Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q1 2018 · compared with Q4 2017
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $356M
- Weight of 13F
- 8.4%
- Names
- 42
- Net bought
- +$11.9M
Filed 2 May 2018 · SEC filing.
693 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 202636 names$1.0B+$430M
- Q1 202639 names$418M−$236M
- Q4 202540 names$729M+$142M
- Q3 202538 names$726M−$131M
- Q2 202543 names$863M−$55.9M
- Q1 202550 names$815M+$277M
- Q4 202459 names$672M−$1.0M
- Q3 202469 names$682M−$54.5M
- Q2 202476 names$750M−$8.5M
- Q1 202453 names$861M+$144M
- Q4 202370 names$620M−$81.0M
- Q3 202373 names$604M+$75.0M
- Q2 202376 names$582M+$35.4M
- Q1 202376 names$541M−$55.5M
- Q4 202275 names$501M+$95.6M
- Q3 202273 names$414M+$25.7M
- Q2 202274 names$406M−$26.7M
- Q1 202265 names$614M−$362M
- Q4 202173 names$1.1B+$48.6M
- Q3 202178 names$1.0B−$16.0M
- Q2 202168 names$984M+$29.7M
- Q1 202170 names$847M+$243M
- Q4 202068 names$826M−$134M
- Q3 202067 names$830M+$49.7M
- Q2 202078 names$688M+$13.9M
- Q1 202074 names$482M−$582K
- Q4 201984 names$527M−$20.8M
- Q3 201979 names$501M+$50.7M
- Q2 201975 names$450M+$4.5M
- Q1 201964 names$415M−$13.6M
- Q4 201865 names$361M−$17.9M
- Q3 201862 names$430M+$16.4M
- Q2 201849 names$369M−$16.3M
- Q1 201842 names$356M+$11.9M
- Q4 201722 names$329M−$1.5M
- Q3 201716 names$317M+$16.9M
- Q2 201717 names$291M+$21.3M
- Q1 201717 names$241M+$4.6M
- Q4 20168 names$225M−$20.3M
- Q3 20165 names$239M+$39.9M
- Q2 20165 names$196M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- NICENICE1,545,123 shares · 40.8% of their software · price +$3.1M$145M−$13.1M
- MicrosoftMSFT481,457 shares · 12.4% of their software · price +$2.8M$43.9M+$10.4M
- Check PointCHKP406,762 shares · 11.4% of their software · price −$1.7M$40.4M−$2.5M
- Amdocs LimitedDOX594,573 shares · 11.2% of their software · price +$737K$39.8M−$859K
- WixWIX198,657 shares · 4.4% of their software · price +$4.4M$15.8M−$8.4M
- OracleORCL270,271 shares · 3.5% of their software$12.4M−$7.4M
- Allot Ltd.ALLT2,036,431 shares · 3.1% of their software$11.0MFlat
- Block, Inc.XYZ209,500 shares · 2.9% of their software · price +$3.0M$10.3M+$5.4M
- SalesforceCRM73,844 shares · 2.4% of their software · price +$1.0M$8.6M+$5.3M
- Immersion CorporationIMMR128,621 shares · 0.4% of their software · price +$629K$1.5MNew · +$908K
- SS&CSSNC28,583 shares · 0.4% of their software$1.5MNew · +$1.2M
- PegasystemsPEGA23,664 shares · 0.4% of their software$1.4MNew · +$1.1M
- Euronet Worldwide, Inc.EEFT17,897 shares · 0.4% of their software$1.4M+$1.4M
- GoDaddyGDDY22,951 shares · 0.4% of their software$1.4M+$808K
- WEX Inc.WEX8,994 shares · 0.4% of their software$1.4MNew · +$1.3M
- EVERTEC, Inc.EVTC85,433 shares · 0.4% of their software$1.4MNew · +$1.2M
- BlackLineBL34,173 shares · 0.4% of their software$1.3MNew · +$1.1M
- GuidewireGWRE16,492 shares · 0.4% of their software$1.3MNew · +$1.2M
- IntuitINTU7,530 shares · 0.4% of their software$1.3MNew · +$1.2M
- Q2QTWO28,548 shares · 0.4% of their software$1.3MNew · +$1.1M
- Fiserv, Inc.FISV17,769 shares · 0.4% of their software · price −$1.1M$1.3MNew · +$2.3M
- VeriskVRSK12,126 shares · 0.4% of their software$1.3MNew · +$1.2M
- The Trade DeskTTD23,541 shares · 0.3% of their software$1.2M+$753K
- PTCPTC14,246 shares · 0.3% of their software$1.1MNew · +$866K
- Lesaka Technologies, Inc.LSAK108,083 shares · 0.3% of their software$1.0MNew · +$1.3M
- AutodeskADSK8,069 shares · 0.3% of their software$1.0MNew · +$846K
- Manhattan AssociatesMANH18,712 shares · 0.2% of their software$784KNew · +$927K
- TrimbleTRMB21,288 shares · 0.2% of their software$764KNew · +$865K
- CadenceCDNS19,843 shares · 0.2% of their software$730KNew · +$830K
- Palo Alto NetworksPANW3,358 shares · 0.2% of their software$610KFlat
- FortinetFTNT11,169 shares · 0.2% of their software$598KFlat
- QualysQLYS7,991 shares · 0.2% of their software$581KFlat
- Roper Technologies, Inc.ROP1,498 shares · 0.1% of their software$420KNew · Flat
- Rapid7RPD16,171 shares · 0.1% of their software$413KFlat
- Automatic Data Processing, Inc.ADP3,419 shares · 0.1% of their software$388KFlat
- F5, Inc.FFIV2,115 shares · 0.1% of their software$306KFlat
- VeriSign, Inc.VRSN2,290 shares · 0.1% of their software$272KFlat
- Radware Ltd.RDWR10,778 shares · 0.1% of their software$230KFlat
- InterDigital, Inc.IDCC906 shares · 0.0% of their software$66KFlat
- Paychex, Inc.PAYX415 shares · 0.0% of their software$26KFlat
- AdobeADBE16 shares · 0.0% of their software$3KNew · Flat
- NetApp, Inc.NTAP9 shares · 0.0% of their software$1KNew · Flat