Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q3 2021 · compared with Q2 2021
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $1.0B
- Weight of 13F
- 10.6%
- Names
- 78
- Net bought
- −$16.0M
Filed 16 November 2021 · SEC filing.
665 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
- NICENICE1,222,996 shares · 34.4% of their software · price +$44.7M$347M−$17.4M
- MicrosoftMSFT731,980 shares · 20.4% of their software · price +$8.1M$206M−$10.2M
- Palo Alto NetworksPANW119,602 shares · 5.7% of their software · price +$12.9M$57.2M−$18.7M
- VaronisVRNS816,155 shares · 4.9% of their software · price +$2.6M$49.7M−$11.1M
- Check PointCHKP334,659 shares · 3.7% of their software · price −$1.0M$37.8M−$11.4M
- OracleORCL351,676 shares · 3.0% of their software · price +$3.3M$30.6MFlat
- TwilioTWLO95,641 shares · 3.0% of their software · price −$7.2M$30.5MFlat
- WixWIX145,134 shares · 2.8% of their software · price −$13.7M$28.4M−$2.9M
- CrowdStrikeCRWD110,327 shares · 2.7% of their software · price −$610K$27.1M+$22.1M
- Allot Ltd.ALLT1,760,965 shares · 2.6% of their software · price −$8.8M$26.2M−$5.0M
- Cognyte Software Ltd.CGNT1,040,000 shares · 2.1% of their software · price −$4.1M$21.4MFlat
- FortinetFTNT64,797 shares · 1.9% of their software · price +$3.5M$18.9M−$3.6M
- SimilarwebSMWB894,930 shares · 1.9% of their software · price +$1.1M$18.7M+$4.8M
- monday.comMNDY51,075 shares · 1.7% of their software · price +$5.2M$16.7M+$910K
- Riskified Ltd.RSKD690,000 shares · 1.6% of their software$15.7MNew · +$15.7M
- JFrogFROG465,000 shares · 1.5% of their software · price −$5.6M$15.6M+$9.1M
- Cellebrite DI Ltd.CLBT1,400,000 shares · 1.3% of their software · price −$938K$13.0MNew · +$13.9M
- ZscalerZS20,987 shares · 0.5% of their software · price +$969K$5.5MFlat
- A10 Networks, Inc.ATEN284,692 shares · 0.4% of their software · price +$632K$3.8MNew · +$3.2M
- QualysQLYS28,168 shares · 0.3% of their software$3.1MFlat
- OktaOKTA12,592 shares · 0.3% of their software$3.0MFlat
- SalesforceCRM10,015 shares · 0.3% of their software$2.7MFlat
- Rapid7RPD23,884 shares · 0.3% of their software$2.7MFlat
- CloudflareNET23,123 shares · 0.3% of their software$2.6M−$534K
- F5, Inc.FFIV12,871 shares · 0.3% of their software$2.6MFlat
- Gen DigitalGEN100,274 shares · 0.3% of their software$2.5MFlat
- TenableTENB54,175 shares · 0.2% of their software$2.5MFlat
- CommvaultCVLT30,574 shares · 0.2% of their software$2.3MFlat
- AkamaiAKAM20,214 shares · 0.2% of their software$2.1MFlat
- ServiceNowNOW2,926 shares · 0.2% of their software$1.8MFlat
- NetScout Systems, Inc.NTCT50,069 shares · 0.1% of their software$1.3MFlat
- VeriSign, Inc.VRSN6,530 shares · 0.1% of their software$1.3MFlat
- OneSpan Inc.OSPN61,547 shares · 0.1% of their software$1.2MFlat
- CadenceCDNS7,490 shares · 0.1% of their software$1.1MFlat
- SynopsysSNPS3,234 shares · 0.1% of their software$968KFlat
- Block, Inc.XYZ3,934 shares · 0.1% of their software$944KFlat
- PaycomPAYC992 shares · 0.0% of their software$492KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$309KFlat
- N-ableNABL24,531 shares · 0.0% of their software$304KNew · Flat
- AdobeADBE504 shares · 0.0% of their software$290KFlat
- DocuSignDOCU903 shares · 0.0% of their software$232KFlat
- SnowflakeSNOW727 shares · 0.0% of their software$220KFlat
- VeevaVEEV705 shares · 0.0% of their software$203KFlat
- SAPSAP1,477 shares · 0.0% of their software$199KFlat
- AutodeskADSK682 shares · 0.0% of their software$194KFlat
- WorkdayWDAY731 shares · 0.0% of their software$183KFlat
- FastlyFSLY4,500 shares · 0.0% of their software$177KFlat
- ZoomZM569 shares · 0.0% of their software$149KFlat
- BILLBILL461 shares · 0.0% of their software$123KFlat
- NetApp, Inc.NTAP1,311 shares · 0.0% of their software$118KNew · Flat
- RingCentralRNG417 shares · 0.0% of their software$91KFlat
- TrimbleTRMB1,006 shares · 0.0% of their software$83KNew · Flat
- PaylocityPCTY230 shares · 0.0% of their software$64KFlat
- Five9FIVN390 shares · 0.0% of their software$62KFlat
- DropboxDBX1,418 shares · 0.0% of their software$41KFlat
- NutanixNTNX1,072 shares · 0.0% of their software$40KFlat
- BlackLineBL303 shares · 0.0% of their software$36KFlat
- Sabre CorporationSABR3,044 shares · 0.0% of their software$36KFlat
- SPS CommerceSPSC211 shares · 0.0% of their software$34KFlat
- WorkivaWK195 shares · 0.0% of their software$27KFlat
- BoxBOX927 shares · 0.0% of their software$22KFlat
- Alarm.com Holdings, Inc.ALRM267 shares · 0.0% of their software$21KFlat
- ACI WorldwideACIW666 shares · 0.0% of their software$20KNew · Flat
- CoStarCSGP237 shares · 0.0% of their software$20KFlat
- BlackbaudBLKB256 shares · 0.0% of their software$18KFlat
- The Trade DeskTTD259 shares · 0.0% of their software$18KFlat
- C3.aiAI375 shares · 0.0% of their software$17KFlat
- SentinelOneS318 shares · 0.0% of their software$17K−$2.1M
- SchrödingerSDGR315 shares · 0.0% of their software$17KNew · Flat
- Strategy IncMSTR28 shares · 0.0% of their software$16KFlat
- 8x8EGHT614 shares · 0.0% of their software$14KFlat
- AppFolioAPPF64 shares · 0.0% of their software$8KFlat
- Euronet Worldwide, Inc.EEFT29 shares · 0.0% of their software$4KFlat
- Payoneer Global Inc.PAYO405 shares · 0.0% of their software$3KNew · Flat
- Shift4 Payments, Inc.FOUR22 shares · 0.0% of their software$2KNew · Flat
- Kaltura, Inc.KLTR154 shares · 0.0% of their software$2KNew · Flat
- Uber Technologies, Inc.UBER35 shares · 0.0% of their software$2KNew · Flat
- UiPathPATH25 shares · 0.0% of their software$1KNew · Flat
