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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 38,341 | $45.6 萬 | 0.00% | +17,464+83.7% | 加碼 |
| Janus Henderson Group PLC | 37,027 | $44.0 萬 | 0.00% | −739,365−95.2% | 減碼 |
| Headlands Technologies LLC | 35,732 | $42.5 萬 | 0.05% | −4,397−11.0% | 減碼 |
| Engineers Gate Manager LP | 34,999 | $41.6 萬 | 0.01% | +34,999 | 新進 |
| Cetera Investment Advisers | 34,150 | $40.6 萬 | 0.00% | +5,814+20.5% | 加碼 |
| Creative Planning | 31,855 | $37.9 萬 | 0.00% | +3,270+11.4% | 加碼 |
| Pictet & Cie (Europe) SA | 31,350 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 31,160 | $37.0 萬 | 0.00% | −4,153−11.8% | 減碼 |
| DKRT Investments Corp. | 30,000 | $35.7 萬 | 0.09% | +10,000+50.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $35.0 萬 | 0.06% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 28,346 | $33.7 萬 | 0.00% | +28,346 | 新進 |
| Acadian Asset Management LLC | 27,369 | $32.5 萬 | 0.00% | +27,369 | 新進 |
| Dynamic Technology Lab Private Ltd | 26,498 | $31.5 萬 | 0.05% | +26,498 | 新進 |
| VARCOV Co. | 26,455 | $31.5 萬 | 0.12% | +6,877+35.1% | 加碼 |
| Chicago Capital, LLC | 26,328 | $31.3 萬 | 0.01% | +10,315+64.4% | 加碼 |
| Wells Fargo & Company | 25,973 | $30.9 萬 | 0.00% | −60,821−70.1% | 減碼 |
| Virtu Financial LLC | 23,982 | $28.5 萬 | 0.01% | +23,982 | 新進 |
| Mercer Global Advisors Inc | 21,235 | $25.2 萬 | 0.00% | +21,235 | 新進 |
| Harbor Capital Advisors, Inc. | 20,769 | $24.7 萬 | 0.02% | +20,769 | 新進 |
| Arizona State Retirement System | 20,189 | $24.0 萬 | 0.00% | −258−1.3% | 減碼 |
| Intech Investment Management LLC | 19,645 | $23.4 萬 | 0.00% | −8,829−31.0% | 減碼 |
| Skopos Labs, Inc. | 19,102 | $22.7 萬 | 0.01% | +19,102 | 新進 |
| Meridian Wealth Partners, LLC | 18,453 | $21.9 萬 | 0.03% | +18,453 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 17,968 | $21.4 萬 | 0.00% | +17,968 | 新進 |
| Caitong International Asset Management Co., Ltd | 17,506 | $20.8 萬 | 0.04% | +17,501+350,020.0% | 加碼 |
| Aigen Investment Management, LP | 17,126 | $20.4 萬 | 0.05% | +17,126 | 新進 |
| Quadrature Capital Ltd | 16,822 | $20.0 萬 | 0.00% | +16,822 | 新進 |
| Pathstone Holdings, LLC | 16,521 | $19.6 萬 | 0.00% | −1,141−6.5% | 減碼 |
| Scientech Research LLC | 16,152 | $19.2 萬 | 0.16% | +16,152 | 新進 |
| KLP Kapitalforvaltning AS | 15,700 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 15,000 | $17.8 萬 | 0.05% | +15,000 | 新進 |
| Gsa Capital Partners LLP | 14,836 | $17.6 萬 | 0.01% | +14,836 | 新進 |
| SG Americas Securities, LLC | 14,142 | $16.8 萬 | 0.00% | −20,173−58.8% | 減碼 |
| Glenmede Trust Co NA | 13,631 | $16.2 萬 | 0.00% | −10,344−43.1% | 減碼 |
| Virginia Retirement Systems Et Al | 13,100 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 13,070 | $15.5 萬 | 0.00% | +13,070 | 新進 |
| Pictet Asset Management Holding SA | 12,994 | $15.4 萬 | 0.00% | +2,631+25.4% | 加碼 |
| DRW Securities, LLC | 12,969 | $15.4 萬 | 0.01% | +12,969 | 新進 |
| State of Wyoming | 12,906 | $15.3 萬 | 0.02% | +774+6.4% | 加碼 |
| Voya Investment Management LLC | 11,651 | $13.9 萬 | 0.00% | −114,268−90.7% | 減碼 |
| Quantbot Technologies LP | 11,639 | $13.8 萬 | 0.01% | +11,639 | 新進 |
| Summitry LLC | 11,392 | $13.5 萬 | 0.00% | −20−0.2% | 減碼 |
| Dark Forest Capital Management LP | 11,389 | $13.5 萬 | 0.01% | −10,103−47.0% | 減碼 |
| Caxton Associates LLP | 11,121 | $13.2 萬 | 0.00% | +11,121 | 新進 |
| LPL Financial LLC | 10,896 | $13.0 萬 | 0.00% | −6,318−36.7% | 減碼 |
| Prudential Financial Inc | 10,790 | $12.8 萬 | 0.00% | +10,790 | 新進 |
| Fox Run Management, L.L.C. | 10,851 | $12.7 萬 | 0.02% | +10,851 | 新進 |
| Capstone Investment Advisors, LLC | 10,623 | $12.6 萬 | 0.00% | +10,623 | 新進 |
| Russell Investments Group, Ltd. | 10,621 | $12.6 萬 | 0.00% | −4,314−28.9% | 減碼 |
| Occudo Quantitative Strategies LP | 10,150 | $12.6 萬 | 0.01% | +10,150 | 新進 |
| Federated Hermes, Inc. | 10,218 | $12.1 萬 | 0.00% | −40,831−80.0% | 減碼 |
| ProShare Advisors LLC | 10,170 | $12.1 萬 | 0.00% | −2,629−20.5% | 減碼 |
| Verdence Capital Advisors LLC | 10,039 | $11.9 萬 | 0.01% | +10,039 | 新進 |
| Great West Life Assurance Co | 7,311 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| Natixis | 7,000 | $8.32 萬 | 0.00% | +7,000 | 新進 |
| Public Employees Retirement Association of Colorado | 6,386 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Fairman Group, LLC | 6,129 | $7.29 萬 | 0.06% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,436 | $6.46 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 4,921 | $5.85 萬 | 0.01% | +2,446+98.8% | 加碼 |
| Palladiem, LLC | 4,370 | $4.92 萬 | 0.05% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 3,287 | $3.91 萬 | 0.00% | −33−1.0% | 減碼 |
| Bessemer Group Inc | 3,007 | $3.60 萬 | 0.00% | −19,909−86.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,710 | $3.22 萬 | 0.00% | −446−14.1% | 減碼 |
| Whittier Trust Co | 2,577 | $3.12 萬 | 0.00% | −3,988−60.7% | 減碼 |
| Jones Financial Companies LLLP | 2,617 | $2.97 萬 | 0.00% | +2,454+1,505.5% | 加碼 |
| CWM, LLC | 2,432 | $2.89 萬 | 0.00% | +2,171+831.8% | 加碼 |
| Bayforest Capital Ltd | 2,417 | $2.87 萬 | 0.03% | +2,417 | 新進 |
| Fulcrum Asset Management LLP | 1,929 | $2.25 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 1,860 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,837 | $2.18 萬 | 0.00% | +1,175+177.5% | 加碼 |
| Group One Trading, L.P. | 1,717 | $2.04 萬 | 0.00% | +1,717 | 新進 |
| Fifth Third Bancorp | 1,259 | $1.50 萬 | 0.00% | +95+8.2% | 加碼 |
| Parallel Advisors, LLC | 1,248 | $1.48 萬 | 0.00% | +1,248 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,223 | $1.45 萬 | 0.00% | +254+26.2% | 加碼 |
| Strategic Advocates LLC | 1,123 | $1.34 萬 | 0.06% | −1,325−54.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,040 | $1.26 萬 | 0.00% | −7,538−87.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.19 萬 | 0.00% | −7,257−87.9% | 減碼 |
| Allworth Financial LP | 929 | $1.10 萬 | 0.00% | +657+241.5% | 加碼 |
| Rockefeller Capital Management L.P. | 862 | $1.02 萬 | 0.00% | +206+31.4% | 加碼 |
| Parkside Financial Bank & Trust | 824 | $9,798 | 0.00% | +278+50.9% | 加碼 |
| Owl Creek Wealth Partners LLC | 580 | $6,897 | 0.00% | +580 | 新進 |
| Signaturefd, LLC | 568 | $6,754 | 0.00% | +398+234.1% | 加碼 |
| Advisor Group Holdings, Inc. | 484 | $5,753 | 0.00% | −379−43.9% | 減碼 |
| Sterling Capital Management LLC | 451 | $5,362 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 438 | $5,208 | 0.00% | −159−26.6% | 減碼 |
| Optiver Holding B.V. | 431 | $5,125 | 0.00% | +107+33.0% | 加碼 |
| Royal Bank of Canada | 452 | $5,000 | 0.00% | −131,694−99.7% | 減碼 |
| US Bancorp | 366 | $4,352 | 0.00% | −347−48.7% | 減碼 |
| Nisa Investment Advisors, LLC | 360 | $4,280 | 0.00% | +307+579.2% | 加碼 |
| Private Wealth Management Group, LLC | 359 | $4,269 | 0.00% | +359 | 新進 |
| Root Financial Partners, LLC | 350 | $4,162 | 0.00% | +334+2,087.5% | 加碼 |
| Spire Wealth Management | 330 | $3,924 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 319 | $3,793 | 0.00% | −465−59.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 318 | $3,780 | 0.00% | +48+17.8% | 加碼 |
| Farther Finance Advisors, LLC | 284 | $3,434 | 0.00% | +49+20.9% | 加碼 |
| Los Angeles Capital Management LLC | 276 | $3,282 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 262 | $3,115 | 0.00% | +69+35.8% | 加碼 |
| Simplex Trading, LLC | 257 | $3,055 | 0.00% | +257 | 新進 |
| National Bank of Canada | 218 | $2,585 | 0.00% | +218 | 新進 |