Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q2 2021 · compared with Q1 2021
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $984M
- Weight of 13F
- 10.3%
- Names
- 68
- Net bought
- +$29.7M
Filed 4 August 2021 · SEC filing.
576 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
- NICENICE1,293,250 shares · 32.5% of their software · price +$38.1M$320M−$5.4M
- MicrosoftMSFT769,549 shares · 21.2% of their software · price +$27.0M$208M+$28.0M
- Palo Alto NetworksPANW170,085 shares · 6.4% of their software · price +$8.3M$63.1M−$774K
- VaronisVRNS1,008,462 shares · 5.9% of their software · price +$6.3M$58.1M−$14.9M
- Check PointCHKP433,065 shares · 5.1% of their software · price +$1.8M$50.2M−$2.5M
- WixWIX155,134 shares · 4.6% of their software · price +$1.7M$45.0M−$19.5M
- Allot Ltd.ALLT2,015,423 shares · 4.1% of their software · price +$7.8M$40.0MFlat
- TwilioTWLO95,817 shares · 3.8% of their software · price +$5.1M$37.8M+$32.4M
- OracleORCL351,676 shares · 2.8% of their software · price +$2.7M$27.4M−$11.7M
- Cognyte Software Ltd.CGNT1,040,000 shares · 2.6% of their software · price −$3.4M$25.5MFlat
- FortinetFTNT79,965 shares · 1.9% of their software · price +$4.3M$19.0M−$2.3M
- SimilarwebSMWB650,487 shares · 1.3% of their software$12.8MNew · +$12.8M
- JFrogFROG265,000 shares · 1.2% of their software$12.1M+$2.7M
- monday.comMNDY47,004 shares · 1.1% of their software$10.5MNew · +$10.5M
- CrowdStrikeCRWD22,327 shares · 0.6% of their software · price +$1.5M$5.6M+$2.7M
- ZscalerZS21,438 shares · 0.5% of their software · price +$952K$4.6M−$948K
- Radware Ltd.RDWR112,594 shares · 0.4% of their software · price +$529K$4.1M+$836K
- OktaOKTA12,746 shares · 0.3% of their software$3.1MFlat
- CloudflareNET28,173 shares · 0.3% of their software · price +$1.0M$3.0MFlat
- QualysQLYS28,535 shares · 0.3% of their software$2.9MFlat
- Gen DigitalGEN101,640 shares · 0.3% of their software · price +$606K$2.8MFlat
- CommvaultCVLT31,043 shares · 0.2% of their software$2.4M−$610K
- F5, Inc.FFIV12,814 shares · 0.2% of their software$2.4MFlat
- AkamaiAKAM19,947 shares · 0.2% of their software$2.3MFlat
- Rapid7RPD24,333 shares · 0.2% of their software$2.3MFlat
- TenableTENB55,070 shares · 0.2% of their software$2.3MFlat
- SalesforceCRM8,852 shares · 0.2% of their software$2.2MFlat
- SentinelOneS50,000 shares · 0.2% of their software$2.1MNew · +$2.1M
- ServiceNowNOW2,991 shares · 0.2% of their software$1.7MFlat
- OneSpan Inc.OSPN63,000 shares · 0.2% of their software$1.6MFlat
- VeriSign, Inc.VRSN6,530 shares · 0.2% of their software$1.5MFlat
- NetScout Systems, Inc.NTCT51,406 shares · 0.1% of their software$1.5MFlat
- SynopsysSNPS3,367 shares · 0.1% of their software$929KFlat
- Block, Inc.XYZ3,752 shares · 0.1% of their software$915KFlat
- CadenceCDNS5,440 shares · 0.1% of their software$751KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$307KFlat
- AdobeADBE514 shares · 0.0% of their software$301K−$744K
- FastlyFSLY4,500 shares · 0.0% of their software$270KFlat
- PaycomPAYC736 shares · 0.0% of their software$268KFlat
- DocuSignDOCU903 shares · 0.0% of their software$252KFlat
- ZoomZM569 shares · 0.0% of their software$220KFlat
- VeevaVEEV705 shares · 0.0% of their software$219KFlat
- SAPSAP1,477 shares · 0.0% of their software$207KFlat
- AutodeskADSK682 shares · 0.0% of their software$199KFlat
- SnowflakeSNOW727 shares · 0.0% of their software$176KFlat
- WorkdayWDAY731 shares · 0.0% of their software$175KFlat
- RingCentralRNG417 shares · 0.0% of their software$121KFlat
- BILLBILL461 shares · 0.0% of their software$84KFlat
- Sabre CorporationSABR6,541 shares · 0.0% of their software$82KFlat
- Five9FIVN390 shares · 0.0% of their software$72KFlat
- ShopifySHOP35 shares · 0.0% of their software$51KFlat
- PaylocityPCTY230 shares · 0.0% of their software$44KFlat
- DropboxDBX1,418 shares · 0.0% of their software$43KFlat
- NutanixNTNX1,072 shares · 0.0% of their software$41KFlat
- BlackLineBL303 shares · 0.0% of their software$34KFlat
- BoxBOX927 shares · 0.0% of their software$24KFlat
- C3.aiAI375 shares · 0.0% of their software$23KFlat
- Alarm.com Holdings, Inc.ALRM267 shares · 0.0% of their software$23KFlat
- WorkivaWK195 shares · 0.0% of their software$22KFlat
- SPS CommerceSPSC211 shares · 0.0% of their software$21KFlat
- BlackbaudBLKB256 shares · 0.0% of their software$20KFlat
- Strategy IncMSTR28 shares · 0.0% of their software$19KFlat
- 8x8EGHT614 shares · 0.0% of their software$17K—
- CoStarCSGP170 shares · 0.0% of their software$14KFlat
- The Trade DeskTTD150 shares · 0.0% of their software$12KFlat
- AppFolioAPPF64 shares · 0.0% of their software$9KFlat
- Euronet Worldwide, Inc.EEFT12 shares · 0.0% of their software$2KFlat
- PagSeguro Digital Ltd.PAGS24 shares · 0.0% of their software$1KFlat