Generalist · Pittsburgh, PA
Federated Hermes
Q1 2024 · compared with Q4 2023
Filed as Federated Hermes, INC.
- Software
- $4.8B
- Weight of 13F
- 11.1%
- Names
- 141
- Net bought
- +$366M
Filed 14 May 2024 · SEC filing.
2,016 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
- MicrosoftMSFT2,238,453 shares · 19.6% of their software · price +$100M$942M−$24.5M
- CrowdStrikeCRWD1,102,708 shares · 7.3% of their software · price +$72.0M$354M+$3.5M
- ServiceNowNOW305,333 shares · 4.8% of their software · price +$17.1M$233M+$3.7M
- CoStarCSGP1,995,116 shares · 4.0% of their software · price +$18.4M$193M−$10.5M
- Paychex, Inc.PAYX1,444,172 shares · 3.7% of their software · price +$5.3M$177M−$4.7M
- NutanixNTNX2,465,492 shares · 3.2% of their software · price +$34.6M$152M+$55.8M
- VeevaVEEV567,498 shares · 2.7% of their software · price +$22.2M$131M+$7.2M
- GoDaddyGDDY1,106,878 shares · 2.7% of their software · price +$13.9M$131M+$16.1M
- SalesforceCRM410,882 shares · 2.6% of their software · price +$15.6M$124M−$1.9M
- AdobeADBE242,524 shares · 2.5% of their software · price −$22.3M$122M+$11.3M
- ShopifySHOP1,540,129 shares · 2.5% of their software · price −$1.1M$119MFlat
- WorkdayWDAY424,641 shares · 2.4% of their software · price −$1.4M$116M−$4.1M
- WEX Inc.WEX390,544 shares · 1.9% of their software · price +$16.8M$92.8M+$3.6M
- Tyler TechnologiesTYL211,024 shares · 1.9% of their software · price +$1.5M$89.7M+$30.3M
- Palo Alto NetworksPANW312,532 shares · 1.8% of their software · price −$3.4M$88.8M−$14.9M
- Uber Technologies, Inc.UBER1,142,620 shares · 1.8% of their software · price +$17.6M$88.0M+$39.5M
- IntuitINTU127,272 shares · 1.7% of their software · price +$3.2M$82.7M+$7.7M
- PTCPTC423,430 shares · 1.7% of their software · price +$5.9M$80.0M+$3.0M
- VeriskVRSK329,534 shares · 1.6% of their software · price −$1.0M$77.7M−$4.1M
- HubSpotHUBS120,398 shares · 1.6% of their software · price +$5.5M$75.4M+$35.6M
- DoubleVerifyDV1,930,100 shares · 1.4% of their software · price −$3.1M$67.9M+$30.2M
- ZscalerZS333,661 shares · 1.3% of their software · price −$9.7M$64.3M+$34.7M
- KlaviyoKVYO2,474,600 shares · 1.3% of their software · price −$5.7M$63.1M+$52.8M
- DatadogDDOG491,734 shares · 1.3% of their software · price +$1.1M$60.8M+$10.6M
- DuolingoDUOL270,295 shares · 1.2% of their software · price −$1.7M$59.6M+$40.6M
- Sportradar Group AGSRAD4,411,834 shares · 1.1% of their software · price +$2.6M$51.4M−$2.4M
- StoneCo Ltd.STNE2,964,864 shares · 1.0% of their software · price −$4.2M$49.2M+$3.6M
- PegasystemsPEGA720,990 shares · 1.0% of their software · price +$11.4M$46.6M−$3.3M
- ProcorePCOR526,366 shares · 0.9% of their software · price +$6.8M$43.3M+$20.5M
- AppLovinAPP615,684 shares · 0.9% of their software · price +$18.1M$42.6M+$7.0M
- ToastTOST1,607,194 shares · 0.8% of their software · price +$10.7M$40.1MNew · +$29.3M
- SPS CommerceSPSC208,873 shares · 0.8% of their software · price −$1.9M$38.6M+$19.4M
- Q2QTWO730,728 shares · 0.8% of their software · price +$6.7M$38.4M+$1.3M
- CadenceCDNS107,542 shares · 0.7% of their software · price +$4.2M$33.5M−$29.4M
- ZoomZM509,221 shares · 0.7% of their software · price −$3.3M$33.3M−$4.6M
- BrazeBRZE741,940 shares · 0.7% of their software · price −$6.6M$32.9M+$12.6M
- Rapid7RPD653,352 shares · 0.7% of their software · price −$5.3M$32.0M+$8.2M
- TeradataTDC702,808 shares · 0.6% of their software · price −$3.4M$27.2M+$3.7M
- DoceboDCBO511,660 shares · 0.5% of their software$25.1M−$1.8M
- Automatic Data Processing, Inc.ADP91,959 shares · 0.5% of their software · price +$1.5M$23.0M+$1.1M
- SoundThinking, Inc.SSTI1,315,000 shares · 0.4% of their software · price −$12.7M$20.9MFlat
- SnowflakeSNOW126,207 shares · 0.4% of their software · price −$4.7M$20.4M+$16.8M
- VaronisVRNS374,529 shares · 0.4% of their software · price +$708K$17.7M−$795K
- ZoomInfoZI1,042,363 shares · 0.3% of their software$16.7M—
- GuidewireGWRE143,010 shares · 0.3% of their software · price +$1.1M$16.7M+$2.1M
- GitLabGTLB280,428 shares · 0.3% of their software · price −$1.3M$16.4M+$16.8M
- Block, Inc.XYZ192,977 shares · 0.3% of their software · price +$1.4M$16.3M−$7.1M
- UiPathPATH672,834 shares · 0.3% of their software · price −$1.5M$15.3M+$5.3M
- SAPSAP77,699 shares · 0.3% of their software · price +$3.1M$15.2M−$906K
- DynatraceDT312,173 shares · 0.3% of their software · price −$2.6M$14.5M+$1.2M
- LiveRamp Holdings, Inc.RAMP410,257 shares · 0.3% of their software · price −$1.4M$14.2MFlat
- Fair IsaacFICO10,849 shares · 0.3% of their software · price +$929K$13.6M+$1.9M
- SentinelOneS581,209 shares · 0.3% of their software · price −$2.4M$13.5M+$15.9M
- AppFolioAPPF53,818 shares · 0.3% of their software · price +$4.0M$13.3M−$3.4M
- FreshworksFRSH653,527 shares · 0.2% of their software · price −$3.5M$11.9M+$2.5M
- Clear Secure, Inc.YOU556,185 shares · 0.2% of their software$11.8M+$9.6M
- BroadridgeBR53,615 shares · 0.2% of their software$11.0M+$10.6M
- NetApp, Inc.NTAP100,914 shares · 0.2% of their software · price +$1.7M$10.6M+$5.8M
- QualysQLYS63,380 shares · 0.2% of their software · price −$1.9M$10.6M+$1.3M
- PaycomPAYC52,373 shares · 0.2% of their software$10.4M+$10.8M
- Upbound Group, Inc.UPBD283,891 shares · 0.2% of their software$10.0MFlat
- PalantirPLTR430,346 shares · 0.2% of their software · price +$2.5M$9.9M+$2.4M
- Fiserv, Inc.FISV58,254 shares · 0.2% of their software · price +$1.6M$9.3M+$2.3M
- CommvaultCVLT91,505 shares · 0.2% of their software · price +$2.0M$9.3M+$725K
- CourseraCOUR659,088 shares · 0.2% of their software · price −$3.5M$9.2M+$745K
- YextYEXT1,473,072 shares · 0.2% of their software$8.9MFlat
- Strategy IncMSTR4,690 shares · 0.2% of their software · price +$5.0M$8.0MNew · +$3.0M
- CloudflareNET81,141 shares · 0.2% of their software · price +$1.1M$7.9M+$5.8M
- InterDigital, Inc.IDCC73,048 shares · 0.2% of their software$7.8MNew · +$7.9M
- AvePointAVPT901,849 shares · 0.1% of their software$7.1MFlat
- DocuSignDOCU118,059 shares · 0.1% of their software$7.0M−$1.5M
- WorkivaWK77,929 shares · 0.1% of their software · price −$1.3M$6.6M−$3.2M
- OracleORCL50,233 shares · 0.1% of their software · price +$1.0M$6.3MFlat
- FortinetFTNT75,912 shares · 0.1% of their software · price +$742K$5.2M+$941K
- Full Truck Alliance Co. Ltd.YMM697,670 shares · 0.1% of their software$5.1MFlat
- AlkamiALKT197,230 shares · 0.1% of their software$4.8M+$1.0M
- NICENICE16,539 shares · 0.1% of their software · price +$1.0M$4.3MFlat
- MongoDBMDB9,865 shares · 0.1% of their software$3.5M−$40.3M
- NetScout Systems, Inc.NTCT161,029 shares · 0.1% of their software$3.5MFlat
- Repay Holdings CorporationRPAY285,293 shares · 0.1% of their software · price +$702K$3.1M−$586K
- RingCentralRNG88,562 shares · 0.1% of their software$3.1M−$540K
- BoxBOX96,139 shares · 0.1% of their software$2.7MFlat
- Manhattan AssociatesMANH10,492 shares · 0.1% of their software$2.6M−$5.1M
- Telos CorporationTLS609,019 shares · 0.1% of their software$2.5MFlat
- Grab Holdings LimitedGRAB732,920 shares · 0.0% of their software$2.3M+$1.1M
- BlackbaudBLKB31,032 shares · 0.0% of their software$2.3MFlat
- 8x8EGHT837,347 shares · 0.0% of their software$2.3M—
- TenableTENB45,431 shares · 0.0% of their software$2.2M+$1.5M
- Roper Technologies, Inc.ROP3,853 shares · 0.0% of their software$2.2MFlat
- Digital TurbineAPPS607,509 shares · 0.0% of their software · price −$2.6M$1.6MSplit
- SynopsysSNPS2,675 shares · 0.0% of their software$1.5M−$13.6M
- Ribbon Communications Inc.RBBN432,205 shares · 0.0% of their software$1.4MFlat
- Rackspace Technology, Inc.RXT769,170 shares · 0.0% of their software$1.2MFlat
- i3 Verticals, Inc.IIIV51,900 shares · 0.0% of their software$1.2MFlat
- F5, Inc.FFIV5,260 shares · 0.0% of their software$997KFlat
- TrimbleTRMB14,822 shares · 0.0% of their software$954K−$771K
- Cerence Inc.CRNC58,094 shares · 0.0% of their software$915KFlat
- MorningstarMORN2,784 shares · 0.0% of their software$859KFlat
- Joint Stock Company Kaspi.kzKSPI6,688 shares · 0.0% of their software$853KNew · +$860K
- PaylocityPCTY4,964 shares · 0.0% of their software$853K−$12.0M
- DropboxDBX34,948 shares · 0.0% of their software$849K−$3.1M
- Euronet Worldwide, Inc.EEFT7,606 shares · 0.0% of their software$836KFlat
- TwilioTWLO13,643 shares · 0.0% of their software$834KNew · +$1.0M
- SemrushSEMR61,301 shares · 0.0% of their software$813K—
- Paysafe LimitedPSFE48,361 shares · 0.0% of their software$764K−$1.9M
- A10 Networks, Inc.ATEN55,209 shares · 0.0% of their software$756KFlat
- OktaOKTA5,201 shares · 0.0% of their software$544K−$36.2M
- EVERTEC, Inc.EVTC12,659 shares · 0.0% of their software$505KFlat
- Alarm.com Holdings, Inc.ALRM6,463 shares · 0.0% of their software$468KFlat
- DoximityDOCS14,530 shares · 0.0% of their software$391KFlat
- Expensify, Inc.EXFY168,073 shares · 0.0% of their software$309KFlat
- AutodeskADSK1,027 shares · 0.0% of their software$267KFlat
- Intapp, Inc.INTA7,111 shares · 0.0% of their software$244K−$2.8M
- ElasticESTC1,881 shares · 0.0% of their software$189KFlat
- The Trade DeskTTD2,026 shares · 0.0% of their software$177KNew · Flat
- SchrödingerSDGR5,400 shares · 0.0% of their software$146KFlat
- Rimini Street, Inc.RMNI36,606 shares · 0.0% of their software$119KFlat
- DescartesDSGX1,298 shares · 0.0% of their software$119KFlat
- BILLBILL1,457 shares · 0.0% of their software$100KFlat
- AkamaiAKAM541 shares · 0.0% of their software$59KFlat
- Gen DigitalGEN2,074 shares · 0.0% of their software$46KFlat
- BlackLineBL663 shares · 0.0% of their software$43KFlat
- Payoneer Global Inc.PAYO6,806 shares · 0.0% of their software$33KFlat
- ProgressPRGS601 shares · 0.0% of their software$32KFlat
- Agilysys, Inc.AGYS294 shares · 0.0% of their software$25KFlat
- SprinklrCXM1,572 shares · 0.0% of their software$19K−$12.0M
- PDF Solutions, Inc.PDFS530 shares · 0.0% of their software$18KFlat
- CCC Intelligent Solutions Holdings Inc.CCC1,367 shares · 0.0% of their software$16K−$732K
- Viant Technology Inc.DSP1,258 shares · 0.0% of their software$13KFlat
- BackblazeBLZE641 shares · 0.0% of their software$7KFlat
- VirTra, Inc.VTSI516 shares · 0.0% of their software$5KFlat
- Asure Software, Inc.ASUR323 shares · 0.0% of their software$3KFlat
- Veritone, Inc.VERI448 shares · 0.0% of their software$2KFlat
- Corpay, Inc.CPAY7 shares · 0.0% of their software$2KNew · Flat
- DHI Group, Inc.DHX794 shares · 0.0% of their software$2KFlat
- AudioEye, Inc.AEYE163 shares · 0.0% of their software$2KNew · Flat
- comScore, Inc.SCOR71 shares · 0.0% of their software$1KNew · Flat
- Lyft, Inc.LYFT38 shares · 0.0% of their software$735Flat
- Dave Inc.DAVE19 shares · 0.0% of their software$706New · Flat
- Donnelley Financial Solutions, Inc.DFIN5 shares · 0.0% of their software$310Flat
- Remitly Global, Inc.RELY1 shares · 0.0% of their software$21Flat