Generalist · Pittsburgh, PA
Federated Hermes
Q1 2019 · compared with Q4 2018
Filed as Federated Hermes, INC.
- Software
- $3.3B
- Weight of 13F
- 8.2%
- Names
- 84
- Net bought
- +$79.9M
Filed 10 May 2019 · SEC filing.
The filing marked some holdings confidential.
2,130 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
- VeevaVEEV3,055,985 shares · 11.7% of their software · price +$115M$388M−$44.1M
- MicrosoftMSFT2,664,495 shares · 9.5% of their software · price +$43.6M$314MFlat
- ServiceNowNOW1,241,379 shares · 9.2% of their software · price +$85.0M$306M−$12.7M
- WorkdayWDAY1,081,859 shares · 6.3% of their software · price +$35.9M$209M−$3.2M
- Roper Technologies, Inc.ROP578,189 shares · 6.0% of their software · price +$43.6M$198M−$3.1M
- SalesforceCRM1,179,685 shares · 5.6% of their software · price +$25.2M$187MFlat
- GoDaddyGDDY2,064,691 shares · 4.7% of their software · price +$19.8M$155M+$18.0M
- PagSeguro Digital Ltd.PAGS3,952,445 shares · 3.6% of their software · price +$44.0M$118M+$9.7M
- VeriskVRSK816,491 shares · 3.3% of their software · price +$19.6M$109M+$50.3M
- CoStarCSGP221,412 shares · 3.1% of their software · price +$28.6M$103M−$4.0M
- AdobeADBE365,731 shares · 2.9% of their software · price +$14.7M$97.5M+$1.0M
- WEX Inc.WEX417,687 shares · 2.4% of their software · price +$21.7M$80.2M−$15.3M
- ShopifySHOP363,605 shares · 2.3% of their software · price +$24.8M$75.1MFlat
- Tyler TechnologiesTYL325,393 shares · 2.0% of their software · price +$6.0M$66.5M−$27.3M
- Rapid7RPD1,308,272 shares · 2.0% of their software · price +$25.4M$66.2M+$2.0M
- Q2QTWO912,473 shares · 1.9% of their software · price +$18.0M$63.2M−$2.2M
- Paychex, Inc.PAYX771,949 shares · 1.9% of their software · price +$11.6M$61.9M−$1.6M
- AutodeskADSK365,694 shares · 1.7% of their software · price +$10.0M$57.0M+$36.9M
- OracleORCL842,528 shares · 1.4% of their software · price +$7.2M$45.3M−$1.2M
- FortinetFTNT534,763 shares · 1.4% of their software · price +$7.2M$44.9M+$3.3M
- Radware Ltd.RDWR1,637,600 shares · 1.3% of their software · price +$5.6M$42.8MFlat
- Automatic Data Processing, Inc.ADP238,889 shares · 1.2% of their software · price +$6.8M$38.2M+$18.6M
- NetApp, Inc.NTAP549,340 shares · 1.2% of their software · price +$5.3M$38.1M+$3.7M
- DropboxDBX1,665,199 shares · 1.1% of their software · price +$2.3M$36.3M+$2.4M
- HubSpotHUBS167,879 shares · 0.8% of their software · price +$6.8M$27.9M+$6.5M
- SPS CommerceSPSC230,166 shares · 0.7% of their software · price +$5.5M$24.4M+$781K
- BroadridgeBR214,502 shares · 0.7% of their software · price +$1.6M$22.2M−$1.8M
- Palo Alto NetworksPANW91,436 shares · 0.7% of their software · price +$5.0M$22.2M+$17.2M
- ZscalerZS303,404 shares · 0.7% of their software · price +$9.6M$21.5M+$2.9M
- DomoDOMO500,239 shares · 0.6% of their software$20.2M—
- Five9FIVN369,543 shares · 0.6% of their software · price +$3.4M$19.5M+$12.1M
- SynopsysSNPS168,818 shares · 0.6% of their software · price +$5.2M$19.4M−$17.2M
- SoundThinking, Inc.SSTI475,910 shares · 0.6% of their software · price +$3.5M$18.4M+$3.3M
- Lyft, Inc.LYFT225,000 shares · 0.5% of their software$17.6MNew · +$17.6M
- PaylocityPCTY190,223 shares · 0.5% of their software · price +$5.5M$17.0M+$9.1M
- WorkivaWK330,375 shares · 0.5% of their software · price +$4.9M$16.8MFlat
- CommvaultCVLT255,712 shares · 0.5% of their software · price +$1.4M$16.6M+$4.7M
- CadenceCDNS210,887 shares · 0.4% of their software · price +$4.2M$13.4M−$5.6M
- GuidewireGWRE136,620 shares · 0.4% of their software · price +$2.3M$13.3MFlat
- Alarm.com Holdings, Inc.ALRM170,412 shares · 0.3% of their software · price +$2.2M$11.1M+$776K
- AkamaiAKAM133,287 shares · 0.3% of their software · price +$1.4M$9.6M−$705K
- BlackLineBL200,000 shares · 0.3% of their software · price +$1.1M$9.3M+$4.1M
- RingCentralRNG79,669 shares · 0.3% of their software · price +$2.0M$8.6M+$2.4M
- OktaOKTA102,800 shares · 0.3% of their software · price +$1.9M$8.5MFlat
- Endava plcDAVA265,148 shares · 0.2% of their software · price +$888K$7.3MFlat
- BoxBOX350,947 shares · 0.2% of their software · price +$853K$6.8M+$1.7M
- DocuSignDOCU107,900 shares · 0.2% of their software · price +$1.3M$5.6MFlat
- QualysQLYS64,955 shares · 0.2% of their software · price +$520K$5.4M−$6.4M
- NetScout Systems, Inc.NTCT158,070 shares · 0.1% of their software · price +$702K$4.4M+$672K
- IntuitINTU15,587 shares · 0.1% of their software · price +$1.0M$4.1M+$1.1M
- i3 Verticals, Inc.IIIV160,990 shares · 0.1% of their software$3.9M−$1.5M
- The Trade DeskTTD18,868 shares · 0.1% of their software · price +$1.5M$3.7M+$885K
- TrimbleTRMB85,903 shares · 0.1% of their software · price +$643K$3.5MFlat
- PTCPTC35,592 shares · 0.1% of their software$3.3MFlat
- FactSetFDS12,660 shares · 0.1% of their software · price +$609K$3.1MFlat
- Fair IsaacFICO10,945 shares · 0.1% of their software · price +$926K$3.0MFlat
- Sabre CorporationSABR103,762 shares · 0.1% of their software$2.2MFlat
- ACI WorldwideACIW65,517 shares · 0.1% of their software$2.2M+$723K
- TeradataTDC40,109 shares · 0.1% of their software$1.8MFlat
- Check PointCHKP13,200 shares · 0.1% of their software$1.7M−$1.1M
- TenableTENB50,000 shares · 0.0% of their software$1.6MFlat
- ProgressPRGS33,731 shares · 0.0% of their software$1.5M−$2.7M
- Manhattan AssociatesMANH21,024 shares · 0.0% of their software$1.2MFlat
- NICENICE8,454 shares · 0.0% of their software$1.0MFlat
- BlackbaudBLKB12,812 shares · 0.0% of their software$1.0MFlat
- LiveRamp Holdings, Inc.RAMP18,497 shares · 0.0% of their software$1.0MFlat
- InterDigital, Inc.IDCC12,361 shares · 0.0% of their software$815KFlat
- PaycomPAYC3,401 shares · 0.0% of their software$643KFlat
- OpenTextOTEX10,000 shares · 0.0% of their software$384KFlat
- AppFolioAPPF3,812 shares · 0.0% of their software$303KFlat
- Fiserv, Inc.FISV3,411 shares · 0.0% of their software$302KFlat
- F5, Inc.FFIV1,821 shares · 0.0% of their software$286KFlat
- VeriSign, Inc.VRSN1,238 shares · 0.0% of their software$225KFlat
- Upbound Group, Inc.UPBD4,821 shares · 0.0% of their software$100KFlat
- Agilysys, Inc.AGYS1,769 shares · 0.0% of their software$37KNew · Flat
- ePlus inc.PLUS385 shares · 0.0% of their software$35KFlat
- Strategy IncMSTR212 shares · 0.0% of their software$31KFlat
- Tucows Inc.TCX162 shares · 0.0% of their software$13KNew · Flat
- SAPSAP98 shares · 0.0% of their software$11KFlat
- Ooma, Inc.OOMA746 shares · 0.0% of their software$10KNew · Flat
- Digital TurbineAPPS1,873 shares · 0.0% of their software$7KNew · Flat
- DHI Group, Inc.DHX1,604 shares · 0.0% of their software$4KFlat
- OneSpan Inc.OSPN162 shares · 0.0% of their software$3KNew · Flat
- Mitek Systems, Inc.MITK42 shares · 0.0% of their software$1KFlat
