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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 51,049 | $101.9 萬 | 0.00% | −50,311−49.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 46,626 | $93.1 萬 | 0.00% | −14,400−23.6% | 減碼 |
| Sciencast Management LP | 43,180 | $86.2 萬 | 0.12% | +43,180 | 新進 |
| Caption Management, LLC | 41,159 | $82.2 萬 | 0.04% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 40,964 | $81.8 萬 | 0.01% | −3,520−7.9% | 減碼 |
| Headlands Technologies LLC | 40,129 | $80.1 萬 | 0.07% | +40,129 | 新進 |
| MetLife Investment Management | 39,030 | $77.9 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 37,787 | $75.5 萬 | 0.00% | +37,787 | 新進 |
| Manufacturers Life Insurance Company, The | 35,313 | $70.5 萬 | 0.00% | −334−0.9% | 減碼 |
| SG Americas Securities, LLC | 34,315 | $68.5 萬 | 0.00% | +21,804+174.3% | 加碼 |
| Pictet & Cie (Europe) SA | 31,350 | $62.6 萬 | 0.01% | −17,075−35.3% | 減碼 |
| Marshall Wace, LLP | 30,068 | $60.0 萬 | 0.00% | −38,400−56.1% | 減碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $58.9 萬 | 0.11% | 00.0% | 不變 |
| Creative Planning | 28,585 | $57.1 萬 | 0.00% | +28,585 | 新進 |
| Intech Investment Management LLC | 28,474 | $56.9 萬 | 0.01% | +595+2.1% | 加碼 |
| Cetera Investment Advisers | 28,336 | $56.6 萬 | 0.00% | −8,146−22.3% | 減碼 |
| Verition Fund Management LLC | 28,105 | $56.1 萬 | 0.00% | −33,706−54.5% | 減碼 |
| Glenmede Trust Co NA | 23,975 | $47.9 萬 | 0.00% | +23,975 | 新進 |
| Fieldview Capital Management, LLC | 23,566 | $47.1 萬 | 0.08% | +23,566 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,411 | $46.8 萬 | 0.00% | +10,348+79.2% | 加碼 |
| Bessemer Group Inc | 22,916 | $45.7 萬 | 0.00% | −14,075−38.0% | 減碼 |
| Millennium Management LLC | 22,775 | $45.5 萬 | 0.00% | −47,714−67.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 8,276 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| CenterBook Partners LP | 21,712 | $43.4 萬 | 0.02% | −21,008−49.2% | 減碼 |
| Dark Forest Capital Management LP | 21,492 | $42.9 萬 | 0.02% | −60,055−73.6% | 減碼 |
| State of Wisconsin Investment Board | 20,877 | $41.7 萬 | 0.00% | +2,949+16.4% | 加碼 |
| Arizona State Retirement System | 20,447 | $40.8 萬 | 0.00% | −1,194−5.5% | 減碼 |
| DKRT Investments Corp. | 20,000 | $39.9 萬 | 0.11% | −10,000−33.3% | 減碼 |
| VARCOV Co. | 19,578 | $39.1 萬 | 0.15% | +19,578 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $36.0 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 17,662 | $35.3 萬 | 0.00% | +784+4.6% | 加碼 |
| LPL Financial LLC | 17,214 | $34.4 萬 | 0.00% | −10,642−38.2% | 減碼 |
| Diversified Trust Co | 16,304 | $32.6 萬 | 0.01% | −7,671−32.0% | 減碼 |
| Handelsbanken Fonder AB | 16,100 | $32.2 萬 | 0.00% | +1,500+10.3% | 加碼 |
| Chicago Capital, LLC | 16,013 | $32.0 萬 | 0.01% | +16,013 | 新進 |
| KLP Kapitalforvaltning AS | 15,700 | $31.4 萬 | 0.00% | +1,000+6.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,234 | $30.4 萬 | 0.00% | −11,486−43.0% | 減碼 |
| Russell Investments Group, Ltd. | 14,935 | $29.8 萬 | 0.00% | −7,663−33.9% | 減碼 |
| Atom Investors LP | 14,067 | $28.1 萬 | 0.02% | +3,990+39.6% | 加碼 |
| Inceptionr LLC | 13,662 | $27.3 萬 | 0.08% | +13,662 | 新進 |
| Virginia Retirement Systems Et Al | 13,100 | $26.2 萬 | 0.00% | +13,100 | 新進 |
| ProShare Advisors LLC | 12,799 | $25.6 萬 | 0.00% | +1,673+15.0% | 加碼 |
| State of Wyoming | 12,132 | $24.2 萬 | 0.03% | +5,666+87.6% | 加碼 |
| Summitry LLC | 11,412 | $22.8 萬 | 0.01% | +1,748+18.1% | 加碼 |
| Canada Pension Plan Investment Board | 10,500 | $21.0 萬 | 0.00% | +10,500 | 新進 |
| Pictet Asset Management Holding SA | 10,363 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 10,114 | $20.2 萬 | 0.00% | −2,166−17.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 8,578 | $17.0 萬 | 0.00% | −129,335−93.8% | 減碼 |
| FMR LLC | 8,289 | $16.6 萬 | 0.00% | +6,424+344.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,257 | $16.5 萬 | 0.00% | +7,998+3,088.0% | 加碼 |
| Quest Partners LLC | 7,908 | $15.8 萬 | 0.01% | −2,824−26.3% | 減碼 |
| MeadowBrook Investment Advisors LLC | 7,390 | $14.8 萬 | 0.13% | −210−2.8% | 減碼 |
| Great West Life Assurance Co | 7,311 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 6,565 | $13.0 萬 | 0.00% | −259,014−97.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 6,386 | $12.8 萬 | 0.00% | −460,281−98.6% | 減碼 |
| Fairman Group, LLC | 6,129 | $12.2 萬 | 0.10% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,436 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,263 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Walleye Trading LLC | 4,524 | $9.03 萬 | 0.00% | −63,264−93.3% | 減碼 |
| Palladiem, LLC | 4,370 | $8.75 萬 | 0.08% | +4,370 | 新進 |
| Assetmark, Inc | 4,180 | $8.35 萬 | 0.00% | +1,376+49.1% | 加碼 |
| Advisors Asset Management, Inc. | 3,320 | $6.63 萬 | 0.00% | +895+36.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,156 | $6.30 萬 | 0.00% | +107+3.5% | 加碼 |
| Versant Capital Management, Inc | 2,475 | $4.94 萬 | 0.01% | +2,449+9,419.2% | 加碼 |
| Strategic Advocates LLC | 2,448 | $4.90 萬 | 0.01% | −4,381−64.2% | 減碼 |
| Amalgamated Bank | 2,204 | $4.40 萬 | 0.00% | +320+17.0% | 加碼 |
| Fulcrum Asset Management LLP | 1,929 | $3.86 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 1,860 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,603 | $3.20 萬 | 0.00% | +1,603 | 新進 |
| Ronald Blue Trust, Inc. | 1,423 | $2.84 萬 | 0.00% | −241−14.5% | 減碼 |
| Fifth Third Bancorp | 1,164 | $2.32 萬 | 0.00% | −470−28.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 969 | $1.90 萬 | 0.00% | +256+35.9% | 加碼 |
| Advisor Group Holdings, Inc. | 863 | $1.72 萬 | 0.00% | −4,037−82.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 784 | $1.57 萬 | 0.00% | −125−13.8% | 減碼 |
| US Bancorp | 713 | $1.42 萬 | 0.00% | −392−35.5% | 減碼 |
| GAMMA Investing LLC | 662 | $1.32 萬 | 0.00% | +604+1,041.4% | 加碼 |
| Rockefeller Capital Management L.P. | 656 | $1.31 萬 | 0.00% | −447,111−99.9% | 減碼 |
| Larson Financial Group LLC | 597 | $1.19 萬 | 0.00% | +597 | 新進 |
| Parkside Financial Bank & Trust | 546 | $1.09 萬 | 0.00% | +183+50.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 493 | $9,846 | 0.00% | +490+16,333.3% | 加碼 |
| Sterling Capital Management LLC | 451 | $9,006 | 0.00% | +293+185.4% | 加碼 |
| SRS Capital Advisors, Inc. | 435 | $8,687 | 0.00% | +435 | 新進 |
| Bank of Montreal | 401 | $8,008 | 0.00% | −10−2.4% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 303 | $7,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 330 | $6,590 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 324 | $6,470 | 0.00% | −78−19.4% | 減碼 |
| GWM Advisors LLC | 323 | $6,450 | 0.00% | −154−32.3% | 減碼 |
| Los Angeles Capital Management LLC | 276 | $6,238 | 0.00% | +276 | 新進 |
| Bogart Wealth, LLC | 301 | $6,011 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 272 | $5,432 | 0.00% | +161+145.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 270 | $5,392 | 0.00% | +60+28.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 261 | $5,212 | 0.00% | +44+20.3% | 加碼 |
| CWM, LLC | 261 | $5,000 | 0.00% | +70+36.6% | 加碼 |
| Farther Finance Advisors, LLC | 235 | $4,693 | 0.00% | +170+261.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 195 | $3,894 | 0.00% | −120−38.1% | 減碼 |
| Massmutual Trust Co FSB | 193 | $3,854 | 0.00% | +152+370.7% | 加碼 |
| Hurley Capital, LLC | 182 | $3,635 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 170 | $3,395 | 0.00% | +131+335.9% | 加碼 |
| Jones Financial Companies LLLP | 163 | $3,255 | 0.00% | +5+3.2% | 加碼 |
| Rachor Investment Advisory Services, LLC | 100 | $1,997 | 0.00% | +100 | 新進 |