Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2020 · compared with Q3 2020
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $826M
- Weight of 13F
- 9.8%
- Names
- 68
- Net bought
- −$134M
Filed 8 February 2021 · SEC filing.
646 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
- NICENICE1,303,224 shares · 44.7% of their software · price +$73.6M$370M−$4.6M
- MicrosoftMSFT581,263 shares · 15.6% of their software · price +$7.0M$129M+$10.6M
- VaronisVRNS407,871 shares · 8.1% of their software · price +$19.7M$66.7M+$1.5M
- WixWIX225,134 shares · 6.8% of their software · price −$1.1M$56.3MFlat
- Palo Alto NetworksPANW151,936 shares · 6.5% of their software · price +$16.8M$54.0MFlat
- Check PointCHKP349,659 shares · 5.6% of their software · price +$4.4M$46.5M+$1.5M
- OracleORCL517,373 shares · 4.1% of their software · price +$2.6M$33.5M+$9.9M
- Allot Ltd.ALLT2,015,423 shares · 2.6% of their software · price +$2.9M$21.2MFlat
- JFrogFROG120,000 shares · 0.9% of their software · price −$2.6M$7.5M+$8.5M
- ZscalerZS25,167 shares · 0.6% of their software · price +$1.5M$4.9M−$3.7M
- OktaOKTA11,085 shares · 0.3% of their software$2.9MFlat
- QualysQLYS21,488 shares · 0.3% of their software · price +$513K$2.6M−$1.3M
- TenableTENB49,235 shares · 0.3% of their software · price +$714K$2.6MFlat
- FortinetFTNT16,871 shares · 0.3% of their software · price +$518K$2.5MFlat
- Rapid7RPD25,768 shares · 0.3% of their software · price +$745K$2.3MFlat
- CloudflareNET26,165 shares · 0.2% of their software · price +$914K$2.0MFlat
- CommvaultCVLT35,279 shares · 0.2% of their software · price +$514K$2.0MFlat
- Gen DigitalGEN88,072 shares · 0.2% of their software$1.8MFlat
- AkamaiAKAM17,090 shares · 0.2% of their software$1.8M−$5.7M
- SalesforceCRM6,526 shares · 0.2% of their software$1.5M−$8.0M
- CrowdStrikeCRWD6,675 shares · 0.2% of their software$1.4M−$2.9M
- A10 Networks, Inc.ATEN130,085 shares · 0.2% of their software$1.3MFlat
- ServiceNowNOW2,220 shares · 0.1% of their software$1.2M−$8.3M
- OneSpan Inc.OSPN56,180 shares · 0.1% of their software$1.2MFlat
- VeriSign, Inc.VRSN4,780 shares · 0.1% of their software$1.0MFlat
- NetScout Systems, Inc.NTCT35,736 shares · 0.1% of their software$980KFlat
- AdobeADBE1,434 shares · 0.1% of their software$717K−$7.8M
- CadenceCDNS4,550 shares · 0.1% of their software$615KFlat
- F5, Inc.FFIV3,479 shares · 0.1% of their software$612KFlat
- Block, Inc.XYZ2,749 shares · 0.1% of their software$598K−$8.9M
- SynopsysSNPS2,296 shares · 0.1% of their software$595KFlat
- TwilioTWLO1,628 shares · 0.1% of their software$551K−$12.6M
- LiveRamp Holdings, Inc.RAMP6,000 shares · 0.1% of their software$439KNew · Flat
- AutodeskADSK1,075 shares · 0.0% of their software$328K−$7.8M
- PaycomPAYC682 shares · 0.0% of their software$308K−$6.8M
- VeevaVEEV1,112 shares · 0.0% of their software$303K−$9.8M
- RingCentralRNG785 shares · 0.0% of their software$297K−$6.8M
- WorkdayWDAY1,220 shares · 0.0% of their software$292K−$8.2M
- SAPSAP1,525 shares · 0.0% of their software$199K−$7.5M
- ZoomZM579 shares · 0.0% of their software$195K−$8.6M
- Cerence Inc.CRNC1,932 shares · 0.0% of their software$194KNew · Flat
- Lyft, Inc.LYFT3,856 shares · 0.0% of their software$190KFlat
- Five9FIVN836 shares · 0.0% of their software$146K−$3.4M
- SnowflakeSNOW495 shares · 0.0% of their software$139KNew · Flat
- BILLBILL972 shares · 0.0% of their software$133K−$3.0M
- PaylocityPCTY498 shares · 0.0% of their software$103K−$2.5M
- ShopifySHOP82 shares · 0.0% of their software$93K−$14.2M
- NetApp, Inc.NTAP1,374 shares · 0.0% of their software$91KFlat
- BlackLineBL653 shares · 0.0% of their software$87K−$1.9M
- Sabre CorporationSABR6,350 shares · 0.0% of their software$76K−$875K
- NutanixNTNX2,208 shares · 0.0% of their software$70K−$1.6M
- ACI WorldwideACIW1,641 shares · 0.0% of their software$63K−$1.9M
- Alarm.com Holdings, Inc.ALRM598 shares · 0.0% of their software$62K−$1.1M
- TrimbleTRMB809 shares · 0.0% of their software$53KFlat
- SPS CommerceSPSC456 shares · 0.0% of their software$50K−$1.2M
- Uber Technologies, Inc.UBER940 shares · 0.0% of their software$49KFlat
- DropboxDBX2,101 shares · 0.0% of their software$47K−$1.3M
- 8x8EGHT1,370 shares · 0.0% of their software$47K—
- BlackbaudBLKB655 shares · 0.0% of their software$38K−$1.2M
- CoStarCSGP41 shares · 0.0% of their software$38K−$6.2M
- WorkivaWK398 shares · 0.0% of their software$36K−$687K
- BoxBOX1,966 shares · 0.0% of their software$35K−$1.1M
- Strategy IncMSTR83 shares · 0.0% of their software$32KFlat
- AppFolioAPPF101 shares · 0.0% of their software$18KFlat
- FastlyFSLY100 shares · 0.0% of their software$9KNew · Flat
- Euronet Worldwide, Inc.EEFT45 shares · 0.0% of their software$7K−$830K
- PagSeguro Digital Ltd.PAGS93 shares · 0.0% of their software$5K−$697K
- Repay Holdings CorporationRPAY30 shares · 0.0% of their software$1KFlat