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 3 季 13F 持有人
Vertex, Inc. 在 2025/9/30 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
- 240
- 較 2025 年第 2 季 −27 家
- 持有股數
- 8,543 萬
- 較 2025 年第 2 季 +133.4 萬 (+1.6%)
- 總市值
- $21.2 億
- 較 2025 年第 2 季 −$8.52 億 (−28.7%)
- 新進機構
- 34
- 另有 86 家加碼
- 清倉機構
- 61
- 另有 95 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,387,126 | $2.08 億 | 0.00% | +689,143+9.0% | 加碼 |
| BlackRock, Inc. | 5,316,515 | $1.32 億 | 0.00% | −507,475−8.7% | 減碼 |
| Tensile Capital Management LP | 3,804,409 | $9,431 萬 | 11.78% | +160,559+4.4% | 加碼 |
| Massachusetts Financial Services Co | 3,567,902 | $8,845 萬 | 0.03% | +2,490,097+231.0% | 加碼 |
| Brown Advisory Inc | 3,080,905 | $7,638 萬 | 0.10% | +3,080,905 | 新進 |
| Neuberger Berman Group LLC | 2,988,570 | $7,409 萬 | 0.05% | −177,908−5.6% | 減碼 |
| Geneva Capital Management LLC | 2,932,884 | $7,271 萬 | 1.25% | −84,851−2.8% | 減碼 |
| Wasatch Advisors Inc | 2,728,504 | $6,764 萬 | 0.36% | +229,774+9.2% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,543,000 | $6,304 萬 | 1.01% | −855,435−25.2% | 減碼 |
| Wellington Management Group LLP | 2,161,501 | $5,358 萬 | 0.01% | +937,905+76.7% | 加碼 |
| Champlain Investment Partners, LLC | 2,049,490 | $5,081 萬 | 0.38% | +340,680+19.9% | 加碼 |
| UBS Group AG | 1,931,531 | $4,788 萬 | 0.01% | +925,566+92.0% | 加碼 |
| JPMorgan Chase & Co | 1,794,070 | $4,447 萬 | 0.00% | +195,205+12.2% | 加碼 |
| State Street Corp | 1,712,515 | $4,245 萬 | 0.00% | +146,277+9.3% | 加碼 |
| Geode Capital Management, LLC | 1,699,680 | $4,214 萬 | 0.00% | +164,312+10.7% | 加碼 |
| Franklin Resources Inc | 1,472,958 | $3,651 萬 | 0.01% | −888,568−37.6% | 減碼 |
| Standard Life Aberdeen plc | 1,445,834 | $3,597 萬 | 0.06% | −14,896−1.0% | 減碼 |
| Legacy Advisors, LLC | 1,343,779 | $3,331 萬 | 4.11% | +1,296,297+2,730.1% | 加碼 |
| Brown Capital Management LLC | 1,302,663 | $3,229 萬 | 1.33% | −125,731−8.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,301,044 | $3,225 萬 | 0.08% | −116,853−8.2% | 減碼 |
| Park West Asset Management LLC | 1,250,000 | $3,099 萬 | 2.83% | +1,250,000 | 新進 |
| TimesSquare Capital Management, LLC | 1,091,262 | $2,705 萬 | 0.39% | +23,437+2.2% | 加碼 |
| ShawSpring Partners LLC | 1,081,446 | $2,681 萬 | 3.99% | +369,001+51.8% | 加碼 |
| Dimensional Fund Advisors LP | 987,265 | $2,448 萬 | 0.01% | +32,565+3.4% | 加碼 |
| Morgan Stanley | 973,442 | $2,413 萬 | 0.00% | +533,163+121.1% | 加碼 |
| Banque Pictet & Cie SA | 944,070 | $2,340 萬 | 0.24% | −14,300−1.5% | 減碼 |
| Principal Financial Group Inc | 892,949 | $2,214 萬 | 0.01% | +275,520+44.6% | 加碼 |
| William Blair Investment Management, LLC | 854,381 | $2,118 萬 | 0.05% | +92,786+12.2% | 加碼 |
| Barclays PLC | 843,224 | $2,090 萬 | 0.01% | +160,206+23.5% | 加碼 |
| Jennison Associates LLC | 819,128 | $2,031 萬 | 0.01% | +294,421+56.1% | 加碼 |
| Pembroke Management, LTD | 818,053 | $2,028 萬 | 2.01% | +60,531+8.0% | 加碼 |
| Janus Henderson Group PLC | 801,643 | $1,987 萬 | 0.01% | −17,644−2.2% | 減碼 |
| Ameriprise Financial Inc | 794,644 | $1,970 萬 | 0.00% | −291,865−26.9% | 減碼 |
| Aperture Investors, LLC | 752,431 | $1,865 萬 | 2.59% | +31,993+4.4% | 加碼 |
| Susquehanna International Group, LLP | 728,633 | $1,806 萬 | 0.03% | +647,953+803.1% | 加碼 |
| Artisan Partners Limited Partnership | 728,453 | $1,806 萬 | 0.03% | −26,648−3.5% | 減碼 |
| Fred Alger Management, LLC | 702,970 | $1,743 萬 | 0.07% | −987,083−58.4% | 減碼 |
| Northern Trust Corp | 644,528 | $1,598 萬 | 0.00% | +29,023+4.7% | 加碼 |
| Palisade Capital Management LLC | 618,133 | $1,532 萬 | 0.42% | −6,488−1.0% | 減碼 |
| Charles Schwab Investment Management Inc | 596,447 | $1,479 萬 | 0.00% | +102,217+20.7% | 加碼 |
| Premier Fund Managers Ltd | 573,357 | $1,456 萬 | 0.60% | −350,562−37.9% | 減碼 |
| Bank of America Corp | 557,615 | $1,382 萬 | 0.00% | +272,573+95.6% | 加碼 |
| Hyperion Capital Advisors LP | 540,000 | $1,339 萬 | 7.16% | +540,000 | 新進 |
| Public Employees Retirement Association of Colorado | 466,667 | $1,157 萬 | 0.04% | −43,600−8.5% | 減碼 |
| Rockefeller Capital Management L.P. | 447,767 | $1,110 萬 | 0.02% | −6,690−1.5% | 減碼 |
| Goldman Sachs Group Inc | 424,285 | $1,052 萬 | 0.00% | −18,323−4.1% | 減碼 |
| Toroso Investments, LLC | 396,254 | $982.3 萬 | 0.04% | −4,031−1.0% | 減碼 |
| Mizuho Markets Americas LLC | 392,927 | $974.1 萬 | 0.21% | +37,710+10.6% | 加碼 |
| New York State Common Retirement Fund | 384,709 | $953.7 萬 | 0.01% | −493,365−56.2% | 減碼 |
| Gagnon Securities LLC | 378,685 | $938.8 萬 | 1.88% | +108,839+40.3% | 加碼 |
| SEI Investments Co | 371,323 | $920.5 萬 | 0.01% | +43,235+13.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 343,590 | $851.8 萬 | 0.01% | +113,604+49.4% | 加碼 |
| Spence Asset Management | 337,013 | $835.5 萬 | 1.75% | −2,295−0.7% | 減碼 |
| Jane Street Group, LLC | 324,664 | $804.8 萬 | 0.01% | +277,251+584.8% | 加碼 |
| Pier Capital, LLC | 291,859 | $723.5 萬 | 1.13% | +60,230+26.0% | 加碼 |
| Granahan Investment Management Inc | 289,309 | $717.2 萬 | 0.29% | +234,881+431.5% | 加碼 |
| Royal Bank of Canada | 281,530 | $697.8 萬 | 0.00% | +47,324+20.2% | 加碼 |
| Comerica Bank | 275,371 | $682.6 萬 | 0.03% | −1,302−0.5% | 減碼 |
| Kornitzer Capital Management Inc | 268,817 | $666.4 萬 | 0.13% | +7,000+2.7% | 加碼 |
| Whittier Trust Co | 265,579 | $665.5 萬 | 0.08% | +4,704+1.8% | 加碼 |
| Peregrine Capital Management LLC | 252,579 | $626.1 萬 | 0.19% | −6,655−2.6% | 減碼 |
| Bamco Inc | 248,042 | $614.9 萬 | 0.02% | +248,042 | 新進 |
| Gagnon Advisors, LLC | 232,479 | $576.3 萬 | 3.56% | +70,666+43.7% | 加碼 |
| Bank of New York Mellon Corp | 218,600 | $541.9 萬 | 0.00% | +16,803+8.3% | 加碼 |
| Citigroup Inc | 212,434 | $526.6 萬 | 0.00% | +103,626+95.2% | 加碼 |
| Norris Perne & French LLP | 206,136 | $511.0 萬 | 0.35% | −45,892−18.2% | 減碼 |
| Saba Capital Management, L.P. | 203,474 | $504.4 萬 | 0.17% | +78,398+62.7% | 加碼 |
| Herald Investment Management Ltd | 200,000 | $495.8 萬 | 0.66% | +90,000+81.8% | 加碼 |
| North Star Asset Management Inc | 195,015 | $483.4 萬 | 0.20% | +63,063+47.8% | 加碼 |
| Envestnet Asset Management Inc | 193,519 | $479.7 萬 | 0.00% | −7,466−3.7% | 減碼 |
| Summit Creek Advisors LLC | 189,789 | $470.5 萬 | 0.69% | −15,541−7.6% | 減碼 |
| Citadel Advisors LLC | 185,979 | $461.0 萬 | 0.00% | −618,519−76.9% | 減碼 |
| Banco Santander, S.A. | 177,826 | $440.8 萬 | 0.04% | −160,174−47.4% | 減碼 |
| EFG Asset Management (North America) Corp. | 149,475 | $370.6 萬 | 0.48% | +42,647+39.9% | 加碼 |
| Voya Investment Management LLC | 142,975 | $354.4 萬 | 0.00% | −33,038−18.8% | 減碼 |
| Swiss National Bank | 142,000 | $352.0 萬 | 0.00% | +11,600+8.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 137,913 | $345.6 萬 | 0.07% | +564+0.4% | 加碼 |
| Kennedy Capital Management, Inc. | 135,290 | $335.4 萬 | 0.07% | −31,643−19.0% | 減碼 |
| Nuveen, LLC | 131,702 | $326.5 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 124,180 | $307.8 萬 | 0.00% | −79,435−39.0% | 減碼 |
| Whetstone Capital Advisors, LLC | 113,505 | $281.4 萬 | 0.78% | +113,505 | 新進 |
| Bullseye Asset Management LLC | 111,699 | $276.9 萬 | 1.45% | 00.0% | 不變 |
| Royce & Associates LP | 110,525 | $274.0 萬 | 0.03% | +40,003+56.7% | 加碼 |
| Federated Hermes, Inc. | 101,360 | $251.3 萬 | 0.00% | −472,005−82.3% | 減碼 |
| Rhumbline Advisers | 94,645 | $234.6 萬 | 0.00% | −2,844−2.9% | 減碼 |
| Baird Financial Group, Inc. | 94,148 | $233.4 萬 | 0.00% | −14,232−13.1% | 減碼 |
| Ivy Lane Capital Management, LLC | 94,000 | $233.0 萬 | 2.61% | +94,000 | 新進 |
| Legal & General Group Plc | 82,316 | $204.1 萬 | 0.00% | +2,741+3.4% | 加碼 |
| Dark Forest Capital Management LP | 81,547 | $202.2 萬 | 0.08% | +81,547 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 80,893 | $200.5 萬 | 0.01% | −19,945−19.8% | 減碼 |
| Quantbot Technologies LP | 75,914 | $188.2 萬 | 0.05% | +75,914 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 74,282 | $184.2 萬 | 0.00% | −8,774−10.6% | 減碼 |
| Alliancebernstein L.P. | 71,209 | $176.5 萬 | 0.00% | +411+0.6% | 加碼 |
| Macquarie Group Ltd | 70,996 | $176.0 萬 | 0.00% | −474,126−87.0% | 減碼 |
| Millennium Management LLC | 70,489 | $174.7 萬 | 0.00% | −322,852−82.1% | 減碼 |
| Lazard Freres Gestion S.A.S. | 70,000 | $173.5 萬 | 0.03% | +50,000+250.0% | 加碼 |
| Advantage Alpha Capital Partners LP | 69,228 | $171.6 萬 | 0.52% | −3,654−5.0% | 減碼 |
| California State Teachers Retirement System | 68,533 | $169.9 萬 | 0.00% | +5,524+8.8% | 加碼 |
| Marshall Wace, LLP | 68,468 | $169.7 萬 | 0.00% | −105,214−60.6% | 減碼 |
| Walleye Trading LLC | 67,788 | $168.0 萬 | 0.03% | +67,788 | 新進 |