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 |
|---|---|---|---|---|---|
| Barclays PLC | 707,511 | $812.2 萬 | 0.00% | −603,555−46.0% | 減碼 |
| Gagnon Securities LLC | 761,026 | $873.7 萬 | 1.68% | +292,806+62.5% | 加碼 |
| FMR LLC | 913,732 | $1,049 萬 | 0.00% | +580,017+173.8% | 加碼 |
| Cypress Point Investment Management LP | 952,212 | $1,093 萬 | 1.98% | +416,311+77.7% | 加碼 |
| Citigroup Inc | 972,967 | $1,117 萬 | 0.01% | −177,445−15.4% | 減碼 |
| Bank of America Corp | 986,325 | $1,132 萬 | 0.00% | +53,807+5.8% | 加碼 |
| Freshford Capital Management, LLC | 1,047,293 | $1,202 萬 | 4.11% | +481,746+85.2% | 加碼 |
| CIBC Bancorp USA Inc. | 1,054,021 | $1,210 萬 | 0.01% | +4880.0% | 加碼 |
| Geneva Capital Management LLC | 1,186,812 | $1,362 萬 | 0.31% | −947,879−44.4% | 減碼 |
| Marshall Wace, LLP | 1,214,224 | $1,394 萬 | 0.01% | +925,588+320.7% | 加碼 |
| Norges Bank | 1,310,400 | $1,504 萬 | 0.00% | +1,310,400 | 新進 |
| Legacy Advisors, LLC | 1,343,838 | $1,543 萬 | 1.44% | +590.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,472,893 | $1,691 萬 | 0.01% | +537,225+57.4% | 加碼 |
| Goldman Sachs Group Inc | 1,483,311 | $1,703 萬 | 0.00% | −880,661−37.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,487,000 | $1,707 萬 | 0.02% | −1,691,800−53.2% | 減碼 |
| Divisar Capital Management LLC | 1,640,895 | $1,884 萬 | 4.34% | +445,183+37.2% | 加碼 |
| Nomura Holdings Inc | 1,664,099 | $1,910 萬 | 0.08% | −957,542−36.5% | 減碼 |
| Geode Capital Management, LLC | 1,836,548 | $2,109 萬 | 0.00% | +64,856+3.7% | 加碼 |
| UBS Group AG | 2,024,166 | $2,324 萬 | 0.00% | −3,439,868−63.0% | 減碼 |
| State Street Corp | 2,060,692 | $2,365 萬 | 0.00% | +149,939+7.8% | 加碼 |
| William Blair Investment Management, LLC | 2,128,372 | $2,443 萬 | 0.07% | +849,202+66.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,189,827 | $2,514 萬 | 0.02% | +550,905+33.6% | 加碼 |
| JPMorgan Chase & Co | 2,528,044 | $2,882 萬 | 0.00% | −843,126−25.0% | 減碼 |
| Tensile Capital Management LP | 2,898,563 | $3,328 萬 | 4.59% | −500,000−14.7% | 減碼 |
| Vanguard Capital Management LLC | 3,173,883 | $3,644 萬 | 0.00% | +58,426+1.9% | 加碼 |
| Brown Advisory Inc | 3,549,052 | $4,074 萬 | 0.06% | +1,740,108+96.2% | 加碼 |
| Morgan Stanley | 4,132,404 | $4,744 萬 | 0.00% | −160,843−3.7% | 減碼 |
| Vanguard Portfolio Management LLC | 4,984,133 | $5,722 萬 | 0.00% | +203,452+4.3% | 加碼 |
| BlackRock, Inc. | 6,236,152 | $7,159 萬 | 0.00% | +576,778+10.2% | 加碼 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,000,000−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −982,230−100.0% | 清倉 |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −682,652−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −214,166−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −136,032−100.0% | 清倉 |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −71,998−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,477−100.0% | 清倉 |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | 清倉 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −50,005−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,498−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,982−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,126−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −16,152−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,836−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,142−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,070−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,969−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,639−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −11,121−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,851−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,150−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,170−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −10,039−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,417−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −1,860−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,717−100.0% | 清倉 |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −1,123−100.0% | 清倉 |
| Owl Creek Wealth Partners LLC | 0 | $0 | 0.00% | −580−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −319−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −172−100.0% | 清倉 |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −136−100.0% | 清倉 |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −130−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Janus Henderson Group PLC | – | – | – | – | 本季未申報 |
| Skopos Labs, Inc. | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |