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 2 季 13F 持有人
Vertex, Inc. 在 2025/6/30 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
- 270
- 較 2025 年第 1 季 +11 家
- 持有股數
- 8,413 萬
- 較 2025 年第 1 季 +606.3 萬 (+7.8%)
- 總市值
- $29.7 億
- 較 2025 年第 1 季 +$2.39 億 (+8.8%)
- 新進機構
- 54
- 另有 119 家加碼
- 清倉機構
- 43
- 另有 74 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,697,983 | $2.72 億 | 0.00% | +831,942+12.1% | 加碼 |
| BlackRock, Inc. | 5,823,990 | $2.06 億 | 0.00% | +517,403+9.8% | 加碼 |
| Tensile Capital Management LP | 3,643,850 | $1.29 億 | 15.54% | −16,624−0.5% | 減碼 |
| Conestoga Capital Advisors, LLC | 3,398,435 | $1.20 億 | 1.77% | +450,695+15.3% | 加碼 |
| Neuberger Berman Group LLC | 3,166,478 | $1.12 億 | 0.09% | −89,225−2.7% | 減碼 |
| Geneva Capital Management LLC | 3,017,735 | $1.07 億 | 1.79% | +974,530+47.7% | 加碼 |
| Wasatch Advisors Inc | 2,498,730 | $8,829 萬 | 0.46% | +2,498,730 | 新進 |
| Franklin Resources Inc | 2,361,526 | $8,344 萬 | 0.02% | +473,666+25.1% | 加碼 |
| Capital World Investors | 2,193,265 | $7,750 萬 | 0.01% | +604,337+38.0% | 加碼 |
| Champlain Investment Partners, LLC | 1,708,810 | $6,038 萬 | 0.42% | +1,708,810 | 新進 |
| Fred Alger Management, LLC | 1,690,053 | $5,957 萬 | 0.27% | +17,430+1.0% | 加碼 |
| JPMorgan Chase & Co | 1,598,865 | $5,650 萬 | 0.00% | −20,515−1.3% | 減碼 |
| FMR LLC | 1,572,429 | $5,556 萬 | 0.00% | +177,535+12.7% | 加碼 |
| State Street Corp | 1,566,238 | $5,534 萬 | 0.00% | +169,854+12.2% | 加碼 |
| Geode Capital Management, LLC | 1,535,368 | $5,426 萬 | 0.00% | +185,762+13.8% | 加碼 |
| Standard Life Aberdeen plc | 1,460,730 | $5,216 萬 | 0.09% | −51,116−3.4% | 減碼 |
| Brown Capital Management LLC | 1,428,394 | $5,047 萬 | 1.47% | +763,549+114.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,417,897 | $5,010 萬 | 0.12% | −114,042−7.4% | 減碼 |
| Wellington Management Group LLP | 1,223,596 | $4,324 萬 | 0.01% | +1,223,596 | 新進 |
| Loomis Sayles & Co L P | 1,195,140 | $4,223 萬 | 0.05% | −295,020−19.8% | 減碼 |
| Ameriprise Financial Inc | 1,086,509 | $3,839 萬 | 0.01% | +242,084+28.7% | 加碼 |
| Massachusetts Financial Services Co | 1,077,805 | $3,808 萬 | 0.01% | +1,077,805 | 新進 |
| TimesSquare Capital Management, LLC | 1,067,825 | $3,773 萬 | 0.54% | +3,052+0.3% | 加碼 |
| UBS Group AG | 1,005,965 | $3,555 萬 | 0.01% | +88,670+9.7% | 加碼 |
| Banque Pictet & Cie SA | 958,370 | $3,386 萬 | 0.35% | −45,100−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 954,700 | $3,373 萬 | 0.01% | +46,171+5.1% | 加碼 |
| Premier Fund Managers Ltd | 923,919 | $3,189 萬 | 1.16% | +203,846+28.3% | 加碼 |
| New York State Common Retirement Fund | 878,074 | $3,103 萬 | 0.04% | +262,144+42.6% | 加碼 |
| Janus Henderson Group PLC | 819,287 | $2,895 萬 | 0.01% | +80.0% | 加碼 |
| Citadel Advisors LLC | 804,498 | $2,843 萬 | 0.02% | +482,028+149.5% | 加碼 |
| Invesco Ltd. | 782,690 | $2,766 萬 | 0.00% | −499,096−38.9% | 減碼 |
| William Blair Investment Management, LLC | 761,595 | $2,691 萬 | 0.07% | +34,646+4.8% | 加碼 |
| Pembroke Management, LTD | 757,522 | $2,677 萬 | 3.24% | +83,530+12.4% | 加碼 |
| Artisan Partners Limited Partnership | 755,101 | $2,668 萬 | 0.04% | +755,101 | 新進 |
| Aperture Investors, LLC | 720,438 | $2,546 萬 | 3.42% | +76,223+11.8% | 加碼 |
| ShawSpring Partners LLC | 712,445 | $2,517 萬 | 3.18% | +222,283+45.3% | 加碼 |
| Barclays PLC | 683,018 | $2,413 萬 | 0.01% | +71,044+11.6% | 加碼 |
| Palisade Capital Management LLC | 624,621 | $2,207 萬 | 0.63% | +44,676+7.7% | 加碼 |
| Principal Financial Group Inc | 617,429 | $2,182 萬 | 0.01% | +71,423+13.1% | 加碼 |
| Northern Trust Corp | 615,505 | $2,175 萬 | 0.00% | +57,274+10.3% | 加碼 |
| Bessemer Group Inc | 580,802 | $2,052 萬 | 0.03% | −113,900−16.4% | 減碼 |
| Federated Hermes, Inc. | 573,365 | $2,026 萬 | 0.04% | −613−0.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 550,675 | $1,946 萬 | 0.13% | −81,136−12.8% | 減碼 |
| Macquarie Group Ltd | 545,122 | $1,926 萬 | 0.02% | −16,063−2.9% | 減碼 |
| Jennison Associates LLC | 524,707 | $1,854 萬 | 0.01% | +107,470+25.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 510,267 | $1,803 萬 | 0.07% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 494,230 | $1,746 萬 | 0.00% | +61,420+14.2% | 加碼 |
| Rockefeller Capital Management L.P. | 454,457 | $1,606 萬 | 0.04% | +111,409+32.5% | 加碼 |
| Goldman Sachs Group Inc | 442,608 | $1,564 萬 | 0.00% | +97,943+28.4% | 加碼 |
| Morgan Stanley | 440,279 | $1,556 萬 | 0.00% | −133,692−23.3% | 減碼 |
| Chicago Capital, LLC | 432,453 | $1,528 萬 | 0.38% | +54,349+14.4% | 加碼 |
| Toroso Investments, LLC | 400,285 | $1,414 萬 | 0.09% | +102,654+34.5% | 加碼 |
| Millennium Management LLC | 393,341 | $1,390 萬 | 0.01% | +316,249+410.2% | 加碼 |
| Mizuho Markets Americas LLC | 355,217 | $1,255 萬 | 0.41% | +68,100+23.7% | 加碼 |
| Spence Asset Management | 339,308 | $1,199 萬 | 2.45% | +4,806+1.4% | 加碼 |
| Banco Santander, S.A. | 338,000 | $1,194 萬 | 0.11% | −12,000−3.4% | 減碼 |
| Next Century Growth Investors LLC | 331,383 | $1,171 萬 | 0.90% | −2,462−0.7% | 減碼 |
| SEI Investments Co | 328,088 | $1,159 萬 | 0.01% | +188,991+135.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 308,435 | $1,090 萬 | 0.01% | +114,384+58.9% | 加碼 |
| Bank of America Corp | 285,042 | $1,007 萬 | 0.00% | −383,400−57.4% | 減碼 |
| Comerica Bank | 276,673 | $977.6 萬 | 0.04% | +50,808+22.5% | 加碼 |
| Gagnon Securities LLC | 269,846 | $953.5 萬 | 1.94% | +1,226+0.5% | 加碼 |
| Kornitzer Capital Management Inc | 261,817 | $925.1 萬 | 0.19% | −86,140−24.8% | 減碼 |
| Whittier Trust Co | 260,875 | $921.6 萬 | 0.11% | +6,613+2.6% | 加碼 |
| Peregrine Capital Management LLC | 259,234 | $916.0 萬 | 0.28% | +4,340+1.7% | 加碼 |
| Norris Perne & French LLP | 252,028 | $890.5 萬 | 0.62% | +17,736+7.6% | 加碼 |
| Royal Bank of Canada | 234,206 | $827.6 萬 | 0.00% | +53,228+29.4% | 加碼 |
| Pier Capital, LLC | 231,629 | $818.5 萬 | 1.25% | −17,162−6.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 229,986 | $812.7 萬 | 0.01% | +214,798+1,414.3% | 加碼 |
| Summit Creek Advisors LLC | 205,330 | $725.5 萬 | 1.01% | +110,846+117.3% | 加碼 |
| UBS Asset Management Americas Inc | 203,615 | $719.5 萬 | 0.00% | +62,409+44.2% | 加碼 |
| Bank of New York Mellon Corp | 201,797 | $713.0 萬 | 0.00% | +25,812+14.7% | 加碼 |
| Envestnet Asset Management Inc | 200,985 | $710.2 萬 | 0.00% | −23,777−10.6% | 減碼 |
| Osterweis Capital Management Inc | 185,640 | $656.0 萬 | 0.31% | −64,120−25.7% | 減碼 |
| Voya Investment Management LLC | 176,013 | $621.9 萬 | 0.01% | +6,545+3.9% | 加碼 |
| Marshall Wace, LLP | 173,682 | $613.8 萬 | 0.01% | −40,139−18.8% | 減碼 |
| Kennedy Capital Management, Inc. | 166,933 | $589.9 萬 | 0.14% | +2,791+1.7% | 加碼 |
| Gagnon Advisors, LLC | 161,813 | $571.8 萬 | 3.84% | 00.0% | 不變 |
| Jain Global LLC | 157,386 | $556.1 萬 | 0.09% | +157,386 | 新進 |
| Whittier Trust Co of Nevada Inc | 137,349 | $485.2 萬 | 0.11% | +4,784+3.6% | 加碼 |
| North Star Asset Management Inc | 131,952 | $466.3 萬 | 0.20% | +16,578+14.4% | 加碼 |
| Nuveen, LLC | 131,702 | $465.4 萬 | 0.00% | −14,549−9.9% | 減碼 |
| Swiss National Bank | 130,400 | $460.8 萬 | 0.00% | +1,100+0.9% | 加碼 |
| Monashee Investment Management LLC | 130,000 | $459.4 萬 | 2.42% | +130,000 | 新進 |
| Saba Capital Management, L.P. | 125,076 | $442.0 萬 | 0.12% | +6,641+5.6% | 加碼 |
| Bullseye Asset Management LLC | 111,699 | $394.7 萬 | 1.97% | +21,639+24.0% | 加碼 |
| Herald Investment Management Ltd | 110,000 | $388.6 萬 | 0.58% | 00.0% | 不變 |
| Citigroup Inc | 108,808 | $384.5 萬 | 0.00% | +59,611+121.2% | 加碼 |
| Baird Financial Group, Inc. | 108,380 | $383.0 萬 | 0.01% | −9,674−8.2% | 減碼 |
| EFG Asset Management (North America) Corp. | 106,828 | $377.5 萬 | 0.53% | +52,695+97.3% | 加碼 |
| LGT Fund Management Co Ltd. | 101,360 | $358.2 萬 | 0.31% | +13,660+15.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 100,838 | $356.3 萬 | 0.01% | −50,446−33.3% | 減碼 |
| Rhumbline Advisers | 97,489 | $344.5 萬 | 0.00% | +13,337+15.8% | 加碼 |
| Abn Amro Investment Solutions | 91,171 | $322.2 萬 | 0.06% | +30,105+49.3% | 加碼 |
| Twinbeech Capital LP | 90,109 | $318.4 萬 | 0.07% | +90,109 | 新進 |
| Axiom Investors LLC | 86,492 | $305.6 萬 | 0.03% | −102,148−54.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 83,056 | $293.3 萬 | 0.01% | +1,121+1.4% | 加碼 |
| Susquehanna International Group, LLP | 80,680 | $285.1 萬 | 0.00% | +13,730+20.5% | 加碼 |
| Legal & General Group Plc | 79,575 | $281.2 萬 | 0.00% | +5,515+7.4% | 加碼 |
| Advantage Alpha Capital Partners LP | 72,882 | $257.5 萬 | 0.69% | −46,171−38.8% | 減碼 |