跳到主要內容
Livermore
Livermore
中文EN

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 季與 2025 年第 1 季比較

持有 Vertex, Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

VERX 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數2645270+11
股數7,815 萬7.73 萬8,413 萬+606.3 萬 (+7.8%)
市值$27.4 億$270.5 萬$29.7 億+$2.39 億 (+8.8%)

5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（54 家）

2025 年第 2 季季末持有 Vertex, Inc.、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 VERX 的機構
機構股數市值佔組合 %
Wasatch Advisors Inc2,498,730$8,829 萬0.46%
Champlain Investment Partners, LLC1,708,810$6,038 萬0.42%
Wellington Management Group LLP1,223,596$4,324 萬0.01%
Massachusetts Financial Services Co1,077,805$3,808 萬0.01%
Artisan Partners Limited Partnership755,101$2,668 萬0.04%
Jain Global LLC157,386$556.1 萬0.09%
Monashee Investment Management LLC130,000$459.4 萬2.42%
Twinbeech Capital LP90,109$318.4 萬0.07%
Campbell & CO Investment Adviser LLC48,739$172.2 萬0.11%
Engineers Gate Manager LP46,306$163.6 萬0.02%
Teachers Retirement System of the State of Kentucky41,000$144.9 萬0.01%
Fortress Investment Group LLC40,000$141.3 萬0.20%
Daiwa Securities Group Inc.38,000$134.2 萬0.00%
B. Metzler seel. Sohn & Co. AG31,732$112.1 萬0.01%
DKRT Investments Corp.30,000$106.0 萬0.26%
Illinois Municipal Retirement Fund26,499$93.6 萬0.01%
Glenmede Investment Management, LP24,690$87.2 萬0.00%
Lazard Freres Gestion S.A.S.20,000$70.6 萬0.01%
Diversified Trust Co19,012$67.2 萬0.01%
Connor, Clark & Lunn Investment Management Ltd.18,577$65.6 萬0.00%
Inceptionr LLC17,709$62.6 萬0.14%
Brevan Howard Capital Management LP14,119$49.9 萬0.01%
Freestone Grove Partners LP13,991$49.4 萬0.00%
Fulcrum Asset Management LLP13,583$48.0 萬0.14%
West Tower Group, LLC13,000$45.9 萬1.00%
Fieldview Capital Management, LLC11,719$41.4 萬0.06%
Renaissance Technologies LLC10,500$37.1 萬0.00%
Callan Family Office, LLC10,469$37.0 萬0.01%
SummitTX Capital, L.P.9,533$33.7 萬0.01%
Woodline Partners LP9,470$33.5 萬0.00%
HighTower Advisors, LLC8,709$30.8 萬0.00%
Summitry LLC8,408$29.7 萬0.01%
Natixis7,200$25.4 萬0.00%
Petrus Trust Company, LTA7,194$25.4 萬0.03%
Capstone Investment Advisors, LLC7,000$24.7 萬0.00%
SG Americas Securities, LLC2,977$10.5 萬0.00%
Raymond James Financial Inc1,516$5.36 萬0.00%
NBC Securities, Inc.901$3.10 萬0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.665$2.30 萬0.00%
Quarry LP628$2.22 萬0.01%
FNY Investment Advisers, LLC520$1.80 萬0.01%
Larson Financial Group LLC447$1.58 萬0.00%
Atlantic Union Bankshares Corp127$4,4880.00%
Global Retirement Partners, LLC123$4,3460.00%
Elequin Capital LP71$2,5090.00%
ORG Partners LLC67$2,3700.00%
Private Wealth Management Group, LLC50$1,7670.00%
Sierra Ocean, LLC29$1,0250.00%
South State Corp.13$4600.00%
Parallel Advisors, LLC9$3180.00%
Fortitude Family Office, LLC8$2830.00%
HFM Investment Advisors, LLC3$1060.00%
Rialto Wealth Management, LLC2$710.00%
True Wealth Design, LLC1$360.00%

清倉機構（43 家）

2025 年第 1 季季末持有 Vertex, Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 VERX 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
T. Rowe Price Investment Management, Inc.2,429,416$8,505 萬
Hood River Capital Management LLC901,873$3,157 萬
Fiera Capital Corp782,599$2,740 萬
Schonfeld Strategic Advisors LLC580,525$2,032 萬
Lord, Abbett & Co. LLC373,650$1,308 萬
Scalar Gauge Management, LLC182,554$639.1 萬
Melqart Asset Management (UK) Ltd118,566$415.1 萬
Trexquant Investment LP117,970$413.0 萬
HRT Financial LP64,629$226.2 萬
TD Asset Management Inc61,668$215.9 萬
Ardsley Advisory Partners LP47,000$164.5 萬
Balyasny Asset Management LLC40,422$141.5 萬
Corebridge Financial, Inc.27,036$94.7 萬
Brinker Capital Investments, LLC24,758$86.7 萬
Moody National Bank Trust Division22,766$79.7 萬
Options Solutions, LLC14,114$49.4 萬
Eventide Asset Management, LLC13,958$48.9 萬
AQR Capital Management LLC12,604$44.1 萬
Graham Capital Management, L.P.11,269$39.5 萬
Sigma Planning Corp10,845$38.0 萬
Y-Intercept (Hong Kong) Ltd10,749$37.6 萬
B. Riley Asset Management, LLC10,300$36.1 萬
Aigen Investment Management, LP8,489$29.7 萬
Snowden Capital Advisors LLC7,237$25.3 萬
Papamarkou Wellner Asset Management inc.6,554$22.9 萬
Walleye Trading LLC6,101$21.4 萬
Arcadia Investment Management Corp2,862$10.0 萬
Neo Ivy Capital Management2,772$9.70 萬
Coldstream Capital Management Inc1,115$3.90 萬
BI Asset Management Fondsmaeglerselskab A/S641$2.20 萬
First Horizon Advisors, Inc.514$1.80 萬
Canada Pension Plan Investment Board400$1.40 萬
Clearstead Advisors, LLC334$1.17 萬
Mark Sheptoff Financial Planning, LLC300$1.05 萬
Clear Street Markets LLC299$1.05 萬
Mather Group, LLC.182$6,372
Accredited Wealth Management, LLC129$4,517
Boston Private Wealth LLC50$1,751
Continuum Advisory, LLC45$1,575
Park Place Capital Corp32$1,120
Stephens Consulting, LLC20$701
Amundi16$573
Global Financial Private Client, LLC4$140

尚未申報 2025 年第 2 季的機構（5 家）

2025 年第 1 季季末持有 Vertex, Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 VERX、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Redwood Investments, LLC32,155$112.6 萬
Orion Portfolio Solutions, LLC24,758$86.7 萬
Glenmede Trust Co NA20,312$71.1 萬
Lindbrook Capital, LLC21$735
Sandy Spring Bank15$526