Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q3 2019 · compared with Q2 2019
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $501M
- Weight of 13F
- 10.4%
- Names
- 79
- Net bought
- +$50.7M
Filed 12 November 2019 · SEC filing.
734 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
- NICENICE1,138,919 shares · 32.7% of their software · price +$7.7M$164M−$4.6M
- MicrosoftMSFT832,216 shares · 23.1% of their software · price +$4.2M$116M+$13.3M
- Check PointCHKP332,659 shares · 7.3% of their software · price −$2.0M$36.4M+$4.4M
- Palo Alto NetworksPANW150,225 shares · 6.1% of their software$30.6M+$13.8M
- WixWIX255,067 shares · 5.9% of their software · price −$6.5M$29.8M+$8.2M
- VaronisVRNS275,000 shares · 3.3% of their software · price −$594K$16.4M+$5.7M
- Allot Ltd.ALLT2,015,423 shares · 3.2% of their software · price +$1.7M$16.2MFlat
- ShopifySHOP30,366 shares · 1.9% of their software$9.5M+$590K
- Block, Inc.XYZ94,288 shares · 1.2% of their software · price −$998K$5.8MFlat
- CoStarCSGP7,914 shares · 0.9% of their software$4.7MNew · +$4.4M
- AkamaiAKAM41,603 shares · 0.8% of their software$3.8M+$803K
- PagSeguro Digital Ltd.PAGS77,215 shares · 0.7% of their software · price +$567K$3.6MFlat
- Euronet Worldwide, Inc.EEFT20,396 shares · 0.6% of their software$3.0MFlat
- WorkdayWDAY16,327 shares · 0.6% of their software · price −$582K$2.8M+$680K
- AutodeskADSK17,036 shares · 0.5% of their software$2.5M+$516K
- VeevaVEEV13,887 shares · 0.4% of their software$2.1M+$809K
- FortinetFTNT26,651 shares · 0.4% of their software$2.0MFlat
- SalesforceCRM13,544 shares · 0.4% of their software$2.0M+$717K
- StoneCo Ltd.STNE54,461 shares · 0.4% of their software$1.9MFlat
- SAPSAP15,596 shares · 0.4% of their software$1.8M+$753K
- OracleORCL32,951 shares · 0.4% of their software$1.8M+$664K
- ServiceNowNOW7,089 shares · 0.4% of their software$1.8M+$700K
- Fiserv, Inc.FISV16,937 shares · 0.4% of their software$1.8MFlat
- BlackLineBL36,522 shares · 0.3% of their software$1.7MFlat
- Q2QTWO21,292 shares · 0.3% of their software$1.7MFlat
- VeriskVRSK10,432 shares · 0.3% of their software$1.7MFlat
- GuidewireGWRE15,652 shares · 0.3% of their software$1.6MFlat
- Lesaka Technologies, Inc.LSAK450,554 shares · 0.3% of their software$1.6MFlat
- Mitek Systems, Inc.MITK166,043 shares · 0.3% of their software$1.6MFlat
- EVERTEC, Inc.EVTC50,935 shares · 0.3% of their software$1.6MFlat
- IntuitINTU5,953 shares · 0.3% of their software$1.6MFlat
- WEX Inc.WEX7,593 shares · 0.3% of their software$1.5MFlat
- Donnelley Financial Solutions, Inc.DFIN121,469 shares · 0.3% of their software$1.5MFlat
- PegasystemsPEGA21,489 shares · 0.3% of their software$1.5MFlat
- TwilioTWLO13,200 shares · 0.3% of their software$1.5M+$647K
- PaycomPAYC6,655 shares · 0.3% of their software$1.4M+$543K
- SS&CSSNC26,434 shares · 0.3% of their software$1.4MFlat
- Sabre CorporationSABR60,189 shares · 0.3% of their software$1.3MFlat
- QualysQLYS17,697 shares · 0.3% of their software$1.3M−$599K
- The Trade DeskTTD7,074 shares · 0.3% of their software$1.3MFlat
- RingCentralRNG9,467 shares · 0.2% of their software$1.2MFlat
- Manhattan AssociatesMANH14,486 shares · 0.2% of their software$1.2MFlat
- VeriSign, Inc.VRSN5,639 shares · 0.2% of their software$1.1MFlat
- Immersion CorporationIMMR129,099 shares · 0.2% of their software$988KFlat
- CadenceCDNS14,235 shares · 0.2% of their software$941KFlat
- ZscalerZS16,362 shares · 0.2% of their software$773K+$809K
- TrimbleTRMB18,091 shares · 0.1% of their software$702KFlat
- BlackbaudBLKB6,733 shares · 0.1% of their software$608KFlat
- PTCPTC8,296 shares · 0.1% of their software$566KFlat
- Automatic Data Processing, Inc.ADP7,739 shares · 0.1% of their software$557K+$998K
- Roper Technologies, Inc.ROP1,341 shares · 0.1% of their software$478KFlat
- CommvaultCVLT10,138 shares · 0.1% of their software$453KFlat
- PaylocityPCTY4,587 shares · 0.1% of their software$448KFlat
- Five9FIVN7,971 shares · 0.1% of their software$428KFlat
- TenableTENB18,600 shares · 0.1% of their software$416KNew · +$531K
- AppianAPPN7,593 shares · 0.1% of their software$361KFlat
- F5, Inc.FFIV2,336 shares · 0.1% of their software$328KFlat
- BoxBOX19,217 shares · 0.1% of their software$318KFlat
- SynopsysSNPS2,115 shares · 0.1% of their software$290KNew · Flat
- Rapid7RPD6,342 shares · 0.1% of their software$288KFlat
- 8x8EGHT13,012 shares · 0.1% of their software$270K—
- Alarm.com Holdings, Inc.ALRM5,015 shares · 0.0% of their software$234KFlat
- SPS CommerceSPSC4,947 shares · 0.0% of their software$233KFlat
- ProgressPRGS5,798 shares · 0.0% of their software$221KFlat
- HubSpotHUBS1,399 shares · 0.0% of their software$212KFlat
- TeradataTDC6,696 shares · 0.0% of their software$208KFlat
- YextYEXT12,026 shares · 0.0% of their software$191KFlat
- ZoomZM2,510 shares · 0.0% of their software$191KFlat
- AppFolioAPPF1,907 shares · 0.0% of their software$181KFlat
- WorkivaWK4,065 shares · 0.0% of their software$178KFlat
- Strategy IncMSTR1,160 shares · 0.0% of their software$172KFlat
- PagerDutyPD4,739 shares · 0.0% of their software$134KFlat
- Veritone, Inc.VERI27,784 shares · 0.0% of their software$99KFlat
- Lyft, Inc.LYFT2,038 shares · 0.0% of their software$83KFlat
- CrowdStrikeCRWD930 shares · 0.0% of their software$54KNew · Flat
- DocuSignDOCU782 shares · 0.0% of their software$48KFlat
- NetScout Systems, Inc.NTCT1,611 shares · 0.0% of their software$37KNew · Flat
- AdobeADBE129 shares · 0.0% of their software$36K−$1.2M
- InterDigital, Inc.IDCC608 shares · 0.0% of their software$32KNew · Flat