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 |
|---|---|---|---|---|---|
| 2Xideas AG | 63,266 | $156.8 萬 | 0.33% | +63,266 | 新進 |
| Verition Fund Management LLC | 61,811 | $153.2 萬 | 0.01% | −159−0.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 61,026 | $151.3 萬 | 0.00% | −247,409−80.2% | 減碼 |
| Palogic Value Management, L.P. | 60,000 | $148.7 萬 | 0.63% | +60,000 | 新進 |
| Oppenheimer Asset Management Inc. | 59,722 | $148.1 萬 | 0.02% | +5,555+10.3% | 加碼 |
| Price T Rowe Associates Inc | 56,605 | $140.4 萬 | 0.00% | +3,756+7.1% | 加碼 |
| Wells Fargo & Company | 54,636 | $135.4 萬 | 0.00% | +7,438+15.8% | 加碼 |
| Invesco Ltd. | 53,305 | $132.1 萬 | 0.00% | −729,385−93.2% | 減碼 |
| Deutsche Bank AG | 50,803 | $125.9 萬 | 0.00% | +6,571+14.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 50,794 | $125.9 萬 | 0.03% | +50,794 | 新進 |
| Pictet & Cie (Europe) SA | 48,425 | $120.0 萬 | 0.02% | 00.0% | 不變 |
| Holocene Advisors, LP | 44,620 | $110.6 萬 | 0.00% | +44,620 | 新進 |
| Teachers Retirement System of the State of Kentucky | 44,484 | $110.3 萬 | 0.01% | +3,484+8.5% | 加碼 |
| CenterBook Partners LP | 42,720 | $105.9 萬 | 0.05% | +22,670+113.1% | 加碼 |
| Caption Management, LLC | 41,159 | $102.0 萬 | 0.06% | +41,159 | 新進 |
| Y.D. More Investments Ltd | 41,000 | $101.6 萬 | 0.06% | 00.0% | 不變 |
| MetLife Investment Management | 39,030 | $96.8 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 36,991 | $91.7 萬 | 0.00% | −543,811−93.6% | 減碼 |
| Cetera Investment Advisers | 36,482 | $90.4 萬 | 0.00% | +29,630+432.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 35,647 | $88.4 萬 | 0.00% | −625−1.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 35,565 | $88.2 萬 | 0.01% | +3,833+12.1% | 加碼 |
| Daiwa Securities Group Inc. | 35,000 | $86.7 萬 | 0.00% | −3,000−7.9% | 減碼 |
| Morningstar Investment Management LLC | 34,240 | $84.9 萬 | 0.03% | +34,240 | 新進 |
| Jain Global LLC | 31,258 | $77.5 萬 | 0.01% | −126,128−80.1% | 減碼 |
| DKRT Investments Corp. | 30,000 | $74.4 萬 | 0.18% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 29,470 | $73.1 萬 | 0.14% | 00.0% | 不變 |
| Intech Investment Management LLC | 27,879 | $69.1 萬 | 0.01% | −9,650−25.7% | 減碼 |
| LPL Financial LLC | 27,856 | $69.1 萬 | 0.00% | −8,603−23.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,720 | $66.2 萬 | 0.00% | −1,254−4.5% | 減碼 |
| Diversified Trust Co | 23,975 | $59.4 萬 | 0.01% | +4,963+26.1% | 加碼 |
| Glenmede Investment Management, LP | 23,724 | $58.8 萬 | 0.00% | −966−3.9% | 減碼 |
| Russell Investments Group, Ltd. | 22,598 | $56.0 萬 | 0.00% | +9,055+66.9% | 加碼 |
| Arizona State Retirement System | 21,641 | $53.6 萬 | 0.00% | +1,720+8.6% | 加碼 |
| Axq Capital, LP | 20,865 | $51.7 萬 | 0.20% | +20,865 | 新進 |
| PEAK6 LLC | 20,579 | $51.0 萬 | 0.01% | +20,579 | 新進 |
| XTX Topco Ltd | 20,123 | $49.9 萬 | 0.03% | −15,978−44.3% | 減碼 |
| Greycroft LP | 20,000 | $49.6 萬 | 0.44% | −18,000−47.4% | 減碼 |
| Engineers Gate Manager LP | 19,351 | $48.0 萬 | 0.01% | −26,955−58.2% | 減碼 |
| SummitTX Capital, L.P. | 18,847 | $46.7 萬 | 0.02% | +9,314+97.7% | 加碼 |
| David Loasby | 18,831 | $46.7 萬 | 0.04% | +3,781+25.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $44.6 萬 | 0.00% | +3,250+22.0% | 加碼 |
| State of Wisconsin Investment Board | 17,928 | $44.4 萬 | 0.00% | +820+4.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 8,276 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 16,878 | $41.8 萬 | 0.00% | +1,898+12.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 16,799 | $41.6 萬 | 0.03% | −31,940−65.5% | 減碼 |
| Illinois Municipal Retirement Fund | 15,051 | $37.3 萬 | 0.00% | −11,448−43.2% | 減碼 |
| KLP Kapitalforvaltning AS | 14,700 | $36.4 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 14,600 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| Neo Ivy Capital Management | 14,174 | $35.1 萬 | 0.09% | +14,174 | 新進 |
| Jefferies Financial Group Inc. | 13,813 | $34.2 萬 | 0.00% | +6,313+84.2% | 加碼 |
| Simplex Trading, LLC | 13,761 | $34.1 萬 | 0.01% | +13,759+687,950.0% | 加碼 |
| Two Sigma Advisers, LP | 13,600 | $33.7 萬 | 0.00% | −4,600−25.3% | 減碼 |
| Aigen Investment Management, LP | 13,594 | $33.7 萬 | 0.05% | +13,594 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,063 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 12,511 | $31.0 萬 | 0.00% | +9,534+320.3% | 加碼 |
| Natixis Advisors, L.P. | 12,280 | $30.4 萬 | 0.00% | −2,866−18.9% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 11,945 | $29.6 萬 | 0.03% | +11,945 | 新進 |
| Verdence Capital Advisors LLC | 11,538 | $29.6 萬 | 0.02% | +600+5.5% | 加碼 |
| Keybank National Association | 11,762 | $29.2 萬 | 0.00% | +3,895+49.5% | 加碼 |
| ProShare Advisors LLC | 11,126 | $27.6 萬 | 0.00% | −2,217−16.6% | 減碼 |
| Quest Partners LLC | 10,732 | $26.6 萬 | 0.02% | +1,014+10.4% | 加碼 |
| Pictet Asset Management Holding SA | 10,363 | $25.7 萬 | 0.00% | −872−7.8% | 減碼 |
| Truist Financial Corp | 10,239 | $25.4 萬 | 0.00% | −2,078−16.9% | 減碼 |
| Atom Investors LP | 10,077 | $25.0 萬 | 0.02% | +10,077 | 新進 |
| Callan Family Office, LLC | 10,007 | $24.8 萬 | 0.01% | −462−4.4% | 減碼 |
| Nomura Holdings Inc | 9,970 | $24.7 萬 | 0.00% | +9,970 | 新進 |
| Summitry LLC | 9,664 | $24.0 萬 | 0.01% | +1,256+14.9% | 加碼 |
| Teacher Retirement System of Texas | 9,495 | $23.5 萬 | 0.00% | −815−7.9% | 減碼 |
| Pictet Bank & Trust Ltd | 9,100 | $22.6 萬 | 0.27% | 00.0% | 不變 |
| Wolverine Trading, LLC | 8,319 | $21.1 萬 | 0.00% | +8,319 | 新進 |
| Stifel Financial Corp | 8,511 | $21.1 萬 | 0.00% | −2,003−19.1% | 減碼 |
| Victory Capital Management Inc | 8,354 | $20.7 萬 | 0.00% | +753+9.9% | 加碼 |
| Prudential Financial Inc | 8,120 | $20.1 萬 | 0.00% | +15+0.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 8,100 | $20.1 萬 | 0.00% | −51,869−86.5% | 減碼 |
| MeadowBrook Investment Advisors LLC | 7,600 | $18.8 萬 | 0.16% | 00.0% | 不變 |
| Great West Life Assurance Co | 7,311 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 6,829 | $16.9 萬 | 0.04% | +365+5.6% | 加碼 |
| State of Wyoming | 6,466 | $16.0 萬 | 0.02% | +1,777+37.9% | 加碼 |
| Fairman Group, LLC | 6,129 | $15.2 萬 | 0.12% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,436 | $13.5 萬 | 0.00% | −1,207−18.2% | 減碼 |
| Johnson Financial Group, Inc. | 5,263 | $13.0 萬 | 0.00% | +5,263 | 新進 |
| Advisor Group Holdings, Inc. | 4,900 | $12.4 萬 | 0.00% | −881−15.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,321 | $10.7 萬 | 0.00% | +4,321 | 新進 |
| Tower Research Capital LLC (TRC) | 3,049 | $7.56 萬 | 0.00% | −5,021−62.2% | 減碼 |
| Assetmark, Inc | 2,804 | $6.95 萬 | 0.00% | −1,939−40.9% | 減碼 |
| Advisors Asset Management, Inc. | 2,425 | $6.01 萬 | 0.00% | +259+12.0% | 加碼 |
| Fulcrum Asset Management LLP | 1,929 | $4.78 萬 | 0.01% | −11,654−85.8% | 減碼 |
| Amalgamated Bank | 1,884 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,865 | $4.62 萬 | 0.00% | −1,570,564−99.9% | 減碼 |
| KBC Group NV | 1,860 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,664 | $4.13 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,634 | $4.05 萬 | 0.00% | +167+11.4% | 加碼 |
| US Bancorp | 1,105 | $2.74 萬 | 0.00% | −622−36.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 909 | $2.25 萬 | 0.00% | +199+28.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 713 | $1.80 萬 | 0.00% | +48+7.2% | 加碼 |
| Nisa Investment Advisors, LLC | 685 | $1.70 萬 | 0.00% | −24−3.4% | 減碼 |
| Lazard Asset Management LLC | 559 | $1.39 萬 | 0.00% | +384+219.4% | 加碼 |
| GWM Advisors LLC | 477 | $1.18 萬 | 0.00% | −68−12.5% | 減碼 |
| Bank of Montreal | 411 | $1.02 萬 | 0.00% | −554−57.4% | 減碼 |
| Optiver Holding B.V. | 402 | $9,966 | 0.00% | −45−10.1% | 減碼 |