Number of Shares
300,000.00
Current Holdings Value*
$12.01 Mil
% of Portfolio
0.27%
Total Estimate Gain
$-19.40 Mil
% of Total Estimate Gain
-15.85%

Federated Hermes Kaufmann Fund's Vertex Inc Holding Summary

As of 2025-04-30, Federated Hermes Kaufmann Fund held 300,000.00 shares of Vertex Inc(VERX), totaling $12.01 Mil. This investment constitutes 0.27% of their stock portfolio, and Federated Hermes Kaufmann Fund now holds 0.19% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2024Q3. And since then Federated Hermes Kaufmann Fund has made 2 purchases of VERX, at an average price of $51.61, for a total of 2.37 Mil shares. In addition, there have been 1 sales at an average price of $44.48 for 2.07 Mil shares. Based on historical transaction data and VERX's current price of $36.21, Federated Hermes Kaufmann Fund's estimated gain on his VERX holdings is $-19.40 Mil, reflecting a -15.85% gain to date.

Federated Hermes Kaufmann Fund VERX ($36.21) Holding Chart

Federated Hermes Kaufmann Fund VERX ($36.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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