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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 10,514 | $37.2 萬 | 0.00% | −11,896−53.1% | 減碼 |
| Verdence Capital Advisors LLC | 10,938 | $38.6 萬 | 0.03% | +826+8.2% | 加碼 |
| Pictet Asset Management Holding SA | 11,235 | $39.6 萬 | 0.00% | +862+8.3% | 加碼 |
| Fieldview Capital Management, LLC | 11,719 | $41.4 萬 | 0.06% | +11,719 | 新進 |
| Vident Advisory, LLC | 12,236 | $43.2 萬 | 0.00% | +2,031+19.9% | 加碼 |
| Truist Financial Corp | 12,317 | $43.5 萬 | 0.00% | −1,104−8.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 8,276 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| West Tower Group, LLC | 13,000 | $45.9 萬 | 1.00% | +13,000 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,063 | $46.2 萬 | 0.00% | −6,019−31.5% | 減碼 |
| ProShare Advisors LLC | 13,343 | $47.1 萬 | 0.00% | +1,395+11.7% | 加碼 |
| Russell Investments Group, Ltd. | 13,543 | $47.9 萬 | 0.00% | +13,420+10,910.6% | 加碼 |
| Fulcrum Asset Management LLP | 13,583 | $48.0 萬 | 0.14% | +13,583 | 新進 |
| David Loasby | 15,050 | $48.6 萬 | 0.04% | +2,634+21.2% | 加碼 |
| Squarepoint Ops LLC | 13,758 | $48.6 萬 | 0.00% | −85,315−86.1% | 減碼 |
| Freestone Grove Partners LP | 13,991 | $49.4 萬 | 0.00% | +13,991 | 新進 |
| Brevan Howard Capital Management LP | 14,119 | $49.9 萬 | 0.01% | +14,119 | 新進 |
| Handelsbanken Fonder AB | 14,600 | $51.6 萬 | 0.00% | −3,700−20.2% | 減碼 |
| KLP Kapitalforvaltning AS | 14,700 | $51.9 萬 | 0.00% | −1,200−7.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 14,752 | $52.1 萬 | 0.00% | +3,198+27.7% | 加碼 |
| Two Sigma Investments, LP | 14,876 | $52.6 萬 | 0.00% | −210,702−93.4% | 減碼 |
| Pathstone Holdings, LLC | 14,980 | $52.9 萬 | 0.00% | +60.0% | 加碼 |
| Natixis Advisors, L.P. | 15,146 | $53.5 萬 | 0.00% | +4,734+45.5% | 加碼 |
| Panagora Asset Management Inc | 15,515 | $54.8 萬 | 0.00% | +19+0.1% | 加碼 |
| State of Wisconsin Investment Board | 17,108 | $60.5 萬 | 0.00% | +5,247+44.2% | 加碼 |
| Inceptionr LLC | 17,709 | $62.6 萬 | 0.14% | +17,709 | 新進 |
| Two Sigma Advisers, LP | 18,200 | $64.3 萬 | 0.00% | −73,800−80.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 18,577 | $65.6 萬 | 0.00% | +18,577 | 新進 |
| Diversified Trust Co | 19,012 | $67.2 萬 | 0.01% | +19,012 | 新進 |
| Aquatic Capital Management LLC | 19,238 | $68.0 萬 | 0.01% | −14,785−43.5% | 減碼 |
| Arizona State Retirement System | 19,921 | $70.4 萬 | 0.00% | +796+4.2% | 加碼 |
| Lazard Freres Gestion S.A.S. | 20,000 | $70.6 萬 | 0.01% | +20,000 | 新進 |
| CenterBook Partners LP | 20,050 | $70.8 萬 | 0.04% | −7,309−26.7% | 減碼 |
| PDT Partners, LLC | 21,703 | $76.7 萬 | 0.04% | −74,762−77.5% | 減碼 |
| Glenmede Investment Management, LP | 24,690 | $87.2 萬 | 0.00% | +24,690 | 新進 |
| Illinois Municipal Retirement Fund | 26,499 | $93.6 萬 | 0.01% | +26,499 | 新進 |
| Avantax Advisory Services, Inc. | 26,784 | $94.6 萬 | 0.01% | +7,200+36.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,974 | $98.8 萬 | 0.00% | +502+1.8% | 加碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $104.1 萬 | 0.23% | 00.0% | 不變 |
| DKRT Investments Corp. | 30,000 | $106.0 萬 | 0.26% | +30,000 | 新進 |
| First Trust Advisors LP | 30,189 | $106.7 萬 | 0.00% | −90,188−74.9% | 減碼 |
| Sterling Capital Management LLC | 30,612 | $108.2 萬 | 0.02% | −8,854−22.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 31,732 | $112.1 萬 | 0.01% | +31,732 | 新進 |
| XTX Topco Ltd | 36,101 | $127.6 萬 | 0.05% | +20,340+129.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 36,272 | $128.2 萬 | 0.00% | +2,798+8.4% | 加碼 |
| LPL Financial LLC | 36,459 | $128.8 萬 | 0.00% | +2,765+8.2% | 加碼 |
| Intech Investment Management LLC | 37,529 | $132.6 萬 | 0.01% | +8,688+30.1% | 加碼 |
| Daiwa Securities Group Inc. | 38,000 | $134.2 萬 | 0.00% | +38,000 | 新進 |
| Greycroft LP | 38,000 | $134.3 萬 | 0.98% | +28,000+280.0% | 加碼 |
| Legacy Advisors, LLC | 47,482 | $134.4 萬 | 21.23% | −1,276,297−96.4% | 減碼 |
| MetLife Investment Management | 39,030 | $137.9 萬 | 0.01% | +6,260+19.1% | 加碼 |
| Fortress Investment Group LLC | 40,000 | $141.3 萬 | 0.20% | +40,000 | 新進 |
| Y.D. More Investments Ltd | 41,000 | $144.9 萬 | 0.10% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 41,000 | $144.9 萬 | 0.01% | +41,000 | 新進 |
| Deutsche Bank AG | 44,232 | $156.3 萬 | 0.00% | +1,107+2.6% | 加碼 |
| Engineers Gate Manager LP | 46,306 | $163.6 萬 | 0.02% | +46,306 | 新進 |
| Wells Fargo & Company | 47,198 | $166.8 萬 | 0.00% | −72,237−60.5% | 減碼 |
| Jane Street Group, LLC | 47,413 | $167.5 萬 | 0.00% | +7,938+20.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 48,232 | $170.4 萬 | 0.01% | +3,903+8.8% | 加碼 |
| Pictet & Cie (Europe) SA | 48,425 | $171.1 萬 | 0.04% | +2,925+6.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 48,739 | $172.2 萬 | 0.11% | +48,739 | 新進 |
| Qube Research & Technologies Ltd | 50,045 | $176.8 萬 | 0.00% | −85,660−63.1% | 減碼 |
| ExodusPoint Capital Management, LP | 50,320 | $177.8 萬 | 0.02% | −1,158−2.2% | 減碼 |
| Price T Rowe Associates Inc | 52,849 | $186.8 萬 | 0.00% | −705,022−93.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 54,167 | $191.4 萬 | 0.02% | +35,779+194.6% | 加碼 |
| Granahan Investment Management Inc | 54,428 | $192.3 萬 | 0.08% | −306,521−84.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 59,969 | $211.9 萬 | 0.00% | −19,191−24.2% | 減碼 |
| Verition Fund Management LLC | 61,970 | $219.0 萬 | 0.01% | +34,310+124.0% | 加碼 |
| California State Teachers Retirement System | 63,009 | $222.6 萬 | 0.00% | +1,383+2.2% | 加碼 |
| Royce & Associates LP | 70,522 | $249.2 萬 | 0.03% | −2,750−3.8% | 減碼 |
| Alliancebernstein L.P. | 70,798 | $250.2 萬 | 0.00% | +8,532+13.7% | 加碼 |
| Advantage Alpha Capital Partners LP | 72,882 | $257.5 萬 | 0.69% | −46,171−38.8% | 減碼 |
| Legal & General Group Plc | 79,575 | $281.2 萬 | 0.00% | +5,515+7.4% | 加碼 |
| Susquehanna International Group, LLP | 80,680 | $285.1 萬 | 0.00% | +13,730+20.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 83,056 | $293.3 萬 | 0.01% | +1,121+1.4% | 加碼 |
| Axiom Investors LLC | 86,492 | $305.6 萬 | 0.03% | −102,148−54.1% | 減碼 |
| Twinbeech Capital LP | 90,109 | $318.4 萬 | 0.07% | +90,109 | 新進 |
| Abn Amro Investment Solutions | 91,171 | $322.2 萬 | 0.06% | +30,105+49.3% | 加碼 |
| Rhumbline Advisers | 97,489 | $344.5 萬 | 0.00% | +13,337+15.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 100,838 | $356.3 萬 | 0.01% | −50,446−33.3% | 減碼 |
| LGT Fund Management Co Ltd. | 101,360 | $358.2 萬 | 0.31% | +13,660+15.6% | 加碼 |
| EFG Asset Management (North America) Corp. | 106,828 | $377.5 萬 | 0.53% | +52,695+97.3% | 加碼 |
| Baird Financial Group, Inc. | 108,380 | $383.0 萬 | 0.01% | −9,674−8.2% | 減碼 |
| Citigroup Inc | 108,808 | $384.5 萬 | 0.00% | +59,611+121.2% | 加碼 |
| Herald Investment Management Ltd | 110,000 | $388.6 萬 | 0.58% | 00.0% | 不變 |
| Bullseye Asset Management LLC | 111,699 | $394.7 萬 | 1.97% | +21,639+24.0% | 加碼 |
| Saba Capital Management, L.P. | 125,076 | $442.0 萬 | 0.12% | +6,641+5.6% | 加碼 |
| Monashee Investment Management LLC | 130,000 | $459.4 萬 | 2.42% | +130,000 | 新進 |
| Swiss National Bank | 130,400 | $460.8 萬 | 0.00% | +1,100+0.9% | 加碼 |
| Nuveen, LLC | 131,702 | $465.4 萬 | 0.00% | −14,549−9.9% | 減碼 |
| North Star Asset Management Inc | 131,952 | $466.3 萬 | 0.20% | +16,578+14.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 137,349 | $485.2 萬 | 0.11% | +4,784+3.6% | 加碼 |
| Jain Global LLC | 157,386 | $556.1 萬 | 0.09% | +157,386 | 新進 |
| Gagnon Advisors, LLC | 161,813 | $571.8 萬 | 3.84% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 166,933 | $589.9 萬 | 0.14% | +2,791+1.7% | 加碼 |
| Marshall Wace, LLP | 173,682 | $613.8 萬 | 0.01% | −40,139−18.8% | 減碼 |
| Voya Investment Management LLC | 176,013 | $621.9 萬 | 0.01% | +6,545+3.9% | 加碼 |
| Osterweis Capital Management Inc | 185,640 | $656.0 萬 | 0.31% | −64,120−25.7% | 減碼 |
| Envestnet Asset Management Inc | 200,985 | $710.2 萬 | 0.00% | −23,777−10.6% | 減碼 |
| Bank of New York Mellon Corp | 201,797 | $713.0 萬 | 0.00% | +25,812+14.7% | 加碼 |
| UBS Asset Management Americas Inc | 203,615 | $719.5 萬 | 0.00% | +62,409+44.2% | 加碼 |