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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 4 季與 2025 年第 3 季比較

持有 Vertex, Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

VERX 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數2404221−15
股數8,543 萬18.2 萬8,438 萬−86.9 萬 (−1.0%)
市值$21.2 億$450.6 萬$16.9 億−$4.29 億 (−20.3%)

4 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(40 家)

2025 年第 4 季季末持有 Vertex, Inc.、2025 年第 3 季季末沒有持有的機構。

2025 年第 4 季新進 VERX 的機構
機構股數市值佔組合 %
CIBC World Markets Corp704,642$1,407 萬0.07%
Renaissance Technologies LLC268,800$536.8 萬0.01%
Divisar Capital Management LLC250,000$499.3 萬1.40%
Voleon Capital Management LP233,971$467.2 萬0.10%
Cypress Point Investment Management LP227,038$453.7 萬0.98%
Roubaix Capital, LLC184,446$368.3 萬1.57%
Edgestream Partners, L.P.166,326$332.2 萬0.09%
EFG International AG145,763$291.2 萬0.06%
Aquatic Capital Management LLC97,252$194.2 萬0.06%
Squarepoint Ops LLC82,188$164.1 萬0.00%
Nomura Asset Management International Inc.69,533$138.9 萬0.00%
Qube Research & Technologies Ltd58,311$116.4 萬0.00%
Sciencast Management LP43,180$86.2 萬0.12%
Headlands Technologies LLC40,129$80.1 萬0.07%
Quantinno Capital Management LP37,787$75.5 萬0.00%
Creative Planning28,585$57.1 萬0.00%
Glenmede Trust Co NA23,975$47.9 萬0.00%
Fieldview Capital Management, LLC23,566$47.1 萬0.08%
VARCOV Co.19,578$39.1 萬0.15%
Chicago Capital, LLC16,013$32.0 萬0.01%
Inceptionr LLC13,662$27.3 萬0.08%
Virginia Retirement Systems Et Al13,100$26.2 萬0.00%
Canada Pension Plan Investment Board10,500$21.0 萬0.00%
Palladiem, LLC4,370$8.75 萬0.08%
Global Retirement Partners, LLC1,603$3.20 萬0.00%
Larson Financial Group LLC597$1.19 萬0.00%
SRS Capital Advisors, Inc.435$8,6870.00%
Los Angeles Capital Management LLC276$6,2380.00%
Rachor Investment Advisory Services, LLC100$1,9970.00%
Rothschild Investment LLC97$1,9370.00%
Zions Bancorporation, National Association82$1,6380.00%
Elequin Capital LP72$1,4380.00%
SageView Advisory Group, LLC55$1,0990.00%
Smartleaf Asset Management LLC32$6410.00%
Optima Capital LLC25$4990.00%
Flagship Harbor Advisors, LLC21$4190.00%
Bare Financial Services, Inc21$4190.00%
Dunhill Financial, LLC2$370.00%
Hughes Financial Services, LLC1$200.00%
Keating Financial Advisory Services, Inc.1$200.00%

清倉機構(55 家)

2025 年第 3 季季末持有 Vertex, Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 VERX 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Wasatch Advisors Inc2,728,504$6,764 萬
ShawSpring Partners LLC1,081,446$2,681 萬
Aperture Investors, LLC752,431$1,865 萬
Artisan Partners Limited Partnership728,453$1,806 萬
Toroso Investments, LLC396,254$982.3 萬
Spence Asset Management337,013$835.5 萬
Bamco Inc248,042$614.9 萬
Summit Creek Advisors LLC189,789$470.5 萬
Whetstone Capital Advisors, LLC113,505$281.4 萬
Ivy Lane Capital Management, LLC94,000$233.0 萬
Bank Julius Baer & Co. Ltd, Zurich80,893$200.5 萬
Quantbot Technologies LP75,914$188.2 萬
Macquarie Group Ltd70,996$176.0 萬
Advantage Alpha Capital Partners LP69,228$171.6 萬
2Xideas AG63,266$156.8 萬
Oppenheimer Asset Management Inc.59,722$148.1 萬
Y.D. More Investments Ltd41,000$101.6 萬
B. Metzler seel. Sohn & Co. AG35,565$88.2 萬
Daiwa Securities Group Inc.35,000$86.7 萬
Morningstar Investment Management LLC34,240$84.9 萬
Axq Capital, LP20,865$51.7 萬
PEAK6 LLC20,579$51.0 萬
Greycroft LP20,000$49.6 萬
Engineers Gate Manager LP19,351$48.0 萬
SummitTX Capital, L.P.18,847$46.7 萬
David Loasby18,831$46.7 萬
Illinois Municipal Retirement Fund15,051$37.3 萬
Neo Ivy Capital Management14,174$35.1 萬
Jefferies Financial Group Inc.13,813$34.2 萬
Simplex Trading, LLC13,761$34.1 萬
Two Sigma Advisers, LP13,600$33.7 萬
Aigen Investment Management, LP13,594$33.7 萬
Highland Capital Management Fund Advisors, L.P.11,945$29.6 萬
Verdence Capital Advisors LLC11,538$29.6 萬
Keybank National Association11,762$29.2 萬
Truist Financial Corp10,239$25.4 萬
Callan Family Office, LLC10,007$24.8 萬
Teacher Retirement System of Texas9,495$23.5 萬
Pictet Bank & Trust Ltd9,100$22.6 萬
Stifel Financial Corp8,511$21.1 萬
Victory Capital Management Inc8,354$20.7 萬
Prudential Financial Inc8,120$20.1 萬
Federation des caisses Desjardins du Quebec4,321$10.7 萬
Lazard Asset Management LLC559$1.39 萬
Mather Group, LLC.146$3,619
Quarry LP142$3,520
Stephens Consulting, LLC133$3,298
Ci Investments Inc.107$3,000
Private Wealth Management Group, LLC47$1,166
Huntington National Bank47$1,165
ORG Partners LLC9$223
Wealthspire Advisors, LLC7$174
GPS Wealth Strategies Group, LLC3$83
Bay Harbor Wealth Management, LLC1$24
Cloud Capital Management, LLC4$0

尚未申報 2025 年第 4 季的機構(4 家)

2025 年第 3 季季末持有 Vertex, Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 VERX、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
EFG Asset Management (North America) Corp.149,475$370.6 萬
Glenmede Investment Management, LP23,724$58.8 萬
Wolverine Trading, LLC8,319$21.1 萬
Hemington Wealth Management3$0