Generalist · Pittsburgh, PA
Federated Hermes
Q2 2022 · compared with Q1 2022
Filed as Federated Hermes, INC.
- Software
- $2.5B
- Weight of 13F
- 6.8%
- Names
- 109
- Net bought
- +$866M
Filed 15 August 2022 · SEC filing.
The filing marked some holdings confidential.
2,122 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
- MicrosoftMSFT2,083,493 shares · 21.6% of their software · price −$107M$535M−$103M
- ServiceNowNOW420,056 shares · 8.0% of their software · price −$34.2M$200M−$40.6M
- VeevaVEEV919,440 shares · 7.3% of their software · price −$13.3M$182M−$47.3M
- CoStarCSGP2,927,892 shares · 7.1% of their software · price −$18.2M$177MFlat
- SalesforceCRM839,839 shares · 5.6% of their software · price −$39.7M$139M−$32.7M
- Rapid7RPD1,546,349 shares · 4.2% of their software · price −$68.7M$103M−$12.6M
- Tyler TechnologiesTYL280,571 shares · 3.8% of their software · price −$31.5M$93.3M+$9.8M
- WEX Inc.WEX536,536 shares · 3.4% of their software · price −$12.3M$83.5M−$2.8M
- WorkdayWDAY481,846 shares · 2.7% of their software · price −$48.1M$67.3M−$16.1M
- ShopifySHOP1,954,414 shares · 2.5% of their software · price −$1.3B$61.1M+$1.1B
- Palo Alto NetworksPANW108,651 shares · 2.2% of their software · price −$14.0M$53.7M−$55.8M
- CrowdStrikeCRWD282,084 shares · 1.9% of their software · price −$16.5M$47.5M+$6.6M
- DomoDOMO1,677,100 shares · 1.9% of their software$46.6M—
- Paychex, Inc.PAYX348,594 shares · 1.6% of their software · price −$7.9M$39.7M+$25.1M
- Endava plcDAVA446,832 shares · 1.6% of their software · price −$20.0M$39.4MFlat
- ZoomInfoZI1,027,033 shares · 1.4% of their software$34.1M—
- SoundThinking, Inc.SSTI1,260,000 shares · 1.4% of their software · price −$1.0M$33.9M+$3.0M
- Q2QTWO801,988 shares · 1.2% of their software · price −$18.5M$30.9M−$15.6M
- CommvaultCVLT441,710 shares · 1.1% of their software · price −$1.5M$27.8M−$2.3M
- Automatic Data Processing, Inc.ADP130,433 shares · 1.1% of their software · price −$2.3M$27.4M+$620K
- BlackLineBL397,976 shares · 1.1% of their software · price −$2.6M$26.5MFlat
- IntuitINTU66,931 shares · 1.0% of their software · price −$6.4M$25.8M+$4.2M
- DocuSignDOCU443,313 shares · 1.0% of their software · price −$22.1M$25.4M+$14.1M
- FortinetFTNT440,573 shares · 1.0% of their software · price −$126M$24.9M+$114M
- Sportradar Group AGSRAD2,785,700 shares · 0.9% of their software · price −$24.3M$22.0MFlat
- StoneCo Ltd.STNE2,680,486 shares · 0.8% of their software · price −$10.7M$20.6M+$9.6M
- PegasystemsPEGA427,284 shares · 0.8% of their software · price −$14.0M$20.4MNew · +$34.5M
- Lyft, Inc.LYFT1,406,990 shares · 0.8% of their software · price −$35.3M$18.7MNew · +$54.0M
- AdobeADBE49,276 shares · 0.7% of their software · price −$4.4M$18.0M−$3.8M
- BlackbaudBLKB304,027 shares · 0.7% of their software · price −$547K$17.7M+$3.8M
- WixWIX254,550 shares · 0.7% of their software · price −$9.9M$16.7M+$15.1M
- PaylocityPCTY93,775 shares · 0.7% of their software · price −$2.9M$16.4M−$6.9M
- DoceboDCBO549,449 shares · 0.6% of their software · price −$12.7M$15.8M+$2.6M
- Block, Inc.XYZ253,655 shares · 0.6% of their software · price −$18.8M$15.6M+$14.0M
- Fair IsaacFICO36,280 shares · 0.6% of their software · price −$2.4M$14.5M−$1.3M
- Cerence Inc.CRNC570,377 shares · 0.6% of their software · price −$6.2M$14.4M+$16.2M
- CadenceCDNS94,990 shares · 0.6% of their software · price −$1.4M$14.3M−$4.1M
- PTCPTC130,854 shares · 0.6% of their software$13.9M−$666K
- Telos CorporationTLS1,662,109 shares · 0.5% of their software · price −$3.1M$13.4MNew · +$16.6M
- OracleORCL158,972 shares · 0.4% of their software · price −$2.0M$11.1M−$2.8M
- 8x8EGHT1,566,925 shares · 0.3% of their software$8.1M—
- CS Disco, Inc.LAW404,141 shares · 0.3% of their software · price −$6.4M$7.3M−$7.7M
- Radware Ltd.RDWR307,570 shares · 0.3% of their software · price −$3.2M$6.7MFlat
- ZoomZM61,190 shares · 0.3% of their software · price −$567K$6.6M−$2.6M
- SPS CommerceSPSC46,110 shares · 0.2% of their software · price −$837K$5.2M−$9.0M
- SynopsysSNPS16,470 shares · 0.2% of their software$5.0M−$3.1M
- QualysQLYS37,978 shares · 0.2% of their software · price −$618K$4.8M−$3.1M
- Mitek Systems, Inc.MITK496,094 shares · 0.2% of their software · price −$2.7M$4.6M+$4.6M
- Ribbon Communications Inc.RBBN1,462,123 shares · 0.2% of their software$4.4M+$522K
- TeradataTDC118,800 shares · 0.2% of their software · price −$1.5M$4.4M−$1.3M
- Donnelley Financial Solutions, Inc.DFIN134,168 shares · 0.2% of their software · price −$533K$3.9M−$6.3M
- SAPSAP41,960 shares · 0.2% of their software · price −$849K$3.8MFlat
- YextYEXT795,086 shares · 0.2% of their software · price −$1.7M$3.8M−$629K
- Bandwidth Inc.BAND166,421 shares · 0.1% of their software · price −$2.3M$3.1MNew · +$5.4M
- DropboxDBX115,406 shares · 0.1% of their software$2.4M−$14.5M
- NICENICE9,291 shares · 0.1% of their software$1.8MFlat
- Roper Technologies, Inc.ROP3,973 shares · 0.1% of their software$1.6M−$673K
- Manhattan AssociatesMANH12,096 shares · 0.1% of their software$1.4M−$1.2M
- DynatraceDT31,222 shares · 0.0% of their software$1.2M−$17.3M
- TrimbleTRMB19,596 shares · 0.0% of their software$1.1MFlat
- BoxBOX43,295 shares · 0.0% of their software$1.1M−$26.9M
- Upbound Group, Inc.UPBD54,862 shares · 0.0% of their software$1.1MNew · +$1.4M
- PaycomPAYC3,596 shares · 0.0% of their software$1.0M−$6.0M
- OneSpan Inc.OSPN82,791 shares · 0.0% of their software$985KFlat
- Euronet Worldwide, Inc.EEFT9,047 shares · 0.0% of their software$910KFlat
- Rimini Street, Inc.RMNI113,803 shares · 0.0% of their software$684KFlat
- RingCentralRNG12,209 shares · 0.0% of their software · price −$793K$638K−$1.2M
- ACI WorldwideACIW21,756 shares · 0.0% of their software$563KFlat
- VeriskVRSK3,093 shares · 0.0% of their software$535K−$554K
- C3.aiAI23,633 shares · 0.0% of their software$432K−$3.0M
- AutodeskADSK2,243 shares · 0.0% of their software$385KFlat
- DatadogDDOG3,968 shares · 0.0% of their software$378K−$26.8M
- Fiserv, Inc.FISV3,935 shares · 0.0% of their software$350KFlat
- HubSpotHUBS971 shares · 0.0% of their software$292K−$35.9M
- PagSeguro Digital Ltd.PAGS25,000 shares · 0.0% of their software$256KFlat
- AkamaiAKAM2,418 shares · 0.0% of their software$221KFlat
- WorkivaWK3,335 shares · 0.0% of their software$220K−$3.4M
- VeriSign, Inc.VRSN1,231 shares · 0.0% of their software$206KFlat
- NutanixNTNX13,081 shares · 0.0% of their software$192K−$3.7M
- Gen DigitalGEN8,675 shares · 0.0% of their software$191KFlat
- F5, Inc.FFIV1,177 shares · 0.0% of their software$180KFlat
- SnowflakeSNOW1,219 shares · 0.0% of their software$170K−$3.1M
- NetApp, Inc.NTAP2,540 shares · 0.0% of their software$166K−$1.1M
- Sabre CorporationSABR27,361 shares · 0.0% of their software$160KFlat
- Calix, Inc.CALX4,580 shares · 0.0% of their software$156KFlat
- SchrödingerSDGR5,019 shares · 0.0% of their software$133KFlat
- ProcorePCOR2,696 shares · 0.0% of their software$122KFlat
- GoDaddyGDDY1,650 shares · 0.0% of their software$115KNew · Flat
- Uber Technologies, Inc.UBER5,412 shares · 0.0% of their software$111KNew · Flat
- TwilioTWLO1,050 shares · 0.0% of their software$88K−$963K
- FactSetFDS208 shares · 0.0% of their software$80KFlat
- UnityU1,218 shares · 0.0% of their software$46K−$37.8M
- ProgressPRGS794 shares · 0.0% of their software$36KFlat
- PalantirPLTR3,883 shares · 0.0% of their software$35KFlat
- OktaOKTA346 shares · 0.0% of their software$31KNew · Flat
- EVERTEC, Inc.EVTC627 shares · 0.0% of their software$23K−$1.3M
- UiPathPATH979 shares · 0.0% of their software$19KNew · Flat
- AppFolioAPPF187 shares · 0.0% of their software$17KFlat
- International Money Express, Inc.IMXI420 shares · 0.0% of their software$9KFlat
- A10 Networks, Inc.ATEN536 shares · 0.0% of their software$8KFlat
- PDF Solutions, Inc.PDFS307 shares · 0.0% of their software$7KFlat
- Alarm.com Holdings, Inc.ALRM84 shares · 0.0% of their software$5KFlat
- Tucows Inc.TCX113 shares · 0.0% of their software$5KFlat
- DHI Group, Inc.DHX514 shares · 0.0% of their software$3KFlat
- BroadridgeBR15 shares · 0.0% of their software$2KNew · Flat
- SS&CSSNC19 shares · 0.0% of their software$2KFlat
- DoximityDOCS7 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KNew
- Strategy IncMSTR1 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KFlat
- N-ableNABL68 shares · 0.0% of their software$1KFlat