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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 42,120 | $48.4 萬 | 0.00% | +1,872+4.7% | 加碼 |
| Lazard Asset Management LLC | 41,235 | $47.3 萬 | 0.00% | +2,658+6.9% | 加碼 |
| Caption Management, LLC | 41,159 | $47.3 萬 | 0.02% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 40,800 | $46.8 萬 | 0.00% | +27,700+211.5% | 加碼 |
| Renaissance Technologies LLC | 39,700 | $45.6 萬 | 0.00% | −250,800−86.3% | 減碼 |
| Dark Forest Capital Management LP | 39,270 | $45.1 萬 | 0.03% | +27,881+244.8% | 加碼 |
| Magnetar Financial LLC | 38,949 | $44.7 萬 | 0.00% | +38,949 | 新進 |
| Franklin Resources Inc | 38,601 | $44.3 萬 | 0.00% | +38,601 | 新進 |
| Jupiter Topco LLC | 37,027 | $42.5 萬 | 0.00% | +37,027 | 新進 |
| Los Angeles Capital Management LLC | 33,193 | $38.1 萬 | 0.00% | +32,917+11,926.4% | 加碼 |
| Pictet & Cie (Europe) SA | 31,350 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 31,349 | $36.0 萬 | 0.00% | +189+0.6% | 加碼 |
| DKRT Investments Corp. | 30,000 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Cetera Investment Advisers | 29,947 | $34.4 萬 | 0.00% | −4,203−12.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 29,470 | $33.8 萬 | 0.06% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 28,500 | $32.7 萬 | 0.00% | −17,200−37.6% | 減碼 |
| Vanguard Global Advisers, LLC | 28,346 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Headlands Technologies LLC | 27,575 | $31.7 萬 | 0.03% | −8,157−22.8% | 減碼 |
| Mirabella Financial Services LLP | 26,902 | $30.9 萬 | 0.03% | +26,902 | 新進 |
| Chicago Capital, LLC | 25,528 | $29.3 萬 | 0.01% | −800−3.0% | 減碼 |
| Aquatic Capital Management LLC | 24,181 | $27.8 萬 | 0.01% | +24,181 | 新進 |
| Russell Investments Group, Ltd. | 23,705 | $27.2 萬 | 0.00% | +13,084+123.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 22,027 | $25.3 萬 | 0.00% | +4,025+22.4% | 加碼 |
| Stoneridge Investment Partners LLC | 18,947 | $24.5 萬 | 0.16% | +18,947 | 新進 |
| CenterBook Partners LP | 21,118 | $24.2 萬 | 0.01% | −237,516−91.8% | 減碼 |
| Quadrature Capital Ltd | 20,920 | $24.0 萬 | 0.00% | +4,098+24.4% | 加碼 |
| Mercer Global Advisors Inc | 20,781 | $23.9 萬 | 0.00% | −454−2.1% | 減碼 |
| Arizona State Retirement System | 20,394 | $23.4 萬 | 0.00% | +205+1.0% | 加碼 |
| Intech Investment Management LLC | 19,527 | $22.4 萬 | 0.00% | −118−0.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 18,580 | $21.3 萬 | 0.01% | −2,189−10.5% | 減碼 |
| Vanguard Investments Australia, Ltd. | 17,968 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 17,666 | $20.3 萬 | 0.00% | +17,666 | 新進 |
| Pathstone Holdings, LLC | 17,560 | $20.2 萬 | 0.00% | +1,039+6.3% | 加碼 |
| Two Sigma Securities, LLC | 17,229 | $19.8 萬 | 0.02% | +17,229 | 新進 |
| Meridian Wealth Partners, LLC | 16,785 | $19.3 萬 | 0.02% | −1,668−9.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,705 | $19.2 萬 | 0.00% | −22,343−57.2% | 減碼 |
| Glenmede Trust Co NA | 16,578 | $19.0 萬 | 0.00% | +2,947+21.6% | 加碼 |
| Capstone Investment Advisors, LLC | 15,725 | $18.1 萬 | 0.00% | +5,102+48.0% | 加碼 |
| KLP Kapitalforvaltning AS | 15,700 | $18.0 萬 | 0.00% | 00.0% | 不變 |
| American Century Companies Inc | 15,047 | $17.3 萬 | 0.00% | +15,047 | 新進 |
| Voya Investment Management LLC | 14,597 | $16.8 萬 | 0.00% | +2,946+25.3% | 加碼 |
| Axq Capital, LP | 14,444 | $16.6 萬 | 0.02% | +14,444 | 新進 |
| JustInvest LLC | 13,319 | $15.3 萬 | 0.00% | +13,319 | 新進 |
| Pictet Asset Management Holding SA | 12,994 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 11,970 | $13.7 萬 | 0.00% | +1,180+10.9% | 加碼 |
| Summitry LLC | 11,456 | $13.2 萬 | 0.00% | +64+0.6% | 加碼 |
| Keebeck Alpha, LP | 10,693 | $12.3 萬 | 0.26% | +10,693 | 新進 |
| Prelude Capital Management, LLC | 10,664 | $12.2 萬 | 0.01% | −49,321−82.2% | 減碼 |
| Savant Capital, LLC | 10,520 | $12.1 萬 | 0.00% | +10,520 | 新進 |
| Federated Hermes, Inc. | 10,218 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 10,039 | $11.5 萬 | 0.00% | −857−7.9% | 減碼 |
| Associated Banc-Corp | 10,000 | $11.5 萬 | 0.00% | +10,000 | 新進 |
| Versant Capital Management, Inc | 8,604 | $9.88 萬 | 0.01% | +3,683+74.8% | 加碼 |
| Great West Life Assurance Co | 7,311 | $8.40 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,135 | $8.19 萬 | 0.00% | +4,425+163.3% | 加碼 |
| Natixis | 7,000 | $8.04 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,609 | $7.59 萬 | 0.00% | +1,173+21.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 6,386 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Fairman Group, LLC | 6,129 | $7.04 萬 | 0.06% | 00.0% | 不變 |
| State of Wyoming | 5,382 | $6.18 萬 | 0.01% | −7,524−58.3% | 減碼 |
| Palladiem, LLC | 4,370 | $5.02 萬 | 0.05% | 00.0% | 不變 |
| Bessemer Group Inc | 4,004 | $4.70 萬 | 0.00% | +997+33.2% | 加碼 |
| Advisors Asset Management, Inc. | 3,198 | $3.67 萬 | 0.00% | −89−2.7% | 減碼 |
| Whittier Trust Co | 2,264 | $2.91 萬 | 0.00% | −313−12.1% | 減碼 |
| Royal Bank of Canada | 2,579 | $2.90 萬 | 0.00% | +2,127+470.6% | 加碼 |
| Parallel Advisors, LLC | 2,337 | $2.68 萬 | 0.00% | +1,089+87.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,190 | $2.51 萬 | 0.00% | +2,190 | 新進 |
| Nisa Investment Advisors, LLC | 2,048 | $2.35 萬 | 0.00% | +1,688+468.9% | 加碼 |
| Fulcrum Asset Management LLP | 1,967 | $2.24 萬 | 0.00% | +38+2.0% | 加碼 |
| Allworth Financial LP | 1,548 | $1.78 萬 | 0.00% | +619+66.6% | 加碼 |
| Global Retirement Partners, LLC | 1,521 | $1.75 萬 | 0.00% | +1,521 | 新進 |
| Simplex Trading, LLC | 1,475 | $1.69 萬 | 0.00% | +1,218+473.9% | 加碼 |
| Huntington National Bank | 1,406 | $1.61 萬 | 0.00% | +1,406 | 新進 |
| GAMMA Investing LLC | 1,305 | $1.50 萬 | 0.00% | −532−29.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,046 | $1.20 萬 | 0.00% | −177−14.5% | 減碼 |
| Fifth Third Bancorp | 977 | $1.12 萬 | 0.00% | −282−22.4% | 減碼 |
| Nykredit A/S | 946 | $1.09 萬 | 0.00% | +946 | 新進 |
| Parkside Financial Bank & Trust | 869 | $9,968 | 0.00% | +45+5.5% | 加碼 |
| Signaturefd, LLC | 859 | $9,861 | 0.00% | +291+51.2% | 加碼 |
| Rockefeller Capital Management L.P. | 823 | $9,448 | 0.00% | −39−4.5% | 減碼 |
| SRS Capital Advisors, Inc. | 681 | $7,819 | 0.00% | +681 | 新進 |
| The PNC Financial Services Group, Inc. | 622 | $7,141 | 0.00% | −378−37.8% | 減碼 |
| Larson Financial Group LLC | 597 | $6,854 | 0.00% | +159+36.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 511 | $6,847 | 0.00% | −529−50.9% | 減碼 |
| Quarry LP | 575 | $6,601 | 0.00% | +575 | 新進 |
| US Bancorp | 511 | $5,867 | 0.00% | +145+39.6% | 加碼 |
| Advisor Group Holdings, Inc. | 489 | $5,613 | 0.00% | +5+1.0% | 加碼 |
| Jones Financial Companies LLLP | 430 | $4,889 | 0.00% | −2,187−83.6% | 減碼 |
| Farther Finance Advisors, LLC | 304 | $3,490 | 0.00% | +20+7.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 272 | $3,122 | 0.00% | −46−14.5% | 減碼 |
| Sterling Capital Management LLC | 256 | $2,939 | 0.00% | −195−43.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 201 | $2,307 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 199 | $2,285 | 0.00% | −232−53.8% | 減碼 |
| Rothschild Investment LLC | 198 | $2,273 | 0.00% | +119+150.6% | 加碼 |
| Bogart Wealth, LLC | 170 | $1,952 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 165 | $1,894 | 0.00% | +165 | 新進 |
| Caitong International Asset Management Co., Ltd | 156 | $1,791 | 0.00% | −17,350−99.1% | 減碼 |
| Private Wealth Management Group, LLC | 100 | $1,148 | 0.00% | −259−72.1% | 減碼 |
| Noble Wealth Management PBC | 100 | $1,148 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 89 | $1,022 | 0.00% | +89 | 新進 |