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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 92,000 | $322.1 萬 | 0.01% | +61,000+196.8% | 加碼 |
| Bullseye Asset Management LLC | 90,060 | $315.3 萬 | 1.70% | +13,700+17.9% | 加碼 |
| LGT Fund Management Co Ltd. | 87,700 | $307.0 萬 | 0.28% | +87,700 | 新進 |
| Rhumbline Advisers | 84,152 | $294.6 萬 | 0.00% | +4,477+5.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 81,935 | $286.9 萬 | 0.01% | +3,461+4.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 79,160 | $277.1 萬 | 0.00% | +25,045+46.3% | 加碼 |
| Millennium Management LLC | 77,092 | $269.9 萬 | 0.00% | −215,402−73.6% | 減碼 |
| Legal & General Group Plc | 74,060 | $259.3 萬 | 0.00% | +6,599+9.8% | 加碼 |
| Royce & Associates LP | 73,272 | $256.5 萬 | 0.03% | +38,272+109.3% | 加碼 |
| Susquehanna International Group, LLP | 66,950 | $234.4 萬 | 0.00% | −48,814−42.2% | 減碼 |
| HRT Financial LP | 64,629 | $226.2 萬 | 0.01% | +64,629 | 新進 |
| Alliancebernstein L.P. | 62,266 | $218.0 萬 | 0.00% | +1,695+2.8% | 加碼 |
| TD Asset Management Inc | 61,668 | $215.9 萬 | 0.00% | +22,494+57.4% | 加碼 |
| California State Teachers Retirement System | 61,626 | $215.8 萬 | 0.00% | +6,949+12.7% | 加碼 |
| Abn Amro Investment Solutions | 61,066 | $213.8 萬 | 0.04% | +10,151+19.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 54,133 | $189.5 萬 | 0.31% | +54,133 | 新進 |
| ExodusPoint Capital Management, LP | 51,478 | $180.2 萬 | 0.02% | +51,478 | 新進 |
| Citigroup Inc | 49,197 | $172.2 萬 | 0.00% | −3,248−6.2% | 減碼 |
| Ardsley Advisory Partners LP | 47,000 | $164.5 萬 | 0.38% | +47,000 | 新進 |
| Pictet & Cie (Europe) SA | 45,500 | $159.3 萬 | 0.04% | +20,940+85.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,329 | $155.2 萬 | 0.01% | +44,329 | 新進 |
| Deutsche Bank AG | 43,125 | $151.0 萬 | 0.00% | −3,317−7.1% | 減碼 |
| Y.D. More Investments Ltd | 41,000 | $143.5 萬 | 0.13% | +41,000 | 新進 |
| Balyasny Asset Management LLC | 40,422 | $141.5 萬 | 0.00% | −33,194−45.1% | 減碼 |
| Jane Street Group, LLC | 39,475 | $138.2 萬 | 0.00% | −69,395−63.7% | 減碼 |
| Sterling Capital Management LLC | 39,466 | $138.2 萬 | 0.02% | −11,155−22.0% | 減碼 |
| Aquatic Capital Management LLC | 34,023 | $119.1 萬 | 0.03% | +9,309+37.7% | 加碼 |
| LPL Financial LLC | 33,694 | $118.0 萬 | 0.00% | −3,183−8.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 33,474 | $117.2 萬 | 0.00% | +2,301+7.4% | 加碼 |
| Assetmark, Inc | 33,269 | $116.5 萬 | 0.00% | +31,784+2,140.3% | 加碼 |
| MetLife Investment Management | 32,770 | $114.7 萬 | 0.01% | −505−1.5% | 減碼 |
| Redwood Investments, LLC | 32,155 | $112.6 萬 | 0.42% | −1,276−3.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $103.2 萬 | 0.25% | −2,250−7.1% | 減碼 |
| Intech Investment Management LLC | 28,841 | $101.0 萬 | 0.01% | +7,437+34.7% | 加碼 |
| Verition Fund Management LLC | 27,660 | $96.8 萬 | 0.01% | −15,140−35.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,472 | $96.2 萬 | 0.00% | −85,331−75.6% | 減碼 |
| CenterBook Partners LP | 27,359 | $95.8 萬 | 0.06% | +27,359 | 新進 |
| Corebridge Financial, Inc. | 27,036 | $94.7 萬 | 0.01% | +54+0.2% | 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 |
| Moody National Bank Trust Division | 22,766 | $79.7 萬 | 0.08% | +3,347+17.2% | 加碼 |
| Stifel Financial Corp | 22,410 | $78.5 萬 | 0.00% | +22,410 | 新進 |
| Glenmede Trust Co NA | 20,312 | $71.1 萬 | 0.00% | +2,581+14.6% | 加碼 |
| STRS Ohio | 19,700 | $69.0 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 19,584 | $68.6 萬 | 0.00% | +4,625+30.9% | 加碼 |
| Arizona State Retirement System | 19,125 | $67.0 萬 | 0.00% | +2,063+12.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,082 | $66.8 萬 | 0.00% | +3,531+22.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 18,388 | $64.4 萬 | 0.01% | +2,251+13.9% | 加碼 |
| Handelsbanken Fonder AB | 18,300 | $64.1 萬 | 0.00% | +5,800+46.4% | 加碼 |
| Quest Partners LLC | 17,006 | $59.5 萬 | 0.06% | +8,113+91.2% | 加碼 |
| KLP Kapitalforvaltning AS | 15,900 | $55.7 萬 | 0.00% | +3,400+27.2% | 加碼 |
| XTX Topco Ltd | 15,761 | $55.2 萬 | 0.03% | +15,761 | 新進 |
| Panagora Asset Management Inc | 15,496 | $54.3 萬 | 0.00% | +15,496 | 新進 |
| BNP Paribas Arbitrage, SA | 15,188 | $53.2 萬 | 0.00% | −83,702−84.6% | 減碼 |
| Pathstone Holdings, LLC | 14,974 | $52.4 萬 | 0.00% | −112−0.7% | 減碼 |
| Options Solutions, LLC | 14,114 | $49.4 萬 | 0.24% | −400−2.8% | 減碼 |
| Eventide Asset Management, LLC | 13,958 | $48.9 萬 | 0.01% | +13,958 | 新進 |
| David Loasby | 12,416 | $47.4 萬 | 0.05% | +3,670+42.0% | 加碼 |
| Truist Financial Corp | 13,421 | $47.0 萬 | 0.00% | −7,945−37.2% | 減碼 |
| AQR Capital Management LLC | 12,604 | $44.1 萬 | 0.00% | −446−3.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 8,276 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Corp | 12,246 | $42.9 萬 | 0.00% | +7,168+141.2% | 加碼 |
| ProShare Advisors LLC | 11,948 | $41.8 萬 | 0.00% | −3,323−21.8% | 減碼 |
| State of Wisconsin Investment Board | 11,861 | $41.5 萬 | 0.00% | +1,947+19.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 11,554 | $40.5 萬 | 0.00% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 11,269 | $39.5 萬 | 0.01% | +11,269 | 新進 |
| Sigma Planning Corp | 10,845 | $38.0 萬 | 0.01% | −63−0.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 10,749 | $37.6 萬 | 0.03% | +10,749 | 新進 |
| Natixis Advisors, L.P. | 10,412 | $36.5 萬 | 0.00% | −17,026−62.1% | 減碼 |
| Pictet Asset Management Holding SA | 10,373 | $36.4 萬 | 0.00% | +543+5.5% | 加碼 |
| B. Riley Asset Management, LLC | 10,300 | $36.1 萬 | 0.95% | +10,300 | 新進 |
| Vident Advisory, LLC | 10,205 | $35.7 萬 | 0.01% | +690+7.3% | 加碼 |
| Verdence Capital Advisors LLC | 10,112 | $35.4 萬 | 0.03% | +2,757+37.5% | 加碼 |
| Greycroft LP | 10,000 | $35.0 萬 | 0.38% | +10,000 | 新進 |
| Teacher Retirement System of Texas | 9,680 | $33.9 萬 | 0.00% | +9,680 | 新進 |
| Pictet Bank & Trust Ltd | 9,100 | $31.9 萬 | 0.39% | +4,502+97.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,607 | $30.1 萬 | 0.00% | +7,372+596.9% | 加碼 |
| Cetera Investment Advisers | 8,570 | $30.0 萬 | 0.00% | +925+12.1% | 加碼 |
| Aigen Investment Management, LP | 8,489 | $29.7 萬 | 0.05% | +8,489 | 新進 |
| Jefferies Financial Group Inc. | 8,068 | $28.2 萬 | 0.00% | −27,709−77.4% | 減碼 |
| Snowden Capital Advisors LLC | 7,237 | $25.3 萬 | 0.01% | +7,237 | 新進 |
| RiverPark Advisors, LLC | 6,856 | $24.0 萬 | 0.19% | −816−10.6% | 減碼 |
| Keybank National Association | 6,617 | $23.2 萬 | 0.00% | −214−3.1% | 減碼 |
| Papamarkou Wellner Asset Management inc. | 6,554 | $22.9 萬 | 0.16% | +6,554 | 新進 |
| MeadowBrook Investment Advisors LLC | 6,490 | $22.7 萬 | 0.21% | +1,460+29.0% | 加碼 |
| Walleye Trading LLC | 6,101 | $21.4 萬 | 0.01% | +6,101 | 新進 |
| Strategic Advocates LLC | 5,899 | $20.7 萬 | 0.07% | +5,899 | 新進 |
| Prudential Financial Inc | 4,220 | $20.1 萬 | 0.00% | +4,220 | 新進 |
| Ameritas Investment Partners, Inc. | 5,678 | $19.9 萬 | 0.01% | 00.0% | 不變 |
| Great West Life Assurance Co | 5,256 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 5,030 | $17.6 萬 | 0.01% | −25,470−83.5% | 減碼 |
| State of Wyoming | 4,669 | $16.3 萬 | 0.02% | +649+16.1% | 加碼 |
| IFP Advisors, Inc | 3,790 | $13.3 萬 | 0.00% | +3,790 | 加碼 |
| Arcadia Investment Management Corp | 2,862 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Neo Ivy Capital Management | 2,772 | $9.70 萬 | 0.03% | +2,772 | 新進 |
| Advisor Group Holdings, Inc. | 2,769 | $9.69 萬 | 0.00% | +688+33.1% | 加碼 |
| KBC Group NV | 2,668 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 2,335 | $8.10 萬 | 0.00% | −153−6.1% | 減碼 |
| Simplex Trading, LLC | 2,137 | $7.40 萬 | 0.00% | +1,101+106.3% | 加碼 |
| US Bancorp | 2,024 | $7.09 萬 | 0.00% | +948+88.1% | 加碼 |