Generalist · Pittsburgh, PA
Federated Hermes
Q3 2018 · compared with Q2 2018
Filed as Federated Hermes, INC.
- Software
- $3.1B
- Weight of 13F
- 7.4%
- Names
- 85
- Net bought
- +$362M
Filed 13 November 2018 · SEC filing.
2,225 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
- VeevaVEEV3,754,432 shares · 13.0% of their software · price +$120M$409M−$20.6M
- MicrosoftMSFT2,772,764 shares · 10.1% of their software · price +$43.7M$317M+$105M
- ServiceNowNOW1,443,930 shares · 9.0% of their software · price +$33.4M$282MFlat
- SalesforceCRM1,364,596 shares · 6.9% of their software · price +$30.9M$217M+$16.1M
- WorkdayWDAY1,133,338 shares · 5.3% of their software · price +$28.2M$165M−$2.3M
- Roper Technologies, Inc.ROP556,767 shares · 5.3% of their software · price +$11.3M$165MFlat
- GoDaddyGDDY1,860,565 shares · 4.9% of their software · price +$23.8M$155M+$31.5M
- Tyler TechnologiesTYL474,442 shares · 3.7% of their software · price +$10.9M$116M+$1.1M
- CoStarCSGP260,316 shares · 3.5% of their software · price +$2.1M$110M−$10.8M
- AdobeADBE388,811 shares · 3.3% of their software · price +$10.2M$105M+$67.1M
- PagSeguro Digital Ltd.PAGS3,430,808 shares · 3.0% of their software$94.9M−$2.1M
- WEX Inc.WEX445,515 shares · 2.9% of their software · price +$4.6M$89.4M+$81.9M
- ShopifySHOP363,605 shares · 1.9% of their software · price +$6.8M$59.8M−$3.0M
- Paychex, Inc.PAYX782,766 shares · 1.8% of their software · price +$4.1M$57.7M−$10.3M
- Q2QTWO855,000 shares · 1.7% of their software · price +$3.0M$51.8M+$2.0M
- NetApp, Inc.NTAP584,780 shares · 1.6% of their software · price +$4.3M$50.2M+$6.1M
- Radware Ltd.RDWR1,657,900 shares · 1.4% of their software · price +$2.0M$43.9M−$3.2M
- FortinetFTNT467,531 shares · 1.4% of their software · price +$14.0M$43.1M−$1.1M
- VeriskVRSK351,016 shares · 1.3% of their software · price +$4.5M$42.3M−$11.6M
- Rapid7RPD1,141,056 shares · 1.3% of their software · price +$9.9M$42.1M−$1.5M
- DropboxDBX1,565,914 shares · 1.3% of their software · price −$8.8M$42.0M−$1.7M
- Manhattan AssociatesMANH724,069 shares · 1.3% of their software · price +$5.5M$39.5M+$33.1M
- SynopsysSNPS333,763 shares · 1.0% of their software · price +$4.4M$32.9M+$14.6M
- PTCPTC286,928 shares · 1.0% of their software · price +$3.6M$30.5M+$13.4M
- OracleORCL563,989 shares · 0.9% of their software · price +$4.2M$29.1M−$9.3M
- Palo Alto NetworksPANW113,473 shares · 0.8% of their software · price +$2.2M$25.6M+$2.0M
- BroadridgeBR184,309 shares · 0.8% of their software · price +$3.1M$24.3M+$20.9M
- Automatic Data Processing, Inc.ADP160,155 shares · 0.8% of their software · price +$2.6M$24.1M+$19.3M
- RingCentralRNG202,504 shares · 0.6% of their software · price +$4.6M$18.8M+$4.3M
- SoundThinking, Inc.SSTI290,927 shares · 0.6% of their software · price +$6.8M$17.8M−$2.2M
- HubSpotHUBS115,128 shares · 0.6% of their software · price +$2.9M$17.4M+$10.9M
- SPS CommerceSPSC157,942 shares · 0.5% of their software · price +$4.1M$15.7M+$6.9M
- CadenceCDNS341,139 shares · 0.5% of their software · price +$686K$15.5M+$14.2M
- GuidewireGWRE143,900 shares · 0.5% of their software · price +$1.8M$14.5M−$1.6M
- QualysQLYS153,449 shares · 0.4% of their software · price +$737K$13.7M+$3.8M
- Block, Inc.XYZ137,664 shares · 0.4% of their software · price +$5.1M$13.6M+$3.1M
- Five9FIVN269,902 shares · 0.4% of their software · price +$2.5M$11.8M+$928K
- PaylocityPCTY141,690 shares · 0.4% of their software · price +$3.0M$11.4M−$718K
- ZscalerZS230,300 shares · 0.3% of their software · price +$1.2M$9.4M−$3.7M
- Alarm.com Holdings, Inc.ALRM155,496 shares · 0.3% of their software · price +$2.6M$8.9M−$1.1M
- AkamaiAKAM116,695 shares · 0.3% of their software$8.5M−$11.2M
- The Trade DeskTTD49,763 shares · 0.2% of their software · price +$2.8M$7.5M−$2.2M
- DomoDOMO350,000 shares · 0.2% of their software$7.5M—
- Endava plcDAVA225,400 shares · 0.2% of their software$6.5MNew · +$6.4M
- BoxBOX251,191 shares · 0.2% of their software$6.0MFlat
- DocuSignDOCU111,480 shares · 0.2% of their software$5.9M+$1.5M
- BlackLineBL100,000 shares · 0.2% of their software · price +$1.3M$5.6MFlat
- AutodeskADSK32,871 shares · 0.2% of their software · price +$822K$5.1M+$4.0M
- PaycomPAYC32,762 shares · 0.2% of their software · price +$1.9M$5.1M+$2.3M
- i3 Verticals, Inc.IIIV221,360 shares · 0.2% of their software · price +$1.7M$5.1MFlat
- ProgressPRGS140,297 shares · 0.2% of their software$5.0MFlat
- TrimbleTRMB96,773 shares · 0.1% of their software · price +$1.0M$4.2MFlat
- FactSetFDS14,379 shares · 0.1% of their software$3.2MFlat
- AppFolioAPPF40,322 shares · 0.1% of their software · price +$696K$3.2M+$2.3M
- Fair IsaacFICO12,695 shares · 0.1% of their software$2.9M−$1.3M
- TwilioTWLO33,114 shares · 0.1% of their software · price +$1.0M$2.9M+$706K
- IntuitINTU11,055 shares · 0.1% of their software$2.5MFlat
- Sabre CorporationSABR94,478 shares · 0.1% of their software$2.5MFlat
- TenableTENB50,000 shares · 0.1% of their software$1.9MNew · +$1.9M
- BlackbaudBLKB18,071 shares · 0.1% of their software$1.8M−$5.2M
- InterDigital, Inc.IDCC18,353 shares · 0.0% of their software$1.5MFlat
- TeradataTDC37,992 shares · 0.0% of their software$1.4MFlat
- OpenTextOTEX34,000 shares · 0.0% of their software$1.3M−$633K
- ACI WorldwideACIW41,832 shares · 0.0% of their software$1.2MFlat
- CommvaultCVLT14,853 shares · 0.0% of their software$1.0MFlat
- NICENICE8,454 shares · 0.0% of their software$968KFlat
- NetScout Systems, Inc.NTCT31,553 shares · 0.0% of their software$796K−$5.5M
- Check PointCHKP6,000 shares · 0.0% of their software$706K−$1.3M
- Fiserv, Inc.FISV5,658 shares · 0.0% of their software$466KFlat
- WorkivaWK8,301 shares · 0.0% of their software$328KNew · Flat
- VeriSign, Inc.VRSN1,291 shares · 0.0% of their software$207KFlat
- F5, Inc.FFIV677 shares · 0.0% of their software$135KFlat
- EVERTEC, Inc.EVTC2,689 shares · 0.0% of their software$64KFlat
- ePlus inc.PLUS465 shares · 0.0% of their software$44KFlat
- Upbound Group, Inc.UPBD1,077 shares · 0.0% of their software$15KFlat
- SAPSAP90 shares · 0.0% of their software$11KFlat
- OneSpan Inc.OSPN289 shares · 0.0% of their software$6KFlat
- DHI Group, Inc.DHX2,026 shares · 0.0% of their software$4KFlat
- Tucows Inc.TCX78 shares · 0.0% of their software$4KFlat
- Simulations PlusSLP170 shares · 0.0% of their software$3KFlat
- Euronet Worldwide, Inc.EEFT11 shares · 0.0% of their software$1KNew · Flat
- 8x8EGHT36 shares · 0.0% of their software$1KNew
- Mitek Systems, Inc.MITK50 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—
- Strategy IncMSTR3 shares · 0.0% of their software$1KFlat
- VaronisVRNS14 shares · 0.0% of their software$1K−$2.2M