Generalist · Pittsburgh, PA
Federated Hermes
Q1 2025 · compared with Q4 2024
Filed as Federated Hermes, INC.
- Software
- $5.7B
- Weight of 13F
- 12.2%
- Names
- 164
- Net bought
- +$329M
Filed 8 May 2025 · SEC filing.
2,046 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
- MicrosoftMSFT2,438,357 shares · 16.2% of their software · price −$112M$915M+$124M
- PalantirPLTR2,730,801 shares · 4.1% of their software · price +$23.9M$230M+$3.9M
- Paychex, Inc.PAYX1,396,038 shares · 3.8% of their software · price +$19.6M$215M−$22.2M
- FortinetFTNT2,211,113 shares · 3.8% of their software · price +$3.9M$213M+$76.0M
- GoDaddyGDDY997,658 shares · 3.2% of their software · price −$17.2M$180M−$97.3M
- Palo Alto NetworksPANW1,025,180 shares · 3.1% of their software · price −$11.6M$175M+$101M
- NutanixNTNX2,423,978 shares · 3.0% of their software · price +$20.9M$169M+$25.9M
- ShopifySHOP1,447,767 shares · 2.5% of their software · price −$15.7M$140M−$5.4M
- ServiceNowNOW166,668 shares · 2.3% of their software · price −$44.0M$133M−$119M
- Tyler TechnologiesTYL221,682 shares · 2.3% of their software · price +$1.1M$129M+$1.8M
- CoStarCSGP1,465,334 shares · 2.1% of their software · price +$11.2M$116M−$20.4M
- HubSpotHUBS196,664 shares · 2.0% of their software · price −$24.7M$112M+$18.1M
- AppLovinAPP410,025 shares · 1.9% of their software · price −$24.1M$109M−$20.2M
- SalesforceCRM397,540 shares · 1.9% of their software · price −$26.2M$107MFlat
- PaycomPAYC477,475 shares · 1.8% of their software · price +$6.5M$104M+$3.4M
- DatadogDDOG1,043,625 shares · 1.8% of their software · price −$45.6M$104M−$65.3M
- NetApp, Inc.NTAP1,096,236 shares · 1.7% of their software · price −$31.0M$96.3M+$62.9M
- CrowdStrikeCRWD263,504 shares · 1.6% of their software · price +$2.7M$92.9M−$8.4M
- Rubrik, Inc.RBRK1,516,991 shares · 1.6% of their software · price −$6.6M$92.5MFlat
- VeevaVEEV386,953 shares · 1.6% of their software · price +$8.3M$89.6M+$4.3M
- ToastTOST2,520,435 shares · 1.5% of their software · price −$8.3M$83.6M+$8.0M
- GuidewireGWRE434,731 shares · 1.4% of their software · price +$8.2M$81.5M+$6.6M
- KlaviyoKVYO2,669,800 shares · 1.4% of their software · price −$29.3M$80.8MFlat
- ElasticESTC884,400 shares · 1.4% of their software · price −$8.8M$78.8MFlat
- DuolingoDUOL251,383 shares · 1.4% of their software · price −$3.4M$78.1M−$32.4M
- Sportradar Group AGSRAD3,572,727 shares · 1.4% of their software · price +$15.3M$77.2M−$10.2M
- AdobeADBE193,718 shares · 1.3% of their software · price −$11.8M$74.3M−$36.9M
- PTCPTC454,202 shares · 1.2% of their software · price −$13.1M$70.4M+$1.4M
- SentinelOneS3,544,338 shares · 1.1% of their software · price −$14.2M$64.4M+$20.9M
- Q2QTWO746,938 shares · 1.1% of their software · price −$15.4M$59.8M+$3.9M
- WEX Inc.WEX377,076 shares · 1.0% of their software · price −$6.9M$59.2M−$4.6M
- UiPathPATH5,720,096 shares · 1.0% of their software · price −$13.8M$58.9M+$60.2M
- ZscalerZS283,095 shares · 1.0% of their software · price +$5.1M$56.2MNew · +$51.1M
- Grab Holdings LimitedGRAB12,348,891 shares · 1.0% of their software · price −$2.3M$55.9M+$2.5M
- VeriskVRSK168,304 shares · 0.9% of their software · price +$3.7M$50.1M+$6.2M
- Uber Technologies, Inc.UBER673,312 shares · 0.9% of their software · price +$8.4M$49.1M−$2.2M
- ZoomZM627,740 shares · 0.8% of their software · price −$4.9M$46.3M−$6.8M
- WixWIX238,559 shares · 0.7% of their software · price −$12.2M$39.0M+$32.7M
- SnowflakeSNOW260,214 shares · 0.7% of their software · price −$2.1M$38.0MFlat
- WorkdayWDAY158,190 shares · 0.7% of their software · price −$3.9M$36.9M−$2.7M
- F5, Inc.FFIV117,902 shares · 0.6% of their software · price +$1.7M$31.4M+$27.5M
- BILLBILL663,971 shares · 0.5% of their software · price −$25.8M$30.5M+$11.8M
- DynatraceDT645,428 shares · 0.5% of their software · price −$4.6M$30.4M+$31.9M
- BrazeBRZE803,307 shares · 0.5% of their software · price −$4.7M$29.0M+$3.4M
- SamsaraIOT725,998 shares · 0.5% of their software · price −$3.9M$27.8MNew · +$31.7M
- GitLabGTLB591,027 shares · 0.5% of their software · price −$5.5M$27.8M+$7.3M
- IntuitINTU39,673 shares · 0.4% of their software · price −$576K$24.4M−$2.3M
- WaystarWAY644,694 shares · 0.4% of their software$24.1M+$17.1M
- DocuSignDOCU279,923 shares · 0.4% of their software · price −$2.4M$22.8M−$12.9M
- Fair IsaacFICO12,265 shares · 0.4% of their software · price −$1.8M$22.6M−$16.6M
- The Trade DeskTTD411,300 shares · 0.4% of their software · price −$25.8M$22.5M−$20.9M
- DoubleVerifyDV1,663,821 shares · 0.4% of their software · price −$9.7M$22.2M+$31.8M
- Block, Inc.XYZ399,312 shares · 0.4% of their software · price −$12.2M$21.7M+$13.7M
- CloudflareNET190,455 shares · 0.4% of their software · price +$954K$21.5MNew · +$20.5M
- Automatic Data Processing, Inc.ADP69,493 shares · 0.4% of their software · price +$890K$21.2M−$2.3M
- SoundThinking, Inc.SSTI1,235,000 shares · 0.4% of their software · price +$4.8M$20.9M−$2.1M
- VertexVERX573,978 shares · 0.4% of their software · price −$10.5M$20.1M−$6.2M
- Lyft, Inc.LYFT1,555,883 shares · 0.3% of their software · price −$1.6M$18.5M+$16.3M
- AtlassianTEAM81,229 shares · 0.3% of their software · price −$2.5M$17.2M+$19.3M
- ProcorePCOR260,114 shares · 0.3% of their software · price −$2.3M$17.2M+$3.9M
- Fiserv, Inc.FISV74,295 shares · 0.3% of their software · price +$1.1M$16.4M−$4.8M
- Grindr Inc.GRND899,912 shares · 0.3% of their software$16.1M+$604K
- DoximityDOCS276,971 shares · 0.3% of their software · price +$1.3M$16.1M+$1.1M
- Bentley SystemsBSY405,705 shares · 0.3% of their software · price −$3.0M$16.0MNew · +$18.9M
- Full Truck Alliance Co. Ltd.YMM1,223,441 shares · 0.3% of their software · price +$2.4M$15.6M−$1.1M
- YextYEXT2,427,934 shares · 0.3% of their software$15.0M−$2.5M
- Clear Secure, Inc.YOU564,028 shares · 0.3% of their software$14.6M−$5.4M
- SPS CommerceSPSC106,983 shares · 0.3% of their software · price −$5.5M$14.2M−$9.3M
- SAPSAP52,127 shares · 0.2% of their software · price +$1.2M$14.0M−$1.1M
- SprinklrCXM1,674,163 shares · 0.2% of their software$14.0MFlat
- InterDigital, Inc.IDCC63,705 shares · 0.2% of their software · price +$830K$13.2M−$934K
- AvePointAVPT906,934 shares · 0.2% of their software · price −$1.9M$13.1M−$795K
- PegasystemsPEGA186,003 shares · 0.2% of their software · price −$4.4M$12.9M−$3.0M
- StoneCo Ltd.STNE1,183,051 shares · 0.2% of their software · price +$3.0M$12.4M−$2.9M
- OktaOKTA115,957 shares · 0.2% of their software · price +$3.1M$12.2M+$1.2M
- FlywireFLYW1,235,052 shares · 0.2% of their software · price −$13.7M$11.7MNew · +$25.5M
- OracleORCL81,852 shares · 0.2% of their software · price −$2.2M$11.4M−$28.4M
- LiveRamp Holdings, Inc.RAMP421,871 shares · 0.2% of their software · price −$1.8M$11.0MFlat
- BroadridgeBR43,397 shares · 0.2% of their software · price +$710K$10.5M+$4.0M
- Intapp, Inc.INTA177,794 shares · 0.2% of their software · price −$1.0M$10.4M+$2.8M
- ZoomInfoZI1,015,127 shares · 0.2% of their software$10.2M—
- CadenceCDNS37,273 shares · 0.2% of their software · price −$1.7M$9.5M+$1.2M
- QualysQLYS68,837 shares · 0.2% of their software · price −$984K$8.7M+$2.9M
- C3.aiAI389,855 shares · 0.1% of their software · price −$5.2M$8.2MNew · +$13.4M
- AutodeskADSK30,083 shares · 0.1% of their software · price −$1.0M$7.9M+$1.3M
- CommvaultCVLT46,551 shares · 0.1% of their software$7.3MFlat
- Upbound Group, Inc.UPBD302,091 shares · 0.1% of their software · price −$1.6M$7.2MFlat
- Clearwater AnalyticsCWAN269,496 shares · 0.1% of their software$7.2M—
- CourseraCOUR1,076,727 shares · 0.1% of their software · price −$2.0M$7.2M+$5.1M
- TwilioTWLO61,461 shares · 0.1% of their software · price −$625K$6.0M−$570K
- Sprout SocialSPT243,460 shares · 0.1% of their software · price −$2.1M$5.4MNew · +$7.5M
- AlkamiALKT163,044 shares · 0.1% of their software · price −$1.7M$4.3M−$1.4M
- NetScout Systems, Inc.NTCT172,289 shares · 0.1% of their software$3.6MFlat
- BlackLineBL70,715 shares · 0.1% of their software · price −$873K$3.4MFlat
- VaronisVRNS81,223 shares · 0.1% of their software$3.3M−$9.9M
- TenableTENB91,501 shares · 0.1% of their software$3.2MFlat
- NCR Atleos CorporationNATL115,168 shares · 0.1% of their software · price −$868K$3.0MFlat
- SemrushSEMR313,234 shares · 0.1% of their software$2.9MFlat
- Roper Technologies, Inc.ROP4,600 shares · 0.0% of their software$2.7MFlat
- AppFolioAPPF11,736 shares · 0.0% of their software$2.6M−$2.1M
- Cerence Inc.CRNC246,201 shares · 0.0% of their software$1.9MFlat
- Life360, Inc.LIF48,773 shares · 0.0% of their software$1.9M+$867K
- WorkivaWK24,337 shares · 0.0% of their software · price −$817K$1.8M−$791K
- NICENICE11,500 shares · 0.0% of their software$1.8M−$2.6M
- Manhattan AssociatesMANH10,179 shares · 0.0% of their software · price −$989K$1.8M−$2.1M
- MongoDBMDB10,031 shares · 0.0% of their software · price −$576K$1.8MNew · +$2.3M
- i3 Verticals, Inc.IIIV56,292 shares · 0.0% of their software$1.4MFlat
- Rackspace Technology, Inc.RXT794,458 shares · 0.0% of their software$1.3MFlat
- FastlyFSLY211,638 shares · 0.0% of their software · price −$658K$1.3MFlat
- 8x8EGHT624,777 shares · 0.0% of their software$1.2MFlat
- BlackbaudBLKB18,256 shares · 0.0% of their software$1.1MFlat
- PaylocityPCTY4,815 shares · 0.0% of their software$902KFlat
- A10 Networks, Inc.ATEN45,488 shares · 0.0% of their software$743KFlat
- Paysafe LimitedPSFE46,850 shares · 0.0% of their software$735KFlat
- Viant Technology Inc.DSP58,654 shares · 0.0% of their software$728KFlat
- DropboxDBX25,572 shares · 0.0% of their software$683KFlat
- RingCentralRNG26,633 shares · 0.0% of their software$659KFlat
- MorningstarMORN2,115 shares · 0.0% of their software$634KFlat
- Joint Stock Company Kaspi.kzKSPI6,345 shares · 0.0% of their software$589KFlat
- FreshworksFRSH41,059 shares · 0.0% of their software$579KFlat
- Silvaco Group, Inc.SVCO126,000 shares · 0.0% of their software$575K+$630K
- TeradataTDC23,970 shares · 0.0% of their software$539KFlat
- Expensify, Inc.EXFY165,684 shares · 0.0% of their software$504KFlat
- AsanaASAN32,731 shares · 0.0% of their software$477KNew · +$663K
- Gen DigitalGEN17,171 shares · 0.0% of their software$456KFlat
- Dave Inc.DAVE5,300 shares · 0.0% of their software$438KFlat
- Shift4 Payments, Inc.FOUR5,003 shares · 0.0% of their software$409KFlat
- Payoneer Global Inc.PAYO47,626 shares · 0.0% of their software$348KFlat
- PagerDutyPD17,191 shares · 0.0% of their software$314KNew · Flat
- PDF Solutions, Inc.PDFS15,154 shares · 0.0% of their software$290KNew · Flat
- Telos CorporationTLS121,500 shares · 0.0% of their software$289KFlat
- Euronet Worldwide, Inc.EEFT2,700 shares · 0.0% of their software$288KFlat
- Ibotta, Inc.IBTA6,740 shares · 0.0% of their software$284KFlat
- Simulations PlusSLP11,200 shares · 0.0% of their software$275KNew · Flat
- SimilarwebSMWB31,500 shares · 0.0% of their software$261KNew · Flat
- Consensus Cloud Solutions, Inc.CCSI9,327 shares · 0.0% of their software$215KFlat
- TrimbleTRMB3,232 shares · 0.0% of their software$212KFlat
- VeriSign, Inc.VRSN793 shares · 0.0% of their software$201KFlat
- SchrödingerSDGR10,000 shares · 0.0% of their software$197KFlat
- SynopsysSNPS445 shares · 0.0% of their software$191KFlat
- BoxBOX5,830 shares · 0.0% of their software$180K−$4.1M
- AkamaiAKAM1,953 shares · 0.0% of their software$157KFlat
- DescartesDSGX992 shares · 0.0% of their software$100KFlat
- UnityU4,491 shares · 0.0% of their software$88KFlat
- FactSetFDS167 shares · 0.0% of their software$76KNew · Flat
- Definitive HealthcareDH7,590 shares · 0.0% of their software$22KNew · Flat
- Five9FIVN667 shares · 0.0% of their software$18KNew · Flat
- Red Violet, Inc.RDVT447 shares · 0.0% of their software$17KFlat
- Alarm.com Holdings, Inc.ALRM287 shares · 0.0% of their software$16KFlat
- Kaltura, Inc.KLTR7,852 shares · 0.0% of their software$15KFlat
- ACI WorldwideACIW213 shares · 0.0% of their software$12KNew · Flat
- Ooma, Inc.OOMA697 shares · 0.0% of their software$9KFlat
- ProgressPRGS163 shares · 0.0% of their software$8KFlat
- SoundHound AI, Inc.SOUN706 shares · 0.0% of their software$6KFlat
- OneSpan Inc.OSPN369 shares · 0.0% of their software$6KFlat
- Blend Labs, Inc.BLND1,409 shares · 0.0% of their software$5KFlat
- Priority Technology Holdings, Inc.PRTH624 shares · 0.0% of their software$4KFlat
- Corpay, Inc.CPAY11 shares · 0.0% of their software$4KFlat
- AudioEye, Inc.AEYE150 shares · 0.0% of their software$2KFlat
- VirTra, Inc.VTSI402 shares · 0.0% of their software$2KNew · Flat
- Rimini Street, Inc.RMNI451 shares · 0.0% of their software$2KNew · Flat
- N-ableNABL180 shares · 0.0% of their software$1KFlat
- Freightos LimitedCRGO499 shares · 0.0% of their software$1KNew · Flat
- Remitly Global, Inc.RELY23 shares · 0.0% of their software$478Flat