Generalist · Pittsburgh, PA
Federated Hermes
Q4 2023 · compared with Q3 2023
Filed as Federated Hermes, INC.
- Software
- $4.1B
- Weight of 13F
- 10.2%
- Names
- 142
- Net bought
- +$266M
Filed 31 January 2024 · SEC filing.
2,023 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
- MicrosoftMSFT2,303,552 shares · 21.0% of their software · price +$139M$866M+$50.7M
- CrowdStrikeCRWD1,089,000 shares · 6.8% of their software · price +$95.8M$278M+$35.7M
- ServiceNowNOW300,122 shares · 5.2% of their software · price +$44.3M$212M+$27.7M
- CoStarCSGP2,114,971 shares · 4.5% of their software · price +$22.2M$185M−$9.8M
- Paychex, Inc.PAYX1,483,579 shares · 4.3% of their software · price +$5.6M$177M−$7.1M
- AdobeADBE223,667 shares · 3.2% of their software · price +$19.4M$133M+$21.0M
- WorkdayWDAY439,512 shares · 2.9% of their software · price +$26.9M$121M+$19.1M
- ShopifySHOP1,535,321 shares · 2.9% of their software · price +$35.8M$120M+$6.3M
- SalesforceCRM418,196 shares · 2.7% of their software · price +$25.2M$110M+$1.3M
- Palo Alto NetworksPANW363,133 shares · 2.6% of their software · price +$21.9M$107M+$17.6M
- VeevaVEEV530,328 shares · 2.5% of their software · price −$5.8M$102M+$3.6M
- GoDaddyGDDY955,559 shares · 2.5% of their software · price +$30.3M$101M+$69.1M
- VeriskVRSK346,646 shares · 2.0% of their software · price +$908K$82.8M+$8.1M
- WEX Inc.WEX372,006 shares · 1.8% of their software · price +$2.4M$72.4M+$5.4M
- IntuitINTU114,950 shares · 1.7% of their software · price +$13.1M$71.8M+$26.7M
- PTCPTC406,196 shares · 1.7% of their software · price +$13.5M$71.1M−$2.4M
- NutanixNTNX1,295,112 shares · 1.5% of their software · price +$16.6M$61.8M+$17.2M
- CadenceCDNS215,570 shares · 1.4% of their software · price +$8.2M$58.7M+$10.0M
- Tyler TechnologiesTYL138,545 shares · 1.4% of their software · price +$4.4M$57.9MFlat
- Sportradar Group AGSRAD4,633,530 shares · 1.2% of their software · price +$4.8M$51.2M−$3.8M
- StoneCo Ltd.STNE2,766,712 shares · 1.2% of their software · price +$20.4M$49.9M+$1.3M
- DatadogDDOG404,105 shares · 1.2% of their software · price +$12.2M$49.1M+$8.5M
- MongoDBMDB108,528 shares · 1.1% of their software · price +$6.8M$44.4M−$9.1M
- ZoomZM572,874 shares · 1.0% of their software · price +$1.1M$41.2M−$5.4M
- DoubleVerifyDV1,110,071 shares · 1.0% of their software · price +$9.8M$40.8M+$22.6M
- ZscalerZS177,136 shares · 1.0% of their software · price +$11.7M$39.2MNew · +$27.6M
- PegasystemsPEGA788,916 shares · 0.9% of their software · price +$4.3M$38.5M−$828K
- OktaOKTA405,100 shares · 0.9% of their software · price +$3.7M$36.7M−$64.1M
- HubSpotHUBS59,095 shares · 0.8% of their software · price +$5.2M$34.3M−$13.5M
- SoundThinking, Inc.SSTI1,315,000 shares · 0.8% of their software · price +$10.0M$33.6MFlat
- Uber Technologies, Inc.UBER501,500 shares · 0.7% of their software · price +$7.8M$30.9M+$5.8M
- Q2QTWO701,510 shares · 0.7% of their software · price +$7.8M$30.5M−$848K
- Rapid7RPD509,404 shares · 0.7% of their software · price +$5.8M$29.1MFlat
- TeradataTDC617,653 shares · 0.7% of their software · price −$933K$26.9M+$23.9M
- BrazeBRZE503,994 shares · 0.7% of their software · price +$3.2M$26.8M+$11.2M
- DoceboDCBO549,449 shares · 0.6% of their software · price +$4.3M$26.6MFlat
- Block, Inc.XYZ285,005 shares · 0.5% of their software · price +$9.4M$22.0MFlat
- SPS CommerceSPSC108,891 shares · 0.5% of their software · price +$2.5M$21.1M−$3.7M
- DuolingoDUOL91,386 shares · 0.5% of their software · price +$5.6M$20.7M−$3.5M
- Automatic Data Processing, Inc.ADP87,115 shares · 0.5% of their software · price −$663K$20.3M−$23.9M
- ZoomInfoZI1,004,508 shares · 0.5% of their software$18.6M—
- VaronisVRNS392,095 shares · 0.4% of their software · price +$5.8M$17.8M−$932K
- AppLovinAPP440,928 shares · 0.4% of their software$17.6MFlat
- KlaviyoKVYO575,276 shares · 0.4% of their software · price −$3.9M$16.0MNew · +$19.8M
- ProcorePCOR229,641 shares · 0.4% of their software · price +$896K$15.9M−$5.6M
- DynatraceDT289,828 shares · 0.4% of their software · price +$2.3M$15.9MFlat
- LiveRamp Holdings, Inc.RAMP415,447 shares · 0.4% of their software · price +$3.8M$15.7M−$9.9M
- SynopsysSNPS29,174 shares · 0.4% of their software · price +$1.6M$15.0MFlat
- GuidewireGWRE124,103 shares · 0.3% of their software · price +$2.4M$13.5MFlat
- SAPSAP83,562 shares · 0.3% of their software · price +$2.1M$12.9M+$1.5M
- FreshworksFRSH545,922 shares · 0.3% of their software · price +$1.9M$12.8M+$1.5M
- PaylocityPCTY77,738 shares · 0.3% of their software · price −$1.3M$12.8M−$5.7M
- AppFolioAPPF73,228 shares · 0.3% of their software · price −$688K$12.7MFlat
- CourseraCOUR620,652 shares · 0.3% of their software$12.0M+$4.5M
- SprinklrCXM996,992 shares · 0.3% of their software · price −$1.8M$12.0M+$3.1M
- UiPathPATH458,126 shares · 0.3% of their software · price +$3.5M$11.4M+$7.0M
- QualysQLYS56,678 shares · 0.3% of their software · price +$2.5M$11.1M−$591K
- WorkivaWK109,545 shares · 0.3% of their software$11.1M−$1.4M
- Fair IsaacFICO9,256 shares · 0.3% of their software · price +$2.7M$10.8M−$6.9M
- Upbound Group, Inc.UPBD288,425 shares · 0.2% of their software · price +$1.3M$9.8MFlat
- DocuSignDOCU143,358 shares · 0.2% of their software · price +$2.5M$8.5M+$2.3M
- YextYEXT1,434,714 shares · 0.2% of their software · price −$631K$8.5M−$718K
- SnowflakeSNOW42,001 shares · 0.2% of their software · price +$1.9M$8.4MNew · +$6.4M
- Manhattan AssociatesMANH34,134 shares · 0.2% of their software · price +$603K$7.3MFlat
- AvePointAVPT878,765 shares · 0.2% of their software · price +$1.3M$7.2MFlat
- CommvaultCVLT82,430 shares · 0.2% of their software · price +$1.0M$6.6MFlat
- Fiserv, Inc.FISV41,308 shares · 0.1% of their software · price +$821K$5.5M+$3.7M
- Full Truck Alliance Co. Ltd.YMM752,460 shares · 0.1% of their software$5.3MFlat
- OracleORCL48,925 shares · 0.1% of their software$5.2MFlat
- PalantirPLTR291,970 shares · 0.1% of their software$5.0M+$4.6M
- DropboxDBX141,664 shares · 0.1% of their software$4.2M+$577K
- AlkamiALKT154,158 shares · 0.1% of their software · price +$930K$3.7MNew · +$2.8M
- RingCentralRNG104,480 shares · 0.1% of their software$3.5MFlat
- FortinetFTNT59,829 shares · 0.1% of their software$3.5M+$2.1M
- NetScout Systems, Inc.NTCT158,335 shares · 0.1% of their software · price −$961K$3.5MNew · +$4.4M
- NICENICE16,539 shares · 0.1% of their software$3.3MFlat
- 8x8EGHT862,193 shares · 0.1% of their software$3.3M—
- NetApp, Inc.NTAP35,269 shares · 0.1% of their software$3.1M+$2.0M
- Intapp, Inc.INTA81,679 shares · 0.1% of their software$3.1MFlat
- Repay Holdings CorporationRPAY353,853 shares · 0.1% of their software$3.0M+$903K
- BlackbaudBLKB31,036 shares · 0.1% of their software · price +$508K$2.7MFlat
- Paysafe LimitedPSFE196,795 shares · 0.1% of their software$2.5MFlat
- BoxBOX95,522 shares · 0.1% of their software$2.4MFlat
- Telos CorporationTLS632,366 shares · 0.1% of their software · price +$797K$2.3MFlat
- Roper Technologies, Inc.ROP3,852 shares · 0.1% of their software$2.1MFlat
- Clear Secure, Inc.YOU93,276 shares · 0.0% of their software$1.9M+$1.4M
- TrimbleTRMB29,307 shares · 0.0% of their software$1.6MFlat
- Rackspace Technology, Inc.RXT757,609 shares · 0.0% of their software$1.5MFlat
- Digital TurbineAPPS204,918 shares · 0.0% of their software$1.4M+$861K
- F5, Inc.FFIV7,755 shares · 0.0% of their software$1.4M−$2.1M
- Grab Holdings LimitedGRAB400,000 shares · 0.0% of their software$1.3MFlat
- Ribbon Communications Inc.RBBN425,621 shares · 0.0% of their software$1.2MFlat
- i3 Verticals, Inc.IIIV46,346 shares · 0.0% of their software$981KFlat
- CloudflareNET11,447 shares · 0.0% of their software$953KNew · +$722K
- ePlus inc.PLUS11,534 shares · 0.0% of their software$921KNew · +$733K
- Cerence Inc.CRNC45,431 shares · 0.0% of their software$893K−$551K
- GitLabGTLB13,831 shares · 0.0% of their software$871K+$513K
- MorningstarMORN2,951 shares · 0.0% of their software$845KFlat
- UnityU19,663 shares · 0.0% of their software$804KNew · +$617K
- CCC Intelligent Solutions Holdings Inc.CCC65,603 shares · 0.0% of their software$747KFlat
- A10 Networks, Inc.ATEN55,209 shares · 0.0% of their software$727KFlat
- AutodeskADSK2,884 shares · 0.0% of their software$702KFlat
- Bentley SystemsBSY12,383 shares · 0.0% of their software$646KFlat
- TenableTENB12,081 shares · 0.0% of their software$556KFlat
- Euronet Worldwide, Inc.EEFT5,450 shares · 0.0% of their software$553KFlat
- EVERTEC, Inc.EVTC12,659 shares · 0.0% of their software$518KFlat
- BroadridgeBR2,277 shares · 0.0% of their software$468KFlat
- Alarm.com Holdings, Inc.ALRM6,998 shares · 0.0% of their software$452K−$7.5M
- DoximityDOCS14,966 shares · 0.0% of their software$420KFlat
- Expensify, Inc.EXFY161,146 shares · 0.0% of their software$398K+$523K
- VeriSign, Inc.VRSN1,747 shares · 0.0% of their software$360KFlat
- Calix, Inc.CALX7,552 shares · 0.0% of their software$330KFlat
- SimilarwebSMWB55,000 shares · 0.0% of their software$293KFlat
- ElasticESTC2,291 shares · 0.0% of their software$258KFlat
- SchrödingerSDGR4,000 shares · 0.0% of their software$143KFlat
- DescartesDSGX1,298 shares · 0.0% of their software$109KFlat
- Gen DigitalGEN3,683 shares · 0.0% of their software$84KNew · Flat
- PaycomPAYC343 shares · 0.0% of their software$71K−$765K
- FactSetFDS146 shares · 0.0% of their software$70KNew · Flat
- AkamaiAKAM587 shares · 0.0% of their software$69K−$640K
- BlackLineBL798 shares · 0.0% of their software$50KFlat
- FlywireFLYW1,882 shares · 0.0% of their software$44K−$1.8M
- ProgressPRGS737 shares · 0.0% of their software$40KFlat
- Payoneer Global Inc.PAYO5,571 shares · 0.0% of their software$29KNew · Flat
- Remitly Global, Inc.RELY966 shares · 0.0% of their software$19K−$10.2M
- PDF Solutions, Inc.PDFS527 shares · 0.0% of their software$17KFlat
- Agilysys, Inc.AGYS148 shares · 0.0% of their software$13KFlat
- Rimini Street, Inc.RMNI3,209 shares · 0.0% of their software$10KNew · Flat
- Viant Technology Inc.DSP1,258 shares · 0.0% of their software$9KFlat
- SentinelOneS292 shares · 0.0% of their software$8KNew · Flat
- BILLBILL84 shares · 0.0% of their software$7KNew · Flat
- VirTra, Inc.VTSI516 shares · 0.0% of their software$5KNew · Flat
- BackblazeBLZE641 shares · 0.0% of their software$5KFlat
- Asure Software, Inc.ASUR323 shares · 0.0% of their software$3KFlat
- DHI Group, Inc.DHX956 shares · 0.0% of their software$2KNew · Flat
- SemrushSEMR144 shares · 0.0% of their software$2KNew
- Kaltura, Inc.KLTR924 shares · 0.0% of their software$2KFlat
- Xperi Inc.XPER81 shares · 0.0% of their software$893New · Flat
- Veritone, Inc.VERI481 shares · 0.0% of their software$871New · Flat
- Lyft, Inc.LYFT38 shares · 0.0% of their software$570Flat
- FastlyFSLY28 shares · 0.0% of their software$498Flat
- Donnelley Financial Solutions, Inc.DFIN5 shares · 0.0% of their software$312Flat