Generalist · Pittsburgh, PA
Federated Hermes
Q1 2021 · compared with Q4 2020
Filed as Federated Hermes, INC.
- Software
- $4.6B
- Weight of 13F
- 8.9%
- Names
- 115
- Net bought
- −$269M
Filed 13 May 2021 · SEC filing.
The filing marked some holdings confidential.
2,203 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
- MicrosoftMSFT2,467,516 shares · 12.7% of their software · price +$32.9M$582M−$26.5M
- VeevaVEEV1,432,018 shares · 8.2% of their software · price −$15.8M$374M+$5.7M
- ShopifySHOP302,237 shares · 7.3% of their software · price −$7.7M$334M+$6.8M
- ServiceNowNOW562,886 shares · 6.2% of their software · price −$28.3M$282M−$41.9M
- CoStarCSGP274,409 shares · 4.9% of their software · price −$28.1M$226MFlat
- SalesforceCRM859,493 shares · 4.0% of their software · price −$9.2M$182M−$21.9M
- PagSeguro Digital Ltd.PAGS3,872,921 shares · 3.9% of their software · price −$41.0M$179M−$6.1M
- WorkdayWDAY629,882 shares · 3.4% of their software · price +$5.6M$156M−$36.0M
- Q2QTWO1,343,900 shares · 2.9% of their software · price −$35.4M$135M+$9.0M
- Rapid7RPD1,736,806 shares · 2.8% of their software · price −$27.0M$130M−$5.4M
- GoDaddyGDDY1,431,562 shares · 2.4% of their software · price −$7.6M$111M−$10.5M
- Tyler TechnologiesTYL259,810 shares · 2.4% of their software · price −$3.1M$110MFlat
- WEX Inc.WEX512,658 shares · 2.3% of their software · price +$2.9M$107M+$18.8M
- VeriskVRSK473,236 shares · 1.8% of their software · price −$14.6M$83.6M−$93.5M
- Roper Technologies, Inc.ROP184,062 shares · 1.6% of their software · price −$5.1M$74.2M−$95.6M
- DomoDOMO1,294,247 shares · 1.6% of their software$72.9M—
- ZoomInfoZI1,385,000 shares · 1.5% of their software$67.7MFlat
- FortinetFTNT329,621 shares · 1.3% of their software · price +$11.8M$60.8M+$7.5M
- Cerence Inc.CRNC667,002 shares · 1.3% of their software · price −$7.3M$59.8MFlat
- CloudflareNET821,233 shares · 1.3% of their software · price −$4.7M$57.7M−$6.5M
- DocuSignDOCU275,726 shares · 1.2% of their software · price −$5.5M$55.8M+$4.8M
- PTCPTC390,710 shares · 1.2% of their software · price +$7.0M$53.8M+$3.0M
- Alarm.com Holdings, Inc.ALRM610,253 shares · 1.2% of their software · price −$10.4M$52.7M−$2.3M
- ZscalerZS277,538 shares · 1.0% of their software · price −$7.8M$47.6M−$2.8M
- Radware Ltd.RDWR1,738,000 shares · 1.0% of their software · price −$2.9M$45.3MFlat
- BlackLineBL406,068 shares · 1.0% of their software · price −$10.1M$44.0M−$4.9M
- AdobeADBE90,653 shares · 0.9% of their software · price −$2.2M$43.1MFlat
- International Money Express, Inc.IMXI2,834,492 shares · 0.9% of their software · price −$1.4M$42.5MFlat
- Palo Alto NetworksPANW131,115 shares · 0.9% of their software · price −$4.4M$42.2M+$24.5M
- Endava plcDAVA497,632 shares · 0.9% of their software · price +$4.0M$42.1MFlat
- SoundThinking, Inc.SSTI1,110,141 shares · 0.9% of their software · price −$2.9M$38.9M+$1.3M
- UnityU382,879 shares · 0.8% of their software · price −$20.4M$38.4M+$49.6M
- CadenceCDNS279,350 shares · 0.8% of their software$38.3M−$13.7M
- CrowdStrikeCRWD200,941 shares · 0.8% of their software · price −$5.9M$36.7M−$6.3M
- CommvaultCVLT519,328 shares · 0.7% of their software · price +$4.7M$33.5M+$4.5M
- AkamaiAKAM282,807 shares · 0.6% of their software · price −$874K$28.8M+$4.1M
- Fair IsaacFICO56,088 shares · 0.6% of their software · price −$1.4M$27.3M+$24.4M
- PaylocityPCTY142,304 shares · 0.6% of their software · price −$3.7M$25.6M+$1.7M
- HubSpotHUBS53,487 shares · 0.5% of their software · price +$3.1M$24.3M−$5.8M
- WorkivaWK273,654 shares · 0.5% of their software · price −$919K$24.2M+$14.0M
- Shift4 Payments, Inc.FOUR280,000 shares · 0.5% of their software · price +$1.9M$23.0MFlat
- DoceboDCBO500,000 shares · 0.5% of their software · price −$11.1M$21.4MNew · +$32.5M
- SPS CommerceSPSC215,845 shares · 0.5% of their software · price −$2.0M$21.4M−$1.4M
- Paychex, Inc.PAYX212,776 shares · 0.5% of their software · price +$1.0M$20.9M−$7.0M
- BlackbaudBLKB292,662 shares · 0.5% of their software · price +$4.0M$20.8M+$3.4M
- SynopsysSNPS70,963 shares · 0.4% of their software · price −$813K$17.6M−$7.1M
- ElasticESTC149,684 shares · 0.4% of their software · price −$5.2M$16.6M+$10.2M
- Bentley SystemsBSY350,000 shares · 0.4% of their software · price +$2.2M$16.4MFlat
- Upbound Group, Inc.UPBD275,865 shares · 0.3% of their software · price +$5.3M$15.9M−$2.2M
- The Trade DeskTTD23,877 shares · 0.3% of their software · price −$3.6M$15.6MFlat
- EVERTEC, Inc.EVTC396,046 shares · 0.3% of their software · price −$832K$14.7M−$2.2M
- DynatraceDT299,333 shares · 0.3% of their software · price +$1.5M$14.4M+$10.9M
- Block, Inc.XYZ62,998 shares · 0.3% of their software · price +$593K$14.3M−$7.4M
- PaycomPAYC34,821 shares · 0.3% of their software · price −$2.9M$12.9MFlat
- PhreesiaPHR242,642 shares · 0.3% of their software · price −$524K$12.6M+$2.4M
- CertaraCERT450,528 shares · 0.3% of their software · price −$2.9M$12.3MFlat
- OktaOKTA55,432 shares · 0.3% of their software · price −$1.9M$12.2M−$6.7M
- DropboxDBX448,037 shares · 0.3% of their software · price +$2.0M$11.9MNew · +$9.9M
- Lyft, Inc.LYFT179,163 shares · 0.2% of their software · price +$2.5M$11.3M+$8.5M
- IntuitINTU24,062 shares · 0.2% of their software$9.2MFlat
- AutodeskADSK29,669 shares · 0.2% of their software · price −$836K$8.2M−$16.7M
- OracleORCL79,098 shares · 0.1% of their software$5.6MFlat
- SAPSAP45,165 shares · 0.1% of their software$5.5MFlat
- GuidewireGWRE54,485 shares · 0.1% of their software · price −$1.5M$5.5MNew · +$7.0M
- SS&CSSNC76,990 shares · 0.1% of their software$5.4MFlat
- Health CatalystHCAT113,164 shares · 0.1% of their software$5.3MNew · +$4.9M
- BroadridgeBR31,590 shares · 0.1% of their software$4.8M−$16.6M
- BoxBOX194,521 shares · 0.1% of their software · price +$955K$4.5M−$2.2M
- Veritone, Inc.VERI164,903 shares · 0.1% of their software · price −$737K$4.0M+$4.7M
- QualysQLYS37,414 shares · 0.1% of their software · price −$639K$3.9M−$6.1M
- NetApp, Inc.NTAP50,967 shares · 0.1% of their software$3.7M+$2.3M
- Five9FIVN22,696 shares · 0.1% of their software$3.5M−$11.8M
- TeradataTDC82,398 shares · 0.1% of their software · price +$1.3M$3.2M−$2.6M
- FactSetFDS7,541 shares · 0.1% of their software$2.3MFlat
- Digital TurbineAPPS28,676 shares · 0.1% of their software · price +$682K$2.3M+$1.6M
- ePlus inc.PLUS19,965 shares · 0.0% of their software$2.0MFlat
- Automatic Data Processing, Inc.ADP10,429 shares · 0.0% of their software$2.0MFlat
- Manhattan AssociatesMANH14,447 shares · 0.0% of their software$1.7MFlat
- Yalla Group LimitedYALA66,746 shares · 0.0% of their software · price +$713K$1.7MNew · +$956K
- NutanixNTNX62,484 shares · 0.0% of their software$1.7MNew · +$2.0M
- StoneCo Ltd.STNE22,345 shares · 0.0% of their software · price −$507K$1.4MFlat
- ZoomZM3,739 shares · 0.0% of their software$1.2MFlat
- NICENICE5,000 shares · 0.0% of their software$1.1MFlat
- LiveRamp Holdings, Inc.RAMP20,531 shares · 0.0% of their software$1.1MFlat
- Amdocs LimitedDOX14,327 shares · 0.0% of their software$1.0MNew · +$1.0M
- ACI WorldwideACIW26,111 shares · 0.0% of their software$993KFlat
- SemrushSEMR80,000 shares · 0.0% of their software$952KNew
- NetScout Systems, Inc.NTCT31,860 shares · 0.0% of their software$897KFlat
- Sabre CorporationSABR55,377 shares · 0.0% of their software$820KFlat
- AppianAPPN5,748 shares · 0.0% of their software$764K−$2.9M
- TrimbleTRMB9,449 shares · 0.0% of their software$735K−$2.8M
- TenableTENB19,451 shares · 0.0% of their software$704K−$11.0M
- Uber Technologies, Inc.UBER12,216 shares · 0.0% of their software$666KFlat
- Fiserv, Inc.FISV5,114 shares · 0.0% of their software$609KFlat
- TwilioTWLO950 shares · 0.0% of their software$324K−$6.3M
- F5, Inc.FFIV1,225 shares · 0.0% of their software$256KFlat
- InterDigital, Inc.IDCC3,050 shares · 0.0% of their software$194KFlat
- JFrogFROG4,297 shares · 0.0% of their software$191KNew · Flat
- DigitalOceanDOCN4,000 shares · 0.0% of their software$168KNew · Flat
- A10 Networks, Inc.ATEN7,034 shares · 0.0% of their software$68KFlat
- Tucows Inc.TCX463 shares · 0.0% of their software$36KFlat
- FastlyFSLY495 shares · 0.0% of their software$33KFlat
- VaronisVRNS524 shares · 0.0% of their software$27K−$23.0M
- Euronet Worldwide, Inc.EEFT188 shares · 0.0% of their software$26KFlat
- VeriSign, Inc.VRSN99 shares · 0.0% of their software$20K−$3.9M
- RingCentralRNG61 shares · 0.0% of their software$18KFlat
- Donnelley Financial Solutions, Inc.DFIN263 shares · 0.0% of their software$7KFlat
- Rekor Systems, Inc.REKR357 shares · 0.0% of their software$7KNew · Flat
- Rimini Street, Inc.RMNI797 shares · 0.0% of their software$7KNew · Flat
- Usio, Inc.USIO707 shares · 0.0% of their software$5KNew · Flat
- Priority Technology Holdings, Inc.PRTH258 shares · 0.0% of their software$2KFlat
- Bandwidth Inc.BAND3 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—
- DatadogDDOG9 shares · 0.0% of their software$1K−$6.2M
- MagniteMGNI22 shares · 0.0% of their software$1K−$7.7M
- Strategy IncMSTR1 shares · 0.0% of their software$1KFlat