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 2 季 13F 持有人
Vertex, Inc. 在 2026/6/30 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
- 229
- 較 2026 年第 1 季 +10 家
- 持有股數
- 7,486 萬
- 較 2026 年第 1 季 −547.1 萬 (−6.8%)
- 總市值
- $8.59 億
- 較 2026 年第 1 季 −$9,571 萬 (−10.0%)
- 新進機構
- 48
- 另有 86 家加碼
- 清倉機構
- 38
- 另有 70 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 19,527 | $22.4 萬 | 0.00% | −118−0.6% | 減碼 |
| Arizona State Retirement System | 20,394 | $23.4 萬 | 0.00% | +205+1.0% | 加碼 |
| Mercer Global Advisors Inc | 20,781 | $23.9 萬 | 0.00% | −454−2.1% | 減碼 |
| Quadrature Capital Ltd | 20,920 | $24.0 萬 | 0.00% | +4,098+24.4% | 加碼 |
| CenterBook Partners LP | 21,118 | $24.2 萬 | 0.01% | −237,516−91.8% | 減碼 |
| Stoneridge Investment Partners LLC | 18,947 | $24.5 萬 | 0.16% | +18,947 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 22,027 | $25.3 萬 | 0.00% | +4,025+22.4% | 加碼 |
| Russell Investments Group, Ltd. | 23,705 | $27.2 萬 | 0.00% | +13,084+123.2% | 加碼 |
| Aquatic Capital Management LLC | 24,181 | $27.8 萬 | 0.01% | +24,181 | 新進 |
| Chicago Capital, LLC | 25,528 | $29.3 萬 | 0.01% | −800−3.0% | 減碼 |
| Mirabella Financial Services LLP | 26,902 | $30.9 萬 | 0.03% | +26,902 | 新進 |
| Headlands Technologies LLC | 27,575 | $31.7 萬 | 0.03% | −8,157−22.8% | 減碼 |
| Vanguard Global Advisers, LLC | 28,346 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 28,500 | $32.7 萬 | 0.00% | −17,200−37.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $33.8 萬 | 0.06% | 00.0% | 不變 |
| Cetera Investment Advisers | 29,947 | $34.4 萬 | 0.00% | −4,203−12.3% | 減碼 |
| DKRT Investments Corp. | 30,000 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 31,349 | $36.0 萬 | 0.00% | +189+0.6% | 加碼 |
| Pictet & Cie (Europe) SA | 31,350 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 33,193 | $38.1 萬 | 0.00% | +32,917+11,926.4% | 加碼 |
| Jupiter Topco LLC | 37,027 | $42.5 萬 | 0.00% | +37,027 | 新進 |
| Franklin Resources Inc | 38,601 | $44.3 萬 | 0.00% | +38,601 | 新進 |
| Magnetar Financial LLC | 38,949 | $44.7 萬 | 0.00% | +38,949 | 新進 |
| Dark Forest Capital Management LP | 39,270 | $45.1 萬 | 0.03% | +27,881+244.8% | 加碼 |
| Renaissance Technologies LLC | 39,700 | $45.6 萬 | 0.00% | −250,800−86.3% | 減碼 |
| Virginia Retirement Systems Et Al | 40,800 | $46.8 萬 | 0.00% | +27,700+211.5% | 加碼 |
| Caption Management, LLC | 41,159 | $47.3 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 41,235 | $47.3 萬 | 0.00% | +2,658+6.9% | 加碼 |
| MetLife Investment Management | 42,120 | $48.4 萬 | 0.00% | +1,872+4.7% | 加碼 |
| CIBC World Markets Inc. | 42,200 | $48.4 萬 | 0.00% | +42,200 | 新進 |
| Twinbeech Capital LP | 46,150 | $53.0 萬 | 0.10% | −32,050−41.0% | 減碼 |
| Allstate Corp | 47,636 | $54.7 萬 | 0.01% | +47,636 | 新進 |
| Vanguard Asset Management, Ltd | 48,203 | $55.3 萬 | 0.00% | 00.0% | 不變 |
| Counterpoint Mutual Funds LLC | 48,583 | $55.8 萬 | 0.06% | −358,174−88.1% | 減碼 |
| Victory Capital Management Inc | 51,716 | $59.4 萬 | 0.00% | +51,716 | 新進 |
| VARCOV Co. | 54,328 | $62.4 萬 | 0.24% | +27,873+105.4% | 加碼 |
| Sculptor Capital LP | 59,200 | $68.0 萬 | 0.01% | +59,200 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 62,218 | $71.4 萬 | 0.00% | −1,393−2.2% | 減碼 |
| Creative Planning | 62,232 | $71.4 萬 | 0.00% | +30,377+95.4% | 加碼 |
| State of Wisconsin Investment Board | 62,576 | $71.8 萬 | 0.00% | +24,235+63.2% | 加碼 |
| Legal & General Group Plc | 64,218 | $73.7 萬 | 0.00% | +2,225+3.6% | 加碼 |
| Envestnet Asset Management Inc | 66,064 | $75.8 萬 | 0.00% | −2,890−4.2% | 減碼 |
| Wells Fargo & Company | 69,526 | $79.8 萬 | 0.00% | +43,553+167.7% | 加碼 |
| Alliancebernstein L.P. | 70,631 | $84.0 萬 | 0.00% | −313−0.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 78,080 | $89.6 萬 | 0.05% | +78,080 | 新進 |
| Deutsche Bank AG | 78,274 | $89.9 萬 | 0.00% | −147,563−65.3% | 減碼 |
| Invesco Ltd. | 81,375 | $93.4 萬 | 0.00% | +5,357+7.0% | 加碼 |
| Squarepoint Ops LLC | 81,665 | $93.8 萬 | 0.00% | +81,665 | 新進 |
| California State Teachers Retirement System | 82,916 | $95.2 萬 | 0.00% | +14,649+21.5% | 加碼 |
| Engineers Gate Manager LP | 88,318 | $101.4 萬 | 0.01% | +53,319+152.3% | 加碼 |
| Lazard Freres Gestion S.A.S. | 95,660 | $109.8 萬 | 0.02% | +720+0.8% | 加碼 |
| Fred Alger Management, LLC | 97,694 | $112.2 萬 | 0.00% | −1,403−1.4% | 減碼 |
| Rhumbline Advisers | 99,862 | $114.6 萬 | 0.00% | +12,548+14.4% | 加碼 |
| Price T Rowe Associates Inc | 105,664 | $121.4 萬 | 0.00% | +21,075+24.9% | 加碼 |
| Palogic Value Management, L.P. | 110,150 | $126.5 萬 | 0.45% | +10,150+10.2% | 加碼 |
| Acadian Asset Management LLC | 111,009 | $127.0 萬 | 0.00% | +83,640+305.6% | 加碼 |
| UBS Asset Management Americas Inc | 115,082 | $132.1 萬 | 0.00% | −36,813−24.2% | 減碼 |
| Millennium Management LLC | 115,583 | $132.7 萬 | 0.00% | −537,929−82.3% | 減碼 |
| Mizuho Markets Americas LLC | 127,927 | $146.9 萬 | 0.03% | −130,000−50.4% | 減碼 |
| Susquehanna International Group, LLP | 133,955 | $153.8 萬 | 0.00% | −27,485−17.0% | 減碼 |
| SEI Investments Co | 133,962 | $153.8 萬 | 0.00% | +43,974+48.9% | 加碼 |
| Whetstone Capital Advisors, LLC | 136,118 | $156.3 萬 | 0.41% | +136,118 | 新進 |
| Swiss National Bank | 148,300 | $170.2 萬 | 0.00% | +3,400+2.3% | 加碼 |
| AQR Capital Management LLC | 149,317 | $171.4 萬 | 0.00% | +82,077+122.1% | 加碼 |
| Trexquant Investment LP | 151,968 | $174.5 萬 | 0.01% | −148,231−49.4% | 減碼 |
| CI Private Wealth, LLC | 153,840 | $176.6 萬 | 0.00% | +153,840 | 新進 |
| Nuveen, LLC | 161,804 | $185.8 萬 | 0.00% | −15,198−8.6% | 減碼 |
| Banco Santander, S.A. | 174,826 | $200.7 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 187,881 | $215.7 萬 | 0.03% | −68,450−26.7% | 減碼 |
| Kennedy Capital Management, Inc. | 189,443 | $217.5 萬 | 0.04% | −16,722−8.1% | 減碼 |
| Allianz Asset Management GmbH | 190,027 | $218.2 萬 | 0.00% | +190,027 | 新進 |
| HSBC Holdings PLC | 189,413 | $218.2 萬 | 0.00% | +189,413 | 新進 |
| BNP Paribas Arbitrage, SA | 223,834 | $257.0 萬 | 0.00% | −287,837−56.3% | 減碼 |
| Ameriprise Financial Inc | 224,387 | $257.6 萬 | 0.00% | +109,501+95.3% | 加碼 |
| North Star Asset Management Inc | 252,542 | $289.9 萬 | 0.11% | +14,667+6.2% | 加碼 |
| Dimensional Fund Advisors LP | 260,369 | $298.9 萬 | 0.00% | −322,058−55.3% | 減碼 |
| Bank of New York Mellon Corp | 262,982 | $301.9 萬 | 0.00% | +28,181+12.0% | 加碼 |
| Saba Capital Management, L.P. | 263,474 | $302.5 萬 | 0.09% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 266,439 | $305.9 萬 | 0.06% | −1,251−0.5% | 減碼 |
| Tudor Investment Corp Et Al | 278,719 | $320.0 萬 | 0.01% | +60,225+27.6% | 加碼 |
| Quantinno Capital Management LP | 295,811 | $339.6 萬 | 0.00% | +154,018+108.6% | 加碼 |
| Herald Investment Management Ltd | 300,000 | $344.1 萬 | 0.47% | +100,000+50.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 303,502 | $348.4 萬 | 0.07% | +47,213+18.4% | 加碼 |
| Two Sigma Investments, LP | 305,506 | $350.7 萬 | 0.00% | +200,618+191.3% | 加碼 |
| Pier Capital, LLC | 316,071 | $362.8 萬 | 0.48% | +3,844+1.2% | 加碼 |
| ING Groep NV | 320,000 | $367.4 萬 | 0.02% | +320,000 | 新進 |
| Gagnon Advisors, LLC | 361,621 | $415.1 萬 | 2.64% | +64,571+21.7% | 加碼 |
| Brown Capital Management LLC | 373,824 | $429.1 萬 | 0.86% | −60,755−14.0% | 減碼 |
| Voleon Capital Management LP | 393,508 | $451.7 萬 | 0.08% | +5,402+1.4% | 加碼 |
| New York State Common Retirement Fund | 434,848 | $499.2 萬 | 0.01% | 00.0% | 不變 |
| Jane Street Group, LLC | 465,544 | $534.4 萬 | 0.00% | −235,104−33.6% | 減碼 |
| Vanguard Fiduciary Trust Co | 524,732 | $602.4 萬 | 0.00% | +17,365+3.4% | 加碼 |
| Charles Schwab Investment Management Inc | 532,115 | $610.9 萬 | 0.00% | −73,794−12.2% | 減碼 |
| Palisade Capital Management LLC | 547,382 | $628.4 萬 | 0.27% | −594,566−52.1% | 減碼 |
| Banque Pictet & Cie SA | 547,975 | $629.1 萬 | 0.06% | −6,000−1.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 568,797 | $653.0 萬 | 0.02% | −237,064−29.4% | 減碼 |
| Citadel Advisors LLC | 576,895 | $662.3 萬 | 0.00% | −575,714−49.9% | 減碼 |
| Hyperion Capital Advisors LP | 630,000 | $723.2 萬 | 3.26% | +150,000+31.3% | 加碼 |
| Qube Research & Technologies Ltd | 656,758 | $754.0 萬 | 0.01% | +548,297+505.5% | 加碼 |
| Northern Trust Corp | 707,349 | $812.0 萬 | 0.00% | +66,923+10.4% | 加碼 |