Federated Hermes
VERX icon

Federated Hermes’s Vertex VERX Stock Holding History

Federated Hermes’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Hold
10,218
– – ﹤0.01% 1593
2026
Q1 		$121K Sell
10,218
-40,831
-80% -$636K ﹤0.01% 1562
2025
Q4 		$1.02M Sell
51,049
-50,311
-50% -$1.09M ﹤0.01% 1120
2025
Q3 		$2.51M Sell
101,360
-472,005
-82% -$13.7M ﹤0.01% 883
2025
Q2 		$20.3M Sell
573,365
-613
-0.1% -$23.3K 0.04% 427
2025
Q1 		$20.1M Sell
573,978
-116,979
-17% -$5.34M 0.04% 400
2024
Q4 		$36.9M Buy
690,957
+241,586
+54% +$11.7M 0.08% 292
2024
Q3 		$17.3M Buy
449,371
+398,766
+788% +$14.7M 0.04% 459
2024
Q2 		$1.82M Buy
+50,605
New +$1.63M ﹤0.01% 946
2020
Q4 		– Sell
-10,000
Closed -$230K – 2337
2020
Q3 		$230K Buy
+10,000
New +$243K ﹤0.01% 1636

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes's VERX Position: Q2 2026 in Review

Federated Hermes held its Vertex (VERX) position steady in Q2 2026 at 10,218 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Federated Hermes first reported a position in VERX in Q3 2020 and has held it in 10 quarters since. The position peaked at $36.9M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Federated Hermes held 10,218 shares of Vertex worth $117K as of Q2 2026.
  • Federated Hermes left its Vertex share count unchanged in Q2 2026.
  • Vertex made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1593 holding.
  • Federated Hermes first reported a position in Vertex in Q3 2020 and has held it in 10 quarters since.
  • Federated Hermes's Vertex position peaked at $36.9M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.