Generalist · Pittsburgh, PA
Federated Hermes
Q1 2022 · compared with Q4 2021
Filed as Federated Hermes, INC.
- Software
- $3.7B
- Weight of 13F
- 8.5%
- Names
- 117
- Net bought
- −$377M
Filed 13 May 2022 · SEC filing.
The filing marked some holdings confidential.
2,160 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
- MicrosoftMSFT2,418,607 shares · 19.9% of their software · price −$67.7M$746MFlat
- ServiceNowNOW492,915 shares · 7.3% of their software · price −$45.5M$274M−$11.1M
- VeevaVEEV1,141,872 shares · 6.5% of their software · price −$49.1M$243M−$75.4M
- SalesforceCRM993,652 shares · 5.6% of their software · price −$41.5M$211M−$17.2M
- CoStarCSGP2,944,533 shares · 5.2% of their software · price −$36.6M$196M+$4.6M
- Rapid7RPD1,659,836 shares · 4.9% of their software · price −$10.7M$185M−$29.3M
- ShopifySHOP254,030 shares · 4.6% of their software · price −$178M$172MFlat
- WorkdayWDAY548,878 shares · 3.5% of their software · price −$18.5M$131MFlat
- Palo Alto NetworksPANW198,339 shares · 3.3% of their software · price +$13.0M$123M+$66.6M
- Tyler TechnologiesTYL258,610 shares · 3.1% of their software · price −$24.1M$115MFlat
- WEX Inc.WEX552,231 shares · 2.6% of their software · price +$21.0M$98.5M−$7.6M
- DomoDOMO1,707,706 shares · 2.3% of their software$86.4MFlat
- ZoomInfoZI1,293,000 shares · 2.1% of their software$77.2MFlat
- Q2QTWO1,055,707 shares · 1.7% of their software · price −$18.8M$65.1M−$10.5M
- Endava plcDAVA446,832 shares · 1.6% of their software · price −$15.6M$59.4MFlat
- CrowdStrikeCRWD253,010 shares · 1.5% of their software · price +$5.6M$57.5M+$4.6M
- Sportradar Group AGSRAD2,785,700 shares · 1.2% of their software · price −$2.6M$46.4M+$14.6M
- UnityU382,228 shares · 1.0% of their software · price −$16.7M$37.9MFlat
- FortinetFTNT107,060 shares · 1.0% of their software · price −$1.9M$36.6M−$52.0M
- HubSpotHUBS76,505 shares · 1.0% of their software · price −$14.1M$36.3M−$11.7M
- CloudflareNET300,757 shares · 1.0% of their software · price −$3.5M$36.0M−$14.1M
- DocuSignDOCU311,243 shares · 0.9% of their software · price −$14.1M$33.3M−$31.1M
- SoundThinking, Inc.SSTI1,150,000 shares · 0.9% of their software · price −$2.1M$31.9M+$886K
- CommvaultCVLT476,972 shares · 0.8% of their software · price −$1.2M$31.6MFlat
- BlackLineBL398,361 shares · 0.8% of their software · price −$12.1M$29.2MFlat
- Automatic Data Processing, Inc.ADP127,710 shares · 0.8% of their software · price −$2.4M$29.1M+$27.8M
- BoxBOX968,632 shares · 0.8% of their software · price +$2.8M$28.1M+$17.3M
- IntuitINTU58,194 shares · 0.7% of their software · price −$9.4M$28.0M+$19.2M
- DatadogDDOG180,945 shares · 0.7% of their software · price −$4.8M$27.4M−$51.8M
- AdobeADBE57,672 shares · 0.7% of their software · price −$6.4M$26.3M+$2.4M
- PaylocityPCTY127,368 shares · 0.7% of their software · price −$3.9M$26.2M−$964K
- DoceboDCBO500,000 shares · 0.7% of their software · price −$7.8M$25.9MFlat
- Paychex, Inc.PAYX164,383 shares · 0.6% of their software$22.4M+$2.8M
- BrazeBRZE530,000 shares · 0.6% of their software · price −$18.9M$22.0MFlat
- StoneCo Ltd.STNE1,862,323 shares · 0.6% of their software · price −$9.6M$21.8M+$23.7M
- CS Disco, Inc.LAW630,145 shares · 0.6% of their software · price −$1.1M$21.4M−$6.4M
- Block, Inc.XYZ150,576 shares · 0.5% of their software · price −$3.9M$20.4M+$9.2M
- CadenceCDNS120,096 shares · 0.5% of their software · price −$2.6M$19.8M+$6.4M
- DynatraceDT397,880 shares · 0.5% of their software · price −$5.3M$18.7M−$2.8M
- Fair IsaacFICO39,066 shares · 0.5% of their software · price +$1.3M$18.2M−$6.6M
- DropboxDBX739,911 shares · 0.5% of their software · price −$954K$17.2M−$4.2M
- OracleORCL193,294 shares · 0.4% of their software · price −$866K$16.0M+$15.3M
- SPS CommerceSPSC115,048 shares · 0.4% of their software · price −$1.3M$15.1M−$2.5M
- PTCPTC137,039 shares · 0.4% of their software · price −$1.8M$14.8M−$6.7M
- BlackbaudBLKB239,754 shares · 0.4% of their software · price −$4.6M$14.4M+$5.2M
- WixWIX109,770 shares · 0.3% of their software · price −$5.9M$11.5MNew · +$17.3M
- Donnelley Financial Solutions, Inc.DFIN323,649 shares · 0.3% of their software · price −$4.5M$10.8MFlat
- Radware Ltd.RDWR307,570 shares · 0.3% of their software · price −$3.0M$9.8M−$6.5M
- ZoomZM83,289 shares · 0.3% of their software · price −$5.6M$9.8M+$15.2M
- SynopsysSNPS25,691 shares · 0.2% of their software · price −$905K$8.6M+$3.2M
- QualysQLYS59,405 shares · 0.2% of their software$8.5M−$2.8M
- PaycomPAYC20,808 shares · 0.2% of their software · price −$1.4M$7.2MFlat
- TeradataTDC145,470 shares · 0.2% of their software · price +$992K$7.2M+$2.0M
- YextYEXT886,320 shares · 0.2% of their software · price −$2.7M$6.1M+$8.8M
- SAPSAP41,960 shares · 0.1% of their software · price −$1.2M$4.7MFlat
- Cerence Inc.CRNC120,603 shares · 0.1% of their software · price −$4.9M$4.4M−$45.8M
- NutanixNTNX149,707 shares · 0.1% of their software · price −$755K$4.0MFlat
- Ribbon Communications Inc.RBBN1,293,213 shares · 0.1% of their software · price −$3.8M$4.0M—
- 8x8EGHT307,632 shares · 0.1% of their software$3.9MNew
- WorkivaWK32,572 shares · 0.1% of their software$3.8M−$26.3M
- TenableTENB64,407 shares · 0.1% of their software$3.7M+$3.1M
- C3.aiAI154,003 shares · 0.1% of their software · price −$1.3M$3.5M+$4.7M
- ZscalerZS14,371 shares · 0.1% of their software · price −$1.2M$3.5M−$99.8M
- SnowflakeSNOW14,584 shares · 0.1% of their software · price −$1.6M$3.3M−$15.6M
- Manhattan AssociatesMANH20,606 shares · 0.1% of their software$2.9M+$1.1M
- Mitek Systems, Inc.MITK180,972 shares · 0.1% of their software · price −$557K$2.7M+$941K
- RingCentralRNG22,283 shares · 0.1% of their software · price −$1.6M$2.6MNew · +$4.2M
- Roper Technologies, Inc.ROP5,399 shares · 0.1% of their software$2.6M−$30.8M
- Bentley SystemsBSY48,925 shares · 0.1% of their software$2.2M−$24.1M
- NICENICE9,291 shares · 0.1% of their software · price −$786K$2.0M+$1.2M
- EVERTEC, Inc.EVTC33,464 shares · 0.0% of their software$1.4MFlat
- JFrogFROG49,799 shares · 0.0% of their software$1.3M+$947K
- NetApp, Inc.NTAP15,237 shares · 0.0% of their software$1.3M+$1.1M
- Euronet Worldwide, Inc.EEFT9,616 shares · 0.0% of their software$1.3MNew · +$1.1M
- VeriskVRSK5,675 shares · 0.0% of their software$1.2MFlat
- TrimbleTRMB16,839 shares · 0.0% of their software$1.2M+$1.3M
- Rackspace Technology, Inc.RXT102,491 shares · 0.0% of their software$1.1MNew · +$1.4M
- TwilioTWLO6,892 shares · 0.0% of their software · price −$679K$1.1M−$570K
- OneSpan Inc.OSPN72,530 shares · 0.0% of their software$1.0MNew · +$1.2M
- ACI WorldwideACIW20,678 shares · 0.0% of their software$651KFlat
- PagSeguro Digital Ltd.PAGS26,213 shares · 0.0% of their software$525K−$1.1M
- AutodeskADSK2,403 shares · 0.0% of their software$515KFlat
- Sprout SocialSPT6,164 shares · 0.0% of their software$494K−$19.9M
- LiveRamp Holdings, Inc.RAMP13,048 shares · 0.0% of their software$488KFlat
- Digital TurbineAPPS10,509 shares · 0.0% of their software$460KFlat
- Gen DigitalGEN16,392 shares · 0.0% of their software$435KFlat
- Sabre CorporationSABR37,782 shares · 0.0% of their software$432KFlat
- Fiserv, Inc.FISV4,178 shares · 0.0% of their software$424KFlat
- SchrödingerSDGR12,381 shares · 0.0% of their software$422KNew · Flat
- VeriSign, Inc.VRSN1,153 shares · 0.0% of their software$256KFlat
- Calix, Inc.CALX5,164 shares · 0.0% of their software$222KNew · Flat
- AppianAPPN3,267 shares · 0.0% of their software$199KNew · Flat
- Rimini Street, Inc.RMNI29,398 shares · 0.0% of their software$171KFlat
- AkamaiAKAM1,393 shares · 0.0% of their software$166KFlat
- FactSetFDS305 shares · 0.0% of their software$132KFlat
- ProcorePCOR2,210 shares · 0.0% of their software$129KNew · Flat
- F5, Inc.FFIV459 shares · 0.0% of their software$96KFlat
- ProgressPRGS1,558 shares · 0.0% of their software$73KFlat
- PalantirPLTR4,250 shares · 0.0% of their software$58KFlat
- AppFolioAPPF341 shares · 0.0% of their software$39KNew · Flat
- PDF Solutions, Inc.PDFS510 shares · 0.0% of their software$14KFlat
- Tucows Inc.TCX204 shares · 0.0% of their software$14KFlat
- Alarm.com Holdings, Inc.ALRM153 shares · 0.0% of their software$10KNew · Flat
- International Money Express, Inc.IMXI431 shares · 0.0% of their software$9K−$35.1M
- CertaraCERT362 shares · 0.0% of their software$8KNew · Flat
- Shift4 Payments, Inc.FOUR111 shares · 0.0% of their software$7K−$14.5M
- InterDigital, Inc.IDCC92 shares · 0.0% of their software$6KFlat
- DHI Group, Inc.DHX451 shares · 0.0% of their software$3KNew · Flat
- DoubleVerifyDV130 shares · 0.0% of their software$3KNew · Flat
- SS&CSSNC29 shares · 0.0% of their software$3KFlat
- A10 Networks, Inc.ATEN39 shares · 0.0% of their software$1KFlat
- Definitive HealthcareDH32 shares · 0.0% of their software$1K−$8.1M
- 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
- N-ableNABL89 shares · 0.0% of their software$1KNew · Flat
- ePlus inc.PLUS2 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KFlat
- Usio, Inc.USIO407 shares · 0.0% of their software$1KFlat