Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q1 2020 · compared with Q4 2019
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $482M
- Weight of 13F
- 11.2%
- Names
- 74
- Net bought
- −$582K
Filed 12 May 2020 · SEC filing.
676 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
- NICENICE1,435,644 shares · 42.7% of their software · price −$16.6M$206M+$38.1M
- MicrosoftMSFT674,028 shares · 22.0% of their software$106M−$18.5M
- WixWIX299,567 shares · 6.3% of their software · price −$6.5M$30.2M+$3.6M
- Check PointCHKP282,659 shares · 5.9% of their software · price −$2.9M$28.4M−$5.5M
- Palo Alto NetworksPANW162,599 shares · 5.5% of their software · price −$10.9M$26.7M+$1.7M
- VaronisVRNS301,453 shares · 4.0% of their software · price −$4.2M$19.2M+$4.3M
- Allot Ltd.ALLT2,015,423 shares · 4.0% of their software · price +$1.9M$19.0MFlat
- CoStarCSGP5,033 shares · 0.6% of their software$3.0M−$1.4M
- AkamaiAKAM28,747 shares · 0.5% of their software$2.6M−$1.3M
- SalesforceCRM17,348 shares · 0.5% of their software$2.5MFlat
- Block, Inc.XYZ46,062 shares · 0.5% of their software$2.4M−$1.5M
- ServiceNowNOW6,630 shares · 0.4% of their software$1.9M−$726K
- VeevaVEEV11,887 shares · 0.4% of their software$1.9MFlat
- AdobeADBE5,746 shares · 0.4% of their software$1.8MFlat
- SAPSAP16,466 shares · 0.4% of their software$1.8MFlat
- AutodeskADSK11,513 shares · 0.4% of their software$1.8MFlat
- RingCentralRNG8,401 shares · 0.4% of their software$1.8MFlat
- OracleORCL36,510 shares · 0.4% of their software$1.8MFlat
- WorkdayWDAY13,045 shares · 0.4% of their software$1.7MFlat
- QualysQLYS19,283 shares · 0.3% of their software$1.7MFlat
- TwilioTWLO17,366 shares · 0.3% of their software$1.6MFlat
- PaycomPAYC7,309 shares · 0.3% of their software$1.5MFlat
- FortinetFTNT13,262 shares · 0.3% of their software$1.3M−$932K
- ZscalerZS21,363 shares · 0.3% of their software$1.3MFlat
- The Trade DeskTTD5,053 shares · 0.2% of their software$975K−$602K
- Gen DigitalGEN49,561 shares · 0.2% of their software$927KFlat
- ZoomZM6,210 shares · 0.2% of their software$907KFlat
- OktaOKTA6,869 shares · 0.2% of their software$840KFlat
- ACI WorldwideACIW31,968 shares · 0.2% of their software$772KFlat
- VeriSign, Inc.VRSN4,265 shares · 0.2% of their software$768KFlat
- Five9FIVN8,954 shares · 0.1% of their software$685KFlat
- Euronet Worldwide, Inc.EEFT7,004 shares · 0.1% of their software · price −$503K$600K−$594K
- CommvaultCVLT12,966 shares · 0.1% of their software$525KFlat
- TenableTENB24,008 shares · 0.1% of their software$525KFlat
- CrowdStrikeCRWD8,515 shares · 0.1% of their software$474KFlat
- PaylocityPCTY5,240 shares · 0.1% of their software$463KFlat
- DropboxDBX22,994 shares · 0.1% of their software$416KNew · Flat
- BlackbaudBLKB7,182 shares · 0.1% of their software$399KFlat
- NutanixNTNX24,529 shares · 0.1% of their software$388KNew · +$767K
- BlackLineBL7,159 shares · 0.1% of their software$377KFlat
- Rapid7RPD8,701 shares · 0.1% of their software$377KFlat
- CloudflareNET15,360 shares · 0.1% of their software$361KNew · Flat
- BILLBILL10,240 shares · 0.1% of their software$350KNew · Flat
- BoxBOX21,507 shares · 0.1% of their software$302KFlat
- Alarm.com Holdings, Inc.ALRM6,569 shares · 0.1% of their software$256KFlat
- SPS CommerceSPSC5,126 shares · 0.0% of their software$238KFlat
- Sabre CorporationSABR38,287 shares · 0.0% of their software · price −$632K$227KFlat
- 8x8EGHT14,727 shares · 0.0% of their software$204K—
- OneSpan Inc.OSPN10,390 shares · 0.0% of their software$189KFlat
- SynopsysSNPS1,463 shares · 0.0% of their software$188K−$624K
- F5, Inc.FFIV1,476 shares · 0.0% of their software$157KFlat
- NetScout Systems, Inc.NTCT6,333 shares · 0.0% of their software$150KFlat
- WorkivaWK4,220 shares · 0.0% of their software$136KFlat
- AppFolioAPPF1,157 shares · 0.0% of their software$128KFlat
- A10 Networks, Inc.ATEN20,212 shares · 0.0% of their software$126KNew · Flat
- Strategy IncMSTR958 shares · 0.0% of their software$113KFlat
- CadenceCDNS1,310 shares · 0.0% of their software$87K−$840K
- Uber Technologies, Inc.UBER2,222 shares · 0.0% of their software$62KFlat
- Roper Technologies, Inc.ROP157 shares · 0.0% of their software$49KFlat
- Automatic Data Processing, Inc.ADP333 shares · 0.0% of their software$46KFlat
- Lyft, Inc.LYFT1,413 shares · 0.0% of their software$38KFlat
- DocuSignDOCU403 shares · 0.0% of their software$37KFlat
- Mitek Systems, Inc.MITK3,839 shares · 0.0% of their software$30KFlat
- TrimbleTRMB559 shares · 0.0% of their software$18KFlat
- IntuitINTU49 shares · 0.0% of their software$11KFlat
- VeriskVRSK37 shares · 0.0% of their software$5KFlat
- Fiserv, Inc.FISV46 shares · 0.0% of their software$4KFlat
- BroadridgeBR32 shares · 0.0% of their software$3KFlat
- SS&CSSNC63 shares · 0.0% of their software$3KFlat
- GuidewireGWRE24 shares · 0.0% of their software$2KFlat
- WEX Inc.WEX19 shares · 0.0% of their software$2KFlat
- Manhattan AssociatesMANH16 shares · 0.0% of their software$1KFlat
- PTCPTC17 shares · 0.0% of their software$1KFlat
- Q2QTWO16 shares · 0.0% of their software$1KFlat