Generalist · Pittsburgh, PA
Federated Hermes
Q1 2018 · compared with Q4 2017
Filed as Federated Hermes, INC.
- Software
- $2.1B
- Weight of 13F
- 6.3%
- Names
- 75
- Net bought
- +$22.4M
Filed 9 May 2018 · SEC filing.
2,135 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026157 names$7.9B+$495M
- Q1 2026166 names$7.0B+$1.3B
- Q4 2025177 names$8.1B+$2.4B
- Q3 2025179 names$7.4B−$252M
- Q2 2025171 names$7.7B+$681M
- Q1 2025164 names$5.7B+$329M
- Q4 2024151 names$5.8B+$253M
- Q3 2024149 names$5.0B−$120M
- Q2 2024146 names$4.8B+$38.3M
- Q1 2024141 names$4.8B+$366M
- Q4 2023142 names$4.1B+$266M
- Q3 2023139 names$3.1B+$479M
- Q2 2023126 names$2.8B+$181M
- Q1 2023121 names$2.3B−$25.8M
- Q4 2022117 names$2.0B−$165M
- Q3 2022114 names$2.2B+$56.9M
- Q2 2022109 names$2.5B+$866M
- Q1 2022117 names$3.7B−$377M
- Q4 2021110 names$4.8B−$525M
- Q3 2021116 names$5.4B+$157M
- Q2 2021111 names$5.1B+$1.8B
- Q1 2021115 names$4.6B−$269M
- Q4 2020109 names$5.1B−$42.3M
- Q3 2020110 names$4.4B−$1.8M
- Q2 2020109 names$3.9B−$12.9M
- Q1 202087 names$2.7B−$183M
- Q4 201986 names$3.2B−$244M
- Q3 201984 names$3.3B−$214M
- Q2 201985 names$3.6B−$56.1M
- Q1 201984 names$3.3B+$79.9M
- Q4 201882 names$2.5B−$169M
- Q3 201885 names$3.1B+$362M
- Q2 201884 names$2.3B+$127M
- Q1 201875 names$2.1B+$22.4M
- Q4 201772 names$1.8B+$3.4M
- Q3 201770 names$1.6B−$25.5M
- Q2 201766 names$1.6B+$34.4M
- Q1 201766 names$1.4B+$124M
- Q4 201664 names$1.1B+$4.3M
- Q3 201666 names$1.1B−$29.4M
- Q2 201666 names$1.1B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- VeevaVEEV3,866,453 shares · 13.6% of their software · price +$68.6M$282M−$13.3M
- ServiceNowNOW1,525,710 shares · 12.2% of their software · price +$53.5M$252MFlat
- WorkdayWDAY1,296,567 shares · 7.9% of their software · price +$32.9M$165M+$24.1M
- Roper Technologies, Inc.ROP582,542 shares · 7.9% of their software · price +$12.6M$164M−$27.4M
- MicrosoftMSFT1,693,872 shares · 7.4% of their software · price +$9.7M$155M+$44.1M
- SalesforceCRM1,265,909 shares · 7.1% of their software · price +$17.8M$147M−$36.3M
- Tyler TechnologiesTYL452,316 shares · 4.6% of their software · price +$15.3M$95.4M−$4.0M
- CoStarCSGP263,018 shares · 4.6% of their software · price +$17.3M$95.4M−$8.4M
- GoDaddyGDDY1,444,398 shares · 4.3% of their software · price +$16.1M$88.7M−$7.0M
- Paychex, Inc.PAYX1,173,294 shares · 3.5% of their software · price −$7.6M$72.3M−$41.8M
- ShopifySHOP404,115 shares · 2.4% of their software · price +$9.5M$50.3M−$2.5M
- NetApp, Inc.NTAP751,905 shares · 2.2% of their software · price +$4.8M$46.4M−$765K
- VeriskVRSK420,331 shares · 2.1% of their software · price +$3.4M$43.7M+$5.6M
- DropboxDBX1,298,334 shares · 2.0% of their software$40.6MNew · +$40.6M
- Q2QTWO871,735 shares · 1.9% of their software · price +$7.6M$39.7M+$950K
- Radware Ltd.RDWR1,781,650 shares · 1.8% of their software · price +$3.5M$38.0MFlat
- OracleORCL707,819 shares · 1.6% of their software · price −$1.1M$32.4M−$5.7M
- FortinetFTNT527,510 shares · 1.4% of their software · price +$5.2M$28.3M−$2.2M
- Rapid7RPD1,103,000 shares · 1.4% of their software · price +$7.6M$28.2M+$13.1M
- AdobeADBE102,520 shares · 1.1% of their software · price +$4.2M$22.2M−$6.2M
- GuidewireGWRE175,000 shares · 0.7% of their software · price +$1.1M$14.1M+$13.0M
- PaycomPAYC129,911 shares · 0.7% of their software · price +$3.5M$14.0M+$5.0M
- RingCentralRNG217,801 shares · 0.7% of their software · price +$3.3M$13.8M+$3.1M
- SoundThinking, Inc.SSTI370,600 shares · 0.5% of their software · price +$4.6M$9.8M+$971K
- Palo Alto NetworksPANW53,944 shares · 0.5% of their software · price +$2.0M$9.8M+$6.4M
- BoxBOX475,000 shares · 0.5% of their software$9.8MFlat
- NetScout Systems, Inc.NTCT353,006 shares · 0.4% of their software · price −$1.4M$9.3M−$1.1M
- BlackbaudBLKB86,084 shares · 0.4% of their software · price +$630K$8.8M+$6.3M
- PaylocityPCTY170,567 shares · 0.4% of their software · price +$694K$8.7M+$6.9M
- CommvaultCVLT142,603 shares · 0.4% of their software · price +$670K$8.2M+$1.8M
- QualysQLYS110,276 shares · 0.4% of their software · price +$1.5M$8.0M+$2.1M
- Alarm.com Holdings, Inc.ALRM183,200 shares · 0.3% of their software$6.9MFlat
- BroadridgeBR47,494 shares · 0.3% of their software · price +$908K$5.2MFlat
- ProgressPRGS135,229 shares · 0.3% of their software · price −$557K$5.2M+$2.7M
- ZscalerZS151,400 shares · 0.2% of their software$4.3MNew · +$4.2M
- BlackLineBL100,249 shares · 0.2% of their software · price +$643K$3.9MFlat
- SynopsysSNPS46,030 shares · 0.2% of their software$3.8M+$713K
- TrimbleTRMB102,987 shares · 0.2% of their software$3.7M−$599K
- PTCPTC46,145 shares · 0.2% of their software · price +$796K$3.6MFlat
- NutanixNTNX70,946 shares · 0.2% of their software · price +$981K$3.5M+$2.2M
- FactSetFDS15,450 shares · 0.1% of their software$3.1MFlat
- Fair IsaacFICO17,842 shares · 0.1% of their software$3.0MFlat
- Check PointCHKP25,200 shares · 0.1% of their software$2.5M+$953K
- WEX Inc.WEX15,736 shares · 0.1% of their software$2.5MFlat
- OpenTextOTEX69,000 shares · 0.1% of their software$2.4M+$1.4M
- IntuitINTU13,342 shares · 0.1% of their software$2.3MFlat
- Five9FIVN73,811 shares · 0.1% of their software$2.2MFlat
- Automatic Data Processing, Inc.ADP17,427 shares · 0.1% of their software$2.0MFlat
- TeradataTDC47,886 shares · 0.1% of their software$1.9MFlat
- Sabre CorporationSABR84,816 shares · 0.1% of their software$1.8MFlat
- VaronisVRNS28,585 shares · 0.1% of their software$1.7M−$1.3M
- ACI WorldwideACIW60,587 shares · 0.1% of their software$1.4MFlat
- InterDigital, Inc.IDCC19,451 shares · 0.1% of their software$1.4MFlat
- HubSpotHUBS11,597 shares · 0.1% of their software$1.3M+$592K
- Manhattan AssociatesMANH29,122 shares · 0.1% of their software$1.2MFlat
- SPS CommerceSPSC18,393 shares · 0.1% of their software$1.2MFlat
- NICENICE8,454 shares · 0.0% of their software$794K−$551K
- AppFolioAPPF18,740 shares · 0.0% of their software$766K−$790K
- Block, Inc.XYZ12,938 shares · 0.0% of their software$637KNew · Flat
- Fiserv, Inc.FISV7,496 shares · 0.0% of their software$534K+$697K
- AutodeskADSK3,858 shares · 0.0% of their software$485KFlat
- AkamaiAKAM3,170 shares · 0.0% of their software$225KNew · Flat
- CadenceCDNS5,839 shares · 0.0% of their software$215KFlat
- F5, Inc.FFIV1,323 shares · 0.0% of their software$191KFlat
- VeriSign, Inc.VRSN1,254 shares · 0.0% of their software$149KFlat
- Upbound Group, Inc.UPBD10,293 shares · 0.0% of their software$89K−$1.3M
- EVERTEC, Inc.EVTC2,693 shares · 0.0% of their software$44K−$6.3M
- ePlus inc.PLUS487 shares · 0.0% of their software$38KFlat
- Immersion CorporationIMMR1,075 shares · 0.0% of their software$13KNew · Flat
- DHI Group, Inc.DHX5,713 shares · 0.0% of their software$9KFlat
- SAPSAP90 shares · 0.0% of their software$9KFlat
- eGain CorporationEGAN852 shares · 0.0% of their software$7KNew · Flat
- Simulations PlusSLP487 shares · 0.0% of their software$7KFlat
- Mitek Systems, Inc.MITK385 shares · 0.0% of their software$3K−$611K
- Strategy IncMSTR3 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—