Catatan efek · kuartal yang diarsipkan
VERX
Vertex, Inc. · Technology · Software - Application
86Pemegang yang dilacak
+1Δ pemegang
60.06MSaham yang dipegang
$1.17BNilai yang dilaporkan
+1Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.2% ·
aliran saham -0.2% ·
posisi baru bersih +1.2%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | +3 | 49.78M | $569.64M | +9 | −5 |
| Q1 2026 | 84 | -3 | 53.91M | $639.06M | +12 | −15 |
| Q4 2025 | 86 | +1 | 60.06M | $1.17B | +1 | n/a |
| Q3 2025 | 15 | -3 | 24.72M | $612.71M | n/a | −3 |
| Q2 2025 | 15 | +1 | 23.43M | $827.94M | +2 | −1 |
| Q1 2025 | 11 | +1 | 6.22M | $217.69M | +2 | −1 |
| Q4 2024 | 10 | 0 | 4.99M | $266.35M | n/a | n/a |
| Q3 2024 | 9 | +1 | 2.20M | $84.64M | +2 | −1 |
| Q2 2024 | 8 | n/a | 2.07M | $74.67M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasif) | 8.35M | -0.5% | $166.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | UBS Group AG | 5.73M | n/a | $114.40M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (pasif) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 4 | Nomura Holdings Inc | 3.17M | n/a | $63.37M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Neuberger Berman Group LLC | 2.82M | n/a | $56.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Brown Advisory Inc | 2.78M | n/a | $55.49M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 7 | Massachusetts Financial Services Co… | 2.70M | n/a | $53.88M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | State Street Global Advisors ✦ (pasif) | 1.85M | +8.0% | $36.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasif) | 1.79M | +5.5% | $35.81M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 11 | Wellington Management ✦ | 1.54M | -28.8% | $30.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Barclays Plc | 1.47M | n/a | $29.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Principal Financial Group Inc | 1.34M | n/a | $26.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Aberdeen Group plc | 1.22M | n/a | $24.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Goldman Sachs Group ✦ | 1.08M | +154.9% | $21.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Citigroup Inc | 1.02M | n/a | $20.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Kayne Anderson Rudnick Investment… | 1.01M | n/a | $20.07M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jennison Associates Llc | 991.82K | n/a | $19.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 975.40K | +424.5% | $19.48M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 971.67K | n/a | $19.40M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 21 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 22 | Dimensional Fund Advisors Lp | 818.25K | n/a | $16.34M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Ameriprise Financial Inc | 799.77K | n/a | $15.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Janus Henderson Group Plc | 776.39K | n/a | $15.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Jane Street Group, Llc | 719.12K | n/a | $14.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Northern Trust Corp | 634.35K | n/a | $12.67M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Charles Schwab Investment… | 610.06K | n/a | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 507.61K | n/a | $10.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Franklin Resources Inc | 464.15K | n/a | $9.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | New York State Common Retirement… | 1.80M | n/a | $7.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | UBS AM, a distinct business unit of… | 282.43K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 32 | D. E. Shaw & Co. ✦ | 275.87K | +3305.8% | $5.51M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 268.80K | Baru | $5.37M | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 245.93K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 35 | Susquehanna International Group, Llp | 228.11K | n/a | $4.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Deutsche Bank Ag\ | 218.69K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Sei Investments Co | 299.17K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Swiss National Bank | 144.90K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Nuveen, LLC | 139.29K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Royal Bank Of Canada | 132.15K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Voya Investment Management Llc | 125.92K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Envestnet Asset Management Inc | 88.52K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 87.18K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Wells Fargo & Company/Mn | 86.79K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 45 | Rhumbline Advisers | 85.27K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Squarepoint Ops LLC | 82.19K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 75.82K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Legal & General Group Plc | 74.20K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | T. Rowe Price ✦ | 70.64K | +24.8% | $1.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 70.31K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Nomura Asset Management… | 69.53K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | California State Teachers… | 68.79K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Holocene Advisors, LP | 61.47K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Invesco Ltd. | 61.02K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 55 | Qube Research & Technologies Ltd | 58.31K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Federated Hermes, Inc. | 51.05K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Arrowstreet Capital ✦ | 46.63K | -23.6% | $931,121 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 37.79K | n/a | $754,606 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 35.31K | n/a | $705,201 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Marshall Wace ✦ | 30.07K | -56.1% | $600,458 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Creative Planning | 28.59K | n/a | $570,842 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cetera Investment Advisers | 28.34K | n/a | $565,870 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Zurcher Kantonalbank (Zurich… | 23.41K | n/a | $467,518 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Millennium Management ✦ | 22.77K | -67.7% | $454,817 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 65 | State Of Wisconsin Investment Board | 20.88K | n/a | $416,914 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | LPL Financial LLC | 17.21K | n/a | $343,764 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Universal- Beteiligungs- und… | 15.23K | n/a | $304,223 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 14.94K | n/a | $298,250 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 69 | ProShare Advisors LLC | 12.80K | n/a | $255,597 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Canada Pension Plan Investment Board | 10.50K | n/a | $209,685 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Pictet Asset Management Holding SA | 10.36K | n/a | $206,949 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 8.29K | +344.4% | $165,531 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Pnc Financial Services Group, Inc. | 8.26K | n/a | $164,892 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 74 | Walleye Trading LLC | 4.52K | n/a | $90,344 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Assetmark, Inc | 4.18K | n/a | $83,475 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Fifth Third Bancorp | 1.16K | n/a | $23,245 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | BNP Paribas Asset Management… | 969 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Osaic Holdings, Inc. | 863 | n/a | $17,231 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Us Bancorp \De\ | 713 | n/a | $14,239 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Rockefeller Capital Management L.P. | 656 | n/a | $13,100 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Northwestern Mutual Wealth… | 493 | n/a | $9,846 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 401 | n/a | $8,008 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Optiver Holding B.V. | 324 | n/a | $6,470 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Mirae Asset Global Investments Co.… | 261 | n/a | $5,212 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cwm, Llc | 261 | n/a | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 163 | n/a | $3,255 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Renaissance Technologies | $5.37M | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1 pemegang, 159.00K saham, $137,615 dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API