Generalist · Pittsburgh, PA
Federated Hermes
Q4 2019 · compared with Q3 2019
Filed as Federated Hermes, INC.
- Software
- $3.2B
- Weight of 13F
- 7.2%
- Names
- 86
- Net bought
- −$244M
Filed 14 February 2020 · SEC filing.
The filing marked some holdings confidential.
2,186 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
- MicrosoftMSFT3,072,063 shares · 15.1% of their software · price +$57.4M$484M+$44.1M
- ServiceNowNOW919,853 shares · 8.1% of their software · price +$26.2M$260M−$21.9M
- VeevaVEEV1,698,082 shares · 7.5% of their software · price −$20.4M$239M−$109M
- Roper Technologies, Inc.ROP506,291 shares · 5.6% of their software · price −$1.2M$179M−$20.3M
- SalesforceCRM1,077,526 shares · 5.5% of their software · price +$15.3M$175M−$12.4M
- CoStarCSGP270,728 shares · 5.1% of their software · price +$1.4M$162M−$28.7M
- WorkdayWDAY884,647 shares · 4.5% of their software · price −$4.9M$145M−$14.9M
- ShopifySHOP353,500 shares · 4.4% of their software · price +$30.4M$141MFlat
- PagSeguro Digital Ltd.PAGS4,041,763 shares · 4.3% of their software · price −$49.1M$138M+$16.4M
- Tyler TechnologiesTYL341,452 shares · 3.2% of their software · price +$12.8M$102M−$2.0M
- WEX Inc.WEX475,224 shares · 3.1% of their software · price +$3.5M$99.5M+$2.5M
- VeriskVRSK644,901 shares · 3.0% of their software · price −$5.7M$96.3M−$20.8M
- GoDaddyGDDY1,204,668 shares · 2.6% of their software · price +$2.3M$81.8M−$22.4M
- Q2QTWO963,553 shares · 2.4% of their software · price +$2.1M$78.1M+$1.1M
- Rapid7RPD1,139,609 shares · 2.0% of their software · price +$12.1M$63.8MFlat
- Palo Alto NetworksPANW275,743 shares · 2.0% of their software · price +$7.6M$63.8MFlat
- CadenceCDNS758,430 shares · 1.6% of their software · price +$2.5M$52.6M−$6.5M
- FortinetFTNT459,855 shares · 1.5% of their software · price +$13.8M$49.1M+$20.5M
- Radware Ltd.RDWR1,737,100 shares · 1.4% of their software · price +$2.6M$44.8MFlat
- SynopsysSNPS245,476 shares · 1.1% of their software$34.2M+$6.5M
- AdobeADBE96,890 shares · 1.0% of their software · price +$5.2M$32.0M−$69.3M
- DocuSignDOCU393,352 shares · 0.9% of their software · price +$4.8M$29.2M+$10.2M
- Paychex, Inc.PAYX342,243 shares · 0.9% of their software · price +$784K$29.1M+$22.3M
- SoundThinking, Inc.SSTI1,047,948 shares · 0.8% of their software · price +$2.6M$26.7M+$8.9M
- SPS CommerceSPSC445,255 shares · 0.8% of their software · price +$3.7M$24.7M+$3.0M
- AkamaiAKAM264,527 shares · 0.7% of their software · price −$1.3M$22.9MFlat
- PaycomPAYC83,449 shares · 0.7% of their software · price +$4.6M$22.1M−$6.0M
- BroadridgeBR168,244 shares · 0.6% of their software$20.8MFlat
- Endava plcDAVA415,148 shares · 0.6% of their software · price +$3.6M$19.3MFlat
- Automatic Data Processing, Inc.ADP109,432 shares · 0.6% of their software · price +$994K$18.7M−$19.7M
- Alarm.com Holdings, Inc.ALRM416,660 shares · 0.6% of their software · price −$1.5M$17.9MFlat
- IntuitINTU66,896 shares · 0.5% of their software$17.5M−$1.7M
- DomoDOMO767,000 shares · 0.5% of their software$16.7MFlat
- EVERTEC, Inc.EVTC455,558 shares · 0.5% of their software · price +$1.3M$15.5M+$8.5M
- International Money Express, Inc.IMXI1,257,642 shares · 0.5% of their software · price −$2.1M$15.1M+$5.5M
- SAPSAP106,648 shares · 0.4% of their software · price +$1.7M$14.3M+$12.6M
- Upbound Group, Inc.UPBD469,720 shares · 0.4% of their software · price +$1.4M$13.5MFlat
- ZscalerZS289,597 shares · 0.4% of their software$13.5MFlat
- BlackLineBL260,000 shares · 0.4% of their software · price +$975K$13.4MFlat
- Manhattan AssociatesMANH166,925 shares · 0.4% of their software$13.3M+$2.2M
- CloudflareNET775,000 shares · 0.4% of their software · price −$1.2M$13.2M+$9.0M
- PaylocityPCTY102,586 shares · 0.4% of their software · price +$2.4M$12.4M−$773K
- CommvaultCVLT227,633 shares · 0.3% of their software$10.2MFlat
- RingCentralRNG54,635 shares · 0.3% of their software · price +$2.3M$9.2M−$6.1M
- SS&CSSNC145,212 shares · 0.3% of their software · price +$1.4M$8.9MNew · +$7.5M
- QualysQLYS96,377 shares · 0.3% of their software · price +$752K$8.0M+$3.5M
- Five9FIVN93,352 shares · 0.2% of their software · price +$1.1M$6.1M+$1.2M
- ACI WorldwideACIW105,464 shares · 0.1% of their software · price +$692K$4.0M+$2.2M
- ePlus inc.PLUS45,808 shares · 0.1% of their software$3.9M+$3.5M
- F5, Inc.FFIV26,873 shares · 0.1% of their software$3.8M+$510K
- Fair IsaacFICO9,287 shares · 0.1% of their software · price +$661K$3.5M−$15.3M
- BlackbaudBLKB42,946 shares · 0.1% of their software$3.4M+$2.1M
- TrimbleTRMB80,250 shares · 0.1% of their software$3.3MFlat
- The Trade DeskTTD10,306 shares · 0.1% of their software · price +$744K$2.7MNew · +$1.9M
- FactSetFDS9,930 shares · 0.1% of their software$2.7MFlat
- PTCPTC30,561 shares · 0.1% of their software$2.3MFlat
- AutodeskADSK11,696 shares · 0.1% of their software$2.1MFlat
- Digital TurbineAPPS277,455 shares · 0.1% of their software$2.0M+$1.8M
- Sabre CorporationSABR80,978 shares · 0.1% of their software$1.8MFlat
- DynatraceDT65,000 shares · 0.1% of their software$1.6M−$2.5M
- OracleORCL30,180 shares · 0.0% of their software$1.6M−$24.0M
- Gen DigitalGEN59,555 shares · 0.0% of their software$1.5MNew · +$1.4M
- Cerence Inc.CRNC55,575 shares · 0.0% of their software$1.3MNew · +$959K
- NetScout Systems, Inc.NTCT49,905 shares · 0.0% of their software$1.2MFlat
- NICENICE5,300 shares · 0.0% of their software$822KFlat
- Fiserv, Inc.FISV6,860 shares · 0.0% of their software$793K−$13.2M
- BILLBILL19,600 shares · 0.0% of their software$745KNew · +$746K
- Simulations PlusSLP25,199 shares · 0.0% of their software$732KFlat
- LiveRamp Holdings, Inc.RAMP14,084 shares · 0.0% of their software$677KFlat
- StoneCo Ltd.STNE16,000 shares · 0.0% of their software$638KFlat
- TeradataTDC22,554 shares · 0.0% of their software$604KFlat
- VeriSign, Inc.VRSN2,705 shares · 0.0% of their software$521KFlat
- InterDigital, Inc.IDCC4,501 shares · 0.0% of their software$246KFlat
- PagerDutyPD4,755 shares · 0.0% of their software$111KFlat
- ProgressPRGS2,437 shares · 0.0% of their software$102KFlat
- Lyft, Inc.LYFT2,050 shares · 0.0% of their software$88K−$2.0M
- TwilioTWLO545 shares · 0.0% of their software$54KFlat
- TenableTENB900 shares · 0.0% of their software$22KNew · Flat
- Strategy IncMSTR128 shares · 0.0% of their software$19KFlat
- NetApp, Inc.NTAP240 shares · 0.0% of their software$15KFlat
- BoxBOX844 shares · 0.0% of their software$14KFlat
- WorkivaWK310 shares · 0.0% of their software$13K−$2.1M
- Agilysys, Inc.AGYS176 shares · 0.0% of their software$4KFlat
- A10 Networks, Inc.ATEN519 shares · 0.0% of their software$4KNew · Flat
- HubSpotHUBS7 shares · 0.0% of their software$1KFlat
- Intellicheck, Inc.IDN79 shares · 0.0% of their software$1KNew · Flat
