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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 254,262 | $889.9 萬 | 0.12% | +6,167+2.5% | 加碼 |
| Peregrine Capital Management LLC | 254,894 | $892.4 萬 | 0.30% | +254,894 | 新進 |
| Gagnon Securities LLC | 268,620 | $940.4 萬 | 2.07% | +92,810+52.8% | 加碼 |
| Mizuho Markets Americas LLC | 287,117 | $1,005 萬 | 0.22% | +82,818+40.5% | 加碼 |
| Toroso Investments, LLC | 297,631 | $1,042 萬 | 0.09% | +140,637+89.6% | 加碼 |
| Citadel Advisors LLC | 322,470 | $1,129 萬 | 0.01% | −235,660−42.2% | 減碼 |
| Next Century Growth Investors LLC | 333,845 | $1,169 萬 | 1.04% | +6,848+2.1% | 加碼 |
| Spence Asset Management | 334,502 | $1,171 萬 | 2.91% | +147,650+79.0% | 加碼 |
| Rockefeller Capital Management L.P. | 343,048 | $1,201 萬 | 0.03% | +180,101+110.5% | 加碼 |
| Goldman Sachs Group Inc | 344,665 | $1,207 萬 | 0.00% | −114,770−25.0% | 減碼 |
| Kornitzer Capital Management Inc | 347,957 | $1,218 萬 | 0.25% | +2,700+0.8% | 加碼 |
| Banco Santander, S.A. | 350,000 | $1,225 萬 | 0.14% | +118,000+50.9% | 加碼 |
| Granahan Investment Management Inc | 360,949 | $1,264 萬 | 0.63% | −1,649−0.5% | 減碼 |
| Lord, Abbett & Co. LLC | 373,650 | $1,308 萬 | 0.05% | −642,775−63.2% | 減碼 |
| Chicago Capital, LLC | 378,104 | $1,324 萬 | 0.37% | +378,104 | 新進 |
| Jennison Associates LLC | 417,237 | $1,461 萬 | 0.01% | −37,791−8.3% | 減碼 |
| Charles Schwab Investment Management Inc | 432,810 | $1,515 萬 | 0.00% | −5,929−1.4% | 減碼 |
| ShawSpring Partners LLC | 490,162 | $1,716 萬 | 2.36% | +490,162 | 新進 |
| Public Employees Retirement Association of Colorado | 510,267 | $1,786 萬 | 0.08% | 00.0% | 不變 |
| Principal Financial Group Inc | 546,006 | $1,912 萬 | 0.01% | −26,239−4.6% | 減碼 |
| Northern Trust Corp | 558,231 | $1,954 萬 | 0.00% | −656−0.1% | 減碼 |
| Macquarie Group Ltd | 561,185 | $1,965 萬 | 0.02% | +175,795+45.6% | 加碼 |
| Morgan Stanley | 573,971 | $2,009 萬 | 0.00% | −55,533−8.8% | 減碼 |
| Federated Hermes, Inc. | 573,978 | $2,009 萬 | 0.04% | −116,979−16.9% | 減碼 |
| Palisade Capital Management LLC | 579,945 | $2,030 萬 | 0.58% | −170,658−22.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 580,525 | $2,032 萬 | 0.14% | +580,525 | 新進 |
| Barclays PLC | 611,974 | $2,143 萬 | 0.01% | +139,344+29.5% | 加碼 |
| New York State Common Retirement Fund | 615,930 | $2,156 萬 | 0.03% | +159,496+34.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 631,811 | $2,212 萬 | 0.16% | +11,222+1.8% | 加碼 |
| Aperture Investors, LLC | 644,215 | $2,255 萬 | 3.43% | +11,517+1.8% | 加碼 |
| Brown Capital Management LLC | 664,845 | $2,328 萬 | 0.70% | −24,170−3.5% | 減碼 |
| Bank of America Corp | 668,442 | $2,340 萬 | 0.00% | +116,822+21.2% | 加碼 |
| Pembroke Management, LTD | 673,992 | $2,360 萬 | 3.44% | −55,369−7.6% | 減碼 |
| Bessemer Group Inc | 694,702 | $2,432 萬 | 0.04% | +133,541+23.8% | 加碼 |
| William Blair Investment Management, LLC | 726,949 | $2,545 萬 | 0.07% | +726,949 | 新進 |
| Premier Fund Managers Ltd | 720,073 | $2,562 萬 | 0.96% | +200,284+38.5% | 加碼 |
| Price T Rowe Associates Inc | 757,871 | $2,653 萬 | 0.00% | −93,256−11.0% | 減碼 |
| Fiera Capital Corp | 782,599 | $2,740 萬 | 0.10% | +782,599 | 新進 |
| Janus Henderson Group PLC | 819,279 | $2,913 萬 | 0.02% | +152,843+22.9% | 加碼 |
| Ameriprise Financial Inc | 844,425 | $2,956 萬 | 0.01% | −305,415−26.6% | 減碼 |
| Hood River Capital Management LLC | 901,873 | $3,157 萬 | 0.54% | +901,873 | 新進 |
| Dimensional Fund Advisors LP | 908,529 | $3,181 萬 | 0.01% | +84,230+10.2% | 加碼 |
| UBS Group AG | 917,295 | $3,211 萬 | 0.01% | +236,414+34.7% | 加碼 |
| Banque Pictet & Cie SA | 1,003,470 | $3,513 萬 | 0.38% | +389,907+63.5% | 加碼 |
| TimesSquare Capital Management, LLC | 1,064,773 | $3,728 萬 | 0.60% | +72,116+7.3% | 加碼 |
| Invesco Ltd. | 1,281,786 | $4,488 萬 | 0.01% | −231,874−15.3% | 減碼 |
| Legacy Advisors, LLC | 1,323,779 | $4,635 萬 | 4.90% | −74,000−5.3% | 減碼 |
| Geode Capital Management, LLC | 1,349,606 | $4,726 萬 | 0.00% | +74,489+5.8% | 加碼 |
| FMR LLC | 1,394,894 | $4,884 萬 | 0.00% | −1,473,544−51.4% | 減碼 |
| State Street Corp | 1,396,384 | $4,889 萬 | 0.00% | +22,352+1.6% | 加碼 |
| Standard Life Aberdeen plc | 1,511,846 | $5,213 萬 | 0.10% | +482,669+46.9% | 加碼 |
| Loomis Sayles & Co L P | 1,490,160 | $5,217 萬 | 0.08% | −31,377−2.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,531,939 | $5,363 萬 | 0.13% | +373,090+32.2% | 加碼 |
| Capital World Investors | 1,588,928 | $5,563 萬 | 0.01% | +1,588,928 | 新進 |
| JPMorgan Chase & Co | 1,619,380 | $5,669 萬 | 0.00% | +347,251+27.3% | 加碼 |
| Fred Alger Management, LLC | 1,672,623 | $5,856 萬 | 0.33% | −387,661−18.8% | 減碼 |
| Franklin Resources Inc | 1,887,860 | $6,609 萬 | 0.02% | −241,239−11.3% | 減碼 |
| Geneva Capital Management LLC | 2,043,205 | $7,153 萬 | 1.34% | +605,617+42.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,429,416 | $8,505 萬 | 0.06% | +939,031+63.0% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,947,740 | $1.03 億 | 1.56% | +686,145+30.3% | 加碼 |
| Neuberger Berman Group LLC | 3,255,703 | $1.14 億 | 0.10% | −271,901−7.7% | 減碼 |
| Tensile Capital Management LP | 3,660,474 | $1.28 億 | 16.35% | −109,076−2.9% | 減碼 |
| BlackRock, Inc. | 5,306,587 | $1.86 億 | 0.00% | −1,003,426−15.9% | 減碼 |
| Vanguard Group Inc | 6,866,041 | $2.40 億 | 0.00% | +7,060+0.1% | 加碼 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,063,711−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −176,593−100.0% | 清倉 |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −94,700−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −93,254−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −73,837−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −63,038−100.0% | 清倉 |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −58,761−100.0% | 清倉 |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −55,427−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −45,780−100.0% | 清倉 |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −35,308−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −33,582−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −27,370−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,700−100.0% | 清倉 |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −22,709−100.0% | 清倉 |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −22,201−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −20,932−100.0% | 清倉 |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −17,291−100.0% | 清倉 |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −15,099−100.0% | 清倉 |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −12,704−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,282−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −12,091−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,021−100.0% | 清倉 |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −11,155−100.0% | 清倉 |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −10,045−100.0% | 清倉 |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −10,007−100.0% | 清倉 |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −9,463−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,164−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,436−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −6,749−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,580−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,041−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,020−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,741−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,691−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,650−100.0% | 清倉 |