Federated Hermes

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.

• Palo Alto NetworksPANW+$125M$59.4M
• ServiceNowNOW−$101M$78.1M
• ZoomZM+$67.8M$50.7M
• AdobeADBE+$64.2M$61.9M
• SalesforceCRM−$25.5M$98.6M

Software held

• MicrosoftMSFT2,037,228 shares · 21.7% of their software · price −$48.8M$474M−$11.9M
• CoStarCSGP2,887,994 shares · 9.2% of their software · price +$26.7M$201M−$2.4M
• VeevaVEEV948,630 shares · 7.2% of their software · price −$31.5M$156M+$5.8M
• Tyler TechnologiesTYL317,787 shares · 5.1% of their software · price +$4.8M$110M+$12.4M
• SalesforceCRM685,395 shares · 4.5% of their software · price −$14.5M$98.6M−$25.5M
• ServiceNowNOW206,869 shares · 3.6% of their software · price −$20.3M$78.1M−$101M
• AdobeADBE224,752 shares · 2.8% of their software · price −$20.4M$61.9M+$64.2M
• Palo Alto NetworksPANW362,553 shares · 2.7% of their software · price −$120M$59.4M+$125M
• WorkdayWDAY377,199 shares · 2.6% of their software · price +$4.8M$57.4M−$14.6M
• Rapid7RPD1,288,602 shares · 2.5% of their software · price −$30.8M$55.3M−$17.2M
• WEX Inc.WEX419,378 shares · 2.4% of their software · price −$12.0M$53.2M−$18.2M
• ZoomZM688,924 shares · 2.3% of their software · price −$23.7M$50.7M+$67.8M
• Automatic Data Processing, Inc.ADP212,578 shares · 2.2% of their software · price +$3.4M$48.1M+$17.3M
• CrowdStrikeCRWD286,031 shares · 2.2% of their software · price −$1.1M$47.1M+$665K
• ZoomInfoZI1,029,633 shares · 2.0% of their software$42.9MFlat
• ShopifySHOP1,380,923 shares · 1.7% of their software · price −$5.9M$37.2M−$17.9M
• SoundThinking, Inc.SSTI1,288,421 shares · 1.7% of their software · price +$2.4M$37.1M+$765K
• Endava plcDAVA446,829 shares · 1.6% of their software · price −$3.4M$36.0MFlat
• DocuSignDOCU600,320 shares · 1.5% of their software · price −$2.3M$32.1M+$9.0M
• Paychex, Inc.PAYX264,492 shares · 1.4% of their software$29.7M−$9.6M
• StoneCo Ltd.STNE3,027,643 shares · 1.3% of their software · price +$5.5M$28.9M+$2.7M
• Q2QTWO793,385 shares · 1.2% of their software · price −$5.1M$25.5MFlat
• IntuitINTU65,308 shares · 1.2% of their software$25.3M−$626K
• Sportradar Group AGSRAD2,789,800 shares · 1.1% of their software · price +$2.5M$24.6MFlat
• BlackLineBL398,294 shares · 1.1% of their software · price −$2.7M$23.9MFlat
• PegasystemsPEGA699,319 shares · 1.0% of their software · price −$11.0M$22.5M+$13.0M
• PTCPTC166,564 shares · 0.8% of their software$17.4M+$3.8M
• Telos CorporationTLS1,894,779 shares · 0.8% of their software · price +$1.5M$16.8M+$1.9M
• PaylocityPCTY62,972 shares · 0.7% of their software · price +$4.2M$15.2M−$5.4M
• DoceboDCBO549,449 shares · 0.7% of their software · price −$912K$14.8MFlat
• Fair IsaacFICO34,406 shares · 0.6% of their software$14.2M−$751K
• BlackbaudBLKB321,611 shares · 0.6% of their software · price −$4.5M$14.2M+$1.0M
• QualysQLYS95,715 shares · 0.6% of their software · price +$1.3M$13.3M+$7.3M
• CommvaultCVLT249,050 shares · 0.6% of their software · price −$2.5M$13.2M−$12.1M
• DomoDOMO700,000 shares · 0.6% of their software$12.6M—
• FortinetFTNT213,105 shares · 0.5% of their software · price −$1.6M$10.5M−$12.9M
• Block, Inc.XYZ190,120 shares · 0.5% of their software · price −$1.2M$10.5M−$3.9M
• Cerence Inc.CRNC648,600 shares · 0.5% of their software · price −$6.1M$10.2M+$2.0M
• GuidewireGWRE134,035 shares · 0.4% of their software · price −$1.3M$8.3MNew · +$9.5M
• SynopsysSNPS24,769 shares · 0.3% of their software$7.6M+$2.5M
• LiveRamp Holdings, Inc.RAMP414,791 shares · 0.3% of their software · price −$3.2M$7.5MNew · +$10.7M
• CadenceCDNS43,459 shares · 0.3% of their software · price +$582K$7.1M−$7.7M
• Radware Ltd.RDWR307,570 shares · 0.3% of their software$6.7MFlat
• Mitek Systems, Inc.MITK622,298 shares · 0.3% of their software$5.7M+$1.2M
• VeriskVRSK33,016 shares · 0.3% of their software$5.6M+$5.2M
• 8x8EGHT1,574,441 shares · 0.2% of their software$5.4MFlat
• TwilioTWLO72,482 shares · 0.2% of their software · price −$1.1M$5.0M+$6.0M
• YextYEXT828,780 shares · 0.2% of their software$3.7MFlat
• DynatraceDT104,757 shares · 0.2% of their software$3.6M+$2.9M
• SAPSAP41,959 shares · 0.2% of their software$3.4MFlat
• Upbound Group, Inc.UPBD188,351 shares · 0.2% of their software$3.3M+$2.6M
• TeradataTDC105,842 shares · 0.2% of their software · price −$630K$3.3MFlat
• Bandwidth Inc.BAND192,610 shares · 0.1% of their software · price −$1.3M$2.3MFlat
• Ribbon Communications Inc.RBBN981,199 shares · 0.1% of their software · price −$805K$2.2M−$1.5M
• Rimini Street, Inc.RMNI461,608 shares · 0.1% of their software · price −$623K$2.2M+$2.1M
• Digital TurbineAPPS124,663 shares · 0.1% of their software$1.8MNew · +$2.2M
• Roper Technologies, Inc.ROP4,893 shares · 0.1% of their software$1.8MFlat
• NICENICE9,291 shares · 0.1% of their software$1.7MFlat
• OracleORCL26,734 shares · 0.1% of their software$1.6M−$9.2M
• Manhattan AssociatesMANH11,240 shares · 0.1% of their software$1.5MFlat
• PaycomPAYC3,661 shares · 0.1% of their software$1.2MFlat
• SchrödingerSDGR44,706 shares · 0.1% of their software$1.1M+$1.0M
• CS Disco, Inc.LAW100,000 shares · 0.0% of their software · price −$804K$1.0M−$5.5M
• TrimbleTRMB16,611 shares · 0.0% of their software$901KFlat
• AkamaiAKAM8,433 shares · 0.0% of their software$677K+$549K
• C3.aiAI50,769 shares · 0.0% of their software$635KFlat
• Euronet Worldwide, Inc.EEFT7,819 shares · 0.0% of their software$592KFlat
• Fiserv, Inc.FISV5,242 shares · 0.0% of their software$490KFlat
• DropboxDBX21,104 shares · 0.0% of their software$437K−$2.0M
• ACI WorldwideACIW20,876 shares · 0.0% of their software$436KFlat
• WixWIX5,469 shares · 0.0% of their software$428K−$16.3M
• OneSpan Inc.OSPN46,637 shares · 0.0% of their software$402KFlat
• AutodeskADSK2,108 shares · 0.0% of their software$394KFlat
• Calix, Inc.CALX6,199 shares · 0.0% of their software$379KFlat
• NetApp, Inc.NTAP6,125 shares · 0.0% of their software$379KFlat
• BoxBOX14,405 shares · 0.0% of their software$351K−$726K
• GoDaddyGDDY4,839 shares · 0.0% of their software$343KFlat
• PagSeguro Digital Ltd.PAGS25,000 shares · 0.0% of their software$331KFlat
• Uber Technologies, Inc.UBER12,402 shares · 0.0% of their software$329KFlat
• Lyft, Inc.LYFT24,531 shares · 0.0% of their software$323K−$18.4M
• DatadogDDOG3,618 shares · 0.0% of their software$321KFlat
• NutanixNTNX12,454 shares · 0.0% of their software$259KFlat
• Ooma, Inc.OOMA18,956 shares · 0.0% of their software$233KNew · Flat
• PalantirPLTR26,235 shares · 0.0% of their software$213KFlat
• SnowflakeSNOW1,141 shares · 0.0% of their software$194KFlat
• VeriSign, Inc.VRSN1,036 shares · 0.0% of their software$180KFlat
• Gen DigitalGEN8,362 shares · 0.0% of their software$168KFlat
• HubSpotHUBS598 shares · 0.0% of their software$162KFlat
• Sabre CorporationSABR28,648 shares · 0.0% of their software$148KFlat
• BroadridgeBR969 shares · 0.0% of their software$140KFlat
• Repay Holdings CorporationRPAY19,790 shares · 0.0% of their software$140KNew · Flat
• ProcorePCOR2,346 shares · 0.0% of their software$116KFlat
• F5, Inc.FFIV574 shares · 0.0% of their software$83KFlat
• AppFolioAPPF510 shares · 0.0% of their software$53KFlat
• PagerDutyPD2,165 shares · 0.0% of their software$50KNew · Flat
• ProgressPRGS1,165 shares · 0.0% of their software$50KFlat
• UnityU1,156 shares · 0.0% of their software$37KFlat
• SPS CommerceSPSC268 shares · 0.0% of their software$34K−$5.2M
• Thryv Holdings, Inc.THRY1,268 shares · 0.0% of their software$29KNew · Flat
• OktaOKTA330 shares · 0.0% of their software$19KFlat
• UiPathPATH922 shares · 0.0% of their software$12KFlat
• Tucows Inc.TCX329 shares · 0.0% of their software$12KFlat
• Donnelley Financial Solutions, Inc.DFIN297 shares · 0.0% of their software$11K−$3.9M
• Alarm.com Holdings, Inc.ALRM130 shares · 0.0% of their software$8KFlat
• DHI Group, Inc.DHX704 shares · 0.0% of their software$4KFlat
• FactSetFDS9 shares · 0.0% of their software$4KFlat
• EVERTEC, Inc.EVTC58 shares · 0.0% of their software$2KFlat
• Blend Labs, Inc.BLND2 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KNew
• CourseraCOUR66 shares · 0.0% of their software$1KNew · Flat
• Viant Technology Inc.DSP126 shares · 0.0% of their software$1KNew · Flat
• International Money Express, Inc.IMXI52 shares · 0.0% of their software$1KFlat
• Strategy IncMSTR1 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KFlat
• Payoneer Global Inc.PAYO2 shares · 0.0% of their software · Implied price is far from the quarter-end close$1KNew
• SS&CSSNC2 shares · 0.0% of their software · Implied price is far from the quarter-end close$1K—