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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 1,081,698 | $2,160 萬 | 0.00% | +657,413+154.9% | 加碼 |
| William Blair Investment Management, LLC | 1,215,172 | $2,427 萬 | 0.07% | +360,791+42.2% | 加碼 |
| Standard Life Aberdeen plc | 1,221,776 | $2,440 萬 | 0.04% | −224,058−15.5% | 減碼 |
| Principal Financial Group Inc | 1,335,122 | $2,666 萬 | 0.01% | +442,173+49.5% | 加碼 |
| Legacy Advisors, LLC | 1,343,839 | $2,684 萬 | 2.88% | +600.0% | 加碼 |
| Barclays PLC | 1,467,371 | $2,930 萬 | 0.01% | +624,147+74.0% | 加碼 |
| Wellington Management Group LLP | 1,540,091 | $3,076 萬 | 0.01% | −621,410−28.7% | 減碼 |
| JPMorgan Chase & Co | 1,719,576 | $3,434 萬 | 0.00% | −74,494−4.2% | 減碼 |
| Geode Capital Management, LLC | 1,792,864 | $3,581 萬 | 0.00% | +93,184+5.5% | 加碼 |
| Park West Asset Management LLC | 1,833,428 | $3,661 萬 | 3.08% | +583,428+46.7% | 加碼 |
| State Street Corp | 1,849,171 | $3,693 萬 | 0.00% | +136,656+8.0% | 加碼 |
| Conestoga Capital Advisors, LLC | 2,506,653 | $5,006 萬 | 0.84% | −36,347−1.4% | 減碼 |
| Massachusetts Financial Services Co | 2,698,276 | $5,388 萬 | 0.02% | −869,626−24.4% | 減碼 |
| Geneva Capital Management LLC | 2,710,499 | $5,413 萬 | 1.02% | −222,385−7.6% | 減碼 |
| Brown Advisory Inc | 2,778,876 | $5,549 萬 | 0.08% | −302,029−9.8% | 減碼 |
| Neuberger Berman Group LLC | 2,820,247 | $5,632 萬 | 0.04% | −168,323−5.6% | 減碼 |
| Nomura Holdings Inc | 3,173,345 | $6,337 萬 | 0.18% | +3,163,375+31,728.9% | 加碼 |
| Tensile Capital Management LP | 3,419,994 | $6,830 萬 | 8.85% | −384,415−10.1% | 減碼 |
| BlackRock, Inc. | 5,641,180 | $1.13 億 | 0.00% | +324,665+6.1% | 加碼 |
| UBS Group AG | 5,728,840 | $1.14 億 | 0.02% | +3,797,309+196.6% | 加碼 |
| Vanguard Group Inc | 8,348,597 | $1.67 億 | 0.00% | −38,529−0.5% | 減碼 |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −2,728,504−100.0% | 清倉 |
| ShawSpring Partners LLC | 0 | $0 | 0.00% | −1,081,446−100.0% | 清倉 |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −752,431−100.0% | 清倉 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −728,453−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −396,254−100.0% | 清倉 |
| Spence Asset Management | 0 | $0 | 0.00% | −337,013−100.0% | 清倉 |
| Bamco Inc | 0 | $0 | 0.00% | −248,042−100.0% | 清倉 |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −189,789−100.0% | 清倉 |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −113,505−100.0% | 清倉 |
| Ivy Lane Capital Management, LLC | 0 | $0 | 0.00% | −94,000−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −80,893−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −75,914−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −70,996−100.0% | 清倉 |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −69,228−100.0% | 清倉 |
| 2Xideas AG | 0 | $0 | 0.00% | −63,266−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −59,722−100.0% | 清倉 |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −41,000−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −35,565−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −34,240−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −20,865−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −20,579−100.0% | 清倉 |
| Greycroft LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,351−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −18,847−100.0% | 清倉 |
| David Loasby | 0 | $0 | 0.00% | −18,831−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −15,051−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −14,174−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,813−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,761−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,600−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,594−100.0% | 清倉 |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −11,945−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −11,538−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −11,762−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,239−100.0% | 清倉 |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −10,007−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,495−100.0% | 清倉 |
| Pictet Bank & Trust Ltd | 0 | $0 | 0.00% | −9,100−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,511−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,354−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,120−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −4,321−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −559−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −146−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −133−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −47−100.0% | 清倉 |
| ORG Partners LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| EFG Asset Management (North America) Corp. | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Wolverine Trading, LLC | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |