Generalist · Pittsburgh, PA
Federated Hermes
Q1 2026 · compared with Q4 2025
Filed as Federated Hermes, INC.
- Software
- $7.0B
- Weight of 13F
- 11.4%
- Names
- 166
- Net bought
- +$1.3B
2,044 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
- MicrosoftMSFT2,992,907 shares · 15.9% of their software · price −$340M$1.1B−$22.2M
- Paychex, Inc.PAYX5,885,576 shares · 7.8% of their software · price −$118M$542M+$390M
- Fiserv, Inc.FISV8,659,018 shares · 6.9% of their software · price −$98.5M$483M+$287M
- VeevaVEEV1,654,869 shares · 4.2% of their software · price −$78.7M$291M+$139M
- Uber Technologies, Inc.UBER2,862,874 shares · 2.9% of their software · price −$28.0M$206M−$10.3M
- PalantirPLTR1,351,712 shares · 2.8% of their software · price −$42.5M$198M−$38.5M
- AdobeADBE804,257 shares · 2.8% of their software · price −$86.0M$195M−$30.7M
- Amdocs LimitedDOX2,706,299 shares · 2.5% of their software · price −$41.3M$177M+$207M
- The Trade DeskTTD7,628,435 shares · 2.5% of their software · price −$116M$173M+$111M
- CrowdStrikeCRWD402,691 shares · 2.2% of their software · price −$31.6M$157M+$8.9M
- SalesforceCRM835,794 shares · 2.2% of their software · price −$65.4M$156M−$41.9M
- IntuitINTU351,518 shares · 2.2% of their software · price −$80.9M$152M+$204M
- MongoDBMDB524,311 shares · 1.8% of their software · price −$91.7M$128M−$15.7M
- DuolingoDUOL1,253,026 shares · 1.8% of their software · price −$96.4M$124M+$204M
- Tyler TechnologiesTYL318,653 shares · 1.6% of their software · price −$35.6M$109M+$37.8M
- ShopifySHOP861,411 shares · 1.5% of their software · price −$36.5M$102M−$76.1M
- ElasticESTC1,992,144 shares · 1.4% of their software · price −$50.7M$99.6M+$72.0M
- DatadogDDOG828,999 shares · 1.4% of their software · price −$14.9M$97.9M−$30.9M
- Palo Alto NetworksPANW602,588 shares · 1.4% of their software · price −$14.4M$96.6M−$78.8M
- DynatraceDT2,569,228 shares · 1.4% of their software · price −$16.3M$95.0M+$32.5M
- ServiceNowNOW891,562 shares · 1.3% of their software · price −$43.4M$93.2MFlat
- NetApp, Inc.NTAP908,283 shares · 1.3% of their software · price −$4.3M$93.0M+$7.9M
- DocuSignDOCU1,887,900 shares · 1.3% of their software · price −$39.6M$89.5M+$63.1M
- HubSpotHUBS366,286 shares · 1.3% of their software · price −$57.6M$89.4M+$61.3M
- ToastTOST3,055,000 shares · 1.2% of their software · price −$27.5M$81.0M−$7.6M
- FortinetFTNT960,230 shares · 1.1% of their software · price +$2.2M$78.5M+$48.6M
- GoDaddyGDDY915,021 shares · 1.1% of their software · price −$37.9M$75.6M−$9.2M
- UiPathPATH6,719,798 shares · 1.1% of their software · price −$35.5M$74.6M−$5.8M
- PaycomPAYC609,119 shares · 1.1% of their software · price −$23.0M$74.0M−$2.4M
- WorkdayWDAY547,683 shares · 1.0% of their software · price −$46.5M$71.2M+$115M
- Rubrik, Inc.RBRK1,317,727 shares · 0.9% of their software · price −$36.3M$64.5M−$86.6M
- AtlassianTEAM944,711 shares · 0.9% of their software · price −$88.7M$64.5M+$149M
- GuidewireGWRE373,993 shares · 0.8% of their software · price −$19.2M$55.9M−$22.0M
- WEX Inc.WEX362,372 shares · 0.8% of their software · price +$1.5M$55.5M+$1.9M
- GitLabGTLB2,481,164 shares · 0.8% of their software · price −$39.4M$53.7M+$92.5M
- CoStarCSGP1,297,958 shares · 0.7% of their software · price −$34.9M$52.4M−$1.7M
- SnowflakeSNOW342,435 shares · 0.7% of their software · price −$23.5M$51.6M−$9.8M
- KlaviyoKVYO2,639,485 shares · 0.7% of their software · price −$34.3M$51.4M−$8.5M
- DoximityDOCS2,040,107 shares · 0.7% of their software · price −$42.8M$47.5M+$35.0M
- JFrogFROG951,289 shares · 0.6% of their software · price −$14.8M$44.6M+$39.9M
- Q2QTWO940,911 shares · 0.6% of their software · price −$23.4M$44.5M+$18.1M
- OktaOKTA565,317 shares · 0.6% of their software · price −$4.4M$44.5M+$9.4M
- OracleORCL286,062 shares · 0.6% of their software · price −$13.7M$42.1M−$694K
- SPS CommerceSPSC738,949 shares · 0.6% of their software · price −$24.7M$41.1M+$44.0M
- Manhattan AssociatesMANH281,745 shares · 0.5% of their software · price −$11.3M$37.5M+$20.1M
- DigitalOceanDOCN404,095 shares · 0.5% of their software · price +$15.2M$34.7M−$4.6M
- F5, Inc.FFIV107,224 shares · 0.4% of their software · price +$3.7M$31.0M−$2.0M
- Sportradar Group AGSRAD1,820,535 shares · 0.4% of their software · price −$12.8M$30.5M−$22.9M
- Chime Financial, Inc.CHYM1,568,883 shares · 0.4% of their software · price −$10.1M$29.4M+$7.6M
- Fair IsaacFICO27,487 shares · 0.4% of their software · price −$17.1M$29.3MSplit
- AutodeskADSK115,617 shares · 0.4% of their software · price −$6.5M$27.7M+$12.8M
- Grab Holdings LimitedGRAB7,530,345 shares · 0.4% of their software · price −$10.0M$27.6M−$6.5M
- Lyft, Inc.LYFT1,836,166 shares · 0.3% of their software · price −$11.1M$24.4M+$22.0M
- CloudflareNET116,426 shares · 0.3% of their software · price +$1.1M$24.0M−$114M
- StoneCo Ltd.STNE1,692,567 shares · 0.3% of their software · price −$1.1M$23.9M−$1.6M
- ZoomZM284,336 shares · 0.3% of their software · price −$1.7M$22.9M+$660K
- CadenceCDNS80,040 shares · 0.3% of their software · price −$2.8M$22.2M−$1.9M
- TenableTENB1,100,832 shares · 0.3% of their software · price −$7.3M$18.6M+$8.9M
- PaylocityPCTY170,650 shares · 0.3% of their software · price −$7.6M$18.4M+$25.4M
- ZscalerZS130,435 shares · 0.3% of their software · price −$11.0M$18.3M−$242M
- Bentley SystemsBSY453,994 shares · 0.2% of their software · price −$1.4M$15.9M−$2.6M
- QualysQLYS180,260 shares · 0.2% of their software · price −$8.1M$15.8M+$825K
- Calix, Inc.CALX317,138 shares · 0.2% of their software · price −$1.2M$15.5M+$1.0M
- SprinklrCXM2,538,184 shares · 0.2% of their software · price −$4.5M$15.2M+$1.4M
- PegasystemsPEGA334,841 shares · 0.2% of their software · price −$5.7M$14.3M+$1.4M
- Automatic Data Processing, Inc.ADP65,825 shares · 0.2% of their software · price −$3.6M$13.4M+$14.5M
- Five9FIVN843,302 shares · 0.2% of their software · price −$4.1M$12.8M−$2.2M
- AppLovinAPP30,004 shares · 0.2% of their software · price −$8.3M$11.9M−$50.3M
- SamsaraIOT339,493 shares · 0.2% of their software · price −$1.3M$10.8M−$16.4M
- InterDigital, Inc.IDCC35,560 shares · 0.2% of their software · price −$582K$10.7M−$11.5M
- PAR Technology CorporationPAR804,413 shares · 0.2% of their software · price −$18.5M$10.7MNew · +$29.2M
- Clear Secure, Inc.YOU220,186 shares · 0.2% of their software · price +$2.9M$10.7M−$1.4M
- DoubleVerifyDV1,006,190 shares · 0.1% of their software · price −$2.0M$9.6M−$6.4M
- Alarm.com Holdings, Inc.ALRM220,818 shares · 0.1% of their software · price −$1.7M$9.5M+$8.2M
- NCR Atleos CorporationNATL210,974 shares · 0.1% of their software · price +$1.2M$9.2MFlat
- BoxBOX381,998 shares · 0.1% of their software · price −$2.4M$9.0M+$4.9M
- CourseraCOUR1,535,651 shares · 0.1% of their software · price −$2.4M$8.9M+$622K
- BullishBLSH250,000 shares · 0.1% of their software · price −$535K$8.9MNew · +$9.5M
- PTCPTC62,437 shares · 0.1% of their software · price −$2.0M$8.9M−$17.9M
- Intapp, Inc.INTA313,737 shares · 0.1% of their software · price −$6.3M$8.1M+$14.3M
- BlackLineBL215,207 shares · 0.1% of their software · price −$3.9M$8.0M+$814K
- Cerence Inc.CRNC1,236,751 shares · 0.1% of their software · price −$5.4M$7.8M+$4.2M
- FreshworksFRSH946,585 shares · 0.1% of their software · price −$4.0M$7.6M+$3.3M
- WorkivaWK120,211 shares · 0.1% of their software · price −$3.2M$7.2M+$7.6M
- AvePointAVPT724,409 shares · 0.1% of their software · price −$3.2M$6.9M−$3.0M
- C3.aiAI759,181 shares · 0.1% of their software · price −$3.8M$6.4M+$1.1M
- MNTN, Inc.MNTN690,000 shares · 0.1% of their software · price −$2.2M$6.1MFlat
- Payoneer Global Inc.PAYO1,049,649 shares · 0.1% of their software · price −$829K$5.1M+$3.1M
- AsanaASAN612,908 shares · 0.1% of their software · price −$4.5M$3.9M−$2.6M
- ProcorePCOR65,460 shares · 0.1% of their software · price −$1.0M$3.7M+$3.6M
- NetScout Systems, Inc.NTCT112,813 shares · 0.1% of their software · price +$534K$3.6MFlat
- SoundThinking, Inc.SSTI450,000 shares · 0.0% of their software · price −$635K$3.0M−$3.6M
- Pagaya Technologies Ltd.PGY249,534 shares · 0.0% of their software · price −$2.3M$2.9M−$10.8M
- ZoomInfoZI456,381 shares · 0.0% of their software$2.7M—
- A10 Networks, Inc.ATEN106,267 shares · 0.0% of their software · price +$577K$2.5MFlat
- LiveRamp Holdings, Inc.RAMP91,624 shares · 0.0% of their software$2.4MFlat
- WaystarWAY100,613 shares · 0.0% of their software · price −$869K$2.4M−$27.1M
- SynopsysSNPS5,809 shares · 0.0% of their software$2.3M−$806K
- Wealthfront CorporationWLTH240,000 shares · 0.0% of their software · price −$1.0M$2.2M+$2.1M
- NICENICE19,550 shares · 0.0% of their software$2.2MFlat
- Sprout SocialSPT324,526 shares · 0.0% of their software · price −$1.8M$1.8M−$7.3M
- BroadridgeBR11,232 shares · 0.0% of their software · price −$682K$1.8M−$9.4M
- Life360, Inc.LIF43,662 shares · 0.0% of their software · price −$1.0M$1.8M−$34.9M
- TwilioTWLO12,543 shares · 0.0% of their software$1.6MFlat
- FlywireFLYW127,131 shares · 0.0% of their software$1.5M−$1.2M
- SAPSAP8,325 shares · 0.0% of their software · price −$597K$1.4M−$1.4M
- Viant Technology Inc.DSP123,868 shares · 0.0% of their software$1.4M+$626K
- PagerDutyPD206,348 shares · 0.0% of their software · price −$1.4M$1.3M−$1.7M
- Silvaco Group, Inc.SVCO168,100 shares · 0.0% of their software · price +$509K$1.2MFlat
- NutanixNTNX27,278 shares · 0.0% of their software$1.0M−$68.4M
- RingCentralRNG27,284 shares · 0.0% of their software$1.0MFlat
- BILLBILL23,221 shares · 0.0% of their software$889K−$11.4M
- Thryv Holdings, Inc.THRY323,918 shares · 0.0% of their software · price −$1.1M$888K+$1.6M
- 8x8EGHT510,567 shares · 0.0% of their software$848KFlat
- PDF Solutions, Inc.PDFS19,300 shares · 0.0% of their software$631KFlat
- BlackbaudBLKB15,607 shares · 0.0% of their software$603KFlat
- ACI WorldwideACIW12,433 shares · 0.0% of their software$510KFlat
- VeriSign, Inc.VRSN1,769 shares · 0.0% of their software$439KFlat
- Consensus Cloud Solutions, Inc.CCSI17,507 shares · 0.0% of their software$416KFlat
- AppFolioAPPF2,262 shares · 0.0% of their software$357KFlat
- DropboxDBX13,925 shares · 0.0% of their software$316KFlat
- CommvaultCVLT3,576 shares · 0.0% of their software$279K−$45.4M
- Simulations PlusSLP21,096 shares · 0.0% of their software$249KFlat
- MorningstarMORN1,440 shares · 0.0% of their software$243KFlat
- Netskope, Inc.NTSK28,000 shares · 0.0% of their software$238K−$20.8M
- Euronet Worldwide, Inc.EEFT3,108 shares · 0.0% of their software$206KFlat
- SchrödingerSDGR17,000 shares · 0.0% of their software$193KNew · Flat
- VeriskVRSK1,015 shares · 0.0% of their software$193KFlat
- SimilarwebSMWB70,000 shares · 0.0% of their software$183KFlat
- Shift4 Payments, Inc.FOUR3,660 shares · 0.0% of their software$160KFlat
- VertexVERX10,218 shares · 0.0% of their software$121K−$815K
- Paysign, Inc.PAYS19,918 shares · 0.0% of their software$118KFlat
- PagSeguro Digital Ltd.PAGS11,152 shares · 0.0% of their software$112KFlat
- monday.comMNDY1,500 shares · 0.0% of their software$104KFlat
- Dave Inc.DAVE508 shares · 0.0% of their software$88KFlat
- AkamaiAKAM603 shares · 0.0% of their software$69KFlat
- TrimbleTRMB1,023 shares · 0.0% of their software$67KNew · Flat
- TeradataTDC2,293 shares · 0.0% of their software$59KFlat
- PhreesiaPHR5,406 shares · 0.0% of their software$45KFlat
- Gen DigitalGEN2,311 shares · 0.0% of their software$44K−$1.0M
- Roper Technologies, Inc.ROP111 shares · 0.0% of their software$39KFlat
- FactSetFDS156 shares · 0.0% of their software$34KFlat
- Daily Journal CorporationDJCO67 shares · 0.0% of their software$32KFlat
- Grindr Inc.GRND2,304 shares · 0.0% of their software$28KFlat
- FastlyFSLY921 shares · 0.0% of their software$27KSplit
- Diebold Nixdorf, IncorporatedDBD334 shares · 0.0% of their software$25KFlat
- BrazeBRZE972 shares · 0.0% of their software$23K−$774K
- Agilysys, Inc.AGYS315 shares · 0.0% of their software$22KFlat
- Block, Inc.XYZ337 shares · 0.0% of their software$20K−$2.6M
- Ooma, Inc.OOMA1,391 shares · 0.0% of their software$20KFlat
- UnityU917 shares · 0.0% of their software$20KFlat
- Ibotta, Inc.IBTA601 shares · 0.0% of their software$18KFlat
- Red Violet, Inc.RDVT321 shares · 0.0% of their software$11KFlat
- Health CatalystHCAT3,527 shares · 0.0% of their software$4KFlat
- Upbound Group, Inc.UPBD247 shares · 0.0% of their software$4KFlat
- Mitek Systems, Inc.MITK314 shares · 0.0% of their software$4KFlat
- Kaltura, Inc.KLTR2,506 shares · 0.0% of their software$3KFlat
- Xperi Inc.XPER528 shares · 0.0% of their software$3KFlat
- VirTra, Inc.VTSI520 shares · 0.0% of their software$2KFlat
- Priority Technology Holdings, Inc.PRTH229 shares · 0.0% of their software$1KFlat
- MagniteMGNI71 shares · 0.0% of their software$843−$2.8M
- ServiceTitanTTAN8 shares · 0.0% of their software$508New · Flat
- SoundHound AI, Inc.SOUN73 shares · 0.0% of their software$502−$1.4M
- nCinoNCNO33 shares · 0.0% of their software$494Flat
- SentinelOneS25 shares · 0.0% of their software$322New · Flat
- Bakkt, Inc.BKKT13 shares · 0.0% of their software$96Flat