Generalist · Pittsburgh, PA
Federated Hermes
Q2 2020 · compared with Q1 2020
Filed as Federated Hermes, INC.
- Software
- $3.9B
- Weight of 13F
- 9.8%
- Names
- 109
- Net bought
- −$12.9M
Filed 13 August 2020 · SEC filing.
The filing marked some holdings confidential.
2,213 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
- MicrosoftMSFT2,856,351 shares · 14.8% of their software · price +$131M$581M−$14.2M
- VeevaVEEV1,527,998 shares · 9.1% of their software · price +$119M$358M−$10.1M
- ShopifySHOP299,100 shares · 7.2% of their software · price +$159M$284MFlat
- ServiceNowNOW620,383 shares · 6.4% of their software · price +$73.5M$251M−$8.3M
- CoStarCSGP269,515 shares · 4.9% of their software · price +$33.3M$192M+$2.5M
- SalesforceCRM956,151 shares · 4.6% of their software · price +$41.4M$179M−$4.3M
- Roper Technologies, Inc.ROP379,004 shares · 3.7% of their software · price +$29.0M$147M−$14.4M
- PagSeguro Digital Ltd.PAGS3,977,964 shares · 3.6% of their software · price +$63.7M$141M−$1.0M
- VeriskVRSK818,822 shares · 3.5% of their software · price +$25.2M$139M−$4.7M
- WorkdayWDAY660,905 shares · 3.1% of their software · price +$37.8M$124M−$4.5M
- GoDaddyGDDY1,588,672 shares · 3.0% of their software · price +$25.8M$116M+$22.5M
- DocuSignDOCU628,853 shares · 2.8% of their software · price +$50.2M$108M−$11.6M
- Q2QTWO1,198,400 shares · 2.6% of their software · price +$32.0M$103M+$4.7M
- Tyler TechnologiesTYL263,350 shares · 2.3% of their software · price +$13.3M$91.4M−$6.5M
- Rapid7RPD1,375,407 shares · 1.8% of their software · price +$10.6M$70.2M+$8.7M
- CadenceCDNS729,644 shares · 1.8% of their software · price +$21.8M$70.0M+$6.6M
- WEX Inc.WEX374,628 shares · 1.6% of their software · price +$22.7M$61.8M−$7.8M
- ZoomInfoZI1,084,200 shares · 1.4% of their software$55.3MNew
- AdobeADBE114,587 shares · 1.3% of their software · price +$13.4M$49.9M−$1.2M
- SynopsysSNPS246,403 shares · 1.2% of their software · price +$16.3M$48.0M+$17.6M
- Radware Ltd.RDWR1,737,100 shares · 1.0% of their software · price +$4.4M$41.0MFlat
- OktaOKTA200,586 shares · 1.0% of their software · price +$15.6M$40.2M+$21.3M
- Alarm.com Holdings, Inc.ALRM591,235 shares · 1.0% of their software · price +$15.3M$38.3M+$7.1M
- DomoDOMO1,102,454 shares · 0.9% of their software$35.5M—
- ZscalerZS322,596 shares · 0.9% of their software · price +$15.7M$35.3M+$5.1M
- BlackLineBL397,500 shares · 0.8% of their software · price +$12.0M$33.0M+$5.1M
- Five9FIVN274,703 shares · 0.8% of their software · price +$9.4M$30.4M−$6.3M
- PTCPTC390,204 shares · 0.8% of their software · price +$6.5M$30.4M−$5.7M
- FortinetFTNT218,287 shares · 0.8% of their software · price +$7.9M$30.0M−$25.0M
- CloudflareNET785,825 shares · 0.7% of their software · price +$9.8M$28.3MFlat
- Cerence Inc.CRNC666,758 shares · 0.7% of their software · price +$17.0M$27.2M−$1.6M
- International Money Express, Inc.IMXI2,050,000 shares · 0.6% of their software · price +$6.8M$25.5MFlat
- SoundThinking, Inc.SSTI970,000 shares · 0.6% of their software · price −$2.2M$24.4MFlat
- Endava plcDAVA486,374 shares · 0.6% of their software · price +$6.4M$23.5M+$2.5M
- QualysQLYS181,428 shares · 0.5% of their software · price +$3.1M$18.9M+$1.9M
- BlackbaudBLKB327,530 shares · 0.5% of their software · price +$501K$18.7M+$16.2M
- BroadridgeBR137,826 shares · 0.4% of their software · price +$4.3M$17.4M−$2.1M
- AutodeskADSK66,967 shares · 0.4% of their software · price +$5.6M$16.0M+$8.7M
- Block, Inc.XYZ149,444 shares · 0.4% of their software · price +$7.9M$15.7MNew · +$7.8M
- SPS CommerceSPSC200,381 shares · 0.4% of their software · price +$5.7M$15.1MSplit
- DynatraceDT367,612 shares · 0.4% of their software · price +$6.2M$14.9M+$1.7M
- SAPSAP85,442 shares · 0.3% of their software · price +$2.5M$12.0M−$870K
- TwilioTWLO48,320 shares · 0.3% of their software · price +$6.3M$10.6M+$4.3M
- Shift4 Payments, Inc.FOUR280,000 shares · 0.3% of their software$9.9MNew · +$9.9M
- Bandwidth Inc.BAND71,831 shares · 0.2% of their software · price +$4.3M$9.1M+$4.6M
- Upbound Group, Inc.UPBD306,464 shares · 0.2% of their software · price +$4.2M$8.5M−$2.5M
- VeriSign, Inc.VRSN40,521 shares · 0.2% of their software · price +$1.1M$8.4M+$6.9M
- IntuitINTU27,207 shares · 0.2% of their software · price +$1.8M$8.1M−$8.5M
- BoxBOX384,561 shares · 0.2% of their software · price +$2.6M$8.0M+$5.4M
- Automatic Data Processing, Inc.ADP50,610 shares · 0.2% of their software · price +$618K$7.5M−$1.8M
- Palo Alto NetworksPANW32,304 shares · 0.2% of their software · price +$2.1M$7.4M+$4.4M
- EVERTEC, Inc.EVTC257,031 shares · 0.2% of their software · price +$1.4M$7.2M−$737K
- Paychex, Inc.PAYX93,996 shares · 0.2% of their software · price +$1.2M$7.1M−$14.4M
- TenableTENB230,999 shares · 0.2% of their software · price +$1.8M$6.9M+$5.0M
- Sabre CorporationSABR827,603 shares · 0.2% of their software · price +$1.8M$6.7M−$3.4M
- CommvaultCVLT165,499 shares · 0.2% of their software$6.4M−$6.9M
- Fair IsaacFICO12,849 shares · 0.1% of their software · price +$1.4M$5.4M+$1.7M
- CrowdStrikeCRWD52,838 shares · 0.1% of their software · price +$2.4M$5.3MNew · +$2.9M
- DatadogDDOG49,417 shares · 0.1% of their software · price +$2.5M$4.3MNew · +$1.8M
- HubSpotHUBS18,815 shares · 0.1% of their software · price +$1.7M$4.2MNew · +$2.5M
- AkamaiAKAM35,112 shares · 0.1% of their software · price +$548K$3.8M−$4.0M
- PaycomPAYC11,374 shares · 0.1% of their software · price +$1.2M$3.5M+$2.0M
- AppFolioAPPF21,456 shares · 0.1% of their software · price +$1.1M$3.5MNew · +$2.4M
- SS&CSSNC59,528 shares · 0.1% of their software · price +$754K$3.4M−$3.9M
- MongoDBMDB14,042 shares · 0.1% of their software · price +$1.3M$3.2MNew · +$1.9M
- FactSetFDS9,143 shares · 0.1% of their software · price +$620K$3.0MFlat
- TrimbleTRMB60,994 shares · 0.1% of their software · price +$693K$2.6MFlat
- TeradataTDC121,851 shares · 0.1% of their software$2.5M+$2.1M
- RingCentralRNG8,824 shares · 0.1% of their software · price +$645K$2.5M−$34.5M
- ePlus inc.PLUS34,442 shares · 0.1% of their software$2.4M−$1.6M
- SchrödingerSDGR26,237 shares · 0.1% of their software · price +$1.3M$2.4MSplit
- The Trade DeskTTD5,689 shares · 0.1% of their software · price +$1.2M$2.3MNew · +$1.1M
- OracleORCL37,703 shares · 0.1% of their software$2.1MFlat
- Uber Technologies, Inc.UBER66,863 shares · 0.1% of their software$2.1M+$751K
- BILLBILL22,267 shares · 0.1% of their software · price +$1.2M$2.0MNew · +$762K
- Kingsoft Cloud Holdings LimitedKC60,000 shares · 0.0% of their software$1.9MNew · +$1.9M
- Calix, Inc.CALX116,763 shares · 0.0% of their software · price +$913K$1.7MNew · +$827K
- Sprout SocialSPT62,373 shares · 0.0% of their software · price +$689K$1.7MNew · +$995K
- FastlyFSLY19,196 shares · 0.0% of their software · price +$1.3M$1.6MNew · Flat
- NetScout Systems, Inc.NTCT62,419 shares · 0.0% of their software$1.6MFlat
- Simulations PlusSLP24,943 shares · 0.0% of their software · price +$621K$1.5MFlat
- Manhattan AssociatesMANH15,147 shares · 0.0% of their software · price +$672K$1.4MFlat
- PaylocityPCTY9,192 shares · 0.0% of their software · price +$529K$1.3M−$2.4M
- NICENICE5,000 shares · 0.0% of their software$946KFlat
- ZoomZM3,233 shares · 0.0% of their software$820KNew · Flat
- Amdocs LimitedDOX12,416 shares · 0.0% of their software$756KNew · +$683K
- ACI WorldwideACIW27,401 shares · 0.0% of their software$740KFlat
- StoneCo Ltd.STNE18,060 shares · 0.0% of their software$700K−$2.1M
- DropboxDBX25,473 shares · 0.0% of their software$555KNew · Flat
- Fiserv, Inc.FISV5,542 shares · 0.0% of their software$541KFlat
- F5, Inc.FFIV3,620 shares · 0.0% of their software$505KFlat
- LiveRamp Holdings, Inc.RAMP11,415 shares · 0.0% of their software$486K−$1.0M
- InterDigital, Inc.IDCC8,408 shares · 0.0% of their software$476KFlat
- OpenTextOTEX6,000 shares · 0.0% of their software$255KNew · Flat
- Euronet Worldwide, Inc.EEFT1,785 shares · 0.0% of their software$171KNew · Flat
- Lyft, Inc.LYFT4,777 shares · 0.0% of their software$158KFlat
- Gen DigitalGEN7,516 shares · 0.0% of their software$149K−$544K
- NetApp, Inc.NTAP2,768 shares · 0.0% of their software$123K−$995K
- A10 Networks, Inc.ATEN3,037 shares · 0.0% of their software$21KFlat
- WorkivaWK309 shares · 0.0% of their software$17KFlat
- Strategy IncMSTR125 shares · 0.0% of their software$16KFlat
- Rimini Street, Inc.RMNI1,572 shares · 0.0% of their software$8KNew · Flat
- AudioEye, Inc.AEYE330 shares · 0.0% of their software$3KNew · Flat
- Ooma, Inc.OOMA186 shares · 0.0% of their software$3KFlat
- Digital TurbineAPPS180 shares · 0.0% of their software$2KFlat
- eGain CorporationEGAN206 shares · 0.0% of their software$2KNew · Flat
- Mitek Systems, Inc.MITK175 shares · 0.0% of their software$2KNew · Flat
- Agilysys, Inc.AGYS44 shares · 0.0% of their software$1KFlat
- Tucows Inc.TCX9 shares · 0.0% of their software$1KNew · Flat