Generalist · Pittsburgh, PA
Federated Hermes
Q4 2020 · compared with Q3 2020
Filed as Federated Hermes, INC.
- Software
- $5.1B
- Weight of 13F
- 10.5%
- Names
- 109
- Net bought
- −$42.3M
Filed 12 February 2021 · SEC filing.
The filing marked some holdings confidential.
2,219 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
- MicrosoftMSFT2,586,503 shares · 11.3% of their software · price +$31.3M$575M−$36.8M
- VeevaVEEV1,410,990 shares · 7.5% of their software · price −$12.6M$384M−$56.5M
- ServiceNowNOW639,062 shares · 6.9% of their software · price +$41.8M$352M+$7.5M
- ShopifySHOP296,226 shares · 6.6% of their software · price +$32.3M$335MFlat
- CoStarCSGP277,166 shares · 5.0% of their software · price +$21.0M$256M+$3.3M
- PagSeguro Digital Ltd.PAGS3,981,028 shares · 4.4% of their software · price +$76.3M$226MFlat
- SalesforceCRM957,772 shares · 4.2% of their software · price −$27.6M$213MFlat
- VeriskVRSK923,584 shares · 3.8% of their software · price +$20.6M$192M+$17.4M
- WorkdayWDAY779,945 shares · 3.7% of their software · price +$19.1M$187M+$27.6M
- Roper Technologies, Inc.ROP405,816 shares · 3.4% of their software · price +$14.6M$175MFlat
- Rapid7RPD1,797,091 shares · 3.2% of their software · price +$52.0M$162M+$3.7M
- Q2QTWO1,272,900 shares · 3.2% of their software · price +$44.9M$161M+$5.5M
- GoDaddyGDDY1,558,381 shares · 2.5% of their software · price +$10.9M$129MFlat
- Tyler TechnologiesTYL259,976 shares · 2.2% of their software · price +$22.9M$113MFlat
- WEX Inc.WEX420,330 shares · 1.7% of their software · price +$27.1M$85.5M+$4.2M
- DomoDOMO1,315,651 shares · 1.6% of their software$83.9M—
- CloudflareNET907,230 shares · 1.3% of their software · price +$31.7M$68.9M+$5.4M
- Cerence Inc.CRNC673,062 shares · 1.3% of their software · price +$34.7M$67.6MFlat
- ZoomInfoZI1,386,462 shares · 1.3% of their software$66.9MFlat
- Alarm.com Holdings, Inc.ALRM632,179 shares · 1.3% of their software · price +$30.5M$65.4MFlat
- BlackLineBL443,121 shares · 1.2% of their software · price +$19.4M$59.1M+$4.1M
- ZscalerZS291,391 shares · 1.1% of their software · price +$17.2M$58.2M−$5.7M
- DocuSignDOCU254,246 shares · 1.1% of their software · price +$1.8M$56.5M−$22.7M
- CadenceCDNS379,791 shares · 1.0% of their software · price +$11.3M$51.8M−$17.1M
- CrowdStrikeCRWD230,885 shares · 1.0% of their software · price +$17.2M$48.9M−$716K
- Radware Ltd.RDWR1,739,300 shares · 0.9% of their software · price +$6.1M$48.3MFlat
- AdobeADBE91,029 shares · 0.9% of their software · price +$882K$45.5MFlat
- International Money Express, Inc.IMXI2,834,830 shares · 0.9% of their software · price +$3.3M$44.0M+$10.8M
- PTCPTC365,424 shares · 0.9% of their software · price +$13.5M$43.7M−$1.3M
- FortinetFTNT279,114 shares · 0.8% of their software · price +$8.6M$41.5M+$14.4M
- SoundThinking, Inc.SSTI1,074,672 shares · 0.8% of their software · price +$7.2M$40.5M+$2.6M
- Endava plcDAVA499,927 shares · 0.8% of their software · price +$6.8M$38.4M+$513K
- PaylocityPCTY134,160 shares · 0.5% of their software · price +$6.0M$27.6M+$19.7M
- HubSpotHUBS68,115 shares · 0.5% of their software · price +$7.1M$27.0M+$5.7M
- Paychex, Inc.PAYX288,283 shares · 0.5% of their software · price +$3.9M$26.9M+$13.9M
- AutodeskADSK84,242 shares · 0.5% of their software · price +$6.3M$25.7M−$3.6M
- AkamaiAKAM243,538 shares · 0.5% of their software · price −$1.4M$25.6M+$6.2M
- SynopsysSNPS98,256 shares · 0.5% of their software · price +$4.4M$25.5M−$10.7M
- SPS CommerceSPSC228,549 shares · 0.5% of their software · price +$7.0M$24.8MFlat
- CommvaultCVLT438,098 shares · 0.5% of their software · price +$6.4M$24.3M+$10.0M
- VaronisVRNS140,860 shares · 0.5% of their software · price +$6.8M$23.0M+$6.5M
- Palo Alto NetworksPANW62,140 shares · 0.4% of their software · price +$6.9M$22.1M+$2.4M
- BroadridgeBR140,197 shares · 0.4% of their software · price +$3.0M$21.5M+$755K
- Block, Inc.XYZ97,145 shares · 0.4% of their software · price +$5.4M$21.1M−$5.9M
- Shift4 Payments, Inc.FOUR280,000 shares · 0.4% of their software · price +$7.6M$21.1MFlat
- OktaOKTA81,711 shares · 0.4% of their software · price +$3.3M$20.8M−$12.2M
- The Trade DeskTTD23,810 shares · 0.4% of their software · price +$6.7M$19.1M+$1.3M
- EVERTEC, Inc.EVTC450,874 shares · 0.3% of their software · price +$2.1M$17.7M+$6.7M
- Five9FIVN90,400 shares · 0.3% of their software · price +$4.0M$15.8M−$5.0M
- PaycomPAYC34,131 shares · 0.3% of their software · price +$4.8M$15.4M+$9.5M
- CertaraCERT450,528 shares · 0.3% of their software$15.2MNew · +$15.2M
- Bentley SystemsBSY350,000 shares · 0.3% of their software · price +$3.2M$14.2M+$4.8M
- BlackbaudBLKB234,110 shares · 0.3% of their software$13.5M−$6.5M
- Upbound Group, Inc.UPBD334,478 shares · 0.3% of their software · price +$2.8M$12.8MFlat
- TenableTENB230,645 shares · 0.2% of their software · price +$3.3M$12.1M+$2.4M
- ElasticESTC79,694 shares · 0.2% of their software · price +$3.0M$11.6M+$5.3M
- WorkivaWK120,628 shares · 0.2% of their software · price +$4.3M$11.1MFlat
- PhreesiaPHR197,702 shares · 0.2% of their software · price +$4.4M$10.7MNew · +$6.4M
- QualysQLYS87,520 shares · 0.2% of their software · price +$2.1M$10.7M−$3.2M
- IntuitINTU25,337 shares · 0.2% of their software · price +$1.4M$9.6M+$2.8M
- BILLBILL67,668 shares · 0.2% of their software · price +$2.4M$9.2M+$2.9M
- UnityU60,000 shares · 0.2% of their software · price +$4.0M$9.2MFlat
- MagniteMGNI251,644 shares · 0.2% of their software · price +$6.0M$7.7M+$1.7M
- TwilioTWLO19,469 shares · 0.1% of their software · price +$1.8M$6.6M−$7.0M
- DatadogDDOG62,697 shares · 0.1% of their software$6.2M+$1.9M
- SAPSAP46,437 shares · 0.1% of their software · price −$1.2M$6.1M−$4.7M
- BoxBOX315,022 shares · 0.1% of their software$5.7MFlat
- SS&CSSNC77,379 shares · 0.1% of their software · price +$946K$5.6M+$1.2M
- OracleORCL75,693 shares · 0.1% of their software$4.9M+$2.0M
- TeradataTDC196,224 shares · 0.1% of their software$4.4MFlat
- Fair IsaacFICO8,417 shares · 0.1% of their software · price +$721K$4.3M−$2.7M
- VeriSign, Inc.VRSN18,106 shares · 0.1% of their software$3.9M−$2.8M
- AppianAPPN23,459 shares · 0.1% of their software · price +$2.3M$3.8MNew · +$1.5M
- TrimbleTRMB51,395 shares · 0.1% of their software · price +$929K$3.4MFlat
- FactSetFDS7,737 shares · 0.1% of their software$2.6MFlat
- ePlus inc.PLUS24,596 shares · 0.0% of their software$2.2MFlat
- DynatraceDT48,445 shares · 0.0% of their software$2.1MFlat
- Automatic Data Processing, Inc.ADP10,300 shares · 0.0% of their software$1.8M−$1.5M
- MongoDBMDB4,844 shares · 0.0% of their software · price +$618K$1.7MNew · +$1.1M
- Sprout SocialSPT37,861 shares · 0.0% of their software$1.7M+$1.2M
- StoneCo Ltd.STNE19,850 shares · 0.0% of their software · price +$616K$1.7MFlat
- Manhattan AssociatesMANH15,163 shares · 0.0% of their software$1.6MFlat
- NICENICE5,000 shares · 0.0% of their software$1.4MFlat
- ZoomZM3,949 shares · 0.0% of their software · price −$524K$1.3MFlat
- LiveRamp Holdings, Inc.RAMP16,729 shares · 0.0% of their software$1.2MFlat
- NetScout Systems, Inc.NTCT39,500 shares · 0.0% of their software$1.1MFlat
- NetApp, Inc.NTAP15,565 shares · 0.0% of their software$1.0M+$565K
- ACI WorldwideACIW24,161 shares · 0.0% of their software$929KFlat
- Uber Technologies, Inc.UBER14,941 shares · 0.0% of their software$762KFlat
- Sabre CorporationSABR58,573 shares · 0.0% of their software$704K−$575K
- Telos CorporationTLS20,000 shares · 0.0% of their software$660KNew · +$660K
- Fiserv, Inc.FISV5,149 shares · 0.0% of their software$586KFlat
- Euronet Worldwide, Inc.EEFT3,125 shares · 0.0% of their software$453KFlat
- InterDigital, Inc.IDCC7,044 shares · 0.0% of their software$427KFlat
- Check PointCHKP2,519 shares · 0.0% of their software$335KFlat
- Lyft, Inc.LYFT5,372 shares · 0.0% of their software$264KFlat
- RingCentralRNG450 shares · 0.0% of their software$171KFlat
- F5, Inc.FFIV636 shares · 0.0% of their software$112KFlat
- A10 Networks, Inc.ATEN3,917 shares · 0.0% of their software$39KFlat
- FastlyFSLY362 shares · 0.0% of their software$32KNew · Flat
- Donnelley Financial Solutions, Inc.DFIN804 shares · 0.0% of their software$14KFlat
- Tucows Inc.TCX176 shares · 0.0% of their software$13KFlat
- Bandwidth Inc.BAND73 shares · 0.0% of their software$11K−$14.0M
- Digital TurbineAPPS110 shares · 0.0% of their software$6K−$565K
- eGain CorporationEGAN487 shares · 0.0% of their software$6KFlat
- Priority Technology Holdings, Inc.PRTH263 shares · 0.0% of their software$2KNew · Flat
- Veritone, Inc.VERI76 shares · 0.0% of their software$2KNew · Flat
- Calix, Inc.CALX38 shares · 0.0% of their software$1K−$818K
- Strategy IncMSTR1 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—