VERX
Vertex, Inc. · Technology · Software - Application
Input momentum (manajer yang sebanding):
keluasan pemegang +3.7% ·
aliran saham -9.7% ·
posisi baru bersih +4.7%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
| 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 | — |
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 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 ✦ (pasif) | 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 ✦ (pasif) | 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 ✦ (pasif) | 1.31M | Baru | $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 | Baru | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 36 | Allianz Asset Management GmbH | 190.03K | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $593,700 | 0.0% | New | 1 | SEC ↗ |
| 58 | Cibc World Market Inc. | 42.20K | Baru | $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 | Baru | $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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Jennison Associates Llc | $11.68M | adalah 0.0% |
| Balyasny Asset Management L.P. | $2.55M | adalah 0.0% |
| Universal- Beteiligungs- und… | $594,560 | adalah 0.0% |
| ProShare Advisors LLC | $120,921 | adalah 0.0% |
| Group One Trading Llc | $20,415 | 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.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.