Generalist · Pittsburgh, PA
Federated Hermes
Q2 2018 · compared with Q1 2018
Filed as Federated Hermes, INC.
- Software
- $2.3B
- Weight of 13F
- 7.0%
- Names
- 84
- Net bought
- +$127M
Filed 10 August 2018 · SEC filing.
2,173 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
- VeevaVEEV4,022,406 shares · 13.2% of their software · price +$15.4M$309M+$11.4M
- ServiceNowNOW1,435,215 shares · 10.6% of their software · price +$10.1M$248M−$15.0M
- SalesforceCRM1,246,853 shares · 7.3% of their software · price +$25.1M$170M−$2.2M
- MicrosoftMSFT1,710,619 shares · 7.2% of their software · price +$12.6M$169MFlat
- Roper Technologies, Inc.ROP552,062 shares · 6.5% of their software · price −$2.6M$152M−$8.6M
- WorkdayWDAY1,152,472 shares · 6.0% of their software · price −$6.9M$140M−$18.3M
- CoStarCSGP286,595 shares · 5.1% of their software · price +$14.3M$118M+$8.6M
- Tyler TechnologiesTYL469,342 shares · 4.5% of their software · price +$5.2M$104M+$3.6M
- GoDaddyGDDY1,414,045 shares · 4.3% of their software · price +$13.0M$99.8M−$1.9M
- PagSeguro Digital Ltd.PAGS3,507,533 shares · 4.2% of their software · price −$37.1M$97.3MNew · +$134M
- Paychex, Inc.PAYX933,169 shares · 2.7% of their software · price +$6.3M$63.8M−$14.8M
- ShopifySHOP384,100 shares · 2.4% of their software · price +$8.2M$56.0M−$2.5M
- DropboxDBX1,618,714 shares · 2.2% of their software · price +$1.9M$52.5M+$10.0M
- VeriskVRSK458,575 shares · 2.1% of their software · price +$1.7M$49.4M+$4.0M
- Q2QTWO820,375 shares · 2.0% of their software · price +$9.4M$46.8M−$2.3M
- Radware Ltd.RDWR1,783,800 shares · 1.9% of their software · price +$7.0M$45.1MFlat
- NetApp, Inc.NTAP507,369 shares · 1.7% of their software · price +$8.5M$39.8M−$15.1M
- OracleORCL776,105 shares · 1.5% of their software · price −$1.3M$34.2M+$3.1M
- Rapid7RPD1,193,800 shares · 1.4% of their software · price +$3.2M$33.7M+$2.3M
- FortinetFTNT484,918 shares · 1.3% of their software · price +$4.3M$30.3M−$2.3M
- AdobeADBE113,653 shares · 1.2% of their software · price +$3.2M$27.7M+$2.4M
- Palo Alto NetworksPANW103,739 shares · 0.9% of their software · price +$2.5M$21.3M+$9.0M
- AkamaiAKAM270,298 shares · 0.8% of their software · price +$608K$19.8M+$19.0M
- GuidewireGWRE162,413 shares · 0.6% of their software · price +$1.3M$14.4M−$1.0M
- SynopsysSNPS162,895 shares · 0.6% of their software$13.9M+$9.7M
- PTCPTC144,365 shares · 0.6% of their software · price +$2.3M$13.5M+$7.7M
- SoundThinking, Inc.SSTI349,800 shares · 0.6% of their software · price +$4.0M$13.3M−$551K
- ZscalerZS333,000 shares · 0.5% of their software · price +$2.6M$11.9M+$5.1M
- RingCentralRNG141,628 shares · 0.4% of their software · price +$970K$10.0M−$4.8M
- QualysQLYS108,006 shares · 0.4% of their software · price +$1.2M$9.1MFlat
- PaylocityPCTY153,894 shares · 0.4% of their software · price +$1.2M$9.1M−$854K
- Five9FIVN243,054 shares · 0.4% of their software · price +$1.2M$8.4M+$5.0M
- Alarm.com Holdings, Inc.ALRM183,775 shares · 0.3% of their software$7.4MFlat
- BlackbaudBLKB68,506 shares · 0.3% of their software$7.0M−$1.8M
- DomoDOMO250,000 shares · 0.3% of their software$6.8MNew
- The Trade DeskTTD72,765 shares · 0.3% of their software · price +$3.2M$6.8MNew · +$3.6M
- NetScout Systems, Inc.NTCT216,032 shares · 0.3% of their software · price +$724K$6.4M−$3.6M
- BoxBOX250,000 shares · 0.3% of their software · price +$1.1M$6.2M−$4.6M
- ProgressPRGS147,020 shares · 0.2% of their software$5.7MFlat
- Block, Inc.XYZ88,066 shares · 0.2% of their software · price +$1.1M$5.4M+$3.7M
- SPS CommerceSPSC63,807 shares · 0.2% of their software · price +$600K$4.7M+$2.9M
- DocuSignDOCU82,900 shares · 0.2% of their software$4.4MNew · +$4.4M
- BlackLineBL100,287 shares · 0.2% of their software$4.4MFlat
- Fair IsaacFICO19,569 shares · 0.2% of their software$3.8MFlat
- HubSpotHUBS28,282 shares · 0.2% of their software$3.5M+$1.8M
- TrimbleTRMB102,815 shares · 0.1% of their software$3.4MFlat
- i3 Verticals, Inc.IIIV221,360 shares · 0.1% of their software$3.4MNew · +$3.4M
- WEX Inc.WEX15,483 shares · 0.1% of their software · price +$524K$2.9MFlat
- IntuitINTU13,349 shares · 0.1% of their software$2.7MFlat
- FactSetFDS13,710 shares · 0.1% of their software$2.7MFlat
- Sabre CorporationSABR102,739 shares · 0.1% of their software$2.5MFlat
- Automatic Data Processing, Inc.ADP16,434 shares · 0.1% of their software$2.2MFlat
- VaronisVRNS29,507 shares · 0.1% of their software$2.2MFlat
- Check PointCHKP19,200 shares · 0.1% of their software$1.9M−$596K
- TeradataTDC46,222 shares · 0.1% of their software$1.9MFlat
- OpenTextOTEX52,000 shares · 0.1% of their software$1.8M−$592K
- InterDigital, Inc.IDCC18,712 shares · 0.1% of their software$1.5MFlat
- CommvaultCVLT21,741 shares · 0.1% of their software$1.4M−$6.9M
- ACI WorldwideACIW47,498 shares · 0.1% of their software$1.2MFlat
- TwilioTWLO20,519 shares · 0.0% of their software$1.1MNew · +$783K
- PaycomPAYC9,250 shares · 0.0% of their software$914K−$13.0M
- Manhattan AssociatesMANH18,955 shares · 0.0% of their software$891KFlat
- NICENICE8,454 shares · 0.0% of their software$877KFlat
- VeriSign, Inc.VRSN4,604 shares · 0.0% of their software$632KFlat
- CadenceCDNS12,206 shares · 0.0% of their software$529KFlat
- BroadridgeBR2,446 shares · 0.0% of their software$282K−$4.9M
- Fiserv, Inc.FISV3,800 shares · 0.0% of their software$282KFlat
- AutodeskADSK1,994 shares · 0.0% of their software$261KFlat
- AppFolioAPPF2,046 shares · 0.0% of their software$125K−$682K
- F5, Inc.FFIV717 shares · 0.0% of their software$124KFlat
- EVERTEC, Inc.EVTC3,064 shares · 0.0% of their software$67KFlat
- ePlus inc.PLUS538 shares · 0.0% of their software$51KFlat
- Immersion CorporationIMMR1,159 shares · 0.0% of their software$18KFlat
- eGain CorporationEGAN916 shares · 0.0% of their software$14KFlat
- PegasystemsPEGA251 shares · 0.0% of their software$14KNew · Flat
- OneSpan Inc.OSPN640 shares · 0.0% of their software$13KNew · Flat
- SAPSAP90 shares · 0.0% of their software$10KFlat
- DHI Group, Inc.DHX3,249 shares · 0.0% of their software$8KFlat
- Simulations PlusSLP350 shares · 0.0% of their software$8KFlat
- Donnelley Financial Solutions, Inc.DFIN366 shares · 0.0% of their software$6KNew · Flat
- Upbound Group, Inc.UPBD184 shares · 0.0% of their software$3KFlat
- Mitek Systems, Inc.MITK58 shares · 0.0% of their software$1KFlat
- Strategy IncMSTR3 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KFlat
- Tucows Inc.TCX22 shares · 0.0% of their software$1KNew · Flat