Generalist · Pittsburgh, PA
Federated Hermes
Q3 2019 · compared with Q2 2019
Filed as Federated Hermes, INC.
- Software
- $3.3B
- Weight of 13F
- 8.2%
- Names
- 84
- Net bought
- −$214M
Filed 14 November 2019 · SEC filing.
The filing marked some holdings confidential.
2,178 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
- MicrosoftMSFT2,754,989 shares · 11.6% of their software · price +$14.0M$383M+$15.4M
- VeevaVEEV2,410,197 shares · 11.2% of their software · price −$22.7M$368M−$36.4M
- ServiceNowNOW1,006,321 shares · 7.7% of their software · price −$20.9M$255M−$44.9M
- Roper Technologies, Inc.ROP563,208 shares · 6.1% of their software · price −$5.4M$201M−$4.8M
- CoStarCSGP319,032 shares · 5.7% of their software · price +$12.5M$189M+$34.8M
- SalesforceCRM1,161,352 shares · 5.2% of their software · price −$3.8M$172M−$5.1M
- PagSeguro Digital Ltd.PAGS3,688,592 shares · 5.2% of their software · price +$27.1M$171M−$5.3M
- WorkdayWDAY972,191 shares · 5.0% of their software · price −$34.6M$165M−$8.2M
- VeriskVRSK776,447 shares · 3.7% of their software · price +$9.1M$123M−$2.0M
- ShopifySHOP353,300 shares · 3.3% of their software · price +$4.1M$110M−$1.5M
- GoDaddyGDDY1,543,952 shares · 3.1% of their software · price −$6.4M$102M−$1.4M
- AdobeADBE347,796 shares · 2.9% of their software · price −$6.4M$96.1M−$10.2M
- WEX Inc.WEX462,981 shares · 2.8% of their software · price −$2.8M$93.6M−$13.4M
- Tyler TechnologiesTYL349,171 shares · 2.8% of their software · price +$16.2M$91.7MFlat
- Q2QTWO949,760 shares · 2.3% of their software · price +$2.4M$74.9M−$4.6M
- CadenceCDNS856,320 shares · 1.7% of their software · price −$4.1M$56.6M+$3.0M
- Palo Alto NetworksPANW275,701 shares · 1.7% of their software$56.2M+$23.0M
- Rapid7RPD1,139,637 shares · 1.6% of their software · price −$14.2M$51.7M−$13.5M
- Radware Ltd.RDWR1,737,100 shares · 1.3% of their software · price −$816K$42.1M+$1.6M
- Automatic Data Processing, Inc.ADP231,618 shares · 1.1% of their software · price −$906K$37.4M−$999K
- SynopsysSNPS198,400 shares · 0.8% of their software · price +$1.7M$27.2M+$9.6M
- OracleORCL467,003 shares · 0.8% of their software · price −$906K$25.7M−$2.3M
- AkamaiAKAM264,943 shares · 0.7% of their software · price +$3.0M$24.2M+$8.8M
- PaycomPAYC111,955 shares · 0.7% of their software · price −$1.9M$23.5M+$8.5M
- BroadridgeBR165,722 shares · 0.6% of their software · price −$539K$20.6MFlat
- IntuitINTU73,343 shares · 0.6% of their software$19.5M+$1.2M
- Alarm.com Holdings, Inc.ALRM410,000 shares · 0.6% of their software · price −$2.8M$19.1M+$7.4M
- Fair IsaacFICO59,718 shares · 0.5% of their software · price −$627K$18.1M+$7.8M
- SPS CommerceSPSC381,772 shares · 0.5% of their software · price −$21.1M$18.0M+$18.5M
- Endava plcDAVA415,148 shares · 0.5% of their software · price −$992K$15.7MFlat
- SoundThinking, Inc.SSTI662,148 shares · 0.5% of their software · price −$14.0M$15.2M+$5.8M
- FortinetFTNT193,026 shares · 0.4% of their software$14.8M−$1.2M
- DocuSignDOCU229,400 shares · 0.4% of their software · price +$2.8M$14.2M+$4.5M
- Fiserv, Inc.FISV134,292 shares · 0.4% of their software · price +$1.7M$13.9M+$11.8M
- ZscalerZS290,759 shares · 0.4% of their software · price −$8.5M$13.7M−$13.2M
- RingCentralRNG103,214 shares · 0.4% of their software · price +$1.1M$13.0M+$1.0M
- BlackLineBL260,000 shares · 0.4% of their software · price −$1.5M$12.4MFlat
- DomoDOMO767,000 shares · 0.4% of their software$12.3MFlat
- Upbound Group, Inc.UPBD457,146 shares · 0.4% of their software$11.8M+$7.9M
- International Money Express, Inc.IMXI857,500 shares · 0.4% of their software$11.8MNew · +$12.1M
- Manhattan AssociatesMANH139,781 shares · 0.3% of their software · price +$1.6M$11.3M+$8.3M
- GuidewireGWRE102,700 shares · 0.3% of their software$10.8MFlat
- PaylocityPCTY110,505 shares · 0.3% of their software$10.8M−$19.3M
- CommvaultCVLT216,803 shares · 0.3% of their software · price −$1.1M$9.7M−$2.1M
- OktaOKTA79,041 shares · 0.2% of their software · price −$2.0M$7.8M+$691K
- Paychex, Inc.PAYX72,283 shares · 0.2% of their software$6.0M−$48.0M
- EVERTEC, Inc.EVTC183,852 shares · 0.2% of their software$5.7MNew · +$6.0M
- CloudflareNET290,000 shares · 0.2% of their software$5.4MNew · +$5.4M
- Five9FIVN71,310 shares · 0.1% of their software$3.8M+$3.5M
- QualysQLYS49,980 shares · 0.1% of their software · price −$575K$3.8M+$1.8M
- DynatraceDT200,000 shares · 0.1% of their software$3.7MNew · +$3.7M
- TrimbleTRMB87,025 shares · 0.1% of their software · price −$548K$3.4MFlat
- F5, Inc.FFIV23,239 shares · 0.1% of their software$3.3M+$1.9M
- Repay Holdings CorporationRPAY242,788 shares · 0.1% of their software · price +$704K$3.2MNew · +$2.5M
- FactSetFDS10,865 shares · 0.1% of their software$2.6MFlat
- WorkivaWK49,297 shares · 0.1% of their software · price −$703K$2.2M−$16.2M
- Lyft, Inc.LYFT51,341 shares · 0.1% of their software · price −$1.3M$2.1MFlat
- PTCPTC28,012 shares · 0.1% of their software · price −$604K$1.9MFlat
- Sabre CorporationSABR83,268 shares · 0.1% of their software$1.9MFlat
- AutodeskADSK12,282 shares · 0.1% of their software$1.8M−$47.5M
- BlackbaudBLKB19,179 shares · 0.1% of their software$1.7MFlat
- NetScout Systems, Inc.NTCT54,517 shares · 0.0% of their software$1.3M−$1.9M
- ACI WorldwideACIW35,136 shares · 0.0% of their software$1.1M−$3.6M
- NICENICE6,700 shares · 0.0% of their software$963KFlat
- Simulations PlusSLP26,475 shares · 0.0% of their software$918K+$735K
- TeradataTDC28,649 shares · 0.0% of their software$888KFlat
- VeriSign, Inc.VRSN4,336 shares · 0.0% of their software$818KFlat
- StoneCo Ltd.STNE22,000 shares · 0.0% of their software$765KFlat
- LiveRamp Holdings, Inc.RAMP15,075 shares · 0.0% of their software$648KFlat
- InterDigital, Inc.IDCC11,128 shares · 0.0% of their software$583KFlat
- DatadogDDOG10,000 shares · 0.0% of their software$339KNew · Flat
- ElasticESTC2,257 shares · 0.0% of their software$186KNew · Flat
- NetApp, Inc.NTAP3,444 shares · 0.0% of their software$181K−$25.8M
- PagerDutyPD4,929 shares · 0.0% of their software$139KNew · Flat
- ProgressPRGS2,354 shares · 0.0% of their software$89KFlat
- HubSpotHUBS466 shares · 0.0% of their software$71K−$32.3M
- Agilysys, Inc.AGYS1,790 shares · 0.0% of their software$46KFlat
- TwilioTWLO309 shares · 0.0% of their software$34KNew · Flat
- ePlus inc.PLUS366 shares · 0.0% of their software$29KFlat
- AppFolioAPPF257 shares · 0.0% of their software$24KFlat
- Strategy IncMSTR135 shares · 0.0% of their software$21KFlat
- BoxBOX901 shares · 0.0% of their software$15K−$6.2M
- SAPSAP69 shares · 0.0% of their software$8KFlat
- Digital TurbineAPPS988 shares · 0.0% of their software$6KFlat