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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 596,447 | $1,479 萬 | 0.00% | +102,217+20.7% | 加碼 |
| Palisade Capital Management LLC | 618,133 | $1,532 萬 | 0.42% | −6,488−1.0% | 減碼 |
| Northern Trust Corp | 644,528 | $1,598 萬 | 0.00% | +29,023+4.7% | 加碼 |
| Fred Alger Management, LLC | 702,970 | $1,743 萬 | 0.07% | −987,083−58.4% | 減碼 |
| Artisan Partners Limited Partnership | 728,453 | $1,806 萬 | 0.03% | −26,648−3.5% | 減碼 |
| Susquehanna International Group, LLP | 728,633 | $1,806 萬 | 0.03% | +647,953+803.1% | 加碼 |
| Aperture Investors, LLC | 752,431 | $1,865 萬 | 2.59% | +31,993+4.4% | 加碼 |
| Ameriprise Financial Inc | 794,644 | $1,970 萬 | 0.00% | −291,865−26.9% | 減碼 |
| Janus Henderson Group PLC | 801,643 | $1,987 萬 | 0.01% | −17,644−2.2% | 減碼 |
| Pembroke Management, LTD | 818,053 | $2,028 萬 | 2.01% | +60,531+8.0% | 加碼 |
| Jennison Associates LLC | 819,128 | $2,031 萬 | 0.01% | +294,421+56.1% | 加碼 |
| Barclays PLC | 843,224 | $2,090 萬 | 0.01% | +160,206+23.5% | 加碼 |
| William Blair Investment Management, LLC | 854,381 | $2,118 萬 | 0.05% | +92,786+12.2% | 加碼 |
| Principal Financial Group Inc | 892,949 | $2,214 萬 | 0.01% | +275,520+44.6% | 加碼 |
| Banque Pictet & Cie SA | 944,070 | $2,340 萬 | 0.24% | −14,300−1.5% | 減碼 |
| Morgan Stanley | 973,442 | $2,413 萬 | 0.00% | +533,163+121.1% | 加碼 |
| Dimensional Fund Advisors LP | 987,265 | $2,448 萬 | 0.01% | +32,565+3.4% | 加碼 |
| ShawSpring Partners LLC | 1,081,446 | $2,681 萬 | 3.99% | +369,001+51.8% | 加碼 |
| TimesSquare Capital Management, LLC | 1,091,262 | $2,705 萬 | 0.39% | +23,437+2.2% | 加碼 |
| Park West Asset Management LLC | 1,250,000 | $3,099 萬 | 2.83% | +1,250,000 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 1,301,044 | $3,225 萬 | 0.08% | −116,853−8.2% | 減碼 |
| Brown Capital Management LLC | 1,302,663 | $3,229 萬 | 1.33% | −125,731−8.8% | 減碼 |
| Legacy Advisors, LLC | 1,343,779 | $3,331 萬 | 4.11% | +1,296,297+2,730.1% | 加碼 |
| Standard Life Aberdeen plc | 1,445,834 | $3,597 萬 | 0.06% | −14,896−1.0% | 減碼 |
| Franklin Resources Inc | 1,472,958 | $3,651 萬 | 0.01% | −888,568−37.6% | 減碼 |
| Geode Capital Management, LLC | 1,699,680 | $4,214 萬 | 0.00% | +164,312+10.7% | 加碼 |
| State Street Corp | 1,712,515 | $4,245 萬 | 0.00% | +146,277+9.3% | 加碼 |
| JPMorgan Chase & Co | 1,794,070 | $4,447 萬 | 0.00% | +195,205+12.2% | 加碼 |
| UBS Group AG | 1,931,531 | $4,788 萬 | 0.01% | +925,566+92.0% | 加碼 |
| Champlain Investment Partners, LLC | 2,049,490 | $5,081 萬 | 0.38% | +340,680+19.9% | 加碼 |
| Wellington Management Group LLP | 2,161,501 | $5,358 萬 | 0.01% | +937,905+76.7% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,543,000 | $6,304 萬 | 1.01% | −855,435−25.2% | 減碼 |
| Wasatch Advisors Inc | 2,728,504 | $6,764 萬 | 0.36% | +229,774+9.2% | 加碼 |
| Geneva Capital Management LLC | 2,932,884 | $7,271 萬 | 1.25% | −84,851−2.8% | 減碼 |
| Neuberger Berman Group LLC | 2,988,570 | $7,409 萬 | 0.05% | −177,908−5.6% | 減碼 |
| Brown Advisory Inc | 3,080,905 | $7,638 萬 | 0.10% | +3,080,905 | 新進 |
| Massachusetts Financial Services Co | 3,567,902 | $8,845 萬 | 0.03% | +2,490,097+231.0% | 加碼 |
| Tensile Capital Management LP | 3,804,409 | $9,431 萬 | 11.78% | +160,559+4.4% | 加碼 |
| BlackRock, Inc. | 5,316,515 | $1.32 億 | 0.00% | −507,475−8.7% | 減碼 |
| Vanguard Group Inc | 8,387,126 | $2.08 億 | 0.00% | +689,143+9.0% | 加碼 |
| Capital World Investors | 0 | $0 | 0.00% | −2,193,265−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,195,140−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −550,675−100.0% | 清倉 |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −432,453−100.0% | 清倉 |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −331,383−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −185,640−100.0% | 清倉 |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −130,000−100.0% | 清倉 |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −101,360−100.0% | 清倉 |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −91,171−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −90,109−100.0% | 清倉 |
| Axiom Investors LLC | 0 | $0 | 0.00% | −86,492−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,320−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −50,045−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −48,232−100.0% | 清倉 |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −30,189−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −21,703−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,238−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,577−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,709−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −15,515−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,876−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −14,119−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −13,991−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,758−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −12,236−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −11,719−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −10,300−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −9,470−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −8,709−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −7,200−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,194−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −5,562−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2,703−100.0% | 清倉 |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,516−100.0% | 清倉 |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −946−100.0% | 清倉 |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −929−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −901−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −520−100.0% | 清倉 |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −447−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −357−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −311−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −287−100.0% | 清倉 |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −156−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −71−100.0% | 清倉 |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −40−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |