Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q2 2018 · compared with Q1 2018
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $369M
- Weight of 13F
- 8.8%
- Names
- 49
- Net bought
- −$16.3M
Filed 1 August 2018 · SEC filing.
740 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
- NICENICE1,252,399 shares · 35.2% of their software · price +$12.3M$130M−$27.5M
- MicrosoftMSFT528,587 shares · 14.1% of their software · price +$3.9M$52.1M+$4.3M
- Check PointCHKP387,473 shares · 10.2% of their software · price −$643K$37.8M−$1.9M
- Amdocs LimitedDOX421,049 shares · 7.6% of their software$28.0M−$11.6M
- Block, Inc.XYZ284,112 shares · 4.7% of their software · price +$3.5M$17.5M+$3.7M
- SalesforceCRM109,986 shares · 4.1% of their software · price +$2.2M$15.0M+$4.2M
- WixWIX143,130 shares · 3.9% of their software · price +$3.0M$14.4M−$4.4M
- Allot Ltd.ALLT2,015,423 shares · 2.9% of their software$10.8MFlat
- OracleORCL201,845 shares · 2.4% of their software$8.9M−$3.1M
- The Trade DeskTTD34,143 shares · 0.9% of their software · price +$1.5M$3.2M+$526K
- Euronet Worldwide, Inc.EEFT32,315 shares · 0.7% of their software$2.7M+$1.1M
- IntuitINTU11,510 shares · 0.6% of their software$2.3M+$690K
- Fiserv, Inc.FISV30,552 shares · 0.6% of their software$2.3M+$912K
- GoDaddyGDDY32,059 shares · 0.6% of their software$2.3M+$559K
- VeriskVRSK20,463 shares · 0.6% of their software$2.2M+$867K
- SS&CSSNC40,985 shares · 0.6% of their software$2.1M+$665K
- BlackLineBL48,357 shares · 0.6% of their software$2.1M+$556K
- Q2QTWO36,774 shares · 0.6% of their software$2.1MFlat
- ACI WorldwideACIW84,645 shares · 0.6% of their software$2.1MNew · +$2.0M
- EVERTEC, Inc.EVTC95,038 shares · 0.6% of their software · price +$523K$2.1MFlat
- Manhattan AssociatesMANH42,947 shares · 0.5% of their software$2.0M+$1.0M
- GuidewireGWRE22,608 shares · 0.5% of their software$2.0MFlat
- AutodeskADSK15,158 shares · 0.5% of their software$2.0M+$890K
- CadenceCDNS45,221 shares · 0.5% of their software$2.0M+$933K
- Lesaka Technologies, Inc.LSAK214,009 shares · 0.5% of their software$1.9M+$1.0M
- Immersion CorporationIMMR123,369 shares · 0.5% of their software$1.9MFlat
- PegasystemsPEGA33,119 shares · 0.5% of their software$1.8M+$573K
- TrimbleTRMB48,954 shares · 0.4% of their software$1.6M+$993K
- PTCPTC17,118 shares · 0.4% of their software$1.6MFlat
- FortinetFTNT25,334 shares · 0.4% of their software$1.6M+$759K
- Palo Alto NetworksPANW7,675 shares · 0.4% of their software$1.6M+$784K
- CommvaultCVLT22,749 shares · 0.4% of their software$1.5MNew · +$1.3M
- QualysQLYS15,761 shares · 0.4% of their software$1.3M+$565K
- AkamaiAKAM13,782 shares · 0.3% of their software$1.0MNew · +$978K
- VeriSign, Inc.VRSN5,663 shares · 0.2% of their software$778KFlat
- Automatic Data Processing, Inc.ADP5,593 shares · 0.2% of their software$750KFlat
- AdobeADBE2,735 shares · 0.2% of their software$667K+$588K
- Roper Technologies, Inc.ROP1,927 shares · 0.1% of their software$531KFlat
- YextYEXT22,939 shares · 0.1% of their software$444KNew · Flat
- Radware Ltd.RDWR16,744 shares · 0.1% of their software$423KFlat
- Rapid7RPD14,279 shares · 0.1% of their software$403KFlat
- Veritone, Inc.VERI19,017 shares · 0.1% of their software$320KNew · Flat
- OneSpan Inc.OSPN13,270 shares · 0.1% of their software$261KNew · Flat
- VaronisVRNS3,487 shares · 0.1% of their software$260KNew · Flat
- F5, Inc.FFIV1,500 shares · 0.1% of their software$259KFlat
- Paychex, Inc.PAYX3,405 shares · 0.1% of their software$233KFlat
- NetApp, Inc.NTAP1,488 shares · 0.0% of their software$116KFlat
- BroadridgeBR655 shares · 0.0% of their software$75KNew · Flat
- SynopsysSNPS828 shares · 0.0% of their software$71KNew · Flat