Generalist · Pittsburgh, PA
Federated Hermes
Q2 2021 · compared with Q1 2021
Filed as Federated Hermes, INC.
- Software
- $5.1B
- Weight of 13F
- 9.5%
- Names
- 111
- Net bought
- +$1.8B
Filed 16 August 2021 · 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
- MicrosoftMSFT2,376,239 shares · 12.7% of their software · price +$83.5M$644M−$21.5M
- VeevaVEEV1,522,483 shares · 9.4% of their software · price +$75.7M$473M+$23.6M
- ShopifySHOP282,673 shares · 8.2% of their software · price +$100M$413M−$21.6M
- ServiceNowNOW534,463 shares · 5.8% of their software · price +$26.4M$294M−$14.2M
- CoStarCSGP2,679,203 shares · 4.4% of their software · price −$2.0B$222M+$2.0B
- SalesforceCRM900,794 shares · 4.3% of their software · price +$29.2M$220M+$8.8M
- PagSeguro Digital Ltd.PAGS3,873,865 shares · 4.3% of their software · price +$37.3M$217MFlat
- Rapid7RPD1,743,596 shares · 3.3% of their software · price +$34.9M$165MFlat
- Q2QTWO1,333,900 shares · 2.7% of their software · price +$3.2M$137MFlat
- DocuSignDOCU468,444 shares · 2.6% of their software · price +$36.1M$131M+$39.0M
- WorkdayWDAY532,023 shares · 2.5% of their software · price −$5.2M$127M−$24.3M
- DomoDOMO1,532,936 shares · 2.4% of their software$124M—
- Tyler TechnologiesTYL259,852 shares · 2.3% of their software · price +$7.2M$118MFlat
- WEX Inc.WEX583,681 shares · 2.2% of their software · price −$8.9M$113M+$14.9M
- GoDaddyGDDY1,279,145 shares · 2.2% of their software · price +$11.9M$111M−$11.8M
- CloudflareNET704,458 shares · 1.5% of their software · price +$25.1M$74.6M−$8.2M
- FortinetFTNT312,268 shares · 1.5% of their software · price +$16.8M$74.4M−$3.2M
- ZoomInfoZI1,385,000 shares · 1.4% of their software$72.3MFlat
- Cerence Inc.CRNC597,761 shares · 1.3% of their software · price +$10.2M$63.8M−$6.2M
- AdobeADBE105,932 shares · 1.2% of their software · price +$11.7M$62.0M+$7.3M
- HubSpotHUBS105,762 shares · 1.2% of their software · price +$13.6M$61.6M+$23.7M
- CrowdStrikeCRWD217,258 shares · 1.1% of their software · price +$14.9M$54.6M+$3.0M
- SoundThinking, Inc.SSTI1,110,000 shares · 1.1% of their software · price +$15.2M$54.1MFlat
- Radware Ltd.RDWR1,738,000 shares · 1.1% of their software · price +$8.2M$53.5MFlat
- Endava plcDAVA469,069 shares · 1.1% of their software · price +$13.5M$53.2M−$2.4M
- ZscalerZS244,705 shares · 1.0% of their software · price +$10.9M$52.9M−$5.6M
- Alarm.com Holdings, Inc.ALRM610,073 shares · 1.0% of their software · price −$1.0M$51.7MFlat
- CommvaultCVLT612,910 shares · 0.9% of their software · price +$8.4M$47.9M+$6.0M
- VeriskVRSK254,753 shares · 0.9% of their software · price −$502K$44.5M−$38.6M
- PTCPTC314,163 shares · 0.9% of their software · price +$1.1M$44.4M−$10.5M
- BlackLineBL397,500 shares · 0.9% of their software · price +$1.1M$44.2M−$929K
- UnityU383,418 shares · 0.8% of their software · price +$3.7M$42.1MFlat
- International Money Express, Inc.IMXI2,760,000 shares · 0.8% of their software$41.0M−$1.1M
- Palo Alto NetworksPANW102,438 shares · 0.8% of their software · price +$5.0M$38.0M−$9.2M
- WorkivaWK274,986 shares · 0.6% of their software · price +$6.3M$30.6MFlat
- DoceboDCBO500,000 shares · 0.6% of their software · price +$8.1M$29.5MFlat
- DropboxDBX957,788 shares · 0.6% of their software · price +$3.5M$29.0M+$13.6M
- Fair IsaacFICO56,081 shares · 0.6% of their software · price +$933K$28.2MFlat
- Roper Technologies, Inc.ROP58,802 shares · 0.5% of their software · price +$3.9M$27.6M−$50.5M
- PaylocityPCTY135,880 shares · 0.5% of their software · price +$1.5M$25.9M−$1.2M
- BlackbaudBLKB319,355 shares · 0.5% of their software · price +$1.8M$24.5M+$1.9M
- Shift4 Payments, Inc.FOUR250,000 shares · 0.5% of their software · price +$2.9M$23.4M−$2.5M
- Bentley SystemsBSY357,972 shares · 0.5% of their software · price +$6.4M$23.2MFlat
- DynatraceDT369,274 shares · 0.4% of their software · price +$3.8M$21.6M+$3.4M
- SPS CommerceSPSC215,682 shares · 0.4% of their software$21.5MFlat
- Sprout SocialSPT208,063 shares · 0.4% of their software · price +$6.6M$18.6MNew · +$12.0M
- NutanixNTNX479,119 shares · 0.4% of their software · price +$5.6M$18.3M+$11.1M
- Paychex, Inc.PAYX135,830 shares · 0.3% of their software · price +$1.3M$14.6M−$7.5M
- PaycomPAYC39,191 shares · 0.3% of their software$14.2M+$1.6M
- Block, Inc.XYZ52,721 shares · 0.3% of their software · price +$883K$12.9M−$2.3M
- AkamaiAKAM106,347 shares · 0.2% of their software · price +$1.6M$12.4M−$18.0M
- CadenceCDNS84,936 shares · 0.2% of their software$11.6M−$26.6M
- SynopsysSNPS37,715 shares · 0.2% of their software · price +$1.1M$10.4M−$8.2M
- Lyft, Inc.LYFT171,411 shares · 0.2% of their software$10.4MFlat
- DoximityDOCS150,000 shares · 0.2% of their software$8.7MNew · +$8.7M
- AsanaASAN126,019 shares · 0.2% of their software · price +$4.2M$7.8MNew · +$3.6M
- Health CatalystHCAT112,990 shares · 0.1% of their software · price +$988K$6.3MFlat
- SAPSAP43,320 shares · 0.1% of their software · price +$765K$6.1MFlat
- OracleORCL76,167 shares · 0.1% of their software · price +$584K$5.9MFlat
- IntuitINTU11,622 shares · 0.1% of their software · price +$1.2M$5.7M−$4.8M
- Five9FIVN29,216 shares · 0.1% of their software · price +$791K$5.4M+$1.0M
- EVERTEC, Inc.EVTC116,586 shares · 0.1% of their software · price +$750K$5.1M−$10.4M
- SS&CSSNC70,425 shares · 0.1% of their software$5.1MFlat
- AutodeskADSK15,701 shares · 0.1% of their software$4.6M−$3.9M
- TeradataTDC76,968 shares · 0.1% of their software · price +$880K$3.8MFlat
- Donnelley Financial Solutions, Inc.DFIN112,268 shares · 0.1% of their software · price +$580K$3.7M+$3.1M
- BoxBOX139,004 shares · 0.1% of their software$3.6M−$1.3M
- ElasticESTC22,962 shares · 0.1% of their software · price +$794K$3.3M−$14.1M
- Veritone, Inc.VERI165,852 shares · 0.1% of their software · price −$708K$3.3MFlat
- TwilioTWLO8,051 shares · 0.1% of their software$3.2M+$2.4M
- DatadogDDOG29,496 shares · 0.1% of their software · price +$612K$3.1M+$2.5M
- BroadridgeBR18,285 shares · 0.1% of their software$3.0M−$2.0M
- FactSetFDS7,500 shares · 0.0% of their software$2.5MFlat
- BILLBILL11,919 shares · 0.0% of their software$2.2MNew · +$1.7M
- Upbound Group, Inc.UPBD40,679 shares · 0.0% of their software$2.2M−$13.6M
- Manhattan AssociatesMANH14,135 shares · 0.0% of their software$2.0MFlat
- ePlus inc.PLUS23,205 shares · 0.0% of their software$2.0MFlat
- Gen DigitalGEN63,082 shares · 0.0% of their software$1.7MNew · +$1.3M
- StoneCo Ltd.STNE24,046 shares · 0.0% of their software$1.6MFlat
- Intapp, Inc.INTA49,700 shares · 0.0% of their software$1.4MNew · +$1.4M
- Automatic Data Processing, Inc.ADP6,818 shares · 0.0% of their software$1.4M−$681K
- NICENICE5,000 shares · 0.0% of their software$1.2MFlat
- ACI WorldwideACIW30,592 shares · 0.0% of their software$1.1MFlat
- Fiserv, Inc.FISV8,476 shares · 0.0% of their software$906KFlat
- TenableTENB19,438 shares · 0.0% of their software$804KFlat
- NetScout Systems, Inc.NTCT25,383 shares · 0.0% of their software$725KFlat
- QualysQLYS6,926 shares · 0.0% of their software$698K−$3.2M
- LiveRamp Holdings, Inc.RAMP13,970 shares · 0.0% of their software$654KFlat
- Sabre CorporationSABR44,722 shares · 0.0% of their software$558KFlat
- Zeta GlobalZETA60,000 shares · 0.0% of their software$504KNew · +$504K
- Uber Technologies, Inc.UBER8,721 shares · 0.0% of their software$437KFlat
- Rimini Street, Inc.RMNI64,474 shares · 0.0% of their software$397K+$571K
- NetApp, Inc.NTAP3,691 shares · 0.0% of their software$302K−$3.4M
- SimilarwebSMWB15,000 shares · 0.0% of their software$296KNew · Flat
- ZoomZM718 shares · 0.0% of their software$278K−$971K
- JFrogFROG4,543 shares · 0.0% of their software$207KFlat
- TrimbleTRMB2,169 shares · 0.0% of their software$177K−$566K
- VeriSign, Inc.VRSN695 shares · 0.0% of their software$158KFlat
- Yalla Group LimitedYALA6,654 shares · 0.0% of their software$133K−$1.5M
- F5, Inc.FFIV657 shares · 0.0% of their software$123KFlat
- SnowflakeSNOW495 shares · 0.0% of their software$120KNew · Flat
- Cognyte Software Ltd.CGNT3,634 shares · 0.0% of their software$89KNew · Flat
- A10 Networks, Inc.ATEN7,488 shares · 0.0% of their software$84KFlat
- Commerce.com, Inc.CMRC1,029 shares · 0.0% of their software$67KNew · Flat
- CertaraCERT1,331 shares · 0.0% of their software$38K−$12.3M
- Tucows Inc.TCX463 shares · 0.0% of their software$37KFlat
- MorningstarMORN75 shares · 0.0% of their software$19KNew · Flat
- InterDigital, Inc.IDCC207 shares · 0.0% of their software$15KFlat
- C3.aiAI180 shares · 0.0% of their software$11KNew · Flat
- Usio, Inc.USIO565 shares · 0.0% of their software$4KFlat
- Strategy IncMSTR1 shares · 0.0% of their software$1KFlat