Generalist · Pittsburgh, PA
Federated Hermes
Q2 2023 · compared with Q1 2023
Filed as Federated Hermes, INC.
- Software
- $2.8B
- Weight of 13F
- 6.9%
- Names
- 126
- Net bought
- +$181M
Filed 14 August 2023 · SEC filing.
2,075 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
- MicrosoftMSFT2,129,004 shares · 26.1% of their software · price +$111M$725M+$42.6M
- CoStarCSGP2,222,392 shares · 7.1% of their software · price +$44.8M$198M−$25.9M
- ServiceNowNOW236,654 shares · 4.8% of their software · price +$23.0M$133M+$13.7M
- VeevaVEEV456,541 shares · 3.3% of their software · price +$6.4M$90.3MFlat
- ShopifySHOP1,298,005 shares · 3.0% of their software · price +$21.6M$83.9MFlat
- CrowdStrikeCRWD527,509 shares · 2.8% of their software · price +$5.1M$77.5M+$4.7M
- Palo Alto NetworksPANW301,780 shares · 2.8% of their software · price +$16.8M$77.1M+$31.6M
- Automatic Data Processing, Inc.ADP324,351 shares · 2.6% of their software · price −$921K$71.3M−$11.3M
- FortinetFTNT897,268 shares · 2.4% of their software · price +$8.2M$67.8M+$26.4M
- PTCPTC441,972 shares · 2.3% of their software · price +$6.2M$62.9M+$10.5M
- AdobeADBE126,153 shares · 2.2% of their software · price +$13.1M$61.7M+$2.6M
- ZoomZM878,903 shares · 2.2% of their software · price −$5.2M$59.7M+$8.0M
- WEX Inc.WEX324,653 shares · 2.1% of their software · price −$591K$59.1M−$10.1M
- WorkdayWDAY249,679 shares · 2.0% of their software · price +$4.8M$56.4M+$2.1M
- Tyler TechnologiesTYL132,357 shares · 2.0% of their software · price +$8.2M$55.1MFlat
- Sportradar Group AGSRAD4,194,034 shares · 2.0% of their software · price +$5.3M$54.1M+$8.7M
- CadenceCDNS196,735 shares · 1.7% of their software · price +$4.8M$46.1M−$3.8M
- SalesforceCRM216,565 shares · 1.6% of their software · price +$2.5M$45.8M+$22.2M
- Paychex, Inc.PAYX353,267 shares · 1.4% of their software · price −$961K$39.5MFlat
- HubSpotHUBS73,329 shares · 1.4% of their software · price +$7.6M$39.0MNew · +$31.4M
- PegasystemsPEGA770,121 shares · 1.4% of their software · price +$631K$38.0M−$4.9M
- OktaOKTA506,574 shares · 1.3% of their software · price −$8.6M$35.1M−$18.7M
- VeriskVRSK135,178 shares · 1.1% of their software · price +$4.6M$30.6M+$24.9M
- StoneCo Ltd.STNE2,392,024 shares · 1.1% of their software · price +$7.7M$30.5M+$7.3M
- SoundThinking, Inc.SSTI1,295,000 shares · 1.0% of their software · price −$22.6M$28.3M+$1.4M
- LiveRamp Holdings, Inc.RAMP858,582 shares · 0.9% of their software · price +$5.7M$24.5M−$1.5M
- DoceboDCBO549,449 shares · 0.8% of their software · price −$720K$21.7MFlat
- IntuitINTU45,142 shares · 0.7% of their software · price +$558K$20.7M−$4.9M
- Fair IsaacFICO25,036 shares · 0.7% of their software · price +$2.7M$20.3M−$788K
- Q2QTWO653,268 shares · 0.7% of their software · price +$4.1M$20.2M−$1.0M
- The Trade DeskTTD258,938 shares · 0.7% of their software · price +$4.2M$20.0MNew · +$15.8M
- Intapp, Inc.INTA470,593 shares · 0.7% of their software · price −$1.4M$19.7M−$1.4M
- VaronisVRNS712,026 shares · 0.7% of their software$19.0M+$9.2M
- NutanixNTNX621,866 shares · 0.6% of their software · price +$1.3M$17.4MFlat
- SPS CommerceSPSC84,114 shares · 0.6% of their software · price +$3.3M$16.2M+$2.1M
- DuolingoDUOL112,933 shares · 0.6% of their software$16.1M+$3.7M
- YextYEXT1,415,710 shares · 0.6% of their software · price +$2.4M$16.0M−$684K
- PaylocityPCTY79,041 shares · 0.5% of their software · price −$1.1M$14.6M+$14.5M
- Rapid7RPD300,000 shares · 0.5% of their software$13.6MFlat
- Uber Technologies, Inc.UBER314,485 shares · 0.5% of their software · price +$3.6M$13.6M+$7.9M
- MongoDBMDB32,473 shares · 0.5% of their software · price +$5.8M$13.3MNew · +$7.6M
- SynopsysSNPS30,400 shares · 0.5% of their software · price +$1.5M$13.2M−$18.2M
- Block, Inc.XYZ188,392 shares · 0.5% of their software$12.5M+$2.8M
- ProcorePCOR179,548 shares · 0.4% of their software$11.7M+$8.1M
- WorkivaWK112,669 shares · 0.4% of their software$11.5MFlat
- DomoDOMO700,000 shares · 0.4% of their software$10.3MFlat
- SAPSAP71,850 shares · 0.4% of their software · price +$737K$9.8M+$4.8M
- AppLovinAPP362,534 shares · 0.3% of their software · price +$3.6M$9.3M−$1.1M
- Upbound Group, Inc.UPBD298,305 shares · 0.3% of their software · price +$2.0M$9.3MFlat
- GuidewireGWRE114,991 shares · 0.3% of their software · price −$686K$8.7MFlat
- QualysQLYS60,878 shares · 0.3% of their software$7.9MFlat
- Remitly Global, Inc.RELY408,972 shares · 0.3% of their software · price +$765K$7.7MFlat
- Alarm.com Holdings, Inc.ALRM130,937 shares · 0.2% of their software$6.8M+$6.5M
- DynatraceDT127,906 shares · 0.2% of their software · price +$1.2M$6.6MFlat
- ZoomInfoZI255,133 shares · 0.2% of their software$6.5M—
- AvePointAVPT818,304 shares · 0.2% of their software · price +$1.3M$4.7M+$3.3M
- PaycomPAYC13,579 shares · 0.2% of their software$4.4M+$946K
- RingCentralRNG129,366 shares · 0.2% of their software$4.2M+$1.4M
- TeradataTDC77,088 shares · 0.1% of their software · price +$1.0M$4.1M−$695K
- F5, Inc.FFIV28,049 shares · 0.1% of their software$4.1M−$4.6M
- OracleORCL33,122 shares · 0.1% of their software · price +$867K$3.9MFlat
- 8x8EGHT906,426 shares · 0.1% of their software$3.8M—
- CommvaultCVLT47,089 shares · 0.1% of their software · price +$748K$3.4M+$1.4M
- SprinklrCXM231,786 shares · 0.1% of their software$3.2MNew · +$3.0M
- BoxBOX102,428 shares · 0.1% of their software$3.0M+$1.6M
- NICENICE14,123 shares · 0.1% of their software$2.9M+$748K
- Mitek Systems, Inc.MITK246,487 shares · 0.1% of their software$2.7M−$890K
- Rackspace Technology, Inc.RXT964,743 shares · 0.1% of their software · price +$810K$2.6MFlat
- TrimbleTRMB48,763 shares · 0.1% of their software$2.6M+$812K
- DocuSignDOCU49,610 shares · 0.1% of their software$2.5M+$1.6M
- FreshworksFRSH133,577 shares · 0.1% of their software$2.3MNew · +$2.1M
- AppFolioAPPF12,558 shares · 0.1% of their software · price +$599K$2.2M+$1.5M
- Adeia Inc.ADEA186,756 shares · 0.1% of their software$2.1MNew · +$1.7M
- Roper Technologies, Inc.ROP4,146 shares · 0.1% of their software$2.0MFlat
- Paysafe LimitedPSFE195,371 shares · 0.1% of their software · price −$1.4M$2.0M+$2.6M
- DropboxDBX71,471 shares · 0.1% of their software$1.9M+$1.1M
- Manhattan AssociatesMANH9,532 shares · 0.1% of their software$1.9MFlat
- Telos CorporationTLS737,404 shares · 0.1% of their software$1.9M−$3.1M
- Rimini Street, Inc.RMNI386,741 shares · 0.1% of their software$1.9MFlat
- FlywireFLYW59,021 shares · 0.1% of their software$1.8MNew · +$1.7M
- BlackbaudBLKB23,485 shares · 0.1% of their software$1.7M+$1.2M
- Cerence Inc.CRNC52,486 shares · 0.1% of their software$1.5MFlat
- i3 Verticals, Inc.IIIV58,168 shares · 0.0% of their software$1.3MFlat
- Ribbon Communications Inc.RBBN422,965 shares · 0.0% of their software$1.2MFlat
- Digital TurbineAPPS112,673 shares · 0.0% of their software$1.0M−$7.3M
- UiPathPATH46,544 shares · 0.0% of their software$771KNew · +$817K
- CCC Intelligent Solutions Holdings Inc.CCC64,234 shares · 0.0% of their software$720KNew · +$576K
- NetApp, Inc.NTAP8,582 shares · 0.0% of their software$656K−$818K
- A10 Networks, Inc.ATEN43,462 shares · 0.0% of their software$634K+$671K
- Fiserv, Inc.FISV4,885 shares · 0.0% of their software$616KFlat
- Euronet Worldwide, Inc.EEFT5,238 shares · 0.0% of their software$615KFlat
- AkamaiAKAM6,789 shares · 0.0% of their software$610KFlat
- DoximityDOCS17,658 shares · 0.0% of their software$601K−$974K
- GoDaddyGDDY7,593 shares · 0.0% of their software$570KFlat
- VeriSign, Inc.VRSN2,236 shares · 0.0% of their software$505KFlat
- Check PointCHKP4,000 shares · 0.0% of their software$502KFlat
- SchrödingerSDGR10,000 shares · 0.0% of their software$499K−$1.3M
- Clear Secure, Inc.YOU20,892 shares · 0.0% of their software$484KFlat
- C3.aiAI12,500 shares · 0.0% of their software$455K−$1.4M
- PhreesiaPHR14,643 shares · 0.0% of their software$454K−$3.0M
- Calix, Inc.CALX8,708 shares · 0.0% of their software$435KFlat
- Expensify, Inc.EXFY50,000 shares · 0.0% of their software$399KFlat
- ACI WorldwideACIW16,588 shares · 0.0% of their software$384KFlat
- SimilarwebSMWB55,000 shares · 0.0% of their software$361KFlat
- AutodeskADSK1,540 shares · 0.0% of their software$315KFlat
- DatadogDDOG2,210 shares · 0.0% of their software$217KFlat
- BroadridgeBR491 shares · 0.0% of their software$81KNew · Flat
- ProgressPRGS831 shares · 0.0% of their software$48KFlat
- Bentley SystemsBSY865 shares · 0.0% of their software$47KNew · Flat
- Sprout SocialSPT789 shares · 0.0% of their software$36KNew · Flat
- DoubleVerifyDV588 shares · 0.0% of their software$23KFlat
- FastlyFSLY1,451 shares · 0.0% of their software$23KFlat
- Donnelley Financial Solutions, Inc.DFIN472 shares · 0.0% of their software$21KFlat
- PDF Solutions, Inc.PDFS469 shares · 0.0% of their software$21KNew · Flat
- DigitalOceanDOCN451 shares · 0.0% of their software$18KFlat
- ToastTOST775 shares · 0.0% of their software$17KFlat
- FactSetFDS27 shares · 0.0% of their software$11KFlat
- BlackLineBL153 shares · 0.0% of their software$8K−$26.8M
- Agilysys, Inc.AGYS104 shares · 0.0% of their software$7KFlat
- ElasticESTC81 shares · 0.0% of their software$5KFlat
- OneSpan Inc.OSPN278 shares · 0.0% of their software$4KFlat
- Asure Software, Inc.ASUR323 shares · 0.0% of their software$4KFlat
- Nerdy Inc.NRDY647 shares · 0.0% of their software$3KNew · Flat
- Paysign, Inc.PAYS848 shares · 0.0% of their software$2KNew · Flat
- TenableTENB29 shares · 0.0% of their software$1KFlat
- Lyft, Inc.LYFT127 shares · 0.0% of their software$1K−$5.7M