Effectdossier · gearchiveerd kwartaal
VERX
Vertex, Inc. · Technology · Software - Application
86Gevolgde houders
+1Δ houders
60.06MGehouden aandelen
$1.17BGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +1.2% ·
aandelenstroom -0.2% ·
netto nieuwe posities +1.2%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | +2 | 49.59M | $567.46M | +8 | −5 |
| Q1 2026 | 84 | -3 | 53.91M | $639.06M | +12 | −15 |
| Q4 2025 | 86 | +1 | 60.06M | $1.17B | +1 | — |
| Q3 2025 | 15 | -3 | 24.72M | $612.71M | — | −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 | — | — |
| Q3 2024 | 9 | +1 | 2.20M | $84.64M | +2 | −1 |
| Q2 2024 | 8 | — | 2.07M | $74.67M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 8.35M | -0.5% | $166.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passief) | 8.35M | -0.5% | $166.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passief) | 8.35M | -0.5% | $166.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passief) | 8.35M | -0.5% | $166.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passief) | 8.35M | -0.5% | $166.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 5.73M | — | $114.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 5.73M | — | $114.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 5.73M | — | $114.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 5.73M | — | $114.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 5.73M | — | $114.40M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passief) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Nomura Holdings Inc | 3.17M | — | $63.37M | 0.2% | n/c | 1 | SEC ↗ |
| 27 | Neuberger Berman Group LLC | 2.82M | — | $56.32M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Brown Advisory Inc | 2.78M | — | $55.49M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Brown Advisory Inc | 2.78M | — | $55.49M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Brown Advisory Inc | 2.78M | — | $55.49M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Brown Advisory Inc | 2.78M | — | $55.49M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Massachusetts Financial Services Co… | 2.70M | — | $53.88M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Massachusetts Financial Services Co… | 2.70M | — | $53.88M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Massachusetts Financial Services Co… | 2.70M | — | $53.88M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Massachusetts Financial Services Co… | 2.70M | — | $53.88M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Massachusetts Financial Services Co… | 2.70M | — | $53.88M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (passief) | 1.85M | +8.0% | $36.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passief) | 1.79M | +5.5% | $35.81M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passief) | 1.79M | +5.5% | $35.81M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Wellington Management ✦ | 1.54M | -28.8% | $30.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Wellington Management ✦ | 1.54M | -28.8% | $30.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Wellington Management ✦ | 1.54M | -28.8% | $30.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wellington Management ✦ | 1.54M | -28.8% | $30.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Barclays Plc | 1.47M | — | $29.30M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Barclays Plc | 1.47M | — | $29.30M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Barclays Plc | 1.47M | — | $29.30M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Principal Financial Group Inc | 1.34M | — | $26.66M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Principal Financial Group Inc | 1.34M | — | $26.66M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Aberdeen Group plc | 1.22M | — | $24.40M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Aberdeen Group plc | 1.22M | — | $24.40M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Aberdeen Group plc | 1.22M | — | $24.40M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 1.08M | +154.9% | $21.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 1.08M | +154.9% | $21.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 1.08M | +154.9% | $21.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Citigroup Inc | 1.02M | — | $20.44M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citigroup Inc | 1.02M | — | $20.44M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Citigroup Inc | 1.02M | — | $20.44M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Kayne Anderson Rudnick Investment… | 1.01M | — | $20.07M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Kayne Anderson Rudnick Investment… | 1.01M | — | $20.07M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Jennison Associates Llc | 991.82K | — | $19.81M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Jennison Associates Llc | 991.82K | — | $19.81M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Citadel Advisors ✦ | 975.40K | +424.5% | $19.48M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 71 | Citadel Advisors ✦ | 975.40K | +424.5% | $19.48M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 971.67K | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Dimensional Fund Advisors Lp | 818.25K | — | $16.34M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Dimensional Fund Advisors Lp | 818.25K | — | $16.34M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Dimensional Fund Advisors Lp | 818.25K | — | $16.34M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Dimensional Fund Advisors Lp | 818.25K | — | $16.34M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Ameriprise Financial Inc | 799.77K | — | $15.97M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Ameriprise Financial Inc | 799.77K | — | $15.97M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Ameriprise Financial Inc | 799.77K | — | $15.97M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Janus Henderson Group Plc | 776.39K | — | $15.50M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Janus Henderson Group Plc | 776.39K | — | $15.50M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Janus Henderson Group Plc | 776.39K | — | $15.50M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Jane Street Group, Llc | 719.12K | — | $14.36M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Jane Street Group, Llc | 719.12K | — | $14.36M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Jane Street Group, Llc | 719.12K | — | $14.36M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Northern Trust Corp | 634.35K | — | $12.67M | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1 houders, 159.00K aandelen, $137,615 gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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