REF · Reformation Inc. · Held by Funds
$13.99
-0.51 (-3.52%)
At close · Oct 21
View the 10-Q filed Sep 11, 2026
Return incl. dividend (before tax)
Customer concentration
— top customer 23% of receivables
One customer — 23% of receivables (2025)
“These risks are further heightened by the fact that our net accounts receivable are highly concentrated, with a single customer accounting for 23% of our consolidated accounts receivable as of 2025.”
Market Cap
$856.65M
Shares
59.08M
Volume · Oct 21
138.53K
Avg daily vol (59 sessions)
595.02K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding REF
13 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Federated Hermes Kaufmann Small Cap Fund | — | 600,000 | $9,732,000 | 0.34% | Long | 2026-07-31 | |
| Harbor Small Cap Growth Fund | — | 524,330 | $8,504,633 | 0.32% | Long | 2026-07-31 | |
| Franklin Small Cap Growth Fund | — | 444,373 | $7,207,730 | 0.29% | Long | 2026-07-31 | |
| SmallCap Growth Fund I | — | 404,501 | $6,561,006 | 0.26% | Long | 2026-07-31 | |
| Emerald Growth Fund | — | 256,586 | $4,161,825 | 0.28% | Long | 2026-07-31 | |
| Fidelity Blue Chip Growth Fund | — | 171,400 | $2,780,108 | 0.00% | Long | 2026-07-31 | |
| Neuberger Long Short Fund | — | 97,412 | $1,580,023 | 0.02% | Long | 2026-07-31 | |
| Fidelity Blue Chip Growth K6 Fund | FBCGX | 35,800 | $580,676 | 0.00% | Long | 2026-07-31 | |
| Fidelity Series Blue Chip Growth Fund | FSBDX | 28,500 | $462,270 | 0.00% | Long | 2026-07-31 | |
| Federated Hermes Muni and Stock Advantage Fund | — | 4,178 | $67,767 | 0.00% | Long | 2026-07-31 | |
| MFS Global Alternative Strategy Fund | — | 1,411 | $22,886 | 0.01% | Long | 2026-07-31 | |
| Federated Hermes Mid-Cap Index Fund | — | 445 | $7,218 | 0.00% | Long | 2026-07-31 | |
| Federated Hermes Max-Cap Index Fund | — | 444 | $7,202 | 0.00% | Long | 2026-07-31 |
Showing 1–13 of 13 positions