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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Federated Hermes's VERX Position: Q1 2026 in Review

Federated Hermes reduced its Vertex (VERX) stake by 80% in Q1 2026, selling an estimated $636K and leaving 10,218 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Federated Hermes first reported a position in VERX in Q3 2020 and has held it in 9 quarters since. The position peaked at $36.9M in Q4 2024. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

Federated Hermes held 10,218 shares of Vertex worth $121K as of Q1 2026.
Federated Hermes sold 40,831 Vertex shares in Q1 2026, an estimated $636K.
Vertex made up ﹤0.01% of Federated Hermes's portfolio in Q1 2026, its #1562 holding.
Federated Hermes first reported a position in Vertex in Q3 2020 and has held it in 9 quarters since.
Federated Hermes's Vertex position peaked at $36.9M in Q4 2024.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.