Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q2 2019 · compared with Q1 2019
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $450M
- Weight of 13F
- 11.5%
- Names
- 75
- Net bought
- +$4.5M
Filed 8 August 2019 · SEC filing.
730 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
- NICENICE1,172,681 shares · 35.7% of their software · price +$17.0M$161M−$2.4M
- MicrosoftMSFT733,010 shares · 21.8% of their software · price +$11.7M$98.2MFlat
- Check PointCHKP294,659 shares · 7.6% of their software · price −$3.2M$34.1M+$1.3M
- WixWIX197,067 shares · 6.2% of their software · price +$4.2M$28.0M−$1.3M
- Palo Alto NetworksPANW82,446 shares · 3.7% of their software · price −$3.2M$16.8M+$4.9M
- Allot Ltd.ALLT2,015,423 shares · 3.2% of their software · price −$1.5M$14.5MFlat
- VaronisVRNS182,735 shares · 2.5% of their software$11.3M−$2.4M
- ShopifySHOP28,401 shares · 1.9% of their software · price +$2.7M$8.5M+$766K
- Block, Inc.XYZ95,068 shares · 1.5% of their software$6.9M−$674K
- Euronet Worldwide, Inc.EEFT22,161 shares · 0.8% of their software · price +$568K$3.7M−$727K
- PagSeguro Digital Ltd.PAGS83,057 shares · 0.7% of their software · price +$757K$3.2M−$974K
- WorkdayWDAY13,019 shares · 0.6% of their software$2.7M+$1.6M
- ACI WorldwideACIW75,156 shares · 0.6% of their software$2.6MFlat
- AkamaiAKAM31,584 shares · 0.6% of their software$2.5MFlat
- AutodeskADSK13,871 shares · 0.5% of their software$2.3M+$885K
- QualysQLYS24,577 shares · 0.5% of their software$2.1MFlat
- FortinetFTNT26,554 shares · 0.5% of their software$2.0MFlat
- The Trade DeskTTD8,302 shares · 0.4% of their software$1.9MFlat
- BlackLineBL34,028 shares · 0.4% of their software$1.8MFlat
- Lesaka Technologies, Inc.LSAK445,008 shares · 0.4% of their software$1.8MFlat
- IntuitINTU6,417 shares · 0.4% of their software$1.7MFlat
- EVERTEC, Inc.EVTC50,308 shares · 0.4% of their software$1.6MFlat
- Mitek Systems, Inc.MITK163,983 shares · 0.4% of their software$1.6MFlat
- Q2QTWO21,030 shares · 0.4% of their software$1.6M−$662K
- Donnelley Financial Solutions, Inc.DFIN119,974 shares · 0.4% of their software$1.6MNew · +$1.8M
- StoneCo Ltd.STNE53,790 shares · 0.4% of their software · price −$620K$1.6MNew · +$2.2M
- GuidewireGWRE15,459 shares · 0.3% of their software$1.6MFlat
- WEX Inc.WEX7,501 shares · 0.3% of their software$1.6MFlat
- Fiserv, Inc.FISV16,730 shares · 0.3% of their software$1.5MFlat
- PegasystemsPEGA21,224 shares · 0.3% of their software$1.5M−$587K
- VeriskVRSK10,303 shares · 0.3% of their software$1.5MFlat
- SS&CSSNC26,109 shares · 0.3% of their software$1.5MFlat
- VeevaVEEV8,894 shares · 0.3% of their software$1.4MNew · +$1.1M
- VeriSign, Inc.VRSN6,817 shares · 0.3% of their software$1.4MFlat
- CadenceCDNS19,705 shares · 0.3% of their software$1.4M−$511K
- SAPSAP10,089 shares · 0.3% of their software$1.4MFlat
- Sabre CorporationSABR60,844 shares · 0.3% of their software$1.4MFlat
- SalesforceCRM8,821 shares · 0.3% of their software$1.3MFlat
- AdobeADBE4,314 shares · 0.3% of their software$1.3MFlat
- ServiceNowNOW4,540 shares · 0.3% of their software$1.2MFlat
- OracleORCL21,300 shares · 0.3% of their software$1.2MFlat
- TwilioTWLO8,454 shares · 0.3% of their software$1.2M−$666K
- Manhattan AssociatesMANH16,488 shares · 0.3% of their software$1.1MFlat
- Immersion CorporationIMMR146,937 shares · 0.2% of their software$1.1MFlat
- PaycomPAYC4,262 shares · 0.2% of their software$966KFlat
- TrimbleTRMB21,039 shares · 0.2% of their software$949KFlat
- PTCPTC9,657 shares · 0.2% of their software$867KFlat
- RingCentralRNG6,064 shares · 0.2% of their software$697KFlat
- CommvaultCVLT10,250 shares · 0.1% of their software$509KFlat
- ZscalerZS5,808 shares · 0.1% of their software$445KFlat
- Rapid7RPD6,412 shares · 0.1% of their software$371KFlat
- BlackbaudBLKB4,313 shares · 0.1% of their software$360KNew · Flat
- OneSpan Inc.OSPN24,296 shares · 0.1% of their software$344KFlat
- Roper Technologies, Inc.ROP801 shares · 0.1% of their software$293KFlat
- AppianAPPN8,037 shares · 0.1% of their software$290KFlat
- Automatic Data Processing, Inc.ADP1,705 shares · 0.1% of their software$282KFlat
- PaylocityPCTY2,938 shares · 0.1% of their software$276KNew · Flat
- ProgressPRGS6,137 shares · 0.1% of their software$268KNew · Flat
- Five9FIVN5,105 shares · 0.1% of their software$262KFlat
- YextYEXT12,730 shares · 0.1% of their software$256KFlat
- TeradataTDC7,088 shares · 0.1% of their software$254KFlat
- HubSpotHUBS1,481 shares · 0.1% of their software$253KFlat
- Veritone, Inc.VERI29,411 shares · 0.1% of their software$246KFlat
- PagerDutyPD5,017 shares · 0.1% of their software$236KNew · Flat
- ZoomZM2,657 shares · 0.1% of their software$236KNew · Flat
- F5, Inc.FFIV1,553 shares · 0.1% of their software$226KFlat
- BoxBOX12,308 shares · 0.0% of their software$217KNew · Flat
- 8x8EGHT8,334 shares · 0.0% of their software$201K—
- Alarm.com Holdings, Inc.ALRM3,212 shares · 0.0% of their software$172KFlat
- SPS CommerceSPSC1,584 shares · 0.0% of their software$162KFlat
- Lyft, Inc.LYFT2,337 shares · 0.0% of their software$154KNew · Flat
- WorkivaWK2,603 shares · 0.0% of their software$151KNew · Flat
- AppFolioAPPF1,221 shares · 0.0% of their software$125KNew · Flat
- Strategy IncMSTR743 shares · 0.0% of their software$106KFlat
- DocuSignDOCU769 shares · 0.0% of their software$38KFlat
