سجل الورقة المالية · ربع مؤرشف
VERX
Vertex, Inc. · Technology · Software - Application
84الحاملون المتتبعون
-3Δ المساهمون
53.91Mالأسهم المحتفظ بها
$639.06Mالقيمة المُبلَّغ عنها
+12المراكز الجديدة
−15الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -3.4% ·
تدفق الأسهم -3.5% ·
المراكز الجديدة الصافية -3.6%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 5.66M | +0.3% | $67.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×15 |
| 2 | UBS Group AG | 5.46M | -4.6% | $64.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 4.29M | +364.2% | $51.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 4 | JPMorgan Chase ✦ | 3.37M | +96.0% | $39.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 5 | Healthcare Of Ontario Pension Plan… | 3.18M | جديد | $37.80M | 0.1% | New | 1 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 3.12M | — | $37.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Nomura Holdings Inc | 2.62M | -17.4% | $31.17M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 2.36M | +118.5% | $28.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | State Street Global Advisors ✦ (سلبي) | 1.91M | +3.3% | $22.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Brown Advisory Inc | 1.81M | -34.9% | $21.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Geode Capital Management ✦ (سلبي) | 1.77M | -1.2% | $21.07M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 1.64M | +494.1% | $19.49M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 13 | Barclays Plc | 1.31M | -10.7% | $15.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Citadel Advisors ✦ | 1.15M | +18.2% | $13.70M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 1.15M | +12.4% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | CIBC Bancorp USA Inc. | 1.05M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jennison Associates Llc | 982.23K | -1.0% | $11.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Arrowstreet Capital ✦ | 935.67K | +1906.8% | $11.13M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 932.52K | -4.0% | $11.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Kayne Anderson Rudnick Investment… | 805.86K | -19.8% | $9.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Jane Street Group, Llc | 700.65K | -2.6% | $8.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Millennium Management ✦ | 653.51K | +2769.4% | $7.77M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Northern Trust Corp | 640.43K | +1.0% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Charles Schwab Investment… | 605.91K | -0.7% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 582.43K | -28.8% | $6.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Bnp Paribas Financial Markets | 511.67K | +0.8% | $6.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | New York State Common Retirement… | 434.85K | -75.9% | $5.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 333.71K | +3926.0% | $3.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 29 | Renaissance Technologies ✦ | 290.50K | +8.1% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Marshall Wace ✦ | 288.64K | +859.9% | $3.43M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 31 | Bank of New York Mellon Corp | 234.80K | -4.5% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 32 | Deutsche Bank Ag\ | 225.84K | +3.3% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Tudor Investment Corp Et Al | 218.49K | جديد | $2.60M | 0.0% | New | 1 | SEC ↗ |
| 34 | Balyasny Asset Management L.P. | 214.17K | جديد | $2.55M | 0.0% | New | 1 | SEC ↗ |
| 35 | Nuveen, LLC | 177.00K | +27.1% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Susquehanna International Group, Llp | 161.44K | -29.2% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 151.90K | -46.2% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 38 | Swiss National Bank | 144.90K | 0.0% | $1.72M | 0.0% | Held | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 141.79K | +275.2% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Alliancebernstein L.P. | 70.94K | +0.9% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 114.89K | -85.6% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Qube Research & Technologies Ltd | 108.46K | +86.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 104.89K | جديد | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 44 | Sei Investments Co | 248.99K | -16.8% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Rhumbline Advisers | 87.31K | +2.4% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 84.59K | +19.7% | $1.01M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Invesco Ltd. | 76.02K | +24.6% | $903,855 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 48 | Envestnet Asset Management Inc | 68.95K | -22.1% | $819,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | California State Teachers… | 68.27K | -0.8% | $811,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 67.24K | جديد | $799,484 | 0.0% | New | 1 | SEC ↗ ×7 |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 63.61K | -16.1% | $755,831 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Legal & General Group Plc | 61.99K | -16.5% | $737,096 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | Universal- Beteiligungs- und… | 50.01K | +228.2% | $594,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Zurcher Kantonalbank (Zurich… | 39.05K | +66.8% | $464,281 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Lazard Asset Management Llc | 38.58K | جديد | $458,681 | 0.0% | New | 1 | SEC ↗ |
| 56 | State Of Wisconsin Investment Board | 38.34K | +83.7% | $455,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 37.03K | -95.2% | $439,696 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Cetera Investment Advisers | 34.15K | +20.5% | $406,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Creative Planning | 31.86K | +11.4% | $378,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Manufacturers Life Insurance… | 31.16K | -11.8% | $370,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Wells Fargo & Company/Mn | 25.97K | -70.1% | $308,819 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 62 | Mercer Global Advisors Inc /Adv | 21.23K | جديد | $252,484 | 0.0% | New | 1 | SEC ↗ |
| 63 | Pictet Asset Management Holding SA | 12.99K | +25.4% | $154,499 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Voya Investment Management Llc | 11.65K | -90.8% | $138,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | LPL Financial LLC | 10.90K | -36.7% | $129,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Prudential Financial Inc | 10.79K | جديد | $128,293 | 0.0% | New | 1 | SEC ↗ |
| 67 | Capstone Investment Advisors, Llc | 10.62K | جديد | $126,307 | 0.0% | New | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 10.62K | -28.9% | $126,283 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Federated Hermes, Inc. | 10.22K | -80.0% | $121,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | ProShare Advisors LLC | 10.17K | -20.5% | $120,921 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 2.62K | +1505.5% | $29,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Cwm, Llc | 2.43K | +831.8% | $28,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Group One Trading Llc | 1.72K | جديد | $20,415 | 0.0% | New | 1 | SEC ↗ |
| 74 | Fifth Third Bancorp | 1.26K | +8.2% | $14,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | BNP Paribas Asset Management… | 1.22K | +26.2% | $14,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 1.00K | -87.9% | $11,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 862 | +31.4% | $10,249 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Osaic Holdings, Inc. | 484 | -43.9% | $5,753 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Optiver Holding B.V. | 431 | +33.0% | $5,125 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Royal Bank Of Canada | 452 | -99.7% | $5,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 81 | Us Bancorp \De\ | 366 | -48.7% | $4,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Simplex Trading, Llc | 257 | جديد | $3,055 | 0.0% | New | 1 | SEC ↗ |
| 83 | National Bank Of Canada /Fi/ | 218 | جديد | $2,585 | 0.0% | New | 1 | SEC ↗ |
| 84 | Mirae Asset Global Investments Co.… | 201 | -23.0% | $2,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Healthcare Of Ontario Pension… | $37.80M | 0.1% |
| Tudor Investment Corp Et Al | $2.60M | 0.0% |
| Balyasny Asset Management L.P. | $2.55M | 0.0% |
| Two Sigma Investments | $1.25M | 0.0% |
| AQR Capital Management | $799,484 | 0.0% |
| Lazard Asset Management Llc | $458,681 | 0.0% |
| Mercer Global Advisors Inc… | $252,484 | 0.0% |
| Prudential Financial Inc | $128,293 | 0.0% |
| Capstone Investment Advisors… | $126,307 | 0.0% |
| Group One Trading Llc | $20,415 | 0.0% |
| Simplex Trading, Llc | $3,055 | 0.0% |
| National Bank Of Canada /Fi/ | $2,585 | 0.0% |
تم الخروج
| Neuberger Berman Group LLC | $56.32M | كان 0.0% |
| Massachusetts Financial… | $53.88M | كان 0.0% |
| Wellington Management | $30.76M | كان 0.0% |
| Principal Financial Group Inc | $26.66M | كان 0.0% |
| Aberdeen Group plc | $24.40M | كان 0.0% |
| Franklin Resources Inc | $9.27M | كان 0.0% |
| Baird Financial Group, Inc. | $1.74M | كان 0.0% |
| Squarepoint Ops LLC | $1.64M | كان 0.0% |
| Nomura Asset Management… | $1.39M | كان 0.0% |
| Holocene Advisors, LP | $1.23M | كان 0.0% |
| Canada Pension Plan… | $209,685 | كان 0.0% |
| Walleye Trading LLC | $90,344 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1 المالكون, 159.00K الأسهم, $137,615 مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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