Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2018 · compared with Q3 2018
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $361M
- Weight of 13F
- 8.2%
- Names
- 65
- Net bought
- −$17.9M
Filed 13 February 2019 · SEC filing.
692 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
- NICENICE1,215,754 shares · 36.4% of their software · price −$7.6M$132MFlat
- MicrosoftMSFT591,163 shares · 16.6% of their software · price −$7.6M$60.0M−$3.6M
- Check PointCHKP274,659 shares · 7.8% of their software · price −$4.1M$28.2M−$1.6M
- Amdocs LimitedDOX391,049 shares · 6.4% of their software · price −$2.9M$23.0M+$1.6M
- VaronisVRNS292,735 shares · 4.3% of their software · price −$6.0M$15.5M+$19.3M
- WixWIX170,567 shares · 4.3% of their software · price −$5.0M$15.4M+$4.4M
- Palo Alto NetworksPANW72,897 shares · 3.8% of their software · price −$2.7M$13.7M+$14.3M
- Allot Ltd.ALLT2,015,423 shares · 3.4% of their software$12.2MFlat
- Block, Inc.XYZ107,910 shares · 1.7% of their software · price −$4.6M$6.1M−$4.7M
- ShopifySHOP25,259 shares · 1.0% of their software · price −$657K$3.5M−$1.3M
- Euronet Worldwide, Inc.EEFT28,655 shares · 0.8% of their software$2.9M−$2.5M
- ACI WorldwideACIW92,364 shares · 0.7% of their software$2.6M−$2.0M
- PagSeguro Digital Ltd.PAGS122,430 shares · 0.6% of their software · price −$1.1M$2.3M+$1.7M
- FortinetFTNT27,836 shares · 0.5% of their software · price −$608K$2.0MFlat
- EVERTEC, Inc.EVTC61,008 shares · 0.5% of their software$1.8M−$1.8M
- Mitek Systems, Inc.MITK162,001 shares · 0.5% of their software · price +$609K$1.8MNew · +$1.1M
- BlackLineBL41,184 shares · 0.5% of their software · price −$639K$1.7M−$1.5M
- VeriskVRSK15,080 shares · 0.5% of their software$1.6M−$1.7M
- Q2QTWO33,061 shares · 0.5% of their software$1.6M−$1.1M
- SS&CSSNC35,734 shares · 0.4% of their software$1.6M−$1.2M
- Lesaka Technologies, Inc.LSAK338,763 shares · 0.4% of their software · price −$1.1M$1.6MFlat
- IntuitINTU7,985 shares · 0.4% of their software$1.6M−$2.5M
- Fiserv, Inc.FISV21,317 shares · 0.4% of their software$1.6M−$2.1M
- PegasystemsPEGA32,705 shares · 0.4% of their software$1.6M−$863K
- QualysQLYS20,863 shares · 0.4% of their software$1.6MFlat
- GuidewireGWRE19,212 shares · 0.4% of their software$1.5M−$1.3M
- WEX Inc.WEX10,892 shares · 0.4% of their software · price −$661K$1.5M−$992K
- AkamaiAKAM23,965 shares · 0.4% of their software$1.5MFlat
- Sabre CorporationSABR67,138 shares · 0.4% of their software$1.5M−$534K
- Immersion CorporationIMMR133,497 shares · 0.3% of their software$1.2MFlat
- CadenceCDNS26,012 shares · 0.3% of their software$1.1M−$1.2M
- AutodeskADSK8,517 shares · 0.3% of their software$1.1M−$1.6M
- The Trade DeskTTD9,162 shares · 0.3% of their software$1.1MFlat
- Manhattan AssociatesMANH24,693 shares · 0.3% of their software$1.0M−$1.2M
- TwilioTWLO11,415 shares · 0.3% of their software$1.0MFlat
- VeriSign, Inc.VRSN6,817 shares · 0.3% of their software$1.0MFlat
- TrimbleTRMB27,428 shares · 0.3% of their software$903K−$1.0M
- PTCPTC10,461 shares · 0.2% of their software$867K−$793K
- SalesforceCRM5,976 shares · 0.2% of their software$819K−$2.5M
- RingCentralRNG7,509 shares · 0.2% of their software$619KFlat
- CommvaultCVLT10,250 shares · 0.2% of their software$606K−$1.3M
- WorkdayWDAY3,751 shares · 0.2% of their software$599KFlat
- PaycomPAYC4,440 shares · 0.2% of their software$544KFlat
- ServiceNowNOW2,882 shares · 0.1% of their software$513KFlat
- AdobeADBE2,207 shares · 0.1% of their software$499K−$2.6M
- OracleORCL10,997 shares · 0.1% of their software$495K−$12.2M
- SAPSAP4,948 shares · 0.1% of their software$493KFlat
- Five9FIVN10,240 shares · 0.1% of their software$448KFlat
- OneSpan Inc.OSPN24,296 shares · 0.1% of their software$315KFlat
- 8x8EGHT17,135 shares · 0.1% of their software$309K—
- Alarm.com Holdings, Inc.ALRM5,272 shares · 0.1% of their software$273KNew · Flat
- F5, Inc.FFIV1,553 shares · 0.1% of their software$252KFlat
- TeradataTDC6,528 shares · 0.1% of their software$250KNew · Flat
- SPS CommerceSPSC3,028 shares · 0.1% of their software$249KFlat
- HubSpotHUBS1,858 shares · 0.1% of their software$234KNew · Flat
- YextYEXT15,777 shares · 0.1% of their software$234KFlat
- AppianAPPN8,388 shares · 0.1% of their software$224KNew · Flat
- Strategy IncMSTR1,735 shares · 0.1% of their software$222KFlat
- Rapid7RPD6,412 shares · 0.1% of their software$200KFlat
- Veritone, Inc.VERI38,631 shares · 0.0% of their software$147KFlat
- Roper Technologies, Inc.ROP449 shares · 0.0% of their software$119K−$621K
- Automatic Data Processing, Inc.ADP860 shares · 0.0% of their software$113K−$1.4M
- Paychex, Inc.PAYX1,692 shares · 0.0% of their software$110KFlat
- DocuSignDOCU233 shares · 0.0% of their software$9KNew · Flat
- Xunlei LimitedXNET2,073 shares · 0.0% of their software$7KNew · Flat