Catatan efek · kuartal yang diarsipkan
VERX
Vertex, Inc. · Technology · Software - Application
84Pemegang yang dilacak
-3Δ pemegang
53.91MSaham yang dipegang
$639.06MNilai yang dilaporkan
+12Posisi baru
−15Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -3.4% ·
aliran saham -3.5% ·
posisi baru bersih -3.6%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 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 | Baru | $37.80M | 0.1% | New | 1 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 3.12M | n/a | $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 ✦ (pasif) | 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 ✦ (pasif) | 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 | n/a | $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 | Baru | $2.60M | 0.0% | New | 1 | SEC ↗ |
| 34 | Balyasny Asset Management L.P. | 214.17K | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $128,293 | 0.0% | New | 1 | SEC ↗ |
| 67 | Capstone Investment Advisors, Llc | 10.62K | Baru | $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 | Baru | $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 | Baru | $3,055 | 0.0% | New | 1 | SEC ↗ |
| 83 | National Bank Of Canada /Fi/ | 218 | Baru | $2,585 | 0.0% | New | 1 | SEC ↗ |
| 84 | Mirae Asset Global Investments Co.… | 201 | -23.0% | $2,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Neuberger Berman Group LLC | $56.32M | adalah 0.0% |
| Massachusetts Financial… | $53.88M | adalah 0.0% |
| Wellington Management | $30.76M | adalah 0.0% |
| Principal Financial Group Inc | $26.66M | adalah 0.0% |
| Aberdeen Group plc | $24.40M | adalah 0.0% |
| Franklin Resources Inc | $9.27M | adalah 0.0% |
| Baird Financial Group, Inc. | $1.74M | adalah 0.0% |
| Squarepoint Ops LLC | $1.64M | adalah 0.0% |
| Nomura Asset Management… | $1.39M | adalah 0.0% |
| Holocene Advisors, LP | $1.23M | adalah 0.0% |
| Canada Pension Plan… | $209,685 | adalah 0.0% |
| Walleye Trading LLC | $90,344 | adalah 0.0% |
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: Q1 2026 ·
Metodologi ·
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