Generalist · Pittsburgh, PA
Federated Hermes
Q4 2021 · compared with Q3 2021
Filed as Federated Hermes, INC.
- Software
- $4.8B
- Weight of 13F
- 8.9%
- Names
- 110
- Net bought
- −$525M
Filed 14 February 2022 · SEC filing.
The filing marked some holdings confidential.
2,188 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
- MicrosoftMSFT2,395,643 shares · 16.9% of their software · price +$130M$806MFlat
- VeevaVEEV1,436,998 shares · 7.7% of their software · price −$47.0M$367M−$30.3M
- ShopifySHOP254,020 shares · 7.3% of their software · price +$5.5M$350M−$23.0M
- ServiceNowNOW510,020 shares · 6.9% of their software · price +$13.7M$331MFlat
- SalesforceCRM1,061,496 shares · 5.7% of their software · price −$18.1M$270M+$8.5M
- CoStarCSGP2,885,801 shares · 4.8% of their software · price −$20.3M$228M+$7.9M
- Rapid7RPD1,908,505 shares · 4.7% of their software · price +$8.9M$225M+$5.1M
- WorkdayWDAY550,819 shares · 3.2% of their software · price +$12.8M$150MFlat
- Tyler TechnologiesTYL259,353 shares · 2.9% of their software · price +$20.6M$140MFlat
- ZscalerZS325,035 shares · 2.2% of their software · price +$19.2M$104M−$12.9M
- Q2QTWO1,187,510 shares · 2.0% of their software · price −$831K$94.3M−$8.0M
- FortinetFTNT251,621 shares · 1.9% of their software · price +$16.9M$90.4M−$2.7M
- WEX Inc.WEX606,692 shares · 1.8% of their software · price −$21.7M$85.2M−$3.0M
- DomoDOMO1,713,217 shares · 1.8% of their software$85.0M—
- DatadogDDOG471,550 shares · 1.8% of their software · price +$17.3M$84.0M+$11.4M
- ZoomInfoZI1,293,000 shares · 1.7% of their software$83.0MFlat
- DocuSignDOCU515,538 shares · 1.6% of their software · price −$54.2M$78.5M−$1.9M
- Endava plcDAVA445,381 shares · 1.6% of their software · price +$14.3M$74.8M−$1.8M
- HubSpotHUBS94,192 shares · 1.3% of their software · price −$1.6M$62.1M−$6.6M
- Cerence Inc.CRNC717,909 shares · 1.2% of their software · price −$14.0M$55.0M+$10.9M
- UnityU381,802 shares · 1.1% of their software · price +$6.4M$54.6MFlat
- CloudflareNET407,704 shares · 1.1% of their software · price +$7.7M$53.6M−$61.5M
- CrowdStrikeCRWD230,544 shares · 1.0% of their software · price −$9.5M$47.2M−$40.9M
- Palo Alto NetworksPANW78,774 shares · 0.9% of their software · price +$6.1M$43.9M+$25.2M
- BlackLineBL398,361 shares · 0.9% of their software · price −$5.8M$41.2MFlat
- BrazeBRZE530,000 shares · 0.9% of their software$40.9MNew · +$40.9M
- International Money Express, Inc.IMXI2,196,964 shares · 0.7% of their software · price −$1.6M$35.1M−$6.7M
- Sportradar Group AGSRAD1,954,813 shares · 0.7% of their software · price −$9.9M$34.3M+$9.9M
- DoceboDCBO500,000 shares · 0.7% of their software · price −$2.7M$33.7MFlat
- Roper Technologies, Inc.ROP67,935 shares · 0.7% of their software · price +$3.1M$33.4M+$3.9M
- CommvaultCVLT479,939 shares · 0.7% of their software · price −$3.1M$33.1M−$5.3M
- SoundThinking, Inc.SSTI1,120,000 shares · 0.7% of their software · price −$7.7M$33.1MFlat
- PaylocityPCTY131,450 shares · 0.7% of their software · price −$5.8M$31.0M+$950K
- WorkivaWK233,923 shares · 0.6% of their software · price −$2.4M$30.5M−$8.1M
- AdobeADBE53,511 shares · 0.6% of their software$30.3M−$17.9M
- CS Disco, Inc.LAW807,947 shares · 0.6% of their software · price −$9.8M$28.9M+$4.9M
- DynatraceDT444,042 shares · 0.6% of their software · price −$4.7M$26.8M+$2.6M
- Bentley SystemsBSY547,936 shares · 0.6% of their software · price −$6.7M$26.5M−$18.5M
- Fair IsaacFICO54,283 shares · 0.5% of their software · price +$1.9M$23.5M+$833K
- PTCPTC192,481 shares · 0.5% of their software$23.3MFlat
- DropboxDBX910,839 shares · 0.5% of their software · price −$4.3M$22.4M−$1.9M
- SnowflakeSNOW60,760 shares · 0.4% of their software · price +$2.2M$20.6M+$17.7M
- Sprout SocialSPT225,176 shares · 0.4% of their software · price −$7.0M$20.4M−$3.0M
- Paychex, Inc.PAYX143,874 shares · 0.4% of their software · price +$3.5M$19.6M+$886K
- Radware Ltd.RDWR462,853 shares · 0.4% of their software · price +$3.7M$19.3M−$6.7M
- SPS CommerceSPSC132,858 shares · 0.4% of their software · price −$2.5M$18.9M−$1.9M
- IntuitINTU28,380 shares · 0.4% of their software · price +$2.9M$18.3M+$9.1M
- CadenceCDNS85,605 shares · 0.3% of their software · price +$3.0M$16.0M+$11.4M
- Block, Inc.XYZ93,621 shares · 0.3% of their software · price −$7.3M$15.1M+$6.9M
- Donnelley Financial Solutions, Inc.DFIN317,958 shares · 0.3% of their software · price +$4.0M$15.0MFlat
- Shift4 Payments, Inc.FOUR250,000 shares · 0.3% of their software · price −$4.9M$14.5MFlat
- BlackbaudBLKB174,297 shares · 0.3% of their software · price +$1.5M$13.8M−$8.3M
- QualysQLYS79,926 shares · 0.2% of their software · price +$2.1M$11.0M+$7.7M
- PaycomPAYC20,434 shares · 0.2% of their software · price −$1.6M$8.5MFlat
- BoxBOX309,401 shares · 0.2% of their software · price +$780K$8.1M+$5.1M
- Definitive HealthcareDH296,334 shares · 0.2% of their software · price −$4.6M$8.1MFlat
- StoneCo Ltd.STNE454,075 shares · 0.2% of their software · price −$8.1M$7.7M+$15.5M
- SynopsysSNPS17,142 shares · 0.1% of their software · price +$1.2M$6.3MFlat
- SAPSAP40,921 shares · 0.1% of their software$5.7MFlat
- NutanixNTNX146,838 shares · 0.1% of their software · price −$858K$4.7M−$12.4M
- TeradataTDC98,783 shares · 0.1% of their software · price −$1.5M$4.2M+$2.0M
- Automatic Data Processing, Inc.ADP14,878 shares · 0.1% of their software · price +$694K$3.7MFlat
- TwilioTWLO9,056 shares · 0.0% of their software · price −$505K$2.4MFlat
- Mitek Systems, Inc.MITK127,939 shares · 0.0% of their software$2.3MNew · +$2.4M
- Manhattan AssociatesMANH13,519 shares · 0.0% of their software$2.1MFlat
- PagSeguro Digital Ltd.PAGS68,251 shares · 0.0% of their software · price −$1.7M$1.8M−$185M
- EVERTEC, Inc.EVTC33,497 shares · 0.0% of their software$1.7M−$2.8M
- NICENICE5,500 shares · 0.0% of their software$1.7MFlat
- Kaltura, Inc.KLTR466,496 shares · 0.0% of their software · price −$3.2M$1.6M−$3.0M
- OracleORCL17,787 shares · 0.0% of their software$1.6MFlat
- VeriskVRSK4,606 shares · 0.0% of their software$1.1MFlat
- ACI WorldwideACIW23,349 shares · 0.0% of their software$810KFlat
- Digital TurbineAPPS11,563 shares · 0.0% of their software$705KFlat
- Fiserv, Inc.FISV6,168 shares · 0.0% of their software$640KFlat
- LiveRamp Holdings, Inc.RAMP13,064 shares · 0.0% of their software$626KFlat
- JFrogFROG17,899 shares · 0.0% of their software$532KNew · +$600K
- AutodeskADSK1,872 shares · 0.0% of their software$526KFlat
- TenableTENB8,609 shares · 0.0% of their software$474KNew · Flat
- Gen DigitalGEN17,072 shares · 0.0% of their software$444KFlat
- AsanaASAN5,472 shares · 0.0% of their software$408K−$28.7M
- Rimini Street, Inc.RMNI63,932 shares · 0.0% of their software$382KFlat
- NetApp, Inc.NTAP3,592 shares · 0.0% of their software$330KFlat
- Sabre CorporationSABR29,982 shares · 0.0% of their software$258KFlat
- The Trade DeskTTD2,606 shares · 0.0% of their software$239KFlat
- VeriSign, Inc.VRSN903 shares · 0.0% of their software$229KFlat
- TrimbleTRMB2,376 shares · 0.0% of their software$207KFlat
- BILLBILL812 shares · 0.0% of their software$202K−$4.4M
- AkamaiAKAM1,567 shares · 0.0% of their software$183KFlat
- BroadridgeBR1,003 shares · 0.0% of their software$183KFlat
- FactSetFDS367 shares · 0.0% of their software$178K−$2.7M
- PalantirPLTR9,279 shares · 0.0% of their software$169KFlat
- ZoomZM789 shares · 0.0% of their software$145KFlat
- F5, Inc.FFIV347 shares · 0.0% of their software$85KFlat
- C3.aiAI2,445 shares · 0.0% of their software$76K—
- ProgressPRGS1,555 shares · 0.0% of their software$75KNew · Flat
- VaronisVRNS1,139 shares · 0.0% of their software$56K−$48.0M
- Thryv Holdings, Inc.THRY1,040 shares · 0.0% of their software$43KFlat
- Tucows Inc.TCX203 shares · 0.0% of their software$17KFlat
- InterDigital, Inc.IDCC91 shares · 0.0% of their software$7KFlat
- PDF Solutions, Inc.PDFS216 shares · 0.0% of their software$7KNew · Flat
- A10 Networks, Inc.ATEN377 shares · 0.0% of their software$6KFlat
- DigitalOceanDOCN61 shares · 0.0% of their software$5K−$1.5M
- SS&CSSNC29 shares · 0.0% of their software$3KFlat
- Usio, Inc.USIO407 shares · 0.0% of their software$2KFlat
- VirTra, Inc.VTSI223 shares · 0.0% of their software$2KFlat
- Amdocs LimitedDOX1 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KFlat
- Strategy IncMSTR1 shares · 0.0% of their software$1KFlat
- ePlus inc.PLUS2 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—
- Ribbon Communications Inc.RBBN1 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KNew
- YextYEXT1 shares · 0.0% of their software$10New · Flat