Number of Shares
265,000.00
Current Holdings Value*
$10.61 Mil
% of Portfolio
0.35%
Total Estimate Gain
$-738,046.40
% of Total Estimate Gain
-1.15%

Federated Hermes Kaufmann Small Cap Fund's Vertex Inc Holding Summary

As of 2025-04-30, Federated Hermes Kaufmann Small Cap Fund held 265,000.00 shares of Vertex Inc(VERX), totaling $10.61 Mil. This investment constitutes 0.35% of their stock portfolio, and Federated Hermes Kaufmann Small Cap Fund now holds 0.17% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2020Q3. And since then Federated Hermes Kaufmann Small Cap Fund has made 4 purchases of VERX, at an average price of $39.78, for a total of 1.61 Mil shares. In addition, there have been 1 sales at an average price of $39.72 for 1.46 Mil shares. Based on historical transaction data and VERX's current price of $35.45, Federated Hermes Kaufmann Small Cap Fund's estimated gain on his VERX holdings is $-738,046.40, reflecting a -1.15% gain to date.

Federated Hermes Kaufmann Small Cap Fund VERX ($35.45) Holding Chart

Federated Hermes Kaufmann Small Cap Fund VERX ($35.45) 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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