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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 2 | $0 | 0.00% | −2,135−99.9% | 減碼 |
| Covestor Ltd | 4 | $0 | 0.00% | −889−99.6% | 減碼 |
| Parkworth Wealth Management, Inc. | 1 | $35 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 1 | $36 | 0.00% | +1 | 新進 |
| Rialto Wealth Management, LLC | 2 | $71 | 0.00% | +2 | 新進 |
| HFM Investment Advisors, LLC | 3 | $106 | 0.00% | +3 | 新進 |
| SJS Investment Consulting Inc. | 3 | $107 | 0.00% | −2−40.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3 | $118 | 0.00% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 5 | $176 | 0.00% | +4+400.0% | 加碼 |
| DiNuzzo Private Wealth, Inc. | 6 | $213 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 8 | $283 | 0.00% | +8 | 新進 |
| Parallel Advisors, LLC | 9 | $318 | 0.00% | +9 | 新進 |
| Principal Securities, Inc. | 10 | $353 | 0.00% | 00.0% | 不變 |
| South State Corp. | 13 | $460 | 0.00% | +13 | 新進 |
| JFS Wealth Advisors, LLC | 22 | $778 | 0.00% | +9+69.2% | 加碼 |
| Hemington Wealth Management | 38 | $1,000 | 0.00% | +21+123.5% | 加碼 |
| Sierra Ocean, LLC | 29 | $1,025 | 0.00% | +29 | 新進 |
| Key Financial Inc | 35 | $1,237 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 38 | $1,343 | 0.00% | +14+58.3% | 加碼 |
| Rothschild Investment LLC | 40 | $1,413 | 0.00% | −10−20.0% | 減碼 |
| Allworth Financial LP | 45 | $1,591 | 0.00% | −32−41.6% | 減碼 |
| Huntington National Bank | 47 | $1,661 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 50 | $1,767 | 0.00% | +50 | 新進 |
| SBI Securities Co., Ltd. | 52 | $1,837 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 67 | $2,367 | 0.00% | +1+1.5% | 加碼 |
| ORG Partners LLC | 67 | $2,370 | 0.00% | +67 | 新進 |
| Elequin Capital LP | 71 | $2,509 | 0.00% | +71 | 新進 |
| Skopos Labs, Inc. | 76 | $2,686 | 0.00% | +11+16.9% | 加碼 |
| Jones Financial Companies LLLP | 97 | $3,346 | 0.00% | +75+340.9% | 加碼 |
| Geneos Wealth Management Inc. | 99 | $3,498 | 0.00% | −28−22.0% | 減碼 |
| CWM, LLC | 127 | $4,000 | 0.00% | +1+0.8% | 加碼 |
| Ci Investments Inc. | 108 | $4,000 | 0.00% | +10+10.2% | 加碼 |
| Global Retirement Partners, LLC | 123 | $4,346 | 0.00% | +123 | 新進 |
| Atlantic Union Bankshares Corp | 127 | $4,488 | 0.00% | +127 | 新進 |
| WPG Advisers, LLC | 156 | $5,512 | 0.00% | −129−45.3% | 減碼 |
| Lazard Asset Management LLC | 175 | $6,000 | 0.00% | −2,160−92.5% | 減碼 |
| Hurley Capital, LLC | 182 | $6,431 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 224 | $7,915 | 0.00% | +79+54.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 231 | $8,163 | 0.00% | −7,856−97.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 255 | $9,010 | 0.00% | +55+27.5% | 加碼 |
| Private Trust Co NA | 287 | $1.01 萬 | 0.00% | +27+10.4% | 加碼 |
| Massmutual Trust Co FSB | 295 | $1.04 萬 | 0.00% | −83−22.0% | 減碼 |
| Bogart Wealth, LLC | 301 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 311 | $1.10 萬 | 0.00% | −250−44.6% | 減碼 |
| Spire Wealth Management | 330 | $1.17 萬 | 0.00% | −4,700−93.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 332 | $1.17 萬 | 0.00% | −3−0.9% | 減碼 |
| MCF Advisors LLC | 357 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 365 | $1.29 萬 | 0.00% | +181+98.4% | 加碼 |
| Optiver Holding B.V. | 447 | $1.58 萬 | 0.00% | +104+30.3% | 加碼 |
| Larson Financial Group LLC | 447 | $1.58 萬 | 0.00% | +447 | 新進 |
| FNY Investment Advisers, LLC | 520 | $1.80 萬 | 0.01% | +520 | 新進 |
| GWM Advisors LLC | 545 | $1.93 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 628 | $2.22 萬 | 0.01% | +628 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 665 | $2.30 萬 | 0.00% | +665 | 新進 |
| Nisa Investment Advisors, LLC | 709 | $2.51 萬 | 0.00% | +107+17.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 710 | $2.51 萬 | 0.00% | −11−1.5% | 減碼 |
| Versant Capital Management, Inc | 807 | $2.85 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 901 | $3.10 萬 | 0.00% | +901 | 新進 |
| Essex Investment Management Co LLC | 929 | $3.28 萬 | 0.01% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 946 | $3.34 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 965 | $3.41 萬 | 0.00% | −97,109−99.0% | 減碼 |
| Fifth Third Bancorp | 1,467 | $5.18 萬 | 0.00% | +347+31.0% | 加碼 |
| Raymond James Financial Inc | 1,516 | $5.36 萬 | 0.00% | +1,516 | 新進 |
| Ronald Blue Trust, Inc. | 1,664 | $5.88 萬 | 0.00% | +512+44.4% | 加碼 |
| US Bancorp | 1,727 | $6.10 萬 | 0.00% | −297−14.7% | 減碼 |
| KBC Group NV | 1,860 | $6.60 萬 | 0.00% | −808−30.3% | 減碼 |
| Amalgamated Bank | 1,884 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,166 | $7.65 萬 | 0.00% | +233+12.1% | 加碼 |
| SG Americas Securities, LLC | 2,977 | $10.5 萬 | 0.00% | +2,977 | 新進 |
| IFP Advisors, Inc | 2,703 | $11.1 萬 | 0.00% | −1,087−28.7% | 減碼 |
| State of Wyoming | 4,689 | $16.6 萬 | 0.02% | +20+0.4% | 加碼 |
| Assetmark, Inc | 4,743 | $16.8 萬 | 0.00% | −28,526−85.7% | 減碼 |
| RiverPark Advisors, LLC | 5,562 | $19.7 萬 | 0.12% | −1,294−18.9% | 減碼 |
| Advisor Group Holdings, Inc. | 5,781 | $20.4 萬 | 0.00% | +3,012+108.8% | 加碼 |
| Fairman Group, LLC | 6,129 | $21.7 萬 | 0.18% | 00.0% | 不變 |
| Strategic Advocates LLC | 6,464 | $22.8 萬 | 0.07% | +565+9.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,643 | $23.5 萬 | 0.01% | +965+17.0% | 加碼 |
| Cetera Investment Advisers | 6,852 | $24.2 萬 | 0.00% | −1,718−20.0% | 減碼 |
| Capstone Investment Advisors, LLC | 7,000 | $24.7 萬 | 0.00% | +7,000 | 新進 |
| Petrus Trust Company, LTA | 7,194 | $25.4 萬 | 0.03% | +7,194 | 新進 |
| Natixis | 7,200 | $25.4 萬 | 0.00% | +7,200 | 新進 |
| Great West Life Assurance Co | 7,311 | $25.9 萬 | 0.00% | +2,055+39.1% | 加碼 |
| Jefferies Financial Group Inc. | 7,500 | $26.5 萬 | 0.00% | −568−7.0% | 減碼 |
| MeadowBrook Investment Advisors LLC | 7,600 | $26.9 萬 | 0.25% | +1,110+17.1% | 加碼 |
| Victory Capital Management Inc | 7,601 | $26.9 萬 | 0.00% | −89,071−92.1% | 減碼 |
| Keybank National Association | 7,867 | $27.8 萬 | 0.00% | +1,250+18.9% | 加碼 |
| CIBC World Markets Corp | 8,017 | $28.3 萬 | 0.00% | −4,229−34.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,070 | $28.5 萬 | 0.01% | +6,328+363.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,365 | $29.6 萬 | 0.00% | −242−2.8% | 減碼 |
| Summitry LLC | 8,408 | $29.7 萬 | 0.01% | +8,408 | 新進 |
| HighTower Advisors, LLC | 8,709 | $30.8 萬 | 0.00% | +8,709 | 新進 |
| Pictet Bank & Trust Ltd | 9,100 | $32.2 萬 | 0.38% | 00.0% | 不變 |
| Woodline Partners LP | 9,470 | $33.5 萬 | 0.00% | +9,470 | 新進 |
| SummitTX Capital, L.P. | 9,533 | $33.7 萬 | 0.01% | +9,533 | 新進 |
| Quest Partners LLC | 9,718 | $34.3 萬 | 0.03% | −7,288−42.9% | 減碼 |
| Prudential Financial Inc | 8,105 | $34.4 萬 | 0.00% | +3,885+92.1% | 加碼 |
| STRS Ohio | 10,300 | $36.4 萬 | 0.00% | −9,400−47.7% | 減碼 |
| Teacher Retirement System of Texas | 10,310 | $36.4 萬 | 0.00% | +630+6.5% | 加碼 |
| Callan Family Office, LLC | 10,469 | $37.0 萬 | 0.01% | +10,469 | 新進 |
| Renaissance Technologies LLC | 10,500 | $37.1 萬 | 0.00% | +10,500 | 新進 |