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 4 季 13F 持有人
Vertex, Inc. 在 2025/12/31 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
- 221
- 較 2025 年第 3 季 −15 家
- 持有股數
- 8,438 萬
- 較 2025 年第 3 季 −86.9 萬 (−1.0%)
- 總市值
- $16.9 億
- 較 2025 年第 3 季 −$4.29 億 (−20.3%)
- 新進機構
- 40
- 另有 78 家加碼
- 清倉機構
- 55
- 另有 81 家減碼
另有 4 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,348,597 | $1.67 億 | 0.00% | −38,529−0.5% | 減碼 |
| UBS Group AG | 5,728,840 | $1.14 億 | 0.02% | +3,797,309+196.6% | 加碼 |
| BlackRock, Inc. | 5,641,180 | $1.13 億 | 0.00% | +324,665+6.1% | 加碼 |
| Tensile Capital Management LP | 3,419,994 | $6,830 萬 | 8.85% | −384,415−10.1% | 減碼 |
| Nomura Holdings Inc | 3,173,345 | $6,337 萬 | 0.18% | +3,163,375+31,728.9% | 加碼 |
| Neuberger Berman Group LLC | 2,820,247 | $5,632 萬 | 0.04% | −168,323−5.6% | 減碼 |
| Brown Advisory Inc | 2,778,876 | $5,549 萬 | 0.08% | −302,029−9.8% | 減碼 |
| Geneva Capital Management LLC | 2,710,499 | $5,413 萬 | 1.02% | −222,385−7.6% | 減碼 |
| Massachusetts Financial Services Co | 2,698,276 | $5,388 萬 | 0.02% | −869,626−24.4% | 減碼 |
| Conestoga Capital Advisors, LLC | 2,506,653 | $5,006 萬 | 0.84% | −36,347−1.4% | 減碼 |
| State Street Corp | 1,849,171 | $3,693 萬 | 0.00% | +136,656+8.0% | 加碼 |
| Park West Asset Management LLC | 1,833,428 | $3,661 萬 | 3.08% | +583,428+46.7% | 加碼 |
| Geode Capital Management, LLC | 1,792,864 | $3,581 萬 | 0.00% | +93,184+5.5% | 加碼 |
| JPMorgan Chase & Co | 1,719,576 | $3,434 萬 | 0.00% | −74,494−4.2% | 減碼 |
| Wellington Management Group LLP | 1,540,091 | $3,076 萬 | 0.01% | −621,410−28.7% | 減碼 |
| Barclays PLC | 1,467,371 | $2,930 萬 | 0.01% | +624,147+74.0% | 加碼 |
| Legacy Advisors, LLC | 1,343,839 | $2,684 萬 | 2.88% | +600.0% | 加碼 |
| Principal Financial Group Inc | 1,335,122 | $2,666 萬 | 0.01% | +442,173+49.5% | 加碼 |
| Standard Life Aberdeen plc | 1,221,776 | $2,440 萬 | 0.04% | −224,058−15.5% | 減碼 |
| William Blair Investment Management, LLC | 1,215,172 | $2,427 萬 | 0.07% | +360,791+42.2% | 加碼 |
| Goldman Sachs Group Inc | 1,081,698 | $2,160 萬 | 0.00% | +657,413+154.9% | 加碼 |
| Citigroup Inc | 1,023,419 | $2,044 萬 | 0.01% | +810,985+381.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,005,095 | $2,007 萬 | 0.05% | −295,949−22.7% | 減碼 |
| Jennison Associates LLC | 991,820 | $1,981 萬 | 0.01% | +172,692+21.1% | 加碼 |
| Citadel Advisors LLC | 975,397 | $1,948 萬 | 0.01% | +789,418+424.5% | 加碼 |
| Bank of America Corp | 971,666 | $1,940 萬 | 0.00% | +414,051+74.3% | 加碼 |
| Morgan Stanley | 924,888 | $1,847 萬 | 0.00% | −48,554−5.0% | 減碼 |
| Banque Pictet & Cie SA | 818,645 | $1,635 萬 | 0.16% | −125,425−13.3% | 減碼 |
| Dimensional Fund Advisors LP | 818,245 | $1,634 萬 | 0.00% | −169,020−17.1% | 減碼 |
| Ameriprise Financial Inc | 799,773 | $1,597 萬 | 0.00% | +5,129+0.6% | 加碼 |
| Janus Henderson Group PLC | 776,392 | $1,550 萬 | 0.01% | −25,251−3.1% | 減碼 |
| TimesSquare Capital Management, LLC | 766,222 | $1,530 萬 | 0.23% | −325,040−29.8% | 減碼 |
| Palisade Capital Management LLC | 746,357 | $1,490 萬 | 0.44% | +128,224+20.7% | 加碼 |
| Champlain Investment Partners, LLC | 739,673 | $1,477 萬 | 0.15% | −1,309,817−63.9% | 減碼 |
| Jane Street Group, LLC | 719,118 | $1,436 萬 | 0.02% | +394,454+121.5% | 加碼 |
| CIBC World Markets Corp | 704,642 | $1,407 萬 | 0.07% | +704,642 | 新進 |
| Hyperion Capital Advisors LP | 650,000 | $1,298 萬 | 6.35% | +110,000+20.4% | 加碼 |
| Pembroke Management, LTD | 648,097 | $1,294 萬 | 1.34% | −169,956−20.8% | 減碼 |
| Northern Trust Corp | 634,348 | $1,267 萬 | 0.00% | −10,180−1.6% | 減碼 |
| Brown Capital Management LLC | 610,332 | $1,219 萬 | 1.00% | −692,331−53.1% | 減碼 |
| Charles Schwab Investment Management Inc | 610,064 | $1,218 萬 | 0.00% | +13,617+2.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 507,605 | $1,014 萬 | 0.01% | +164,015+47.7% | 加碼 |
| Franklin Resources Inc | 464,155 | $926.9 萬 | 0.00% | −1,008,803−68.5% | 減碼 |
| Premier Fund Managers Ltd | 453,303 | $908.2 萬 | 0.52% | −120,054−20.9% | 減碼 |
| Fred Alger Management, LLC | 439,415 | $877.5 萬 | 0.03% | −263,555−37.5% | 減碼 |
| Mizuho Markets Americas LLC | 378,927 | $756.7 萬 | 0.16% | −14,000−3.6% | 減碼 |
| Gagnon Securities LLC | 364,643 | $728.2 萬 | 1.48% | −14,042−3.7% | 減碼 |
| UBS Asset Management Americas Inc | 282,431 | $564.0 萬 | 0.00% | +158,251+127.4% | 加碼 |
| New York State Common Retirement Fund | 282,075 | $563.3 萬 | 0.01% | −102,634−26.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 275,866 | $550.9 萬 | 0.00% | +267,766+3,305.8% | 加碼 |
| Kornitzer Capital Management Inc | 268,985 | $537.2 萬 | 0.11% | +168+0.1% | 加碼 |
| Renaissance Technologies LLC | 268,800 | $536.8 萬 | 0.01% | +268,800 | 新進 |
| Saba Capital Management, L.P. | 263,474 | $526.2 萬 | 0.18% | +60,000+29.5% | 加碼 |
| Norris Perne & French LLP | 259,854 | $518.9 萬 | 0.34% | +53,718+26.1% | 加碼 |
| Comerica Bank | 258,019 | $515.3 萬 | 0.02% | −17,352−6.3% | 減碼 |
| Divisar Capital Management LLC | 250,000 | $499.3 萬 | 1.40% | +250,000 | 新進 |
| Peregrine Capital Management LLC | 249,227 | $497.7 萬 | 0.15% | −3,352−1.3% | 減碼 |
| Bank of New York Mellon Corp | 245,930 | $491.1 萬 | 0.00% | +27,330+12.5% | 加碼 |
| Pier Capital, LLC | 244,568 | $488.4 萬 | 0.78% | −47,291−16.2% | 減碼 |
| Voleon Capital Management LP | 233,971 | $467.2 萬 | 0.10% | +233,971 | 新進 |
| Gagnon Advisors, LLC | 232,479 | $464.3 萬 | 2.95% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 228,108 | $455.5 萬 | 0.01% | −500,525−68.7% | 減碼 |
| Cypress Point Investment Management LP | 227,038 | $453.7 萬 | 0.98% | +227,038 | 新進 |
| North Star Asset Management Inc | 220,477 | $440.3 萬 | 0.18% | +25,462+13.1% | 加碼 |
| Deutsche Bank AG | 218,694 | $436.7 萬 | 0.00% | +167,891+330.5% | 加碼 |
| Herald Investment Management Ltd | 200,000 | $399.4 萬 | 0.52% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 189,019 | $377.5 萬 | 0.08% | +138,225+272.1% | 加碼 |
| Banco Santander, S.A. | 184,826 | $369.1 萬 | 0.03% | +7,000+3.9% | 加碼 |
| Roubaix Capital, LLC | 184,446 | $368.3 萬 | 1.57% | +184,446 | 新進 |
| Edgestream Partners, L.P. | 166,326 | $332.2 萬 | 0.09% | +166,326 | 新進 |
| Granahan Investment Management Inc | 150,299 | $300.1 萬 | 0.13% | −139,010−48.0% | 減碼 |
| EFG International AG | 145,763 | $291.2 萬 | 0.06% | +145,763 | 新進 |
| Swiss National Bank | 144,900 | $289.4 萬 | 0.00% | +2,900+2.0% | 加碼 |
| SEI Investments Co | 140,172 | $280.0 萬 | 0.00% | −231,151−62.3% | 減碼 |
| Nuveen, LLC | 139,291 | $278.2 萬 | 0.00% | +7,589+5.8% | 加碼 |
| Royce & Associates LP | 136,032 | $271.7 萬 | 0.03% | +25,507+23.1% | 加碼 |
| Kennedy Capital Management, Inc. | 135,998 | $271.6 萬 | 0.06% | +708+0.5% | 加碼 |
| Royal Bank of Canada | 132,146 | $263.9 萬 | 0.00% | −149,384−53.1% | 減碼 |
| Voya Investment Management LLC | 125,919 | $251.5 萬 | 0.00% | −17,056−11.9% | 減碼 |
| Lazard Freres Gestion S.A.S. | 110,000 | $219.6 萬 | 0.04% | +40,000+57.1% | 加碼 |
| XTX Topco Ltd | 107,909 | $215.5 萬 | 0.06% | +87,786+436.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 103,665 | $207.0 萬 | 0.10% | +86,866+517.1% | 加碼 |
| Aquatic Capital Management LLC | 97,252 | $194.2 萬 | 0.06% | +97,252 | 新進 |
| Envestnet Asset Management Inc | 88,519 | $176.8 萬 | 0.00% | −105,000−54.3% | 減碼 |
| Baird Financial Group, Inc. | 87,178 | $174.1 萬 | 0.00% | −6,970−7.4% | 減碼 |
| Wells Fargo & Company | 86,794 | $173.3 萬 | 0.00% | +32,158+58.9% | 加碼 |
| Bullseye Asset Management LLC | 85,286 | $170.3 萬 | 0.92% | −26,413−23.6% | 減碼 |
| Rhumbline Advisers | 85,269 | $170.3 萬 | 0.00% | −9,376−9.9% | 減碼 |
| Squarepoint Ops LLC | 82,188 | $164.1 萬 | 0.00% | +82,188 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 75,818 | $151.4 萬 | 0.00% | +1,536+2.1% | 加碼 |
| Legal & General Group Plc | 74,204 | $148.2 萬 | 0.00% | −8,112−9.9% | 減碼 |
| Jain Global LLC | 72,293 | $144.4 萬 | 0.01% | +41,035+131.3% | 加碼 |
| Price T Rowe Associates Inc | 70,642 | $141.1 萬 | 0.00% | +14,037+24.8% | 加碼 |
| Alliancebernstein L.P. | 70,310 | $140.4 萬 | 0.00% | −899−1.3% | 減碼 |
| Nomura Asset Management International Inc. | 69,533 | $138.9 萬 | 0.00% | +69,533 | 新進 |
| California State Teachers Retirement System | 68,790 | $137.4 萬 | 0.00% | +257+0.4% | 加碼 |
| Palogic Value Management, L.P. | 67,500 | $134.8 萬 | 0.58% | +7,500+12.5% | 加碼 |
| Holocene Advisors, LP | 61,468 | $122.8 萬 | 0.00% | +16,848+37.8% | 加碼 |
| Invesco Ltd. | 61,019 | $121.9 萬 | 0.00% | +7,714+14.5% | 加碼 |
| Qube Research & Technologies Ltd | 58,311 | $116.4 萬 | 0.00% | +58,311 | 新進 |