سجل الورقة المالية
VERX
Vertex, Inc. · Technology · Software - Application
85الحاملون المتتبعون
+3Δ المساهمون
49.78Mالأسهم المحتفظ بها
$569.64Mالقيمة المُبلَّغ عنها
+9المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +3.7% ·
تدفق الأسهم -9.7% ·
المراكز الجديدة الصافية +4.7%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 6.24M | +10.2% | $71.59M | 0.0% | ▲ Add | 5 | SEC ↗ ×16 |
| 2 | Morgan Stanley ✦ | 4.13M | -3.8% | $47.44M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 3 | Brown Advisory Inc | 3.55M | +96.2% | $40.74M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Vanguard Capital Management Llc | 3.17M | +1.9% | $36.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.53M | -25.0% | $28.82M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 6 | D. E. Shaw & Co. ✦ | 2.19M | +33.6% | $25.14M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (سلبي) | 2.06M | +7.8% | $23.65M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | UBS Group AG | 2.02M | -63.0% | $23.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Geode Capital Management ✦ (سلبي) | 1.84M | +3.7% | $21.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Nomura Holdings Inc | 1.66M | -36.5% | $19.10M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Healthcare Of Ontario Pension Plan… | 1.49M | -53.2% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 1.48M | -37.2% | $17.03M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 13 | Arrowstreet Capital ✦ | 1.47M | +57.4% | $16.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Norges Bank ✦ (سلبي) | 1.31M | جديد | $15.04M | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 1.21M | +320.7% | $13.94M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 16 | CIBC Bancorp USA Inc. | 1.05M | +0.1% | $12.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 986.33K | +5.8% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Citigroup Inc | 972.97K | -15.4% | $11.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Fidelity (FMR) ✦ | 913.73K | +173.8% | $10.49M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 20 | Barclays Plc | 707.51K | -46.0% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 21 | Northern Trust Corp | 707.35K | +10.4% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Qube Research & Technologies Ltd | 656.76K | +505.5% | $7.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 576.89K | -50.0% | $6.62M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 24 | Kayne Anderson Rudnick Investment… | 568.80K | -29.4% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Charles Schwab Investment… | 532.12K | -12.2% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 465.54K | -33.6% | $5.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | New York State Common Retirement… | 434.85K | 0.0% | $4.99M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 305.51K | +191.3% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 295.81K | +108.6% | $3.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Tudor Investment Corp Et Al | 278.72K | +27.6% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 262.98K | +12.0% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 32 | Dimensional Fund Advisors Lp | 260.37K | -55.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Ameriprise Financial Inc | 224.39K | +95.3% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Bnp Paribas Financial Markets | 223.83K | -56.2% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 189.41K | جديد | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 36 | Allianz Asset Management GmbH | 190.03K | جديد | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 37 | Nuveen, LLC | 161.80K | -8.6% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 38 | Corient Private Wealth LP | 153.84K | جديد | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 149.32K | +122.1% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 40 | Swiss National Bank | 148.30K | +2.4% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Sei Investments Co | 292.96K | +17.7% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Susquehanna International Group, Llp | 133.96K | -17.0% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Millennium Management ✦ | 115.58K | -82.3% | $1.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 115.08K | -24.2% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 45 | T. Rowe Price ✦ | 105.66K | +24.9% | $1.21M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | Rhumbline Advisers | 99.86K | +14.4% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Squarepoint Ops LLC | 81.67K | جديد | $937,514 | 0.0% | New | 1 | SEC ↗ |
| 48 | Invesco Ltd. | 81.38K | +7.0% | $934,185 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 49 | Deutsche Bank Ag\ | 78.27K | -65.3% | $898,585 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Alliancebernstein L.P. | 70.63K | -0.4% | $839,803 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 69.53K | +167.7% | $798,153 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | Envestnet Asset Management Inc | 66.06K | -4.2% | $758,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Legal & General Group Plc | 64.22K | +3.6% | $737,224 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 54 | State Of Wisconsin Investment Board | 62.58K | +63.2% | $718,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Creative Planning | 62.23K | +95.4% | $714,424 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 62.22K | -2.2% | $714,026 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Victory Capital Management Inc | 51.72K | جديد | $593,700 | 0.0% | New | 1 | SEC ↗ |
| 58 | Cibc World Market Inc. | 42.20K | جديد | $484,456 | 0.0% | New | 1 | SEC ↗ |
| 59 | Lazard Asset Management Llc | 41.23K | +6.9% | $473,378 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 39.70K | -86.3% | $455,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Franklin Resources Inc | 38.60K | جديد | $443,139 | 0.0% | New | 1 | SEC ↗ |
| 62 | Manufacturers Life Insurance… | 31.35K | +0.6% | $359,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Cetera Investment Advisers | 29.95K | -12.3% | $343,792 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 23.70K | +123.2% | $272,133 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Mercer Global Advisors Inc /Adv | 20.78K | -2.1% | $238,566 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 16.70K | -57.2% | $191,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Capstone Investment Advisors, Llc | 15.72K | +48.0% | $180,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | American Century Companies Inc | 15.05K | جديد | $172,740 | 0.0% | New | 1 | SEC ↗ |
| 69 | Voya Investment Management Llc | 14.60K | +25.3% | $167,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Pictet Asset Management Holding SA | 12.99K | 0.0% | $149,171 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Prudential Financial Inc | 11.97K | +10.9% | $137,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Federated Hermes, Inc. | 10.22K | 0.0% | $117,303 | 0.0% | Held | 3 | SEC ↗ |
| 73 | LPL Financial LLC | 10.04K | -7.9% | $115,248 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Royal Bank Of Canada | 2.58K | +470.6% | $29,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 75 | Simplex Trading, Llc | 1.48K | +473.9% | $16,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | BNP Paribas Asset Management… | 1.05K | -14.5% | $12,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Fifth Third Bancorp | 977 | -22.4% | $11,220 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 823 | -4.5% | $9,448 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | Pnc Financial Services Group, Inc. | 622 | -37.8% | $7,141 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 80 | Us Bancorp \De\ | 511 | +39.6% | $5,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 489 | +1.0% | $5,613 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 82 | Jones Financial Companies Lllp | 430 | -83.6% | $4,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Mirae Asset Global Investments Co.… | 201 | 0.0% | $2,307 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Optiver Holding B.V. | 199 | -53.8% | $2,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | National Bank Of Canada /Fi/ | 1 | -99.5% | $11 | 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
| Norges Bank | $15.04M | 0.0% |
| Hsbc Holdings Plc | $2.18M | 0.0% |
| Allianz Asset Management GmbH | $2.18M | 0.0% |
| Corient Private Wealth LP | $1.77M | 0.0% |
| Squarepoint Ops LLC | $937,514 | 0.0% |
| Victory Capital Management Inc | $593,700 | 0.0% |
| Cibc World Market Inc. | $484,456 | 0.0% |
| Franklin Resources Inc | $443,139 | 0.0% |
| American Century Companies Inc | $172,740 | 0.0% |
تم الخروج
| Jennison Associates Llc | $11.68M | كان 0.0% |
| Balyasny Asset Management L.P. | $2.55M | كان 0.0% |
| Universal- Beteiligungs- und… | $594,560 | كان 0.0% |
| ProShare Advisors LLC | $120,921 | كان 0.0% |
| Group One Trading Llc | $20,415 | 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: Q2 2026 ·
المنهجية ·
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