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 |
|---|---|---|---|---|---|
| David Loasby | 18,831 | $46.7 萬 | 0.04% | +3,781+25.1% | 加碼 |
| SummitTX Capital, L.P. | 18,847 | $46.7 萬 | 0.02% | +9,314+97.7% | 加碼 |
| Engineers Gate Manager LP | 19,351 | $48.0 萬 | 0.01% | −26,955−58.2% | 減碼 |
| Greycroft LP | 20,000 | $49.6 萬 | 0.44% | −18,000−47.4% | 減碼 |
| XTX Topco Ltd | 20,123 | $49.9 萬 | 0.03% | −15,978−44.3% | 減碼 |
| PEAK6 LLC | 20,579 | $51.0 萬 | 0.01% | +20,579 | 新進 |
| Axq Capital, LP | 20,865 | $51.7 萬 | 0.20% | +20,865 | 新進 |
| Arizona State Retirement System | 21,641 | $53.6 萬 | 0.00% | +1,720+8.6% | 加碼 |
| Russell Investments Group, Ltd. | 22,598 | $56.0 萬 | 0.00% | +9,055+66.9% | 加碼 |
| Glenmede Investment Management, LP | 23,724 | $58.8 萬 | 0.00% | −966−3.9% | 減碼 |
| Diversified Trust Co | 23,975 | $59.4 萬 | 0.01% | +4,963+26.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,720 | $66.2 萬 | 0.00% | −1,254−4.5% | 減碼 |
| LPL Financial LLC | 27,856 | $69.1 萬 | 0.00% | −8,603−23.6% | 減碼 |
| Intech Investment Management LLC | 27,879 | $69.1 萬 | 0.01% | −9,650−25.7% | 減碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $73.1 萬 | 0.14% | 00.0% | 不變 |
| DKRT Investments Corp. | 30,000 | $74.4 萬 | 0.18% | 00.0% | 不變 |
| Jain Global LLC | 31,258 | $77.5 萬 | 0.01% | −126,128−80.1% | 減碼 |
| Morningstar Investment Management LLC | 34,240 | $84.9 萬 | 0.03% | +34,240 | 新進 |
| Daiwa Securities Group Inc. | 35,000 | $86.7 萬 | 0.00% | −3,000−7.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 35,565 | $88.2 萬 | 0.01% | +3,833+12.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 35,647 | $88.4 萬 | 0.00% | −625−1.7% | 減碼 |
| Cetera Investment Advisers | 36,482 | $90.4 萬 | 0.00% | +29,630+432.4% | 加碼 |
| Bessemer Group Inc | 36,991 | $91.7 萬 | 0.00% | −543,811−93.6% | 減碼 |
| MetLife Investment Management | 39,030 | $96.8 萬 | 0.00% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 41,000 | $101.6 萬 | 0.06% | 00.0% | 不變 |
| Caption Management, LLC | 41,159 | $102.0 萬 | 0.06% | +41,159 | 新進 |
| CenterBook Partners LP | 42,720 | $105.9 萬 | 0.05% | +22,670+113.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 44,484 | $110.3 萬 | 0.01% | +3,484+8.5% | 加碼 |
| Holocene Advisors, LP | 44,620 | $110.6 萬 | 0.00% | +44,620 | 新進 |
| Pictet & Cie (Europe) SA | 48,425 | $120.0 萬 | 0.02% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 50,794 | $125.9 萬 | 0.03% | +50,794 | 新進 |
| Deutsche Bank AG | 50,803 | $125.9 萬 | 0.00% | +6,571+14.9% | 加碼 |
| Invesco Ltd. | 53,305 | $132.1 萬 | 0.00% | −729,385−93.2% | 減碼 |
| Wells Fargo & Company | 54,636 | $135.4 萬 | 0.00% | +7,438+15.8% | 加碼 |
| Price T Rowe Associates Inc | 56,605 | $140.4 萬 | 0.00% | +3,756+7.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 59,722 | $148.1 萬 | 0.02% | +5,555+10.3% | 加碼 |
| Palogic Value Management, L.P. | 60,000 | $148.7 萬 | 0.63% | +60,000 | 新進 |
| Arrowstreet Capital, Limited Partnership | 61,026 | $151.3 萬 | 0.00% | −247,409−80.2% | 減碼 |
| Verition Fund Management LLC | 61,811 | $153.2 萬 | 0.01% | −159−0.3% | 減碼 |
| 2Xideas AG | 63,266 | $156.8 萬 | 0.33% | +63,266 | 新進 |
| Walleye Trading LLC | 67,788 | $168.0 萬 | 0.03% | +67,788 | 新進 |
| Marshall Wace, LLP | 68,468 | $169.7 萬 | 0.00% | −105,214−60.6% | 減碼 |
| California State Teachers Retirement System | 68,533 | $169.9 萬 | 0.00% | +5,524+8.8% | 加碼 |
| Advantage Alpha Capital Partners LP | 69,228 | $171.6 萬 | 0.52% | −3,654−5.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 70,000 | $173.5 萬 | 0.03% | +50,000+250.0% | 加碼 |
| Millennium Management LLC | 70,489 | $174.7 萬 | 0.00% | −322,852−82.1% | 減碼 |
| Macquarie Group Ltd | 70,996 | $176.0 萬 | 0.00% | −474,126−87.0% | 減碼 |
| Alliancebernstein L.P. | 71,209 | $176.5 萬 | 0.00% | +411+0.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 74,282 | $184.2 萬 | 0.00% | −8,774−10.6% | 減碼 |
| Quantbot Technologies LP | 75,914 | $188.2 萬 | 0.05% | +75,914 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 80,893 | $200.5 萬 | 0.01% | −19,945−19.8% | 減碼 |
| Dark Forest Capital Management LP | 81,547 | $202.2 萬 | 0.08% | +81,547 | 新進 |
| Legal & General Group Plc | 82,316 | $204.1 萬 | 0.00% | +2,741+3.4% | 加碼 |
| Ivy Lane Capital Management, LLC | 94,000 | $233.0 萬 | 2.61% | +94,000 | 新進 |
| Baird Financial Group, Inc. | 94,148 | $233.4 萬 | 0.00% | −14,232−13.1% | 減碼 |
| Rhumbline Advisers | 94,645 | $234.6 萬 | 0.00% | −2,844−2.9% | 減碼 |
| Federated Hermes, Inc. | 101,360 | $251.3 萬 | 0.00% | −472,005−82.3% | 減碼 |
| Royce & Associates LP | 110,525 | $274.0 萬 | 0.03% | +40,003+56.7% | 加碼 |
| Bullseye Asset Management LLC | 111,699 | $276.9 萬 | 1.45% | 00.0% | 不變 |
| Whetstone Capital Advisors, LLC | 113,505 | $281.4 萬 | 0.78% | +113,505 | 新進 |
| UBS Asset Management Americas Inc | 124,180 | $307.8 萬 | 0.00% | −79,435−39.0% | 減碼 |
| Nuveen, LLC | 131,702 | $326.5 萬 | 0.00% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 135,290 | $335.4 萬 | 0.07% | −31,643−19.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 137,913 | $345.6 萬 | 0.07% | +564+0.4% | 加碼 |
| Swiss National Bank | 142,000 | $352.0 萬 | 0.00% | +11,600+8.9% | 加碼 |
| Voya Investment Management LLC | 142,975 | $354.4 萬 | 0.00% | −33,038−18.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 149,475 | $370.6 萬 | 0.48% | +42,647+39.9% | 加碼 |
| Banco Santander, S.A. | 177,826 | $440.8 萬 | 0.04% | −160,174−47.4% | 減碼 |
| Citadel Advisors LLC | 185,979 | $461.0 萬 | 0.00% | −618,519−76.9% | 減碼 |
| Summit Creek Advisors LLC | 189,789 | $470.5 萬 | 0.69% | −15,541−7.6% | 減碼 |
| Envestnet Asset Management Inc | 193,519 | $479.7 萬 | 0.00% | −7,466−3.7% | 減碼 |
| North Star Asset Management Inc | 195,015 | $483.4 萬 | 0.20% | +63,063+47.8% | 加碼 |
| Herald Investment Management Ltd | 200,000 | $495.8 萬 | 0.66% | +90,000+81.8% | 加碼 |
| Saba Capital Management, L.P. | 203,474 | $504.4 萬 | 0.17% | +78,398+62.7% | 加碼 |
| Norris Perne & French LLP | 206,136 | $511.0 萬 | 0.35% | −45,892−18.2% | 減碼 |
| Citigroup Inc | 212,434 | $526.6 萬 | 0.00% | +103,626+95.2% | 加碼 |
| Bank of New York Mellon Corp | 218,600 | $541.9 萬 | 0.00% | +16,803+8.3% | 加碼 |
| Gagnon Advisors, LLC | 232,479 | $576.3 萬 | 3.56% | +70,666+43.7% | 加碼 |
| Bamco Inc | 248,042 | $614.9 萬 | 0.02% | +248,042 | 新進 |
| Peregrine Capital Management LLC | 252,579 | $626.1 萬 | 0.19% | −6,655−2.6% | 減碼 |
| Whittier Trust Co | 265,579 | $665.5 萬 | 0.08% | +4,704+1.8% | 加碼 |
| Kornitzer Capital Management Inc | 268,817 | $666.4 萬 | 0.13% | +7,000+2.7% | 加碼 |
| Comerica Bank | 275,371 | $682.6 萬 | 0.03% | −1,302−0.5% | 減碼 |
| Royal Bank of Canada | 281,530 | $697.8 萬 | 0.00% | +47,324+20.2% | 加碼 |
| Granahan Investment Management Inc | 289,309 | $717.2 萬 | 0.29% | +234,881+431.5% | 加碼 |
| Pier Capital, LLC | 291,859 | $723.5 萬 | 1.13% | +60,230+26.0% | 加碼 |
| Jane Street Group, LLC | 324,664 | $804.8 萬 | 0.01% | +277,251+584.8% | 加碼 |
| Spence Asset Management | 337,013 | $835.5 萬 | 1.75% | −2,295−0.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 343,590 | $851.8 萬 | 0.01% | +113,604+49.4% | 加碼 |
| SEI Investments Co | 371,323 | $920.5 萬 | 0.01% | +43,235+13.2% | 加碼 |
| Gagnon Securities LLC | 378,685 | $938.8 萬 | 1.88% | +108,839+40.3% | 加碼 |
| New York State Common Retirement Fund | 384,709 | $953.7 萬 | 0.01% | −493,365−56.2% | 減碼 |
| Mizuho Markets Americas LLC | 392,927 | $974.1 萬 | 0.21% | +37,710+10.6% | 加碼 |
| Toroso Investments, LLC | 396,254 | $982.3 萬 | 0.04% | −4,031−1.0% | 減碼 |
| Goldman Sachs Group Inc | 424,285 | $1,052 萬 | 0.00% | −18,323−4.1% | 減碼 |
| Rockefeller Capital Management L.P. | 447,767 | $1,110 萬 | 0.02% | −6,690−1.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 466,667 | $1,157 萬 | 0.04% | −43,600−8.5% | 減碼 |
| Hyperion Capital Advisors LP | 540,000 | $1,339 萬 | 7.16% | +540,000 | 新進 |
| Bank of America Corp | 557,615 | $1,382 萬 | 0.00% | +272,573+95.6% | 加碼 |
| Premier Fund Managers Ltd | 573,357 | $1,456 萬 | 0.60% | −350,562−37.9% | 減碼 |