Generalist · Pittsburgh, PA
Federated Hermes
Q1 2023 · compared with Q4 2022
Filed as Federated Hermes, INC.
- Software
- $2.3B
- Weight of 13F
- 5.8%
- Names
- 121
- Net bought
- −$25.8M
Filed 8 May 2023 · SEC filing.
2,095 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
- MicrosoftMSFT1,981,170 shares · 25.0% of their software · price +$96.0M$571M+$7.1M
- CoStarCSGP2,598,155 shares · 7.8% of their software · price −$21.9M$179M−$10.9M
- ServiceNowNOW207,093 shares · 4.2% of their software · price +$15.8M$96.2M+$1.0M
- VeevaVEEV456,579 shares · 3.7% of their software · price +$10.2M$83.9M−$57.9M
- Automatic Data Processing, Inc.ADP375,266 shares · 3.7% of their software · price −$6.1M$83.5M+$29.9M
- WEX Inc.WEX379,666 shares · 3.1% of their software · price +$7.7M$69.8MFlat
- CrowdStrikeCRWD493,123 shares · 3.0% of their software · price +$15.8M$67.7M+$9.6M
- OktaOKTA723,838 shares · 2.7% of their software · price +$13.0M$62.4M+$36.4M
- ShopifySHOP1,297,414 shares · 2.7% of their software · price +$17.2M$62.2MFlat
- ZoomZM769,891 shares · 2.5% of their software · price +$4.7M$56.8M−$12.4M
- SoundThinking, Inc.SSTI1,260,000 shares · 2.2% of their software · price +$6.9M$49.5M−$2.0M
- WorkdayWDAY239,328 shares · 2.2% of their software · price +$9.4M$49.4M+$4.4M
- Tyler TechnologiesTYL132,616 shares · 2.1% of their software · price +$4.3M$47.0M−$42.5M
- PTCPTC359,719 shares · 2.0% of their software · price +$2.9M$46.1M+$3.1M
- AdobeADBE119,280 shares · 2.0% of their software · price +$5.8M$46.0M−$5.4M
- CadenceCDNS215,041 shares · 2.0% of their software · price +$10.6M$45.2M+$31.2M
- PegasystemsPEGA870,180 shares · 1.8% of their software · price +$12.4M$42.2M−$7.1M
- Paychex, Inc.PAYX351,185 shares · 1.8% of their software$40.2M+$697K
- Sportradar Group AGSRAD3,445,190 shares · 1.8% of their software · price +$5.8M$40.1M+$9.2M
- FortinetFTNT500,284 shares · 1.5% of their software · price +$8.8M$33.2M+$15.0M
- SynopsysSNPS77,427 shares · 1.3% of their software · price +$5.2M$29.9M+$21.1M
- Palo Alto NetworksPANW143,543 shares · 1.3% of their software · price +$8.6M$28.7M+$962K
- BlackLineBL399,102 shares · 1.2% of their software$26.8MFlat
- IntuitINTU56,163 shares · 1.1% of their software · price +$3.2M$25.0M−$12.8M
- Intapp, Inc.INTA501,425 shares · 1.0% of their software · price +$10.0M$22.5MNew · +$12.5M
- DoceboDCBO549,449 shares · 1.0% of their software · price +$4.2M$22.4MFlat
- SalesforceCRM105,664 shares · 0.9% of their software · price +$7.1M$21.1M−$33.3M
- LiveRamp Holdings, Inc.RAMP929,218 shares · 0.9% of their software · price −$1.4M$20.4M+$1.1M
- Fair IsaacFICO26,158 shares · 0.8% of their software · price +$2.7M$18.4M−$2.2M
- Q2QTWO694,586 shares · 0.7% of their software · price −$1.6M$17.1M−$15.3M
- NutanixNTNX630,861 shares · 0.7% of their software$16.4M+$10.5M
- StoneCo Ltd.STNE1,631,577 shares · 0.7% of their software$15.6M+$1.1M
- YextYEXT1,486,920 shares · 0.6% of their software · price +$4.6M$14.3MFlat
- Rapid7RPD300,000 shares · 0.6% of their software · price +$3.6M$13.8M−$10.2M
- DuolingoDUOL86,792 shares · 0.5% of their software · price +$6.2M$12.4MNew · +$6.2M
- WorkivaWK112,961 shares · 0.5% of their software · price +$2.1M$11.6MFlat
- SPS CommerceSPSC70,001 shares · 0.5% of their software · price +$1.7M$10.7M+$9.0M
- Block, Inc.XYZ147,526 shares · 0.4% of their software · price +$857K$10.1M−$4.8M
- DomoDOMO700,000 shares · 0.4% of their software$9.9MFlat
- GuidewireGWRE120,436 shares · 0.4% of their software · price +$2.3M$9.9MFlat
- VaronisVRNS358,095 shares · 0.4% of their software · price +$741K$9.3M+$8.6M
- Digital TurbineAPPS707,301 shares · 0.4% of their software · price −$2.0M$8.7M+$10.8M
- F5, Inc.FFIV59,860 shares · 0.4% of their software$8.7M+$4.9M
- QualysQLYS59,481 shares · 0.3% of their software · price +$1.1M$7.7M+$1.9M
- Upbound Group, Inc.UPBD306,884 shares · 0.3% of their software · price +$601K$7.5M−$1.5M
- Remitly Global, Inc.RELY418,825 shares · 0.3% of their software · price +$2.3M$7.1MNew · +$4.8M
- AppLovinAPP434,980 shares · 0.3% of their software · price +$2.3M$6.9M+$794K
- Lyft, Inc.LYFT619,312 shares · 0.3% of their software · price −$1.1M$5.7M+$2.5M
- DynatraceDT119,145 shares · 0.2% of their software$5.0M+$568K
- 8x8EGHT1,202,919 shares · 0.2% of their software$5.0M—
- Telos CorporationTLS1,956,916 shares · 0.2% of their software · price −$5.0M$5.0M+$702K
- ZoomInfoZI195,879 shares · 0.2% of their software$4.8M—
- Endava plcDAVA71,735 shares · 0.2% of their software · price −$669K$4.8M−$29.4M
- SAPSAP34,070 shares · 0.2% of their software · price +$796K$4.3M−$814K
- TeradataTDC94,349 shares · 0.2% of their software · price +$625K$3.8MFlat
- PhreesiaPHR108,500 shares · 0.2% of their software$3.5MNew · +$3.5M
- Mitek Systems, Inc.MITK339,323 shares · 0.1% of their software$3.3M−$1.0M
- PaycomPAYC10,466 shares · 0.1% of their software$3.2M+$2.2M
- ProcorePCOR50,711 shares · 0.1% of their software · price +$783K$3.2MNew · +$2.4M
- OracleORCL31,655 shares · 0.1% of their software$2.9MFlat
- RingCentralRNG83,526 shares · 0.1% of their software$2.6M+$2.6M
- NICENICE10,853 shares · 0.1% of their software$2.5MFlat
- TwilioTWLO33,133 shares · 0.1% of their software · price +$585K$2.2M−$20.3M
- Uber Technologies, Inc.UBER65,972 shares · 0.1% of their software$2.1M+$1.3M
- Roper Technologies, Inc.ROP4,158 shares · 0.1% of their software$1.8MFlat
- C3.aiAI52,941 shares · 0.1% of their software · price +$1.2M$1.8MFlat
- TrimbleTRMB33,269 shares · 0.1% of their software$1.7MFlat
- Cerence Inc.CRNC60,994 shares · 0.1% of their software · price +$583K$1.7M−$10.2M
- Rackspace Technology, Inc.RXT864,389 shares · 0.1% of their software · price −$925K$1.6M+$1.7M
- Rimini Street, Inc.RMNI394,251 shares · 0.1% of their software$1.6MFlat
- SchrödingerSDGR60,956 shares · 0.1% of their software$1.6MFlat
- DoximityDOCS47,750 shares · 0.1% of their software$1.5MNew · +$1.6M
- Ribbon Communications Inc.RBBN423,183 shares · 0.1% of their software$1.4M−$891K
- Manhattan AssociatesMANH9,015 shares · 0.1% of their software$1.4MFlat
- NetApp, Inc.NTAP21,398 shares · 0.1% of their software$1.4MFlat
- CommvaultCVLT22,568 shares · 0.1% of their software$1.3MFlat
- DocuSignDOCU21,891 shares · 0.1% of their software$1.3M+$602K
- PaylocityPCTY6,195 shares · 0.1% of their software$1.2MFlat
- i3 Verticals, Inc.IIIV48,472 shares · 0.1% of their software$1.2MNew · +$1.2M
- BoxBOX42,083 shares · 0.0% of their software$1.1MFlat
- VeriskVRSK5,460 shares · 0.0% of their software$1.0M−$894K
- GoDaddyGDDY11,305 shares · 0.0% of their software$879KFlat
- Paysafe LimitedPSFE44,779 shares · 0.0% of their software$773KNew · +$622K
- Euronet Worldwide, Inc.EEFT6,770 shares · 0.0% of their software$758KFlat
- Clear Secure, Inc.YOU24,749 shares · 0.0% of their software$648KFlat
- AkamaiAKAM8,033 shares · 0.0% of their software$629KFlat
- Check PointCHKP4,000 shares · 0.0% of their software$520KFlat
- DropboxDBX22,552 shares · 0.0% of their software$488KFlat
- Calix, Inc.CALX8,789 shares · 0.0% of their software$471KFlat
- Fiserv, Inc.FISV4,088 shares · 0.0% of their software$462KFlat
- BlackbaudBLKB6,546 shares · 0.0% of their software$454K−$8.8M
- ACI WorldwideACIW16,806 shares · 0.0% of their software$453KFlat
- AutodeskADSK1,574 shares · 0.0% of their software$328KFlat
- Expensify, Inc.EXFY40,000 shares · 0.0% of their software$326KFlat
- VeriSign, Inc.VRSN1,444 shares · 0.0% of their software$305KFlat
- SimilarwebSMWB40,000 shares · 0.0% of their software$270KNew · Flat
- DatadogDDOG3,497 shares · 0.0% of their software$254KFlat
- CourseraCOUR17,285 shares · 0.0% of their software$199KNew · Flat
- ToastTOST7,252 shares · 0.0% of their software$129KFlat
- WixWIX1,219 shares · 0.0% of their software$122KFlat
- Shift4 Payments, Inc.FOUR1,431 shares · 0.0% of their software$108KNew · Flat
- SnowflakeSNOW682 shares · 0.0% of their software$105KFlat
- Alarm.com Holdings, Inc.ALRM2,024 shares · 0.0% of their software$102KFlat
- ProgressPRGS1,723 shares · 0.0% of their software$99KFlat
- AppFolioAPPF729 shares · 0.0% of their software$91KFlat
- FactSetFDS203 shares · 0.0% of their software$84KFlat
- AvePointAVPT17,687 shares · 0.0% of their software$73KFlat
- Donnelley Financial Solutions, Inc.DFIN884 shares · 0.0% of their software$36KFlat
- DigitalOceanDOCN846 shares · 0.0% of their software$33KFlat
- Gen DigitalGEN1,921 shares · 0.0% of their software$33KFlat
- FastlyFSLY1,338 shares · 0.0% of their software$24KSplit
- DoubleVerifyDV466 shares · 0.0% of their software$14KNew · Flat
- ElasticESTC81 shares · 0.0% of their software$5KFlat
- Asure Software, Inc.ASUR323 shares · 0.0% of their software$5KNew · Flat
- Blend Labs, Inc.BLND3,830 shares · 0.0% of their software$4KFlat
- DHI Group, Inc.DHX881 shares · 0.0% of their software$3KFlat
- OneSpan Inc.OSPN192 shares · 0.0% of their software$3KNew · Flat
- TenableTENB53 shares · 0.0% of their software$3KFlat
- A10 Networks, Inc.ATEN112 shares · 0.0% of their software$2KFlat
- Agilysys, Inc.AGYS19 shares · 0.0% of their software$2KFlat
- Bandwidth Inc.BAND14 shares · 0.0% of their software$213Flat