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。
2026 年第 1 季 13F 持有人
Vertex, Inc. 在 2026/3/31 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
- 222
- 較 2025 年第 4 季 +6 家
- 持有股數
- 8,039 萬
- 較 2025 年第 4 季 +532.1 萬 (+7.1%)
- 總市值
- $9.56 億
- 較 2025 年第 4 季 −$5.44 億 (−36.3%)
- 新進機構
- 60
- 另有 72 家加碼
- 清倉機構
- 54
- 另有 69 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,659,374 | $6,729 萬 | 0.00% | +18,194+0.3% | 加碼 |
| UBS Group AG | 5,464,034 | $6,497 萬 | 0.01% | −264,806−4.6% | 減碼 |
| Vanguard Portfolio Management LLC | 4,780,681 | $5,684 萬 | 0.00% | +4,780,681 | 新進 |
| Morgan Stanley | 4,293,247 | $5,105 萬 | 0.00% | +3,368,359+364.2% | 加碼 |
| Tensile Capital Management LP | 3,398,563 | $4,041 萬 | 5.79% | −21,431−0.6% | 減碼 |
| JPMorgan Chase & Co | 3,371,170 | $3,934 萬 | 0.00% | +1,651,594+96.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,178,800 | $3,780 萬 | 0.06% | +3,178,800 | 新進 |
| Vanguard Capital Management LLC | 3,115,457 | $3,704 萬 | 0.00% | +3,115,457 | 新進 |
| Nomura Holdings Inc | 2,621,641 | $3,117 萬 | 0.26% | −551,704−17.4% | 減碼 |
| Goldman Sachs Group Inc | 2,363,972 | $2,811 萬 | 0.00% | +1,282,274+118.5% | 加碼 |
| Geneva Capital Management LLC | 2,134,691 | $2,538 萬 | 0.54% | −575,808−21.2% | 減碼 |
| State Street Corp | 1,910,753 | $2,272 萬 | 0.00% | +61,582+3.3% | 加碼 |
| Brown Advisory Inc | 1,808,944 | $2,151 萬 | 0.04% | −969,932−34.9% | 減碼 |
| Geode Capital Management, LLC | 1,771,692 | $2,107 萬 | 0.00% | −21,172−1.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,638,922 | $1,949 萬 | 0.02% | +1,363,056+494.1% | 加碼 |
| Legacy Advisors, LLC | 1,343,779 | $1,598 萬 | 1.88% | −600.0% | 減碼 |
| Barclays PLC | 1,311,066 | $1,559 萬 | 0.01% | −156,305−10.7% | 減碼 |
| William Blair Investment Management, LLC | 1,279,170 | $1,521 萬 | 0.05% | +63,998+5.3% | 加碼 |
| Divisar Capital Management LLC | 1,195,712 | $1,422 萬 | 3.62% | +945,712+378.3% | 加碼 |
| Citadel Advisors LLC | 1,152,609 | $1,370 萬 | 0.01% | +177,212+18.2% | 加碼 |
| Citigroup Inc | 1,150,412 | $1,368 萬 | 0.01% | +126,993+12.4% | 加碼 |
| Palisade Capital Management LLC | 1,141,948 | $1,358 萬 | 0.45% | +395,591+53.0% | 加碼 |
| CIBC Bancorp USA Inc. | 1,053,533 | $1,253 萬 | 0.02% | +1,053,533 | 新進 |
| Hudson Bay Capital Management LP | 1,000,000 | $1,189 萬 | 0.07% | +1,000,000 | 新進 |
| Jennison Associates LLC | 982,230 | $1,168 萬 | 0.01% | −9,590−1.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 935,668 | $1,113 萬 | 0.01% | +889,042+1,906.8% | 加碼 |
| Bank of America Corp | 932,518 | $1,109 萬 | 0.00% | −39,148−4.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 805,861 | $958.2 萬 | 0.03% | −199,234−19.8% | 減碼 |
| Jane Street Group, LLC | 700,648 | $833.1 萬 | 0.01% | −18,470−2.6% | 減碼 |
| TimesSquare Capital Management, LLC | 682,652 | $811.7 萬 | 0.14% | −83,570−10.9% | 減碼 |
| Millennium Management LLC | 653,512 | $777.0 萬 | 0.01% | +630,737+2,769.4% | 加碼 |
| Northern Trust Corp | 640,426 | $761.5 萬 | 0.00% | +6,078+1.0% | 加碼 |
| Charles Schwab Investment Management Inc | 605,909 | $720.4 萬 | 0.00% | −4,155−0.7% | 減碼 |
| Dimensional Fund Advisors LP | 582,427 | $692.4 萬 | 0.00% | −235,818−28.8% | 減碼 |
| Freshford Capital Management, LLC | 565,547 | $672.4 萬 | 3.36% | +565,547 | 新進 |
| Banque Pictet & Cie SA | 553,975 | $658.7 萬 | 0.08% | −264,670−32.3% | 減碼 |
| Cypress Point Investment Management LP | 535,901 | $637.2 萬 | 1.50% | +308,863+136.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 511,671 | $608.4 萬 | 0.00% | +4,066+0.8% | 加碼 |
| Vanguard Fiduciary Trust Co | 507,367 | $603.3 萬 | 0.00% | +507,367 | 新進 |
| Hyperion Capital Advisors LP | 480,000 | $570.7 萬 | 2.75% | −170,000−26.2% | 減碼 |
| Gagnon Securities LLC | 468,220 | $556.7 萬 | 1.29% | +103,577+28.4% | 加碼 |
| New York State Common Retirement Fund | 434,848 | $517.0 萬 | 0.01% | +152,773+54.2% | 加碼 |
| Brown Capital Management LLC | 434,579 | $516.7 萬 | 0.73% | −175,753−28.8% | 減碼 |
| Counterpoint Mutual Funds LLC | 406,757 | $483.6 萬 | 0.73% | +406,757 | 新進 |
| Voleon Capital Management LP | 388,106 | $461.5 萬 | 0.10% | +154,135+65.9% | 加碼 |
| FMR LLC | 333,715 | $396.8 萬 | 0.00% | +325,426+3,926.0% | 加碼 |
| Pier Capital, LLC | 312,227 | $371.2 萬 | 0.61% | +67,659+27.7% | 加碼 |
| Trexquant Investment LP | 300,199 | $356.9 萬 | 0.03% | +300,199 | 新進 |
| MUFG Securities EMEA plc | 300,000 | $356.7 萬 | 0.05% | +300,000 | 新進 |
| Gagnon Advisors, LLC | 297,050 | $353.2 萬 | 2.60% | +64,571+27.8% | 加碼 |
| Renaissance Technologies LLC | 290,500 | $345.4 萬 | 0.01% | +21,700+8.1% | 加碼 |
| Marshall Wace, LLP | 288,636 | $343.2 萬 | 0.00% | +258,568+859.9% | 加碼 |
| Kornitzer Capital Management Inc | 267,690 | $318.3 萬 | 0.07% | −1,295−0.5% | 減碼 |
| Saba Capital Management, L.P. | 263,474 | $313.3 萬 | 0.10% | 00.0% | 不變 |
| CenterBook Partners LP | 258,634 | $307.5 萬 | 0.17% | +236,922+1,091.2% | 加碼 |
| Mizuho Markets Americas LLC | 257,927 | $306.7 萬 | 0.09% | −121,000−31.9% | 減碼 |
| XTX Topco Ltd | 256,331 | $304.8 萬 | 0.05% | +148,422+137.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 256,289 | $304.7 萬 | 0.06% | +67,270+35.6% | 加碼 |
| North Star Asset Management Inc | 237,875 | $282.8 萬 | 0.12% | +17,398+7.9% | 加碼 |
| Bank of New York Mellon Corp | 234,801 | $279.2 萬 | 0.00% | −11,129−4.5% | 減碼 |
| Deutsche Bank AG | 225,837 | $268.5 萬 | 0.00% | +7,143+3.3% | 加碼 |
| Tudor Investment Corp Et Al | 218,494 | $259.8 萬 | 0.01% | +218,494 | 新進 |
| Balyasny Asset Management LLC | 214,166 | $254.6 萬 | 0.01% | +214,166 | 新進 |
| Kennedy Capital Management, Inc. | 206,165 | $245.1 萬 | 0.05% | +70,167+51.6% | 加碼 |
| Herald Investment Management Ltd | 200,000 | $237.2 萬 | 0.33% | 00.0% | 不變 |
| Nuveen, LLC | 177,002 | $210.5 萬 | 0.00% | +37,711+27.1% | 加碼 |
| Banco Santander, S.A. | 174,826 | $207.9 萬 | 0.02% | −10,000−5.4% | 減碼 |
| Susquehanna International Group, LLP | 161,440 | $192.0 萬 | 0.00% | −66,668−29.2% | 減碼 |
| UBS Asset Management Americas Inc | 151,895 | $180.6 萬 | 0.00% | −130,536−46.2% | 減碼 |
| Swiss National Bank | 144,900 | $172.3 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 141,793 | $168.6 萬 | 0.00% | +104,006+275.2% | 加碼 |
| Royce & Associates LP | 136,032 | $161.7 萬 | 0.02% | 00.0% | 不變 |
| Alliancebernstein L.P. | 70,944 | $141.7 萬 | 0.00% | +634+0.9% | 加碼 |
| Ameriprise Financial Inc | 114,886 | $136.6 萬 | 0.00% | −684,887−85.6% | 減碼 |
| Qube Research & Technologies Ltd | 108,461 | $129.0 萬 | 0.00% | +50,150+86.0% | 加碼 |
| Two Sigma Investments, LP | 104,888 | $124.7 萬 | 0.00% | +104,888 | 新進 |
| Palogic Value Management, L.P. | 100,000 | $118.9 萬 | 0.52% | +32,500+48.1% | 加碼 |
| Fred Alger Management, LLC | 99,097 | $117.8 萬 | 0.01% | −340,318−77.4% | 減碼 |
| Lazard Freres Gestion S.A.S. | 94,940 | $112.8 萬 | 0.02% | −15,060−13.7% | 減碼 |
| SEI Investments Co | 89,988 | $107.0 萬 | 0.00% | −50,184−35.8% | 減碼 |
| Rhumbline Advisers | 87,314 | $103.8 萬 | 0.00% | +2,045+2.4% | 加碼 |
| Price T Rowe Associates Inc | 84,589 | $100.6 萬 | 0.00% | +13,947+19.7% | 加碼 |
| Twinbeech Capital LP | 78,200 | $93.0 萬 | 0.10% | +78,200 | 新進 |
| Invesco Ltd. | 76,018 | $90.4 萬 | 0.00% | +14,999+24.6% | 加碼 |
| Norris Perne & French LLP | 71,998 | $85.6 萬 | 0.04% | −187,856−72.3% | 減碼 |
| Envestnet Asset Management Inc | 68,954 | $82.0 萬 | 0.00% | −19,565−22.1% | 減碼 |
| ExodusPoint Capital Management, LP | 68,477 | $81.4 萬 | 0.01% | +68,477 | 新進 |
| California State Teachers Retirement System | 68,267 | $81.2 萬 | 0.00% | −523−0.8% | 減碼 |
| AQR Capital Management LLC | 67,240 | $79.9 萬 | 0.00% | +67,240 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 63,611 | $75.6 萬 | 0.00% | −12,207−16.1% | 減碼 |
| Legal & General Group Plc | 61,993 | $73.7 萬 | 0.00% | −12,211−16.5% | 減碼 |
| Prelude Capital Management, LLC | 59,985 | $71.3 萬 | 0.05% | +59,985 | 新進 |
| Scalar Gauge Management, LLC | 55,000 | $65.4 萬 | 0.63% | +55,000 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,005 | $59.5 萬 | 0.00% | +34,771+228.2% | 加碼 |
| Vanguard Asset Management, Ltd | 48,203 | $57.3 萬 | 0.00% | +48,203 | 新進 |
| Handelsbanken Fonder AB | 45,700 | $54.3 萬 | 0.00% | +29,600+183.9% | 加碼 |
| Caption Management, LLC | 41,159 | $48.9 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 40,248 | $47.9 萬 | 0.00% | +1,218+3.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,048 | $46.4 萬 | 0.00% | +15,637+66.8% | 加碼 |
| Lazard Asset Management LLC | 38,577 | $45.9 萬 | 0.00% | +38,577 | 新進 |