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 |
|---|---|---|---|---|---|
| Palisade Capital Management LLC | 1,141,948 | $1,358 萬 | 0.45% | +395,591+53.0% | 加碼 |
| Citigroup Inc | 1,150,412 | $1,368 萬 | 0.01% | +126,993+12.4% | 加碼 |
| Citadel Advisors LLC | 1,152,609 | $1,370 萬 | 0.01% | +177,212+18.2% | 加碼 |
| Divisar Capital Management LLC | 1,195,712 | $1,422 萬 | 3.62% | +945,712+378.3% | 加碼 |
| William Blair Investment Management, LLC | 1,279,170 | $1,521 萬 | 0.05% | +63,998+5.3% | 加碼 |
| Barclays PLC | 1,311,066 | $1,559 萬 | 0.01% | −156,305−10.7% | 減碼 |
| Legacy Advisors, LLC | 1,343,779 | $1,598 萬 | 1.88% | −600.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,638,922 | $1,949 萬 | 0.02% | +1,363,056+494.1% | 加碼 |
| Geode Capital Management, LLC | 1,771,692 | $2,107 萬 | 0.00% | −21,172−1.2% | 減碼 |
| Brown Advisory Inc | 1,808,944 | $2,151 萬 | 0.04% | −969,932−34.9% | 減碼 |
| State Street Corp | 1,910,753 | $2,272 萬 | 0.00% | +61,582+3.3% | 加碼 |
| Geneva Capital Management LLC | 2,134,691 | $2,538 萬 | 0.54% | −575,808−21.2% | 減碼 |
| Goldman Sachs Group Inc | 2,363,972 | $2,811 萬 | 0.00% | +1,282,274+118.5% | 加碼 |
| Nomura Holdings Inc | 2,621,641 | $3,117 萬 | 0.26% | −551,704−17.4% | 減碼 |
| Vanguard Capital Management LLC | 3,115,457 | $3,704 萬 | 0.00% | +3,115,457 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,178,800 | $3,780 萬 | 0.06% | +3,178,800 | 新進 |
| JPMorgan Chase & Co | 3,371,170 | $3,934 萬 | 0.00% | +1,651,594+96.0% | 加碼 |
| Tensile Capital Management LP | 3,398,563 | $4,041 萬 | 5.79% | −21,431−0.6% | 減碼 |
| Morgan Stanley | 4,293,247 | $5,105 萬 | 0.00% | +3,368,359+364.2% | 加碼 |
| Vanguard Portfolio Management LLC | 4,780,681 | $5,684 萬 | 0.00% | +4,780,681 | 新進 |
| UBS Group AG | 5,464,034 | $6,497 萬 | 0.01% | −264,806−4.6% | 減碼 |
| BlackRock, Inc. | 5,659,374 | $6,729 萬 | 0.00% | +18,194+0.3% | 加碼 |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,820,247−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −2,698,276−100.0% | 清倉 |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −2,506,653−100.0% | 清倉 |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −1,833,428−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,540,091−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −1,335,122−100.0% | 清倉 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −1,221,776−100.0% | 清倉 |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −739,673−100.0% | 清倉 |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −648,097−100.0% | 清倉 |
| Franklin Resources Inc | 0 | $0 | 0.00% | −464,155−100.0% | 清倉 |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −453,303−100.0% | 清倉 |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −249,227−100.0% | 清倉 |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −184,446−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −166,326−100.0% | 清倉 |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −150,299−100.0% | 清倉 |
| EFG International AG | 0 | $0 | 0.00% | −145,763−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −103,665−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −97,252−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −87,178−100.0% | 清倉 |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −85,286−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −82,188−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −72,293−100.0% | 清倉 |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −69,533−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −61,468−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −43,180−100.0% | 清倉 |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −40,964−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,105−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −23,566−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −8,276−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,304−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −14,067−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −13,662−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,114−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,908−100.0% | 清倉 |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −7,390−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −5,263−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,524−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −4,180−100.0% | 清倉 |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,204−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −493−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −435−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −401−100.0% | 清倉 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −303−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −323−100.0% | 清倉 |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Optima Capital LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |