VERX
Vertex, Inc.
-0.20 (-1.59%)12.38USD386K成交股數–市值–本益比(近四季)–股價營收比+10.5%營收年增(近四季)2026-11-02下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 82K |
| 近 180 天 淨額 | −82K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-10 | 06-12 | Thompson Stefanie Westphal | Director,TenPercentOwner | A 獲配股票 | 15.6K | – | – | 67.0K | SEC |
| 2026-06-10 | 06-12 | Radcliffe Amanda Westphal | Director,TenPercentOwner | A 獲配股票 | 15.6K | – | – | 159K | SEC |
| 2026-06-10 | 06-12 | Gayton Bradley M | Director | A 獲配股票 | 15.6K | – | – | 68.5K | SEC |
| 2026-06-10 | 06-12 | Mendola Mark J | Director | A 獲配股票 | 15.6K | – | – | 21.0K | SEC |
| 2026-06-10 | 06-12 | DeStefano David | Director | A 獲配股票 | 15.6K | – | – | 1.3M | SEC |
| 2026-06-10 | 06-12 | Saunders Philip Seth | Director | A 獲配股票 | 15.6K | – | – | 50.6K | SEC |
| 2026-06-10 | 06-12 | Stamm John Richard | Director | A 獲配股票 | 15.6K | – | – | 32.7K | SEC |
| 2026-06-10 | 06-12 | ANDERSEN ERIC C. | Director | A 獲配股票 | 15.6K | – | – | 166K | SEC |
| 2026-05-28 | 06-01 | DeStefano David | Director | S 公開市場賣出 | 6.5K | 12.75 | 82K | 198K | SEC |
| 2026-03-09 | 03-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | TenPercentOwner | P 公開市場買進 | 10.0K | 15.05 | 151K | 1.2M | SEC |
| 2026-02-24 | 02-26 | DeStefano David | Director | F 繳稅扣股 | 52.0K | 13.26 | 689K | 1.3M | SEC |
| 2026-02-24 | 02-26 | DeStefano David | Director | M 選擇權執行 | 109K | – | – | 1.3M | SEC |
| 2026-02-23 | 02-25 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 16.4K | 12.03 | 197K | 132K | SEC |
| 2026-02-23 | 02-25 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 30.3K | – | – | 149K | SEC |
| 2026-02-23 | 02-25 | Rowland Bryan T.R. | GENERAL COUNSEL | M 選擇權執行 | 6.4K | – | – | 14.6K | SEC |
| 2026-02-23 | 02-25 | Rowland Bryan T.R. | GENERAL COUNSEL | F 繳稅扣股 | 1.8K | 12.03 | 21K | 12.9K | SEC |
| 2026-02-23 | 02-25 | DeStefano David | Director | M 選擇權執行 | 101K | – | – | 1.2M | SEC |
| 2026-02-23 | 02-25 | DeStefano David | Director | F 繳稅扣股 | 47.1K | 12.03 | 567K | 1.2M | SEC |
| 2026-02-23 | 02-25 | Young Christopher David | President and CEO | P 公開市場買進 | 60.0K | 12.18 | 731K | 60.0K | SEC |
| 2026-02-20 | 02-24 | Leib Ryan J | Chief Accounting Officer | M 選擇權執行 | 2.3K | – | – | 8.2K | SEC |
| 2026-02-20 | 02-24 | Leib Ryan J | Chief Accounting Officer | M 選擇權執行 | 4.0K | – | – | 7.2K | SEC |
| 2026-02-20 | 02-24 | Rowland Bryan T.R. | GENERAL COUNSEL | M 選擇權執行 | 3.0K | – | – | 9.2K | SEC |
| 2026-02-20 | 02-24 | Leib Ryan J | Chief Accounting Officer | F 繳稅扣股 | 1.3K | 12.74 | 16K | 5.9K | SEC |
| 2026-02-20 | 02-24 | Rowland Bryan T.R. | GENERAL COUNSEL | M 選擇權執行 | 4.1K | – | – | 7.5K | SEC |
| 2026-02-20 | 02-24 | Rowland Bryan T.R. | GENERAL COUNSEL | F 繳稅扣股 | 1.3K | 12.74 | 16K | 6.2K | SEC |
| 2026-02-20 | 02-24 | Rowland Bryan T.R. | GENERAL COUNSEL | F 繳稅扣股 | 976 | 12.74 | 12K | 8.2K | SEC |
| 2026-02-20 | 02-24 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 8.6K | 12.74 | 110K | 118K | SEC |
| 2026-02-20 | 02-24 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 15.9K | – | – | 127K | SEC |
| 2026-02-20 | 02-24 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 23.9K | – | – | 124K | SEC |
| 2026-02-20 | 02-24 | Leib Ryan J | Chief Accounting Officer | F 繳稅扣股 | 782 | 12.74 | 10K | 7.4K | SEC |
| 2026-02-20 | 02-24 | DeStefano David | Director | M 選擇權執行 | 69.5K | – | – | 1.1M | SEC |
| 2026-02-20 | 02-24 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 12.9K | 12.74 | 165K | 111K | SEC |
| 2026-02-20 | 02-24 | DeStefano David | Director | F 繳稅扣股 | 12.5K | 12.74 | 160K | 1.1M | SEC |
| 2026-02-20 | 02-24 | DeStefano David | Director | M 選擇權執行 | 44.0K | – | – | 1.2M | SEC |
| 2026-02-20 | 02-24 | DeStefano David | Director | F 繳稅扣股 | 23.7K | 12.74 | 302K | 1.1M | SEC |
| 2026-02-20 | 02-23 | ANDERSEN ERIC C. | Director | P 公開市場買進 | 40.0K | 12.91 | 516K | 150K | SEC |
| 2026-02-17 | 02-18 | Westphal Jeffrey | Other | P 公開市場買進 | 150K | 12.53 | 1.9M | 398K | SEC |
| 2026-02-13 | 02-18 | Westphal Jeffrey | Other | P 公開市場買進 | 248K | 13.08 | 3.2M | 248K | SEC |
| 2026-02-10 | 02-12 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 24.0K | – | – | 114K | SEC |
| 2026-02-10 | 02-12 | SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 13.5K | 14.88 | 201K | 100K | SEC |
| 2026-02-10 | 02-12 | Rowland Bryan T.R. | GENERAL COUNSEL | F 繳稅扣股 | 1.3K | 14.88 | 20K | 3.3K | SEC |
| 2026-02-10 | 02-12 | Rowland Bryan T.R. | GENERAL COUNSEL | M 選擇權執行 | 4.1K | – | – | 4.7K | SEC |
| 2026-01-30 | 02-03 | Leib Ryan J | Chief Accounting Officer | F 繳稅扣股 | 1.4K | 18.55 | 25K | 3.1K | SEC |
| 2026-01-30 | 02-03 | Leib Ryan J | Chief Accounting Officer | M 選擇權執行 | 4.0K | – | – | 4.5K | SEC |
| 2025-06-24 | 06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | TenPercentOwner,Other | S 公開市場賣出 | 14.4K | 35.24 | 508K | 173K | SEC |
| 2025-06-23 | 06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | TenPercentOwner,Other | S 公開市場賣出 | 510 | 35.00 | 18K | 187K | SEC |
| 2025-06-20 | 06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | TenPercentOwner,Other | S 公開市場賣出 | 8.8K | 35.12 | 310K | 188K | SEC |
| 2025-06-18 | 06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | TenPercentOwner,Other | S 公開市場賣出 | 158K | 35.93 | 5.7M | 197K | SEC |
| 2025-06-17 | 06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | TenPercentOwner,Other | S 公開市場賣出 | 145K | 37.16 | 5.4M | 355K | SEC |
| 2025-06-16 | 06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | TenPercentOwner,Other | S 公開市場賣出 | 78.2K | 36.87 | 2.9M | 500K | SEC |
| 2025-06-11 | 06-13 | Mendola Mark J | Director | A 獲配股票 | 5.3K | – | – | 5.3K | SEC |
| 2025-06-11 | 06-13 | Gayton Bradley M | Director | A 獲配股票 | 5.3K | – | – | 52.9K | SEC |
| 2025-06-11 | 06-13 | Stamm John Richard | Director | A 獲配股票 | 5.3K | – | – | 17.0K | SEC |
| 2025-06-11 | 06-13 | ANDERSEN ERIC C. | Director | A 獲配股票 | 5.3K | – | – | 110K | SEC |
| 2025-06-11 | 06-13 | Radcliffe Amanda Westphal | Director,TenPercentOwner | A 獲配股票 | 5.3K | – | – | 143K | SEC |
| 2025-06-11 | 06-13 | Thompson Stefanie Westphal | Director,TenPercentOwner | A 獲配股票 | 5.3K | – | – | 51.4K | SEC |
| 2025-06-11 | 06-13 | Saunders Philip Seth | Director | A 獲配股票 | 5.3K | – | – | 35.0K | SEC |
| 2025-06-09 | 06-11 | Westphal Jeffrey | Other | C 轉換 | 332K | – | – | 332K | SEC |
| 2025-06-09 | 06-11 | Westphal Jeffrey | Other | S 公開市場賣出 | 1.2M | 38.45 | 44.4M | 0 | SEC |
| 2025-06-09 | 06-11 | Westphal Jeffrey | Other | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2025-06-09 | 06-11 | Westphal Jeffrey | Other | S 公開市場賣出 | 1.5M | 38.45 | 58.2M | 0 | SEC |
| 2025-06-09 | 06-11 | Westphal Jeffrey | Other | S 公開市場賣出 | 332K | 38.45 | 12.8M | 0 | SEC |
| 2025-06-09 | 06-11 | Westphal Jeffrey | Other | C 轉換 | 1.5M | – | – | 1.5M | SEC |
| 2025-05-20 | 05-22 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | TenPercentOwner,Other | C 轉換 | 600K | – | – | 600K | SEC |
| 2025-05-20 | 05-22 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | TenPercentOwner,Other | C 轉換 | 300K | – | – | 300K | SEC |
| 2025-05-20 | 05-22 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | TenPercentOwner,Other | C 轉換 | 22.5K | – | – | 22.5K | SEC |
| 2025-05-20 | 05-22 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | TenPercentOwner,Other | C 轉換 | 400K | – | – | 400K | SEC |
| 2025-05-13 | 05-14 | Leib Ryan J | Chief Accounting Officer | S 公開市場賣出 | 5.8K | 38.00 | 219K | 0 | SEC |
| 2025-05-13 | 05-14 | DeStefano David | PRESIDENT & CEO | S 公開市場賣出 | 58.8K | 38.06 | 2.2M | 1.1M | SEC |
| 2025-05-13 | 05-14 | DeStefano David | PRESIDENT & CEO | S 公開市場賣出 | 50.6K | 37.27 | 1.9M | 1.1M | SEC |
| 2025-05-13 | 05-14 | DeStefano David | PRESIDENT & CEO | M 選擇權執行 | 187K | 3.73 | 696K | 1.2M | SEC |
| 2025-05-12 | 05-14 | DeStefano David | PRESIDENT & CEO | S 公開市場賣出 | 8.3K | 38.65 | 321K | 989K | SEC |
| 2025-05-12 | 05-14 | DeStefano David | PRESIDENT & CEO | S 公開市場賣出 | 291K | 37.18 | 10.8M | 1.1M | SEC |
| 2025-05-12 | 05-14 | DeStefano David | PRESIDENT & CEO | M 選擇權執行 | 133K | 32.16 | 4.3M | 1.4M | SEC |
| 2025-05-12 | 05-14 | DeStefano David | PRESIDENT & CEO | M 選擇權執行 | 428K | 2.50 | 1.1M | 1.2M | SEC |
| 2025-05-12 | 05-14 | DeStefano David | PRESIDENT & CEO | S 公開市場賣出 | 64.0K | 37.82 | 2.4M | 998K | SEC |
| 2025-03-19 | 03-21 | Rowland Bryan T.R. | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 24.2K | 36.22 | 878K | 132 | SEC |
| 2025-03-19 | 03-21 | Rowland Bryan T.R. | GENERAL COUNSEL | S 公開市場賣出(10b5-1) | 19.0K | 35.68 | 677K | 24.4K | SEC |
| 2025-03-19 | 03-21 | Rowland Bryan T.R. | GENERAL COUNSEL | M 選擇權執行 | 1.0K | 32.16 | 32K | 43.4K | SEC |
| 2025-03-19 | 03-21 | Rowland Bryan T.R. | GENERAL COUNSEL | M 選擇權執行 | 31.1K | 3.73 | 116K | 42.4K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 6.2M | 71.6M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | 57.2M | 新進 | 新進 |
| MORGAN STANLEY | 4.1M | 47.4M | 新進 | 新進 |
| BROWN ADVISORY INC | 3.5M | 40.7M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | 36.4M | 新進 | 新進 |
| Tensile Capital Management LP | 2.9M | 33.3M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 2.5M | 28.8M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 2.2M | 25.1M | 新進 | 新進 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.1M | 24.4M | 新進 | 新進 |
| STATE STREET CORP | 2.1M | 23.6M | 新進 | 新進 |
| UBS Group AG | 2.0M | 23.2M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | 21.1M | 新進 | 新進 |
| NOMURA HOLDINGS INC | 1.7M | 19.1M | 新進 | 新進 |
| Divisar Capital Management LLC | 1.6M | 18.8M | 新進 | 新進 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.5M | 17.1M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.5M | 17.0M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | 16.9M | 新進 | 新進 |
| Legacy Advisors, LLC | 1.3M | 15.4M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 1.3M | 15.0M | 新進 | 新進 |
| MARSHALL WACE, LLP | 1.2M | 13.9M | 新進 | 新進 |
| GENEVA CAPITAL MANAGEMENT LLC | 1.2M | 13.6M | 新進 | 新進 |
| CIBC Bancorp USA Inc. | 1.1M | 12.1M | 新進 | 新進 |
| Freshford Capital Management, LLC | 1.0M | 12.0M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 986K | 11.3M | 新進 | 新進 |
| CITIGROUP INC | 973K | 11.2M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 228 +6 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 228 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 74.7M · 100.0% |
| 合計季末市值 | 852M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 5.1M |
|---|---|
| 與上期比 | -3.6% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 1.3M |
| 回補天數 | 3.8 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 5.1M | -3.6% | – | 1.3M | 3.8 |
| 2026-08-14 | 5.2M | -22.5% | – | 3.2M | 1.6 |
| 2026-07-31 | 6.8M | -4.0% | – | 2.3M | 3.0 |
| 2026-07-15 | 7.0M | -15.7% | – | 1.6M | 4.3 |
| 2026-06-30 | 8.4M | +4.2% | – | 2.0M | 4.1 |
| 2026-06-15 | 8.0M | +15.6% | – | 1.6M | 5.2 |
| 2026-05-29 | 6.9M | -2.8% | – | 1.4M | 5.0 |
| 2026-05-15 | 7.1M | -12.1% | – | 1.8M | 4.0 |
| 2026-04-30 | 8.1M | -8.6% | – | 1.2M | 6.7 |
| 2026-04-15 | 8.9M | -4.6% | – | 954K | 9.3 |
| 2026-03-31 | 9.3M | -4.9% | – | 1.7M | 5.6 |
| 2026-03-13 | 9.8M | +12.4% | – | 1.6M | 6.2 |
| 2026-02-27 | 8.7M | +15.0% | – | 2.8M | 3.1 |
| 2026-02-13 | 7.6M | -1.8% | – | 4.2M | 1.8 |
| 2026-01-30 | 7.7M | +6.0% | – | 1.7M | 4.5 |
| 2026-01-15 | 7.3M | +0.2% | – | 1.2M | 6.3 |
| 2025-12-31 | 7.3M | +20.6% | – | 1.0M | 7.1 |
| 2025-12-15 | 6.0M | +1.9% | – | 1.5M | 4.1 |
| 2025-11-28 | 5.9M | +1.6% | – | 1.2M | 4.8 |
| 2025-11-14 | 5.8M | -13.4% | – | 2.3M | 2.5 |
| 2025-10-31 | 6.7M | -5.5% | – | 1.6M | 4.3 |
| 2025-10-15 | 7.1M | +2.6% | – | 1.3M | 5.5 |
| 2025-09-30 | 6.9M | +6.6% | – | 1.7M | 4.0 |
| 2025-09-15 | 6.5M | -5.7% | – | 1.7M | 3.9 |
| 2025-08-29 | 6.9M | +0.6% | – | 1.1M | 6.5 |
| 2025-08-15 | 6.9M | +3.3% | – | 2.5M | 2.7 |