Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q1 2019 · compared with Q4 2018
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $415M
- Weight of 13F
- 9.9%
- Names
- 64
- Net bought
- −$13.6M
Filed 1 May 2019 · SEC filing.
694 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
- NICENICE1,192,236 shares · 35.2% of their software · price +$17.0M$146M−$2.5M
- MicrosoftMSFT732,333 shares · 20.8% of their software · price +$12.0M$86.4M+$14.3M
- Check PointCHKP284,659 shares · 8.7% of their software · price +$6.8M$36.0M+$1.0M
- WixWIX207,567 shares · 6.0% of their software · price +$6.3M$25.1M+$3.3M
- Allot Ltd.ALLT2,015,423 shares · 3.9% of their software · price +$3.8M$16.0MFlat
- Palo Alto NetworksPANW62,411 shares · 3.7% of their software · price +$3.4M$15.2M−$2.0M
- VaronisVRNS222,735 shares · 3.2% of their software · price +$1.5M$13.3M−$3.7M
- Block, Inc.XYZ104,069 shares · 1.9% of their software · price +$2.0M$7.8MFlat
- ShopifySHOP24,694 shares · 1.2% of their software · price +$1.7M$5.1MFlat
- Euronet Worldwide, Inc.EEFT27,258 shares · 0.9% of their software · price +$1.1M$3.9MFlat
- PagSeguro Digital Ltd.PAGS115,699 shares · 0.8% of their software · price +$1.3M$3.5MFlat
- ACI WorldwideACIW87,179 shares · 0.7% of their software$2.9MFlat
- FortinetFTNT25,824 shares · 0.5% of their software$2.2MFlat
- Q2QTWO30,591 shares · 0.5% of their software · price +$603K$2.1MFlat
- SS&CSSNC33,063 shares · 0.5% of their software · price +$614K$2.1MFlat
- PegasystemsPEGA30,261 shares · 0.5% of their software · price +$520K$2.0MFlat
- WEX Inc.WEX10,079 shares · 0.5% of their software · price +$523K$1.9MFlat
- IntuitINTU7,389 shares · 0.5% of their software$1.9MFlat
- VeriskVRSK14,062 shares · 0.5% of their software$1.9MFlat
- Mitek Systems, Inc.MITK149,886 shares · 0.4% of their software$1.8MFlat
- AkamaiAKAM25,255 shares · 0.4% of their software$1.8MFlat
- The Trade DeskTTD8,957 shares · 0.4% of their software · price +$733K$1.8MFlat
- BlackLineBL38,106 shares · 0.4% of their software$1.8MFlat
- CadenceCDNS27,758 shares · 0.4% of their software · price +$556K$1.8MFlat
- TwilioTWLO13,608 shares · 0.4% of their software · price +$543K$1.8MFlat
- Fiserv, Inc.FISV19,723 shares · 0.4% of their software$1.7MFlat
- QualysQLYS20,989 shares · 0.4% of their software$1.7MFlat
- GuidewireGWRE17,775 shares · 0.4% of their software$1.7MFlat
- EVERTEC, Inc.EVTC56,449 shares · 0.4% of their software$1.6MFlat
- Sabre CorporationSABR65,638 shares · 0.3% of their software$1.4MFlat
- Manhattan AssociatesMANH23,747 shares · 0.3% of their software$1.3MFlat
- AutodeskADSK8,190 shares · 0.3% of their software$1.3MFlat
- VeriSign, Inc.VRSN6,817 shares · 0.3% of their software$1.2MFlat
- Lesaka Technologies, Inc.LSAK313,449 shares · 0.3% of their software$1.1MFlat
- Immersion CorporationIMMR128,389 shares · 0.3% of their software$1.1MFlat
- SalesforceCRM6,824 shares · 0.3% of their software$1.1MFlat
- TrimbleTRMB26,252 shares · 0.3% of their software$1.1MFlat
- PaycomPAYC5,293 shares · 0.2% of their software$1.0MFlat
- RingCentralRNG8,951 shares · 0.2% of their software$965KFlat
- PTCPTC10,035 shares · 0.2% of their software$925KFlat
- WorkdayWDAY4,472 shares · 0.2% of their software$862KFlat
- ServiceNowNOW3,435 shares · 0.2% of their software$847KFlat
- AdobeADBE2,695 shares · 0.2% of their software$718KFlat
- OracleORCL12,981 shares · 0.2% of their software$694KFlat
- SAPSAP5,784 shares · 0.2% of their software$668KFlat
- CommvaultCVLT10,250 shares · 0.2% of their software$664KFlat
- Five9FIVN12,207 shares · 0.2% of their software$645KFlat
- OneSpan Inc.OSPN24,296 shares · 0.1% of their software$467KFlat
- 8x8EGHT20,425 shares · 0.1% of their software$413K—
- Alarm.com Holdings, Inc.ALRM6,284 shares · 0.1% of their software$408KFlat
- SPS CommerceSPSC3,609 shares · 0.1% of their software$383KFlat
- YextYEXT15,319 shares · 0.1% of their software$335KFlat
- Rapid7RPD6,412 shares · 0.1% of their software$325KFlat
- HubSpotHUBS1,804 shares · 0.1% of their software$300KFlat
- Strategy IncMSTR2,068 shares · 0.1% of their software$298KFlat
- AppianAPPN8,145 shares · 0.1% of their software$280KFlat
- TeradataTDC6,339 shares · 0.1% of their software$277KFlat
- Roper Technologies, Inc.ROP751 shares · 0.1% of their software$256KFlat
- F5, Inc.FFIV1,553 shares · 0.1% of their software$244KFlat
- Veritone, Inc.VERI37,510 shares · 0.0% of their software$195KFlat
- Automatic Data Processing, Inc.ADP939 shares · 0.0% of their software$150KFlat
- ZscalerZS213 shares · 0.0% of their software$15KNew · Flat
- DocuSignDOCU213 shares · 0.0% of their software$11KFlat
- Xunlei LimitedXNET1,898 shares · 0.0% of their software$7KFlat
