Generalist · Pittsburgh, PA
Federated Hermes
Q2 2024 · compared with Q1 2024
Filed as Federated Hermes, INC.
- Software
- $4.8B
- Weight of 13F
- 11.4%
- Names
- 146
- Net bought
- +$38.3M
Filed 8 August 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
- MicrosoftMSFT2,222,846 shares · 20.6% of their software · price +$58.3M$994MFlat
- CrowdStrikeCRWD1,112,272 shares · 8.9% of their software · price +$69.6M$426MFlat
- ServiceNowNOW304,373 shares · 5.0% of their software · price +$7.4M$239MFlat
- GoDaddyGDDY1,501,277 shares · 4.4% of their software · price +$31.6M$210M+$46.8M
- AdobeADBE268,395 shares · 3.1% of their software · price +$13.7M$149M+$13.1M
- CoStarCSGP1,968,574 shares · 3.0% of their software · price −$44.2M$146M−$2.6M
- NutanixNTNX2,341,968 shares · 2.8% of their software · price −$11.4M$133M−$7.6M
- VeevaVEEV592,187 shares · 2.3% of their software · price −$28.8M$108M+$5.7M
- Tyler TechnologiesTYL206,644 shares · 2.2% of their software · price +$16.1M$104M−$1.9M
- ShopifySHOP1,547,448 shares · 2.1% of their software · price −$17.2M$102MFlat
- IntuitINTU150,473 shares · 2.1% of their software · price +$1.1M$98.9M+$15.1M
- Palo Alto NetworksPANW268,250 shares · 1.9% of their software · price +$14.7M$90.9M−$12.6M
- SalesforceCRM332,904 shares · 1.8% of their software · price −$14.7M$85.6M−$23.5M
- VeriskVRSK314,232 shares · 1.8% of their software · price +$10.6M$84.7M−$3.6M
- PaycomPAYC581,964 shares · 1.7% of their software · price −$32.6M$83.2M+$105M
- PTCPTC433,892 shares · 1.6% of their software · price −$3.2M$78.8M+$2.0M
- Uber Technologies, Inc.UBER1,071,393 shares · 1.6% of their software · price −$4.6M$77.9M−$5.5M
- ZscalerZS394,698 shares · 1.6% of their software$75.9M+$11.8M
- HubSpotHUBS122,468 shares · 1.5% of their software · price −$4.5M$72.2M+$1.3M
- WEX Inc.WEX402,365 shares · 1.5% of their software · price −$24.3M$71.3M+$2.8M
- ElasticESTC615,655 shares · 1.5% of their software · price +$8.4M$70.1M+$61.5M
- DatadogDDOG524,585 shares · 1.4% of their software · price +$3.2M$68.0M+$4.1M
- AppLovinAPP793,886 shares · 1.4% of their software · price +$11.1M$66.1M+$12.3M
- KlaviyoKVYO2,474,600 shares · 1.3% of their software · price −$1.5M$61.6MFlat
- Paychex, Inc.PAYX518,771 shares · 1.3% of their software · price −$2.2M$61.5M−$114M
- DuolingoDUOL274,434 shares · 1.2% of their software · price −$3.3M$57.3M+$913K
- Q2QTWO770,134 shares · 1.0% of their software · price +$6.0M$46.5M+$2.1M
- Sportradar Group AGSRAD4,152,300 shares · 1.0% of their software · price −$1.9M$46.4M−$3.0M
- ToastTOST1,731,600 shares · 0.9% of their software · price +$1.5M$44.6M+$3.1M
- ProcorePCOR630,545 shares · 0.9% of their software · price −$10.0M$41.8M+$8.6M
- WorkdayWDAY183,289 shares · 0.9% of their software · price −$9.0M$41.0M−$65.8M
- SPS CommerceSPSC208,877 shares · 0.8% of their software · price +$681K$39.3MFlat
- PegasystemsPEGA633,407 shares · 0.8% of their software · price −$2.6M$38.3M−$5.7M
- OracleORCL257,573 shares · 0.8% of their software · price +$4.0M$36.4M+$26.0M
- ZoomZM548,969 shares · 0.7% of their software · price −$3.4M$32.5M+$2.6M
- FortinetFTNT452,947 shares · 0.6% of their software · price −$3.6M$27.3M+$25.8M
- StoneCo Ltd.STNE2,129,571 shares · 0.5% of their software · price −$9.8M$25.5M−$13.9M
- DoubleVerifyDV1,288,400 shares · 0.5% of their software · price −$20.2M$25.1M−$22.6M
- Fiserv, Inc.FISV151,647 shares · 0.5% of their software · price −$1.6M$22.6M+$14.9M
- Automatic Data Processing, Inc.ADP92,324 shares · 0.5% of their software · price −$1.0M$22.0MFlat
- GuidewireGWRE151,568 shares · 0.4% of their software · price +$3.2M$20.9M+$999K
- SoundThinking, Inc.SSTI1,505,000 shares · 0.4% of their software · price −$5.6M$18.3M+$3.0M
- BrazeBRZE455,170 shares · 0.4% of their software · price −$2.5M$17.7M−$12.7M
- Fair IsaacFICO11,835 shares · 0.4% of their software · price +$2.8M$17.6M+$1.2M
- VaronisVRNS351,619 shares · 0.4% of their software$16.9M−$1.1M
- SprinklrCXM1,696,472 shares · 0.3% of their software · price −$4.5M$16.3M+$20.8M
- CadenceCDNS51,980 shares · 0.3% of their software$16.0M−$17.3M
- Clear Secure, Inc.YOU830,751 shares · 0.3% of their software · price −$2.1M$15.5M+$5.8M
- GitLabGTLB308,859 shares · 0.3% of their software · price −$2.7M$15.4M+$1.7M
- ZoomInfoZI1,160,649 shares · 0.3% of their software$14.8M—
- YextYEXT2,748,420 shares · 0.3% of their software · price −$1.9M$14.7M+$7.7M
- DocuSignDOCU274,516 shares · 0.3% of their software · price −$1.7M$14.7M+$9.3M
- UiPathPATH1,143,574 shares · 0.3% of their software · price −$11.4M$14.5M+$10.7M
- NetApp, Inc.NTAP103,117 shares · 0.3% of their software · price +$2.5M$13.3MFlat
- Block, Inc.XYZ196,456 shares · 0.3% of their software · price −$3.9M$12.7MFlat
- CommvaultCVLT103,834 shares · 0.3% of their software · price +$2.1M$12.6M+$1.3M
- LiveRamp Holdings, Inc.RAMP400,683 shares · 0.3% of their software · price −$1.4M$12.4MFlat
- SentinelOneS555,001 shares · 0.2% of their software · price −$1.3M$11.7M−$611K
- SAPSAP56,831 shares · 0.2% of their software$11.5M−$4.1M
- PalantirPLTR431,667 shares · 0.2% of their software · price +$1.0M$10.9MFlat
- AppFolioAPPF43,754 shares · 0.2% of their software$10.7M−$2.5M
- BroadridgeBR52,129 shares · 0.2% of their software$10.3MFlat
- QualysQLYS71,356 shares · 0.2% of their software · price −$1.7M$10.2M+$1.3M
- AvePointAVPT934,670 shares · 0.2% of their software · price +$2.3M$9.7MFlat
- OktaOKTA94,049 shares · 0.2% of their software · price −$1.0M$8.8M+$9.3M
- Upbound Group, Inc.UPBD283,192 shares · 0.2% of their software · price −$1.3M$8.7MFlat
- InterDigital, Inc.IDCC73,925 shares · 0.2% of their software · price +$747K$8.6MFlat
- DynatraceDT190,875 shares · 0.2% of their software$8.5M−$5.6M
- DoximityDOCS279,634 shares · 0.2% of their software$7.8M+$7.1M
- Alarm.com Holdings, Inc.ALRM118,231 shares · 0.2% of their software · price −$1.1M$7.5M+$8.1M
- Full Truck Alliance Co. Ltd.YMM866,375 shares · 0.1% of their software · price +$667K$7.0M+$1.2M
- TenableTENB158,726 shares · 0.1% of their software · price −$929K$6.9M+$5.6M
- Zeta GlobalZETA383,762 shares · 0.1% of their software · price +$2.6M$6.8MNew · +$4.2M
- Strategy IncMSTR4,386 shares · 0.1% of their software · price −$1.4M$6.0M−$518K
- The Trade DeskTTD60,491 shares · 0.1% of their software · price +$620K$5.9M+$5.1M
- CourseraCOUR819,969 shares · 0.1% of their software · price −$5.6M$5.9M+$2.3M
- AlkamiALKT197,264 shares · 0.1% of their software · price +$771K$5.6MFlat
- WorkivaWK73,053 shares · 0.1% of their software · price −$863K$5.3MFlat
- AutodeskADSK16,163 shares · 0.1% of their software$4.0M+$3.9M
- SemrushSEMR297,311 shares · 0.1% of their software$4.0M—
- Grindr Inc.GRND297,391 shares · 0.1% of their software · price +$627K$3.6MNew · +$3.0M
- BlackLineBL67,000 shares · 0.1% of their software · price −$1.1M$3.2M+$4.3M
- Grab Holdings LimitedGRAB907,985 shares · 0.1% of their software$3.2M+$550K
- NICENICE18,663 shares · 0.1% of their software · price −$1.7M$3.2M+$554K
- Repay Holdings CorporationRPAY282,544 shares · 0.1% of their software$3.0MFlat
- NetScout Systems, Inc.NTCT161,033 shares · 0.1% of their software · price −$572K$2.9MFlat
- Roper Technologies, Inc.ROP4,996 shares · 0.1% of their software$2.8M+$641K
- BoxBOX104,296 shares · 0.1% of their software$2.8MFlat
- RingCentralRNG92,581 shares · 0.1% of their software · price −$605K$2.6MFlat
- BlackbaudBLKB32,256 shares · 0.1% of their software$2.5MFlat
- Manhattan AssociatesMANH9,748 shares · 0.0% of their software$2.4MFlat
- Rackspace Technology, Inc.RXT769,980 shares · 0.0% of their software · price +$1.1M$2.3MFlat
- Telos CorporationTLS502,330 shares · 0.0% of their software$2.0MFlat
- 8x8EGHT835,973 shares · 0.0% of their software$1.9MFlat
- VertexVERX50,605 shares · 0.0% of their software$1.8MNew · +$1.6M
- Ribbon Communications Inc.RBBN432,205 shares · 0.0% of their software$1.4MFlat
- Donnelley Financial Solutions, Inc.DFIN22,831 shares · 0.0% of their software$1.4M+$1.4M
- i3 Verticals, Inc.IIIV51,969 shares · 0.0% of their software$1.1MFlat
- Cerence Inc.CRNC375,722 shares · 0.0% of their software · price −$4.9M$1.1M+$5.0M
- SynopsysSNPS1,771 shares · 0.0% of their software$1.1M−$517K
- Digital TurbineAPPS607,269 shares · 0.0% of their software · price −$583K$1.0MFlat
- F5, Inc.FFIV5,635 shares · 0.0% of their software$971KFlat
- Euronet Worldwide, Inc.EEFT9,241 shares · 0.0% of their software$956KFlat
- Paysafe LimitedPSFE47,842 shares · 0.0% of their software$846KFlat
- TrimbleTRMB14,719 shares · 0.0% of their software$823KFlat
- Joint Stock Company Kaspi.kzKSPI6,368 shares · 0.0% of their software$822KFlat
- A10 Networks, Inc.ATEN55,307 shares · 0.0% of their software$766KFlat
- TwilioTWLO12,462 shares · 0.0% of their software$708KFlat
- Viant Technology Inc.DSP67,767 shares · 0.0% of their software$669K+$709K
- MorningstarMORN2,260 shares · 0.0% of their software$669KFlat
- PaylocityPCTY4,779 shares · 0.0% of their software$630KFlat
- DropboxDBX26,849 shares · 0.0% of their software$603KFlat
- TeradataTDC17,157 shares · 0.0% of their software$593K−$26.5M
- FreshworksFRSH43,744 shares · 0.0% of their software$555K−$11.1M
- AtlassianTEAM2,510 shares · 0.0% of their software$444KNew · Flat
- WaystarWAY20,000 shares · 0.0% of their software$430KNew · Flat
- ProgressPRGS7,578 shares · 0.0% of their software$411KFlat
- Intapp, Inc.INTA7,805 shares · 0.0% of their software$286KFlat
- Ibotta, Inc.IBTA3,600 shares · 0.0% of their software$271KNew · Flat
- Expensify, Inc.EXFY173,150 shares · 0.0% of their software$258KFlat
- Silvaco Group, Inc.SVCO12,000 shares · 0.0% of their software$216KNew · Flat
- Gen DigitalGEN7,167 shares · 0.0% of their software$179KFlat
- BILLBILL3,108 shares · 0.0% of their software$164KFlat
- DescartesDSGX1,298 shares · 0.0% of their software$126KFlat
- SchrödingerSDGR5,400 shares · 0.0% of their software$104KFlat
- Corpay, Inc.CPAY253 shares · 0.0% of their software$67KFlat
- FactSetFDS127 shares · 0.0% of their software$52KNew · Flat
- AkamaiAKAM476 shares · 0.0% of their software$43KFlat
- Payoneer Global Inc.PAYO5,827 shares · 0.0% of their software$32KFlat
- Agilysys, Inc.AGYS291 shares · 0.0% of their software$30KFlat
- CCC Intelligent Solutions Holdings Inc.CCC1,295 shares · 0.0% of their software$14KFlat
- Rimini Street, Inc.RMNI4,540 shares · 0.0% of their software$14KFlat
- OneSpan Inc.OSPN442 shares · 0.0% of their software$6KNew · Flat
- PowerFleet, Inc.AIOT1,080 shares · 0.0% of their software$5KNew · Flat
- Dave Inc.DAVE151 shares · 0.0% of their software$5KFlat
- AudioEye, Inc.AEYE238 shares · 0.0% of their software$4KFlat
- VirTra, Inc.VTSI398 shares · 0.0% of their software$3KFlat
- Asure Software, Inc.ASUR323 shares · 0.0% of their software$3KFlat
- DHI Group, Inc.DHX794 shares · 0.0% of their software$2KFlat
- Priority Technology Holdings, Inc.PRTH309 shares · 0.0% of their software$2KNew · Flat
- comScore, Inc.SCOR78 shares · 0.0% of their software$1KFlat
- Veritone, Inc.VERI448 shares · 0.0% of their software$1KFlat
- Lyft, Inc.LYFT38 shares · 0.0% of their software$536Flat
- Paysign, Inc.PAYS100 shares · 0.0% of their software$431New · Flat
- Remitly Global, Inc.RELY1 shares · 0.0% of their software$12Flat
- Alight, Inc.ALIT1 shares · 0.0% of their software$7New · Flat