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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 季與 2025 年第 2 季比較

持有 Vertex, Inc. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

VERX 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數2703240−27
股數8,413 萬3.48 萬8,543 萬+133.4 萬 (+1.6%)
市值$29.7 億$123.0 萬$21.2 億−$8.52 億 (−28.7%)

3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(34 家)

2025 年第 3 季季末持有 Vertex, Inc.、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 VERX 的機構
機構股數市值佔組合 %
Brown Advisory Inc3,080,905$7,638 萬0.10%
Park West Asset Management LLC1,250,000$3,099 萬2.83%
Hyperion Capital Advisors LP540,000$1,339 萬7.16%
Bamco Inc248,042$614.9 萬0.02%
Whetstone Capital Advisors, LLC113,505$281.4 萬0.78%
Ivy Lane Capital Management, LLC94,000$233.0 萬2.61%
Dark Forest Capital Management LP81,547$202.2 萬0.08%
Quantbot Technologies LP75,914$188.2 萬0.05%
Walleye Trading LLC67,788$168.0 萬0.03%
2Xideas AG63,266$156.8 萬0.33%
Palogic Value Management, L.P.60,000$148.7 萬0.63%
Y-Intercept (Hong Kong) Ltd50,794$125.9 萬0.03%
Holocene Advisors, LP44,620$110.6 萬0.00%
Caption Management, LLC41,159$102.0 萬0.06%
Morningstar Investment Management LLC34,240$84.9 萬0.03%
Axq Capital, LP20,865$51.7 萬0.20%
PEAK6 LLC20,579$51.0 萬0.01%
Neo Ivy Capital Management14,174$35.1 萬0.09%
Aigen Investment Management, LP13,594$33.7 萬0.05%
Highland Capital Management Fund Advisors, L.P.11,945$29.6 萬0.03%
Atom Investors LP10,077$25.0 萬0.02%
Nomura Holdings Inc9,970$24.7 萬0.00%
Wolverine Trading, LLC8,319$21.1 萬0.00%
Johnson Financial Group, Inc.5,263$13.0 萬0.00%
Federation des caisses Desjardins du Quebec4,321$10.7 萬0.00%
Caitong International Asset Management Co., Ltd339$8,4040.01%
T. Rowe Price Investment Management, Inc.303$8,0000.00%
Mather Group, LLC.146$3,6190.00%
Stephens Consulting, LLC133$3,2980.00%
Root Financial Partners, LLC43$1,0660.00%
Wealthspire Advisors, LLC7$1740.00%
Northwestern Mutual Wealth Management Co3$740.00%
Hantz Financial Services, Inc.16$00.00%
Cloud Capital Management, LLC4$00.00%

清倉機構(61 家)

2025 年第 2 季季末持有 Vertex, Inc.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 VERX 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Capital World Investors2,193,265$7,750 萬
Loomis Sayles & Co L P1,195,140$4,223 萬
Silvercrest Asset Management Group LLC550,675$1,946 萬
Chicago Capital, LLC432,453$1,528 萬
Next Century Growth Investors LLC331,383$1,171 萬
Osterweis Capital Management Inc185,640$656.0 萬
Monashee Investment Management LLC130,000$459.4 萬
LGT Fund Management Co Ltd.101,360$358.2 萬
Abn Amro Investment Solutions91,171$322.2 萬
Twinbeech Capital LP90,109$318.4 萬
Axiom Investors LLC86,492$305.6 萬
ExodusPoint Capital Management, LP50,320$177.8 萬
Qube Research & Technologies Ltd50,045$176.8 萬
State of New Jersey Common Pension Fund D48,232$170.4 萬
Fortress Investment Group LLC40,000$141.3 萬
First Trust Advisors LP30,189$106.7 萬
PDT Partners, LLC21,703$76.7 萬
Aquatic Capital Management LLC19,238$68.0 萬
Connor, Clark & Lunn Investment Management Ltd.18,577$65.6 萬
Inceptionr LLC17,709$62.6 萬
Panagora Asset Management Inc15,515$54.8 萬
Two Sigma Investments, LP14,876$52.6 萬
Brevan Howard Capital Management LP14,119$49.9 萬
Freestone Grove Partners LP13,991$49.4 萬
Squarepoint Ops LLC13,758$48.6 萬
West Tower Group, LLC13,000$45.9 萬
Vident Advisory, LLC12,236$43.2 萬
Fieldview Capital Management, LLC11,719$41.4 萬
Renaissance Technologies LLC10,500$37.1 萬
STRS Ohio10,300$36.4 萬
Woodline Partners LP9,470$33.5 萬
HighTower Advisors, LLC8,709$30.8 萬
Natixis7,200$25.4 萬
Petrus Trust Company, LTA7,194$25.4 萬
Capstone Investment Advisors, LLC7,000$24.7 萬
RiverPark Advisors, LLC5,562$19.7 萬
IFP Advisors, Inc2,703$11.1 萬
Raymond James Financial Inc1,516$5.36 萬
Armstrong Advisory Group, Inc946$3.34 萬
Essex Investment Management Co LLC929$3.28 萬
NBC Securities, Inc.901$3.10 萬
FNY Investment Advisers, LLC520$1.80 萬
Larson Financial Group LLC447$1.58 萬
MCF Advisors LLC357$1.26 萬
Fuller & Thaler Asset Management, Inc.311$1.10 萬
Private Trust Co NA287$1.01 萬
WPG Advisers, LLC156$5,512
Atlantic Union Bankshares Corp127$4,488
Global Retirement Partners, LLC123$4,346
Geneos Wealth Management Inc.99$3,498
Skopos Labs, Inc.76$2,686
Elequin Capital LP71$2,509
Rothschild Investment LLC40$1,413
Sierra Ocean, LLC29$1,025
South State Corp.13$460
Principal Securities, Inc.10$353
Parallel Advisors, LLC9$318
Fortitude Family Office, LLC8$283
HFM Investment Advisors, LLC3$106
Rialto Wealth Management, LLC2$71
True Wealth Design, LLC1$36

尚未申報 2025 年第 3 季的機構(3 家)

2025 年第 2 季季末持有 Vertex, Inc.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 VERX、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Avantax Advisory Services, Inc.26,784$94.6 萬
CIBC World Markets Corp8,017$28.3 萬
Parkworth Wealth Management, Inc.1$35