Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q3 2018 · compared with Q2 2018
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $430M
- Weight of 13F
- 8.9%
- Names
- 62
- Net bought
- +$16.4M
Filed 8 November 2018 · SEC filing.
770 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
- NICENICE1,212,576 shares · 32.3% of their software · price +$13.0M$139M−$4.1M
- MicrosoftMSFT622,610 shares · 16.6% of their software · price +$9.8M$71.2M+$9.3M
- Check PointCHKP287,855 shares · 7.9% of their software · price +$5.8M$33.9M−$9.7M
- Amdocs LimitedDOX366,049 shares · 5.6% of their software$24.2M−$3.6M
- WixWIX133,567 shares · 3.7% of their software · price +$2.6M$16.0M−$959K
- Block, Inc.XYZ155,123 shares · 3.6% of their software · price +$5.8M$15.4MSplit
- OracleORCL247,685 shares · 3.0% of their software · price +$1.9M$12.8M+$2.0M
- Allot Ltd.ALLT2,015,423 shares · 2.9% of their software · price +$1.7M$12.5MFlat
- ShopifySHOP32,965 shares · 1.3% of their software · price +$612K$5.4MNew · +$4.8M
- Euronet Worldwide, Inc.EEFT53,702 shares · 1.3% of their software · price +$883K$5.4M+$1.8M
- ACI WorldwideACIW162,645 shares · 1.1% of their software · price +$564K$4.6M+$1.9M
- IntuitINTU19,044 shares · 1.0% of their software$4.3M+$1.5M
- Fiserv, Inc.FISV47,258 shares · 0.9% of their software$3.9M+$1.2M
- BlackLineBL68,455 shares · 0.9% of their software · price +$893K$3.9M+$873K
- VeriskVRSK29,417 shares · 0.8% of their software$3.5M+$964K
- SalesforceCRM21,536 shares · 0.8% of their software$3.4M−$12.1M
- SS&CSSNC57,525 shares · 0.8% of their software$3.3M+$858K
- EVERTEC, Inc.EVTC134,542 shares · 0.8% of their software$3.2M+$863K
- GuidewireGWRE31,874 shares · 0.7% of their software$3.2M+$823K
- AdobeADBE11,887 shares · 0.7% of their software$3.2M+$2.2M
- WEX Inc.WEX15,834 shares · 0.7% of their software$3.2MNew · +$3.0M
- Q2QTWO51,613 shares · 0.7% of their software$3.1M+$847K
- AutodeskADSK18,813 shares · 0.7% of their software$2.9MFlat
- PegasystemsPEGA46,484 shares · 0.7% of their software$2.9M+$732K
- FortinetFTNT31,498 shares · 0.7% of their software · price +$940K$2.9MFlat
- Manhattan AssociatesMANH46,023 shares · 0.6% of their software$2.5MFlat
- Lesaka Technologies, Inc.LSAK302,993 shares · 0.6% of their software$2.4M+$808K
- CadenceCDNS51,791 shares · 0.5% of their software$2.3MFlat
- Sabre CorporationSABR87,622 shares · 0.5% of their software$2.3MNew · +$2.2M
- TrimbleTRMB51,349 shares · 0.5% of their software · price +$545K$2.2MFlat
- VaronisVRNS29,410 shares · 0.5% of their software$2.2M+$1.9M
- Palo Alto NetworksPANW9,349 shares · 0.5% of their software$2.1MFlat
- CommvaultCVLT28,777 shares · 0.5% of their software$2.0MFlat
- AkamaiAKAM26,755 shares · 0.5% of their software$2.0M+$950K
- PTCPTC17,931 shares · 0.4% of their software$1.9MFlat
- The Trade DeskTTD11,957 shares · 0.4% of their software · price +$683K$1.8M−$2.1M
- QualysQLYS19,419 shares · 0.4% of their software$1.7MFlat
- PagSeguro Digital Ltd.PAGS60,229 shares · 0.4% of their software$1.7MNew · +$1.7M
- Automatic Data Processing, Inc.ADP10,473 shares · 0.4% of their software$1.6M+$655K
- Immersion CorporationIMMR132,207 shares · 0.3% of their software · price −$644K$1.4MFlat
- VeriSign, Inc.VRSN8,270 shares · 0.3% of their software$1.3MFlat
- TwilioTWLO13,083 shares · 0.3% of their software$1.1MNew · +$733K
- RingCentralRNG8,606 shares · 0.2% of their software$801KNew · +$605K
- PaycomPAYC5,089 shares · 0.2% of their software$791KNew · +$503K
- Roper Technologies, Inc.ROP2,544 shares · 0.2% of their software$754KFlat
- Radware Ltd.RDWR28,151 shares · 0.2% of their software$745KFlat
- SAPSAP5,795 shares · 0.2% of their software$713KNew · +$670K
- Rapid7RPD18,007 shares · 0.2% of their software$665KFlat
- ServiceNowNOW3,303 shares · 0.2% of their software$646KNew · +$570K
- YextYEXT26,695 shares · 0.1% of their software$633KFlat
- WorkdayWDAY4,299 shares · 0.1% of their software$628KNew · +$521K
- Five9FIVN11,737 shares · 0.1% of their software$513KNew · Flat
- F5, Inc.FFIV2,522 shares · 0.1% of their software$503KFlat
- OneSpan Inc.OSPN22,623 shares · 0.1% of their software$431KFlat
- Paychex, Inc.PAYX5,670 shares · 0.1% of their software$418KFlat
- 8x8EGHT19,638 shares · 0.1% of their software$417KNew
- NetApp, Inc.NTAP4,592 shares · 0.1% of their software$394KFlat
- SPS CommerceSPSC3,470 shares · 0.1% of their software$344KNew · Flat
- Strategy IncMSTR1,988 shares · 0.1% of their software$280KNew · Flat
- BroadridgeBR2,060 shares · 0.1% of their software$272KFlat
- SynopsysSNPS2,632 shares · 0.1% of their software$260KFlat
- Veritone, Inc.VERI22,130 shares · 0.1% of their software$231KFlat
