Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q3 2020 · compared with Q2 2020
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $830M
- Weight of 13F
- 11.5%
- Names
- 67
- Net bought
- +$49.7M
Filed 5 November 2020 · SEC filing.
655 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
- NICENICE1,323,274 shares · 36.2% of their software · price +$50.0M$300M−$19.9M
- MicrosoftMSFT530,685 shares · 13.4% of their software · price +$3.6M$112M+$2.1M
- WixWIX225,134 shares · 6.9% of their software$57.4M+$5.1M
- VaronisVRNS394,645 shares · 5.5% of their software · price +$10.6M$45.6M+$8.0M
- Check PointCHKP337,357 shares · 4.9% of their software · price +$4.4M$40.6M+$3.2M
- Palo Alto NetworksPANW150,416 shares · 4.4% of their software · price +$2.3M$36.8M−$977K
- OracleORCL351,409 shares · 2.5% of their software · price +$1.6M$21.0M+$15.0M
- Allot Ltd.ALLT2,015,423 shares · 2.2% of their software · price −$2.8M$18.3MFlat
- ShopifySHOP13,988 shares · 1.7% of their software · price +$1.0M$14.3M−$2.5M
- TwilioTWLO52,756 shares · 1.6% of their software · price +$1.5M$13.0M+$3.1M
- VeevaVEEV36,112 shares · 1.2% of their software · price +$1.7M$10.2M+$2.3M
- SalesforceCRM38,303 shares · 1.2% of their software · price +$2.5M$9.6M+$1.7M
- ServiceNowNOW19,421 shares · 1.1% of their software · price +$1.6M$9.4M+$2.1M
- Block, Inc.XYZ57,395 shares · 1.1% of their software · price +$3.3M$9.3MFlat
- ZoomZM18,865 shares · 1.1% of their software · price +$4.1M$8.9M+$1.3M
- AdobeADBE17,406 shares · 1.0% of their software · price +$959K$8.5M+$2.1M
- WorkdayWDAY39,533 shares · 1.0% of their software · price +$1.1M$8.5M+$2.0M
- AutodeskADSK34,902 shares · 1.0% of their software$8.1M+$2.2M
- SAPSAP49,389 shares · 0.9% of their software · price +$781K$7.7M+$1.8M
- AkamaiAKAM69,038 shares · 0.9% of their software$7.6M+$1.7M
- ZscalerZS51,295 shares · 0.9% of their software · price +$1.6M$7.2M+$1.3M
- PaycomPAYC22,624 shares · 0.8% of their software$7.0M+$1.9M
- RingCentralRNG25,521 shares · 0.8% of their software$7.0M+$2.0M
- CoStarCSGP7,308 shares · 0.7% of their software · price +$1.0M$6.2M+$885K
- CrowdStrikeCRWD27,807 shares · 0.5% of their software · price +$1.0M$3.8M+$640K
- Five9FIVN27,204 shares · 0.4% of their software · price +$517K$3.5M+$812K
- The Trade DeskTTD6,785 shares · 0.4% of their software · price +$762K$3.5MFlat
- QualysQLYS34,749 shares · 0.4% of their software$3.4M+$562K
- BILLBILL31,111 shares · 0.4% of their software$3.1M+$757K
- PaylocityPCTY15,918 shares · 0.3% of their software$2.6M+$626K
- Radware Ltd.RDWR83,560 shares · 0.3% of their software$2.3MNew · +$2.0M
- OktaOKTA10,193 shares · 0.3% of their software$2.2MFlat
- BlackLineBL21,663 shares · 0.2% of their software$1.9MFlat
- ACI WorldwideACIW72,494 shares · 0.2% of their software$1.9MFlat
- FortinetFTNT14,843 shares · 0.2% of their software$1.7MFlat
- JFrogFROG20,000 shares · 0.2% of their software$1.7MNew · +$1.7M
- Gen DigitalGEN80,990 shares · 0.2% of their software$1.7MFlat
- TenableTENB44,217 shares · 0.2% of their software$1.7MFlat
- NutanixNTNX74,519 shares · 0.2% of their software$1.7MFlat
- Rapid7RPD22,566 shares · 0.2% of their software$1.4MFlat
- DropboxDBX69,854 shares · 0.2% of their software$1.3MFlat
- CommvaultCVLT31,141 shares · 0.2% of their software$1.3MFlat
- BlackbaudBLKB21,816 shares · 0.1% of their software$1.2MFlat
- SPS CommerceSPSC15,569 shares · 0.1% of their software$1.2MFlat
- BoxBOX65,322 shares · 0.1% of their software$1.1MFlat
- Alarm.com Holdings, Inc.ALRM19,956 shares · 0.1% of their software$1.1MFlat
- CloudflareNET25,785 shares · 0.1% of their software$1.1MFlat
- VeriSign, Inc.VRSN4,780 shares · 0.1% of their software$979KFlat
- Sabre CorporationSABR140,780 shares · 0.1% of their software$916K+$763K
- OneSpan Inc.OSPN41,219 shares · 0.1% of their software$864KFlat
- Euronet Worldwide, Inc.EEFT9,160 shares · 0.1% of their software$834KFlat
- WorkivaWK12,721 shares · 0.1% of their software$709KFlat
- PagSeguro Digital Ltd.PAGS18,575 shares · 0.1% of their software$700KFlat
- 8x8EGHT44,729 shares · 0.1% of their software$696K—
- A10 Networks, Inc.ATEN108,588 shares · 0.1% of their software$692KFlat
- NetScout Systems, Inc.NTCT29,831 shares · 0.1% of their software$651KFlat
- AppFolioAPPF3,514 shares · 0.1% of their software$498KFlat
- Strategy IncMSTR2,908 shares · 0.1% of their software$438KFlat
- F5, Inc.FFIV2,754 shares · 0.0% of their software$338KFlat
- SynopsysSNPS1,561 shares · 0.0% of their software$334KFlat
- CadenceCDNS1,370 shares · 0.0% of their software$146KFlat
- Repay Holdings CorporationRPAY5,896 shares · 0.0% of their software$139KNew · Flat
- Paychex, Inc.PAYX1,673 shares · 0.0% of their software$133KNew · Flat
- NetApp, Inc.NTAP1,501 shares · 0.0% of their software$66KNew · Flat
- Lyft, Inc.LYFT1,844 shares · 0.0% of their software$51KFlat
- TrimbleTRMB462 shares · 0.0% of their software$23KFlat
- Uber Technologies, Inc.UBER546 shares · 0.0% of their software$20KFlat