Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q2 2020 · compared with Q1 2020
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $688M
- Weight of 13F
- 11.2%
- Names
- 78
- Net bought
- +$13.9M
Filed 11 August 2020 · SEC filing.
700 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
- NICENICE1,428,474 shares · 39.3% of their software · price +$65.3M$270MFlat
- MicrosoftMSFT520,366 shares · 15.4% of their software · price +$23.8M$106M−$24.2M
- WixWIX205,067 shares · 7.6% of their software · price +$31.9M$52.5M−$9.5M
- Palo Alto NetworksPANW154,671 shares · 5.2% of their software · price +$10.2M$35.5M−$1.3M
- Check PointCHKP307,659 shares · 4.8% of their software · price +$2.1M$33.1M+$2.5M
- VaronisVRNS304,228 shares · 3.9% of their software · price +$7.5M$26.9MFlat
- Allot Ltd.ALLT2,015,423 shares · 3.1% of their software · price +$2.1M$21.1MFlat
- ShopifySHOP16,671 shares · 2.3% of their software · price +$8.9M$15.8MNew · +$7.0M
- TwilioTWLO38,533 shares · 1.2% of their software · price +$5.0M$8.5M+$1.9M
- VeevaVEEV26,376 shares · 0.9% of their software · price +$2.1M$6.2M+$2.3M
- AutodeskADSK25,517 shares · 0.9% of their software · price +$2.1M$6.1M+$2.2M
- Block, Inc.XYZ56,550 shares · 0.9% of their software · price +$3.0M$5.9M+$549K
- ServiceNowNOW14,351 shares · 0.8% of their software · price +$1.7M$5.8M+$2.2M
- AkamaiAKAM53,056 shares · 0.8% of their software · price +$828K$5.7M+$2.2M
- AdobeADBE12,606 shares · 0.8% of their software · price +$1.5M$5.5M+$2.2M
- SalesforceCRM29,185 shares · 0.8% of their software · price +$1.3M$5.5M+$1.7M
- WorkdayWDAY28,885 shares · 0.8% of their software · price +$1.7M$5.4M+$2.1M
- RingCentralRNG18,640 shares · 0.8% of their software · price +$1.4M$5.3M+$2.2M
- PaycomPAYC16,651 shares · 0.8% of their software · price +$1.8M$5.2M+$1.9M
- SAPSAP36,264 shares · 0.7% of their software · price +$1.1M$5.1M+$2.2M
- OracleORCL80,392 shares · 0.6% of their software · price +$558K$4.4M+$2.1M
- ZscalerZS39,773 shares · 0.6% of their software · price +$1.9M$4.4M+$1.1M
- CoStarCSGP6,062 shares · 0.6% of their software · price +$748K$4.3M+$604K
- ZoomZM13,778 shares · 0.5% of their software · price +$1.5M$3.5M+$1.1M
- QualysQLYS29,342 shares · 0.4% of their software$3.1M+$875K
- The Trade DeskTTD6,085 shares · 0.4% of their software · price +$1.3M$2.5MFlat
- Five9FIVN19,869 shares · 0.3% of their software · price +$680K$2.2M+$835K
- FortinetFTNT16,022 shares · 0.3% of their software · price +$578K$2.2MFlat
- CrowdStrikeCRWD21,429 shares · 0.3% of their software · price +$956K$2.1M+$719K
- BILLBILL22,721 shares · 0.3% of their software · price +$1.3M$2.1MFlat
- OktaOKTA9,263 shares · 0.3% of their software · price +$722K$1.9MFlat
- PaylocityPCTY11,625 shares · 0.2% of their software · price +$669K$1.7M+$564K
- ACI WorldwideACIW55,469 shares · 0.2% of their software$1.5M+$568K
- Gen DigitalGEN74,060 shares · 0.2% of their software$1.5MFlat
- BlackLineBL15,837 shares · 0.2% of their software$1.3MFlat
- NutanixNTNX54,426 shares · 0.2% of their software$1.3MFlat
- TenableTENB38,924 shares · 0.2% of their software$1.2MFlat
- DropboxDBX51,019 shares · 0.2% of their software$1.1M+$507K
- CommvaultCVLT26,932 shares · 0.2% of their software$1.0M+$565K
- BoxBOX47,721 shares · 0.1% of their software$991KFlat
- Rapid7RPD19,356 shares · 0.1% of their software$988KFlat
- PagSeguro Digital Ltd.PAGS27,204 shares · 0.1% of their software$961KNew · +$526K
- VeriSign, Inc.VRSN4,647 shares · 0.1% of their software$961KFlat
- Alarm.com Holdings, Inc.ALRM14,576 shares · 0.1% of their software$945KFlat
- OneSpan Inc.OSPN33,508 shares · 0.1% of their software$936KFlat
- BlackbaudBLKB15,935 shares · 0.1% of their software$910KFlat
- SPS CommerceSPSC11,375 shares · 0.1% of their software$854KFlat
- Euronet Worldwide, Inc.EEFT8,421 shares · 0.1% of their software$807KFlat
- CloudflareNET21,035 shares · 0.1% of their software$756KFlat
- NetScout Systems, Inc.NTCT24,253 shares · 0.1% of their software$620KFlat
- A10 Networks, Inc.ATEN88,018 shares · 0.1% of their software$599KFlat
- 8x8EGHT32,677 shares · 0.1% of their software$523K—
- WorkivaWK9,305 shares · 0.1% of their software$498KFlat
- AppFolioAPPF2,568 shares · 0.1% of their software$418KFlat
- Sabre CorporationSABR46,109 shares · 0.1% of their software$372KFlat
- Strategy IncMSTR2,124 shares · 0.0% of their software$251KFlat
- F5, Inc.FFIV1,579 shares · 0.0% of their software$220KFlat
- CadenceCDNS1,310 shares · 0.0% of their software$125KFlat
- SynopsysSNPS637 shares · 0.0% of their software$124KFlat
- DocuSignDOCU368 shares · 0.0% of their software$63KFlat
- Lyft, Inc.LYFT1,855 shares · 0.0% of their software$61KFlat
- Roper Technologies, Inc.ROP133 shares · 0.0% of their software$52KFlat
- Automatic Data Processing, Inc.ADP307 shares · 0.0% of their software$46KFlat
- Mitek Systems, Inc.MITK3,508 shares · 0.0% of their software$34KFlat
- TrimbleTRMB465 shares · 0.0% of their software$20KFlat
- Uber Technologies, Inc.UBER549 shares · 0.0% of their software$17KFlat
- IntuitINTU33 shares · 0.0% of their software$10KFlat
- VeriskVRSK13 shares · 0.0% of their software$2KFlat
- BroadridgeBR11 shares · 0.0% of their software$1KFlat
- EVERTEC, Inc.EVTC34 shares · 0.0% of their software$1KNew · Flat
- Fiserv, Inc.FISV15 shares · 0.0% of their software$1KFlat
- GuidewireGWRE8 shares · 0.0% of their software$1KFlat
- Manhattan AssociatesMANH9 shares · 0.0% of their software$1KFlat
- PTCPTC15 shares · 0.0% of their software$1KFlat
- Q2QTWO6 shares · 0.0% of their software$1KSplit
- SS&CSSNC22 shares · 0.0% of their software$1KFlat
- StoneCo Ltd.STNE30 shares · 0.0% of their software$1KNew · Flat
- WEX Inc.WEX7 shares · 0.0% of their software$1KFlat