Generalist · Pittsburgh, PA
Federated Hermes
Q4 2018 · compared with Q3 2018
Filed as Federated Hermes, INC.
- Software
- $2.5B
- Weight of 13F
- 7.0%
- Names
- 82
- Net bought
- −$169M
Filed 13 February 2019 · SEC filing.
The filing marked some holdings confidential.
2,172 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
- VeevaVEEV3,549,415 shares · 12.6% of their software · price −$69.4M$317M−$22.3M
- MicrosoftMSFT2,663,185 shares · 10.8% of their software · price −$34.1M$271M−$12.5M
- ServiceNowNOW1,312,677 shares · 9.3% of their software · price −$23.1M$234M−$25.7M
- WorkdayWDAY1,101,675 shares · 7.0% of their software · price +$15.1M$176M−$4.6M
- SalesforceCRM1,177,206 shares · 6.4% of their software · price −$26.0M$161M−$29.8M
- Roper Technologies, Inc.ROP589,968 shares · 6.3% of their software · price −$17.5M$157M+$9.8M
- GoDaddyGDDY1,790,989 shares · 4.7% of their software · price −$31.8M$118M−$5.8M
- Tyler TechnologiesTYL472,342 shares · 3.5% of their software · price −$28.0M$87.8MFlat
- AdobeADBE361,176 shares · 3.3% of their software · price −$15.8M$81.7M−$7.5M
- CoStarCSGP233,240 shares · 3.1% of their software · price −$19.5M$78.7M−$11.4M
- WEX Inc.WEX526,660 shares · 2.9% of their software · price −$32.0M$73.8M+$16.3M
- PagSeguro Digital Ltd.PAGS3,433,299 shares · 2.6% of their software · price −$30.7M$64.3MFlat
- Paychex, Inc.PAYX797,267 shares · 2.1% of their software · price −$6.8M$51.9M+$1.1M
- ShopifySHOP363,605 shares · 2.0% of their software · price −$9.5M$50.3MFlat
- Q2QTWO956,580 shares · 1.9% of their software · price −$10.5M$47.4M+$6.2M
- OracleORCL868,948 shares · 1.6% of their software · price −$5.6M$39.2M+$15.7M
- Rapid7RPD1,244,217 shares · 1.5% of their software · price −$7.2M$38.8M+$3.8M
- VeriskVRSK355,444 shares · 1.5% of their software · price −$4.1M$38.8M+$534K
- Radware Ltd.RDWR1,657,900 shares · 1.5% of their software · price −$6.2M$37.7MFlat
- FortinetFTNT488,269 shares · 1.4% of their software · price −$10.7M$34.4M+$1.9M
- DropboxDBX1,549,369 shares · 1.3% of their software · price −$9.9M$31.7MFlat
- SynopsysSNPS372,807 shares · 1.3% of their software · price −$5.4M$31.4M+$3.9M
- NetApp, Inc.NTAP486,742 shares · 1.2% of their software · price −$12.8M$29.0M−$8.4M
- BroadridgeBR232,825 shares · 0.9% of their software · price −$8.3M$22.4M+$6.4M
- SPS CommerceSPSC220,687 shares · 0.7% of their software · price −$3.7M$18.2M+$6.2M
- CadenceCDNS339,258 shares · 0.6% of their software · price −$624K$14.8MFlat
- HubSpotHUBS116,433 shares · 0.6% of their software · price −$2.9M$14.6MFlat
- Automatic Data Processing, Inc.ADP97,398 shares · 0.5% of their software · price −$1.9M$12.8M−$9.5M
- SoundThinking, Inc.SSTI371,600 shares · 0.5% of their software · price −$11.2M$11.6M+$4.9M
- WorkivaWK322,220 shares · 0.5% of their software · price −$1.2M$11.6M+$12.4M
- QualysQLYS150,140 shares · 0.4% of their software · price −$2.2M$11.2MFlat
- GuidewireGWRE136,620 shares · 0.4% of their software · price −$2.8M$11.0M−$735K
- CommvaultCVLT175,412 shares · 0.4% of their software · price −$1.9M$10.4M+$11.2M
- AutodeskADSK78,811 shares · 0.4% of their software · price −$2.2M$10.1M+$7.2M
- ZscalerZS230,300 shares · 0.4% of their software$9.0MFlat
- AkamaiAKAM144,834 shares · 0.4% of their software · price −$1.7M$8.8M+$2.1M
- Alarm.com Holdings, Inc.ALRM155,448 shares · 0.3% of their software · price −$860K$8.1MFlat
- DomoDOMO400,000 shares · 0.3% of their software$7.9M—
- OktaOKTA102,800 shares · 0.3% of their software · price −$674K$6.6MNew · +$7.2M
- Endava plcDAVA265,048 shares · 0.3% of their software · price −$1.2M$6.4M+$1.1M
- i3 Verticals, Inc.IIIV221,981 shares · 0.2% of their software$5.4MFlat
- DocuSignDOCU111,178 shares · 0.2% of their software · price −$1.4M$4.5MFlat
- BoxBOX251,032 shares · 0.2% of their software · price −$1.8M$4.2MFlat
- RingCentralRNG50,000 shares · 0.2% of their software · price −$531K$4.1M−$14.2M
- BlackLineBL100,000 shares · 0.2% of their software · price −$1.6M$4.1MFlat
- Five9FIVN92,345 shares · 0.2% of their software$4.0M−$7.8M
- ProgressPRGS109,841 shares · 0.2% of their software$3.9M−$1.1M
- PTCPTC37,445 shares · 0.1% of their software · price −$872K$3.1M−$26.5M
- NetScout Systems, Inc.NTCT129,652 shares · 0.1% of their software$3.1M+$2.5M
- TrimbleTRMB91,459 shares · 0.1% of their software · price −$965K$3.0MFlat
- FactSetFDS13,303 shares · 0.1% of their software$2.7MFlat
- Check PointCHKP23,700 shares · 0.1% of their software$2.4M+$2.1M
- PaylocityPCTY39,581 shares · 0.1% of their software · price −$796K$2.4M−$8.2M
- Sabre CorporationSABR106,182 shares · 0.1% of their software$2.3MFlat
- IntuitINTU10,114 shares · 0.1% of their software$2.0MFlat
- Fair IsaacFICO10,041 shares · 0.1% of their software$1.9M−$607K
- TeradataTDC36,389 shares · 0.1% of their software$1.4MFlat
- The Trade DeskTTD11,246 shares · 0.1% of their software$1.3M−$5.8M
- TenableTENB50,000 shares · 0.0% of their software · price −$835K$1.1MFlat
- InterDigital, Inc.IDCC16,464 shares · 0.0% of their software$1.1MFlat
- ACI WorldwideACIW39,389 shares · 0.0% of their software$1.1MFlat
- LiveRamp Holdings, Inc.RAMP26,456 shares · 0.0% of their software$1.0MNew · +$1.3M
- Manhattan AssociatesMANH22,097 shares · 0.0% of their software$936K−$38.3M
- NICENICE8,454 shares · 0.0% of their software$915KFlat
- BlackbaudBLKB13,089 shares · 0.0% of their software · price −$505K$823K−$506K
- TwilioTWLO7,022 shares · 0.0% of their software$627K−$2.3M
- AppFolioAPPF5,828 shares · 0.0% of their software$345K−$2.7M
- OpenTextOTEX10,000 shares · 0.0% of their software$326K−$913K
- Fiserv, Inc.FISV3,381 shares · 0.0% of their software$248KFlat
- VeriSign, Inc.VRSN1,220 shares · 0.0% of their software$181KFlat
- F5, Inc.FFIV629 shares · 0.0% of their software$102KFlat
- PaycomPAYC703 shares · 0.0% of their software$86K−$5.0M
- EVERTEC, Inc.EVTC2,599 shares · 0.0% of their software$74KFlat
- Palo Alto NetworksPANW224 shares · 0.0% of their software$42K−$25.5M
- ePlus inc.PLUS420 shares · 0.0% of their software$31KFlat
- Calix, Inc.CALX2,363 shares · 0.0% of their software$23KNew · Flat
- Strategy IncMSTR145 shares · 0.0% of their software$19KFlat
- Upbound Group, Inc.UPBD973 shares · 0.0% of their software$16KFlat
- SAPSAP98 shares · 0.0% of their software$10KFlat
- Simulations PlusSLP170 shares · 0.0% of their software$3KFlat
- DHI Group, Inc.DHX1,604 shares · 0.0% of their software$2KFlat
- Mitek Systems, Inc.MITK42 shares · 0.0% of their software$1K—