Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2019 · compared with Q3 2019
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $527M
- Weight of 13F
- 10.1%
- Names
- 84
- Net bought
- −$20.8M
Filed 13 February 2020 · 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
- NICENICE1,190,314 shares · 35.1% of their software · price +$13.5M$185M+$7.4M
- MicrosoftMSFT791,556 shares · 23.7% of their software · price +$14.8M$125M−$5.7M
- Check PointCHKP332,659 shares · 7.0% of their software$36.9MFlat
- Palo Alto NetworksPANW155,315 shares · 6.8% of their software · price +$4.3M$35.9M+$1.0M
- WixWIX270,067 shares · 6.3% of their software · price +$1.5M$33.1M+$1.8M
- VaronisVRNS246,115 shares · 3.6% of their software · price +$4.4M$19.1M−$1.7M
- Allot Ltd.ALLT2,015,423 shares · 3.3% of their software · price +$887K$17.1MFlat
- ShopifySHOP29,138 shares · 2.2% of their software · price +$2.5M$11.6MFlat
- CoStarCSGP7,344 shares · 0.8% of their software$4.4MFlat
- Block, Inc.XYZ69,746 shares · 0.8% of their software$4.4M−$1.5M
- AkamaiAKAM43,594 shares · 0.7% of their software$3.8MFlat
- SalesforceCRM18,792 shares · 0.6% of their software$3.1M+$779K
- ServiceNowNOW9,203 shares · 0.5% of their software$2.6M+$537K
- AdobeADBE7,203 shares · 0.5% of their software$2.4M+$2.0M
- FortinetFTNT21,995 shares · 0.4% of their software · price +$660K$2.3MFlat
- AutodeskADSK12,152 shares · 0.4% of their software$2.2M−$721K
- SAPSAP15,680 shares · 0.4% of their software$2.1MFlat
- VeevaVEEV13,960 shares · 0.4% of their software$2.0MFlat
- The Trade DeskTTD7,371 shares · 0.4% of their software · price +$532K$1.9MFlat
- OracleORCL35,033 shares · 0.4% of their software$1.8MFlat
- PaycomPAYC6,690 shares · 0.3% of their software$1.8MFlat
- Euronet Worldwide, Inc.EEFT10,771 shares · 0.3% of their software$1.7M−$1.4M
- WorkdayWDAY10,018 shares · 0.3% of their software$1.6M−$1.1M
- RingCentralRNG9,517 shares · 0.3% of their software$1.6MFlat
- Gen DigitalGEN61,782 shares · 0.3% of their software$1.6MNew · +$1.5M
- QualysQLYS18,678 shares · 0.3% of their software$1.6MFlat
- TwilioTWLO14,313 shares · 0.3% of their software$1.4MFlat
- Sabre CorporationSABR55,853 shares · 0.2% of their software$1.3MFlat
- PagSeguro Digital Ltd.PAGS36,393 shares · 0.2% of their software$1.2M−$1.9M
- ACI WorldwideACIW25,043 shares · 0.2% of their software$949KNew · +$785K
- CadenceCDNS13,416 shares · 0.2% of their software$931KFlat
- ZscalerZS18,649 shares · 0.2% of their software$867KFlat
- VeriSign, Inc.VRSN4,443 shares · 0.2% of their software$856KFlat
- SynopsysSNPS5,947 shares · 0.2% of their software$828K+$526K
- Five9FIVN11,923 shares · 0.1% of their software$782KFlat
- OktaOKTA6,602 shares · 0.1% of their software$762KNew · +$650K
- PaylocityPCTY4,611 shares · 0.1% of their software$557KFlat
- TeradataTDC20,423 shares · 0.1% of their software$547KFlat
- BlackbaudBLKB6,768 shares · 0.1% of their software$539KFlat
- CommvaultCVLT11,894 shares · 0.1% of their software$531KFlat
- TenableTENB21,940 shares · 0.1% of their software$526KFlat
- SPS CommerceSPSC9,255 shares · 0.1% of their software$513KFlat
- Alarm.com Holdings, Inc.ALRM11,157 shares · 0.1% of their software$479KFlat
- WorkivaWK10,733 shares · 0.1% of their software$451KFlat
- Rapid7RPD7,760 shares · 0.1% of their software$435KFlat
- F5, Inc.FFIV3,001 shares · 0.1% of their software$419KFlat
- HubSpotHUBS2,642 shares · 0.1% of their software$419KFlat
- Strategy IncMSTR2,784 shares · 0.1% of their software$397KFlat
- BlackLineBL7,014 shares · 0.1% of their software$362K−$1.4M
- BoxBOX19,316 shares · 0.1% of their software$324KFlat
- IntuitINTU1,156 shares · 0.1% of their software$302K−$1.3M
- PegasystemsPEGA3,654 shares · 0.1% of their software$291K−$1.2M
- ZoomZM3,691 shares · 0.0% of their software$251KFlat
- ProgressPRGS5,819 shares · 0.0% of their software$242KFlat
- 8x8EGHT13,080 shares · 0.0% of their software$239KFlat
- AppianAPPN5,805 shares · 0.0% of their software$222KFlat
- AppFolioAPPF1,917 shares · 0.0% of their software$211KFlat
- Fiserv, Inc.FISV1,603 shares · 0.0% of their software$185K−$1.6M
- VeriskVRSK1,239 shares · 0.0% of their software$185K−$1.5M
- NetScout Systems, Inc.NTCT6,718 shares · 0.0% of their software$162KFlat
- WEX Inc.WEX670 shares · 0.0% of their software$140K−$1.4M
- SS&CSSNC2,204 shares · 0.0% of their software$135K−$1.2M
- Manhattan AssociatesMANH1,643 shares · 0.0% of their software$131K−$1.0M
- StoneCo Ltd.STNE3,151 shares · 0.0% of their software$126K−$1.8M
- BroadridgeBR988 shares · 0.0% of their software$122KNew · Flat
- Roper Technologies, Inc.ROP340 shares · 0.0% of their software$120KFlat
- Automatic Data Processing, Inc.ADP696 shares · 0.0% of their software$119K−$1.1M
- EVERTEC, Inc.EVTC3,478 shares · 0.0% of their software$118K−$1.5M
- Uber Technologies, Inc.UBER3,492 shares · 0.0% of their software$104KNew · Flat
- GuidewireGWRE890 shares · 0.0% of their software$98K−$1.6M
- DynatraceDT3,834 shares · 0.0% of their software$97KNew · Flat
- OneSpan Inc.OSPN5,641 shares · 0.0% of their software$97KNew · Flat
- Lyft, Inc.LYFT2,220 shares · 0.0% of their software$96KFlat
- Ribbon Communications Inc.RBBN28,495 shares · 0.0% of their software$88KNew · Flat
- InterDigital, Inc.IDCC1,465 shares · 0.0% of their software$79KFlat
- Q2QTWO706 shares · 0.0% of their software$57K−$1.6M
- Mitek Systems, Inc.MITK6,985 shares · 0.0% of their software$53K−$1.5M
- TrimbleTRMB1,123 shares · 0.0% of their software$47K−$659K
- CrowdStrikeCRWD930 shares · 0.0% of their software$46KFlat
- DocuSignDOCU573 shares · 0.0% of their software$42KFlat
- PTCPTC371 shares · 0.0% of their software$28K−$540K
- Lesaka Technologies, Inc.LSAK4,256 shares · 0.0% of their software$16K−$1.6M
- Donnelley Financial Solutions, Inc.DFIN1,148 shares · 0.0% of their software$12K−$1.5M
- Immersion CorporationIMMR1,405 shares · 0.0% of their software$10K−$977K