Generalist · Pittsburgh, PA
Federated Hermes
Q3 2023 · compared with Q2 2023
Filed as Federated Hermes, INC.
- Software
- $3.1B
- Weight of 13F
- 8.4%
- Names
- 139
- Net bought
- +$479M
Filed 13 November 2023 · SEC filing.
2,073 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
- MicrosoftMSFT2,143,101 shares · 21.5% of their software · price −$53.1M$677MFlat
- Paychex, Inc.PAYX1,544,806 shares · 5.7% of their software · price +$5.3M$178M+$133M
- CoStarCSGP2,242,838 shares · 5.5% of their software · price −$27.2M$172MFlat
- CrowdStrikeCRWD875,774 shares · 4.7% of their software · price +$18.0M$147M+$51.1M
- ServiceNowNOW250,491 shares · 4.4% of their software · price −$754K$140M+$7.8M
- VeevaVEEV512,660 shares · 3.3% of their software · price +$2.9M$104M+$11.1M
- OktaOKTA1,192,087 shares · 3.1% of their software · price +$14.5M$97.2M+$47.5M
- AdobeADBE182,503 shares · 3.0% of their software · price +$3.8M$93.1M+$27.6M
- SalesforceCRM411,671 shares · 2.7% of their software · price −$3.5M$83.5M+$41.2M
- ShopifySHOP1,420,611 shares · 2.5% of their software · price −$14.2M$77.5M+$7.9M
- WorkdayWDAY350,473 shares · 2.4% of their software · price −$3.9M$75.3M+$22.8M
- VeriskVRSK312,569 shares · 2.3% of their software · price +$3.2M$73.8M+$40.1M
- Palo Alto NetworksPANW287,950 shares · 2.1% of their software · price −$6.1M$67.5M−$3.5M
- WEX Inc.WEX343,224 shares · 2.1% of their software · price +$2.1M$64.6M+$3.4M
- PTCPTC423,330 shares · 1.9% of their software$60.0M−$2.7M
- Tyler TechnologiesTYL138,383 shares · 1.7% of their software · price −$4.2M$53.4M+$2.5M
- Sportradar Group AGSRAD5,013,112 shares · 1.6% of their software · price −$14.5M$50.2M+$10.6M
- MongoDBMDB134,698 shares · 1.5% of their software · price −$8.8M$46.6M+$42.0M
- ZoomZM650,678 shares · 1.4% of their software · price +$1.3M$45.5M−$15.5M
- Automatic Data Processing, Inc.ADP186,606 shares · 1.4% of their software · price +$3.9M$44.9M−$30.3M
- HubSpotHUBS86,423 shares · 1.4% of their software · price −$3.4M$42.6M+$7.0M
- CadenceCDNS172,763 shares · 1.3% of their software$40.5M−$5.6M
- PegasystemsPEGA808,001 shares · 1.1% of their software · price −$4.8M$35.1M+$1.9M
- IntuitINTU62,616 shares · 1.0% of their software · price +$3.3M$32.0M+$8.0M
- DatadogDDOG310,934 shares · 0.9% of their software · price −$2.3M$28.3M+$30.4M
- StoneCo Ltd.STNE2,641,044 shares · 0.9% of their software · price −$5.5M$28.2M+$3.2M
- NutanixNTNX802,649 shares · 0.9% of their software · price +$5.5M$28.0M+$5.1M
- SoundThinking, Inc.SSTI1,315,000 shares · 0.7% of their software · price −$5.2M$23.5MFlat
- Q2QTWO727,791 shares · 0.7% of their software · price +$997K$23.5M+$2.3M
- Rapid7RPD500,000 shares · 0.7% of their software$22.9M+$9.1M
- SPS CommerceSPSC130,696 shares · 0.7% of their software · price −$2.8M$22.3M+$8.9M
- DoceboDCBO549,449 shares · 0.7% of their software · price +$599K$22.3MFlat
- LiveRamp Holdings, Inc.RAMP760,236 shares · 0.7% of their software$21.9M−$2.8M
- ProcorePCOR314,898 shares · 0.7% of their software$20.6M+$8.8M
- PaylocityPCTY109,057 shares · 0.6% of their software$19.8M+$5.5M
- DuolingoDUOL112,391 shares · 0.6% of their software · price +$2.6M$18.6MFlat
- AppLovinAPP441,842 shares · 0.6% of their software · price +$6.3M$17.7M+$2.0M
- Uber Technologies, Inc.UBER376,443 shares · 0.5% of their software · price +$1.1M$17.3M+$2.7M
- The Trade DeskTTD199,738 shares · 0.5% of their software$15.6M−$4.6M
- Fair IsaacFICO17,166 shares · 0.5% of their software · price +$1.0M$14.9M−$6.4M
- DynatraceDT295,609 shares · 0.4% of their software · price −$1.4M$13.8M+$8.6M
- AppFolioAPPF74,191 shares · 0.4% of their software · price +$778K$13.5M+$10.6M
- SynopsysSNPS29,429 shares · 0.4% of their software · price +$693K$13.5MFlat
- VaronisVRNS422,620 shares · 0.4% of their software · price +$1.6M$12.9M−$7.7M
- WorkivaWK122,951 shares · 0.4% of their software$12.5M+$1.0M
- BrazeBRZE264,252 shares · 0.4% of their software · price +$777K$12.4MNew · +$11.6M
- Block, Inc.XYZ274,172 shares · 0.4% of their software · price −$6.1M$12.1M+$5.7M
- GuidewireGWRE123,649 shares · 0.4% of their software · price +$1.7M$11.1M+$659K
- SprinklrCXM775,374 shares · 0.3% of their software$10.7M+$7.5M
- Remitly Global, Inc.RELY406,455 shares · 0.3% of their software · price +$2.6M$10.3MFlat
- YextYEXT1,548,159 shares · 0.3% of their software · price −$7.7M$9.8M+$1.5M
- FreshworksFRSH470,615 shares · 0.3% of their software · price +$1.1M$9.4M+$5.9M
- SAPSAP71,850 shares · 0.3% of their software · price −$538K$9.3MFlat
- QualysQLYS60,553 shares · 0.3% of their software · price +$1.4M$9.2MFlat
- Upbound Group, Inc.UPBD296,391 shares · 0.3% of their software$8.7MFlat
- DoubleVerifyDV300,000 shares · 0.3% of their software · price −$3.3M$8.4M+$11.7M
- Alarm.com Holdings, Inc.ALRM130,144 shares · 0.3% of their software · price +$1.2M$8.0MFlat
- CourseraCOUR378,357 shares · 0.2% of their software · price +$2.1M$7.1MNew · +$4.9M
- Manhattan AssociatesMANH35,415 shares · 0.2% of their software$7.0M+$5.2M
- CommvaultCVLT86,172 shares · 0.2% of their software$5.8M+$2.8M
- AvePointAVPT859,884 shares · 0.2% of their software · price +$825K$5.8MFlat
- Full Truck Alliance Co. Ltd.YMM788,627 shares · 0.2% of their software · price +$647K$5.6MNew · +$4.9M
- OracleORCL46,305 shares · 0.2% of their software · price −$610K$4.9M+$1.6M
- ZoomInfoZI267,252 shares · 0.1% of their software$4.4M—
- DomoDOMO400,000 shares · 0.1% of their software$3.9M—
- TeradataTDC86,213 shares · 0.1% of their software · price −$723K$3.9MFlat
- DocuSignDOCU88,599 shares · 0.1% of their software · price −$805K$3.7M+$2.0M
- F5, Inc.FFIV20,853 shares · 0.1% of their software$3.4M−$1.1M
- DropboxDBX120,471 shares · 0.1% of their software$3.3M+$1.3M
- RingCentralRNG110,373 shares · 0.1% of their software$3.3M−$622K
- Intapp, Inc.INTA87,338 shares · 0.1% of their software · price −$733K$2.9M−$16.1M
- BoxBOX111,770 shares · 0.1% of their software · price −$578K$2.7MFlat
- BlackbaudBLKB36,992 shares · 0.1% of their software$2.6M+$961K
- Adeia Inc.ADEA241,152 shares · 0.1% of their software$2.6M+$599K
- NICENICE14,123 shares · 0.1% of their software · price −$515K$2.4MFlat
- Paysafe LimitedPSFE192,645 shares · 0.1% of their software$2.3MFlat
- 8x8EGHT907,039 shares · 0.1% of their software$2.3MFlat
- GoDaddyGDDY27,286 shares · 0.1% of their software$2.0M+$1.5M
- TrimbleTRMB35,015 shares · 0.1% of their software$1.9M−$728K
- Roper Technologies, Inc.ROP3,852 shares · 0.1% of their software$1.9MFlat
- FlywireFLYW58,494 shares · 0.1% of their software$1.9MFlat
- Repay Holdings CorporationRPAY234,919 shares · 0.1% of their software$1.8MNew · +$1.8M
- Telos CorporationTLS733,503 shares · 0.1% of their software$1.8MFlat
- Rackspace Technology, Inc.RXT741,806 shares · 0.1% of their software$1.7M−$606K
- Cerence Inc.CRNC72,466 shares · 0.0% of their software · price −$642K$1.5M+$584K
- i3 Verticals, Inc.IIIV69,487 shares · 0.0% of their software$1.5MFlat
- Grab Holdings LimitedGRAB400,000 shares · 0.0% of their software$1.4MNew · +$1.4M
- FortinetFTNT24,026 shares · 0.0% of their software$1.4M−$66.0M
- Ribbon Communications Inc.RBBN416,950 shares · 0.0% of their software$1.1MFlat
- A10 Networks, Inc.ATEN62,008 shares · 0.0% of their software$932KFlat
- Fiserv, Inc.FISV8,173 shares · 0.0% of their software$923KFlat
- TenableTENB19,547 shares · 0.0% of their software$876K+$850K
- CCC Intelligent Solutions Holdings Inc.CCC65,231 shares · 0.0% of their software$871KFlat
- PagSeguro Digital Ltd.PAGS99,913 shares · 0.0% of their software$860KNew · +$943K
- PaycomPAYC3,293 shares · 0.0% of their software$854K−$3.3M
- MorningstarMORN3,542 shares · 0.0% of their software$830KNew · +$694K
- UiPathPATH47,838 shares · 0.0% of their software$819KFlat
- AutodeskADSK3,526 shares · 0.0% of their software$730KFlat
- AkamaiAKAM6,590 shares · 0.0% of their software$702KFlat
- NetApp, Inc.NTAP8,561 shares · 0.0% of their software$650KFlat
- Bentley SystemsBSY12,872 shares · 0.0% of their software$646K+$651K
- Mitek Systems, Inc.MITK57,151 shares · 0.0% of their software$613K−$2.1M
- Check PointCHKP4,000 shares · 0.0% of their software$533KFlat
- Euronet Worldwide, Inc.EEFT6,563 shares · 0.0% of their software$521KFlat
- DoximityDOCS23,635 shares · 0.0% of their software$502KFlat
- Clear Secure, Inc.YOU20,877 shares · 0.0% of their software$397KFlat
- Calix, Inc.CALX8,410 shares · 0.0% of their software$386KFlat
- Digital TurbineAPPS62,602 shares · 0.0% of their software$379KFlat
- VeriSign, Inc.VRSN1,827 shares · 0.0% of their software$370KFlat
- SimilarwebSMWB55,000 shares · 0.0% of their software$356KFlat
- Amdocs LimitedDOX4,216 shares · 0.0% of their software$356KNew · Flat
- ACI WorldwideACIW15,549 shares · 0.0% of their software$351KFlat
- FastlyFSLY16,765 shares · 0.0% of their software$321KFlat
- C3.aiAI12,500 shares · 0.0% of their software$319KFlat
- PhreesiaPHR14,643 shares · 0.0% of their software$274KFlat
- BroadridgeBR1,108 shares · 0.0% of their software$198KFlat
- SchrödingerSDGR4,000 shares · 0.0% of their software$113KFlat
- GitLabGTLB2,485 shares · 0.0% of their software$112KNew · Flat
- PalantirPLTR5,159 shares · 0.0% of their software$83KNew · Flat
- DescartesDSGX873 shares · 0.0% of their software$64KNew · Flat
- BlackLineBL926 shares · 0.0% of their software$51KFlat
- EVERTEC, Inc.EVTC1,331 shares · 0.0% of their software$49KNew · Flat
- ProgressPRGS795 shares · 0.0% of their software$42KFlat
- Donnelley Financial Solutions, Inc.DFIN463 shares · 0.0% of their software$26KFlat
- PDF Solutions, Inc.PDFS414 shares · 0.0% of their software$13KFlat
- Sprout SocialSPT249 shares · 0.0% of their software$12KFlat
- ElasticESTC89 shares · 0.0% of their software$7KFlat
- Viant Technology Inc.DSP1,258 shares · 0.0% of their software$7KNew · Flat
- Agilysys, Inc.AGYS101 shares · 0.0% of their software$7KFlat
- Nerdy Inc.NRDY1,486 shares · 0.0% of their software$5KFlat
- Asure Software, Inc.ASUR323 shares · 0.0% of their software$3KFlat
- NextNav Inc.NN565 shares · 0.0% of their software$3KNew · Flat
- CS Disco, Inc.LAW266 shares · 0.0% of their software$2KNew · Flat
- Paysign, Inc.PAYS678 shares · 0.0% of their software$1KFlat
- BackblazeBLZE179 shares · 0.0% of their software$985New · Flat
- Expensify, Inc.EXFY282 shares · 0.0% of their software$917Flat
- Kaltura, Inc.KLTR516 shares · 0.0% of their software$893New · Flat
- ToastTOST41 shares · 0.0% of their software$768Flat
- Lyft, Inc.LYFT38 shares · 0.0% of their software$401Flat