Generalist · Pittsburgh, PA
Federated Hermes
Q4 2022 · compared with Q3 2022
Filed as Federated Hermes, INC.
- Software
- $2.0B
- Weight of 13F
- 5.6%
- Names
- 117
- Net bought
- −$165M
Filed 13 February 2023 · SEC filing.
2,144 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
- MicrosoftMSFT1,951,700 shares · 23.1% of their software · price +$13.5M$468M−$19.9M
- CoStarCSGP2,739,313 shares · 10.4% of their software · price +$20.9M$212M−$10.4M
- VeevaVEEV815,227 shares · 6.5% of their software · price −$2.9M$132M−$22.0M
- Tyler TechnologiesTYL264,504 shares · 4.2% of their software · price −$6.6M$85.3M−$18.5M
- ServiceNowNOW204,476 shares · 3.9% of their software · price +$2.2M$79.4M−$904K
- ZoomZM953,404 shares · 3.2% of their software · price −$5.6M$64.6M+$19.5M
- WEX Inc.WEX377,515 shares · 3.0% of their software · price +$13.9M$61.8M−$5.3M
- Automatic Data Processing, Inc.ADP249,982 shares · 2.9% of their software · price +$3.2M$59.7M+$8.5M
- SalesforceCRM356,910 shares · 2.3% of their software · price −$4.0M$47.3M−$47.2M
- AdobeADBE135,352 shares · 2.2% of their software · price +$8.3M$45.6M−$24.6M
- ShopifySHOP1,297,394 shares · 2.2% of their software · price +$10.1M$45.0M−$2.3M
- SoundThinking, Inc.SSTI1,320,594 shares · 2.2% of their software · price +$6.7M$44.7M+$925K
- CrowdStrikeCRWD401,759 shares · 2.1% of their software · price −$23.9M$42.3M+$19.1M
- PTCPTC334,108 shares · 2.0% of their software · price +$5.2M$40.1M+$17.5M
- Paychex, Inc.PAYX345,154 shares · 2.0% of their software · price +$1.2M$39.9M+$9.1M
- PegasystemsPEGA1,078,931 shares · 1.8% of their software · price +$2.3M$36.9M+$12.2M
- WorkdayWDAY212,892 shares · 1.8% of their software · price +$3.2M$35.6M−$25.0M
- Endava plcDAVA456,425 shares · 1.7% of their software · price −$1.9M$34.9M+$774K
- IntuitINTU88,980 shares · 1.7% of their software$34.6M+$9.2M
- Q2QTWO1,265,421 shares · 1.7% of their software · price −$6.7M$34.0M+$15.2M
- BlackLineBL398,619 shares · 1.3% of their software · price +$2.9M$26.8MFlat
- Sportradar Group AGSRAD2,524,300 shares · 1.2% of their software · price +$2.9M$25.1M−$2.3M
- TwilioTWLO448,100 shares · 1.1% of their software · price −$9.0M$21.9M+$26.0M
- LiveRamp Holdings, Inc.RAMP883,399 shares · 1.0% of their software · price +$4.7M$20.7M+$8.5M
- Rapid7RPD600,000 shares · 1.0% of their software · price −$5.4M$20.4M−$29.5M
- Palo Alto NetworksPANW136,650 shares · 0.9% of their software · price −$3.3M$19.1M−$37.0M
- DoceboDCBO549,449 shares · 0.9% of their software · price +$3.4M$18.2MFlat
- Fair IsaacFICO29,811 shares · 0.9% of their software · price +$5.6M$17.8M−$1.9M
- StoneCo Ltd.STNE1,517,672 shares · 0.7% of their software$14.3M−$14.4M
- Block, Inc.XYZ224,623 shares · 0.7% of their software · price +$1.8M$14.1M+$1.9M
- OktaOKTA190,612 shares · 0.6% of their software · price +$2.2M$13.0M+$10.8M
- Cerence Inc.CRNC611,458 shares · 0.6% of their software · price +$1.7M$11.3M−$585K
- DomoDOMO700,000 shares · 0.5% of their software$10.0MFlat
- YextYEXT1,485,679 shares · 0.5% of their software · price +$3.1M$9.7M+$2.9M
- FortinetFTNT192,511 shares · 0.5% of their software$9.4M−$1.0M
- WorkivaWK110,683 shares · 0.5% of their software · price +$683K$9.3MNew · +$8.6M
- Telos CorporationTLS1,819,043 shares · 0.5% of their software · price −$6.9M$9.3M−$673K
- BlackbaudBLKB156,641 shares · 0.5% of their software · price +$2.3M$9.2M−$7.3M
- Upbound Group, Inc.UPBD374,039 shares · 0.4% of their software · price +$1.9M$8.4M+$3.3M
- GuidewireGWRE120,341 shares · 0.4% of their software$7.5M−$843K
- 8x8EGHT1,393,461 shares · 0.3% of their software$6.0M—
- NutanixNTNX227,384 shares · 0.3% of their software · price +$1.2M$5.9M+$4.5M
- ZoomInfoZI190,300 shares · 0.3% of their software$5.7M—
- QualysQLYS42,956 shares · 0.2% of their software · price −$1.2M$4.8M−$7.4M
- SAPSAP41,956 shares · 0.2% of their software · price +$921K$4.3MFlat
- Mitek Systems, Inc.MITK444,249 shares · 0.2% of their software$4.3M−$1.6M
- Lyft, Inc.LYFT390,357 shares · 0.2% of their software · price −$839K$4.3M+$4.8M
- DynatraceDT104,325 shares · 0.2% of their software$4.0MFlat
- AppLovinAPP359,563 shares · 0.2% of their software · price −$3.2M$3.8MNew · +$7.0M
- F5, Inc.FFIV25,610 shares · 0.2% of their software$3.7M+$3.6M
- SynopsysSNPS11,417 shares · 0.2% of their software$3.6M−$4.1M
- CadenceCDNS20,844 shares · 0.2% of their software$3.3M−$3.7M
- TeradataTDC91,143 shares · 0.2% of their software$3.1MFlat
- OracleORCL31,998 shares · 0.1% of their software · price +$661K$2.6MFlat
- Ribbon Communications Inc.RBBN742,485 shares · 0.1% of their software$2.1M−$530K
- Roper Technologies, Inc.ROP4,450 shares · 0.1% of their software$1.9MFlat
- VeriskVRSK10,527 shares · 0.1% of their software$1.9M−$3.8M
- NICENICE9,291 shares · 0.1% of their software$1.8MFlat
- Rimini Street, Inc.RMNI394,251 shares · 0.1% of their software$1.5MFlat
- TrimbleTRMB29,477 shares · 0.1% of their software$1.5M+$698K
- CommvaultCVLT23,148 shares · 0.1% of their software$1.5M−$12.0M
- NetApp, Inc.NTAP21,478 shares · 0.1% of their software$1.3M+$950K
- Manhattan AssociatesMANH10,045 shares · 0.1% of their software$1.2MFlat
- SchrödingerSDGR62,602 shares · 0.1% of their software$1.2MFlat
- PaycomPAYC3,487 shares · 0.1% of their software$1.1MFlat
- PaylocityPCTY5,357 shares · 0.1% of their software$1.0M−$13.9M
- BoxBOX27,562 shares · 0.0% of their software$858KFlat
- GoDaddyGDDY10,734 shares · 0.0% of their software$803KFlat
- Rackspace Technology, Inc.RXT271,227 shares · 0.0% of their software$800KNew · +$1.1M
- AkamaiAKAM7,926 shares · 0.0% of their software$668KFlat
- Euronet Worldwide, Inc.EEFT6,985 shares · 0.0% of their software$659KFlat
- Clear Secure, Inc.YOU23,030 shares · 0.0% of their software$632KNew · +$526K
- DocuSignDOCU11,029 shares · 0.0% of their software$611K−$31.5M
- Calix, Inc.CALX8,822 shares · 0.0% of their software$604KFlat
- DropboxDBX26,222 shares · 0.0% of their software$587KFlat
- C3.aiAI43,107 shares · 0.0% of their software$482KFlat
- Fiserv, Inc.FISV4,286 shares · 0.0% of their software$433KFlat
- ACI WorldwideACIW18,079 shares · 0.0% of their software$416KFlat
- RingCentralRNG9,868 shares · 0.0% of their software$349KNew · Flat
- Check PointCHKP2,500 shares · 0.0% of their software$315KNew · Flat
- DatadogDDOG4,289 shares · 0.0% of their software$315KFlat
- AutodeskADSK1,678 shares · 0.0% of their software$314KFlat
- Uber Technologies, Inc.UBER11,439 shares · 0.0% of their software$283KFlat
- Expensify, Inc.EXFY30,000 shares · 0.0% of their software$265KNew · Flat
- PagSeguro Digital Ltd.PAGS25,000 shares · 0.0% of their software$219KFlat
- VeriSign, Inc.VRSN963 shares · 0.0% of their software$198KFlat
- SnowflakeSNOW1,271 shares · 0.0% of their software$182KFlat
- Thryv Holdings, Inc.THRY8,386 shares · 0.0% of their software$159KFlat
- PalantirPLTR24,715 shares · 0.0% of their software$159KFlat
- BroadridgeBR724 shares · 0.0% of their software$97KFlat
- WixWIX1,261 shares · 0.0% of their software$97KFlat
- PagerDutyPD3,050 shares · 0.0% of their software$81KFlat
- ProgressPRGS1,532 shares · 0.0% of their software$77KFlat
- FactSetFDS169 shares · 0.0% of their software$68KFlat
- AppFolioAPPF639 shares · 0.0% of their software$67KFlat
- Gen DigitalGEN2,387 shares · 0.0% of their software$51KFlat
- Donnelley Financial Solutions, Inc.DFIN1,005 shares · 0.0% of their software$39KFlat
- UnityU1,092 shares · 0.0% of their software$31KFlat
- FastlyFSLY2,970 shares · 0.0% of their software$24KNew · Flat
- DigitalOceanDOCN741 shares · 0.0% of their software$19KNew · Flat
- TenableTENB442 shares · 0.0% of their software$17KNew · Flat
- Blend Labs, Inc.BLND9,208 shares · 0.0% of their software$13K—
- Definitive HealthcareDH1,183 shares · 0.0% of their software$13KNew · Flat
- Alarm.com Holdings, Inc.ALRM183 shares · 0.0% of their software$9KFlat
- ToastTOST465 shares · 0.0% of their software$8KNew · Flat
- ElasticESTC120 shares · 0.0% of their software$6KNew · Flat
- DHI Group, Inc.DHX903 shares · 0.0% of their software$5KFlat
- A10 Networks, Inc.ATEN259 shares · 0.0% of their software$4KNew · Flat
- Agilysys, Inc.AGYS24 shares · 0.0% of their software$2KNew · Flat
- Digital TurbineAPPS122 shares · 0.0% of their software$2K−$1.8M
- VaronisVRNS31 shares · 0.0% of their software$742New · Flat
- Viant Technology Inc.DSP126 shares · 0.0% of their software$507Flat
- Bandwidth Inc.BAND21 shares · 0.0% of their software$482−$2.3M
- EverCommerceEVCM35 shares · 0.0% of their software$260New · Flat
- SPS CommerceSPSC2 shares · 0.0% of their software$256Flat
- Commerce.com, Inc.CMRC29 shares · 0.0% of their software$253New · Flat
- AvePointAVPT1 shares · 0.0% of their software$4New · Flat
