+17.2% | 加碼 |
| Brinker Capital Investments, LLC | 24,758 | $86.7 萬 | 0.01% | +24,758 | 新進 |
| Orion Portfolio Solutions, LLC | 24,758 | $86.7 萬 | 0.01% | +24,758 | 新進 |
| Corebridge Financial, Inc. | 27,036 | $94.7 萬 | 0.01% | +54+0.2% | 加碼 |
| CenterBook Partners LP | 27,359 | $95.8 萬 | 0.06% | +27,359 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,472 | $96.2 萬 | 0.00% | −85,331−75.6% | 減碼 |
| Verition Fund Management LLC | 27,660 | $96.8 萬 | 0.01% | −15,140−35.4% | 減碼 |
| Intech Investment Management LLC | 28,841 | $101.0 萬 | 0.01% | +7,437+34.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $103.2 萬 | 0.25% | −2,250−7.1% | 減碼 |
| Redwood Investments, LLC | 32,155 | $112.6 萬 | 0.42% | −1,276−3.8% | 減碼 |
| MetLife Investment Management | 32,770 | $114.7 萬 | 0.01% | −505−1.5% | 減碼 |
| Assetmark, Inc | 33,269 | $116.5 萬 | 0.00% | +31,784+2,140.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 33,474 | $117.2 萬 | 0.00% | +2,301+7.4% | 加碼 |
| LPL Financial LLC | 33,694 | $118.0 萬 | 0.00% | −3,183−8.6% | 減碼 |
| Aquatic Capital Management LLC | 34,023 | $119.1 萬 | 0.03% | +9,309+37.7% | 加碼 |
| Sterling Capital Management LLC | 39,466 | $138.2 萬 | 0.02% | −11,155−22.0% | 減碼 |
| Jane Street Group, LLC | 39,475 | $138.2 萬 | 0.00% | −69,395−63.7% | 減碼 |
| Balyasny Asset Management LLC | 40,422 | $141.5 萬 | 0.00% | −33,194−45.1% | 減碼 |
| Y.D. More Investments Ltd | 41,000 | $143.5 萬 | 0.13% | +41,000 | 新進 |
| Deutsche Bank AG | 43,125 | $151.0 萬 | 0.00% | −3,317−7.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,329 | $155.2 萬 | 0.01% | +44,329 | 新進 |
| Pictet & Cie (Europe) SA | 45,500 | $159.3 萬 | 0.04% | +20,940+85.3% | 加碼 |
| Ardsley Advisory Partners LP | 47,000 | $164.5 萬 | 0.38% | +47,000 | 新進 |
| Citigroup Inc | 49,197 | $172.2 萬 | 0.00% | −3,248−6.2% | 減碼 |
| ExodusPoint Capital Management, LP | 51,478 | $180.2 萬 | 0.02% | +51,478 | 新進 |
| EFG Asset Management (North America) Corp. | 54,133 | $189.5 萬 | 0.31% | +54,133 | 新進 |
| Abn Amro Investment Solutions | 61,066 | $213.8 萬 | 0.04% | +10,151+19.9% | 加碼 |
| California State Teachers Retirement System | 61,626 | $215.8 萬 | 0.00% | +6,949+12.7% | 加碼 |
| TD Asset Management Inc | 61,668 | $215.9 萬 | 0.00% | +22,494+57.4% | 加碼 |
| Alliancebernstein L.P. | 62,266 | $218.0 萬 | 0.00% | +1,695+2.8% | 加碼 |
| HRT Financial LP | 64,629 | $226.2 萬 | 0.01% | +64,629 | 新進 |
| Susquehanna International Group, LLP | 66,950 | $234.4 萬 | 0.00% | −48,814−42.2% | 減碼 |
| Royce & Associates LP | 73,272 | $256.5 萬 | 0.03% | +38,272+109.3% | 加碼 |
| Legal & General Group Plc | 74,060 | $259.3 萬 | 0.00% | +6,599+9.8% | 加碼 |
| Millennium Management LLC | 77,092 | $269.9 萬 | 0.00% | −215,402−73.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 79,160 | $277.1 萬 | 0.00% | +25,045+46.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 81,935 | $286.9 萬 | 0.01% | +3,461+4.4% | 加碼 |
| Rhumbline Advisers | 84,152 | $294.6 萬 | 0.00% | +4,477+5.6% | 加碼 |
| LGT Fund Management Co Ltd. | 87,700 | $307.0 萬 | 0.28% | +87,700 | 新進 |
| Bullseye Asset Management LLC | 90,060 | $315.3 萬 | 1.70% | +13,700+17.9% | 加碼 |
| Two Sigma Advisers, LP | 92,000 | $322.1 萬 | 0.01% | +61,000+196.8% | 加碼 |
| Summit Creek Advisors LLC | 94,484 | $330.8 萬 | 0.48% | +94,484 | 新進 |
| PDT Partners, LLC | 96,465 | $337.7 萬 | 0.24% | +69,565+258.6% | 加碼 |
| Victory Capital Management Inc | 96,672 | $338.4 萬 | 0.00% | +53,198+122.4% | 加碼 |
| Bank of Montreal | 98,074 | $343.4 萬 | 0.00% | +98,074 | 新進 |
| Squarepoint Ops LLC | 99,073 | $346.9 萬 | 0.01% | +20,533+26.1% | 加碼 |
| Herald Investment Management Ltd | 110,000 | $384.7 萬 | 0.72% | −10,000−8.3% | 減碼 |
| North Star Asset Management Inc | 115,374 | $403.9 萬 | 0.18% | +115,374 | 新進 |
| Trexquant Investment LP | 117,970 | $413.0 萬 | 0.05% | +117,970 | 新進 |
| Baird Financial Group, Inc. | 118,054 | $413.3 萬 | 0.01% | −306−0.3% | 減碼 |
| Saba Capital Management, L.P. | 118,435 | $414.6 萬 | 0.11% | +41,143+53.2% | 加碼 |
| Melqart Asset Management (UK) Ltd | 118,566 | $415.1 萬 | 0.56% | +118,566 | 新進 |
| Advantage Alpha Capital Partners LP | 119,053 | $416.8 萬 | 1.02% | +119,053 | 新進 |
| Wells Fargo & Company | 119,435 | $418.1 萬 | 0.00% | +85,055+247.4% | 加碼 |
| First Trust Advisors LP | 120,377 | $421.4 萬 | 0.00% | −115,657−49.0% | 減碼 |
| Swiss National Bank | 129,300 | $452.7 萬 | 0.00% | +13,600+11.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 132,565 | $464.0 萬 | 0.12% | +6,463+5.1% | 加碼 |
| Qube Research & Technologies Ltd | 135,705 | $475.1 萬 | 0.01% | +11,561+9.3% | 加碼 |
| SEI Investments Co | 139,097 | $487.1 萬 | 0.01% | +52,813+61.2% | 加碼 |
| UBS Asset Management Americas Inc | 141,206 | $494.4 萬 | 0.00% | −24,315−14.7% | 減碼 |
| Nuveen, LLC | 146,251 | $512.0 萬 | 0.00% | +146,251 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 151,284 | $537.0 萬 | 0.02% | −63,818−29.7% | 減碼 |
| Gagnon Advisors, LLC | 161,813 | $566.5 萬 | 4.00% | +46,219+40.0% | 加碼 |
| Kennedy Capital Management, Inc. | 164,142 | $574.7 萬 | 0.14% | −6,906−4.0% | 減碼 |
| Voya Investment Management LLC | 169,468 | $593.3 萬 | 0.01% | +49,430+41.2% | 加碼 |
| Bank of New York Mellon Corp | 175,985 | $616.1 萬 | 0.00% | −58,289−24.9% | 減碼 |
| Royal Bank of Canada | 180,978 | $633.6 萬 | 0.00% | +48,181+36.3% | 加碼 |
| Scalar Gauge Management, LLC | 182,554 | $639.1 萬 | 3.91% | −38,416−17.4% | 減碼 |
| Axiom Investors LLC | 188,640 | $660.4 萬 | 0.06% | −314,938−62.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 194,051 | $679.4 萬 | 0.01% | −252,900−56.6% | 減碼 |
| Marshall Wace, LLP | 213,821 | $748.6 萬 | 0.01% | +213,821 | 新進 |
| Envestnet Asset Management Inc | 224,762 | $786.9 萬 | 0.00% | +45,494+25.4% | 加碼 |
| Two Sigma Investments, LP | 225,578 | $789.7 萬 | 0.02% | +193,144+595.5% | 加碼 |
| Comerica Bank | 225,865 | $790.8 萬 | 0.03% | +31,528+16.2% | 加碼 |
| Norris Perne & French LLP | 234,292 | $820.3 萬 | 0.62% | +234,292 | 新進 |
| Pier Capital, LLC | 248,791 | $871.0 萬 | 1.46% | +92,864+59.6% | 加碼 |
| Osterweis Capital Management Inc | 249,760 | $874.4 萬 | 0.43% | +249,760 | 新進 |