Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2021 · compared with Q3 2021
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $1.1B
- Weight of 13F
- 10.6%
- Names
- 73
- Net bought
- +$48.6M
Filed 2 February 2022 · SEC filing.
680 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
- NICENICE1,181,996 shares · 32.8% of their software · price +$23.1M$359M−$11.6M
- MicrosoftMSFT778,417 shares · 23.9% of their software · price +$42.3M$262M+$13.1M
- Palo Alto NetworksPANW113,861 shares · 5.8% of their software · price +$8.9M$63.5M−$2.7M
- OktaOKTA265,910 shares · 5.4% of their software · price −$3.5M$59.6M+$60.1M
- TwilioTWLO186,176 shares · 4.5% of their software · price −$10.4M$49.0M+$28.9M
- ZscalerZS132,948 shares · 3.9% of their software · price +$7.9M$42.8M+$29.4M
- VaronisVRNS856,991 shares · 3.8% of their software · price −$10.3M$41.9M+$2.5M
- SimilarwebSMWB1,684,653 shares · 2.8% of their software · price −$5.1M$30.2M+$16.5M
- WixWIX165,134 shares · 2.4% of their software · price −$6.3M$26.1M+$3.9M
- Check PointCHKP214,659 shares · 2.3% of their software · price +$756K$25.0M−$13.6M
- CrowdStrikeCRWD107,214 shares · 2.0% of their software · price −$4.4M$22.0M−$765K
- FortinetFTNT59,928 shares · 2.0% of their software · price +$4.0M$21.5M−$1.4M
- Allot Ltd.ALLT1,024,358 shares · 1.1% of their software · price −$3.1M$12.2M−$10.9M
- Cellebrite DI Ltd.CLBT1,400,000 shares · 1.0% of their software · price −$1.7M$11.2MFlat
- JFrogFROG365,000 shares · 1.0% of their software · price −$1.4M$10.8M−$3.4M
- Cognyte Software Ltd.CGNT540,000 shares · 0.8% of their software · price −$2.6M$8.5M−$10.3M
- monday.comMNDY24,824 shares · 0.7% of their software$7.7M−$8.6M
- QualysQLYS27,561 shares · 0.4% of their software · price +$715K$3.9MFlat
- F5, Inc.FFIV12,535 shares · 0.3% of their software · price +$576K$3.1MFlat
- TenableTENB52,778 shares · 0.3% of their software$3.0MFlat
- Riskified Ltd.RSKD357,276 shares · 0.3% of their software · price −$5.3M$2.8M−$7.6M
- CloudflareNET21,000 shares · 0.3% of their software$2.8MFlat
- Rapid7RPD23,180 shares · 0.3% of their software$2.8MFlat
- Gen DigitalGEN98,144 shares · 0.2% of their software$2.6MFlat
- SalesforceCRM9,553 shares · 0.2% of their software$2.4MFlat
- AkamaiAKAM19,564 shares · 0.2% of their software$2.3MFlat
- CommvaultCVLT29,722 shares · 0.2% of their software$2.1MFlat
- CadenceCDNS9,000 shares · 0.2% of their software$1.7MFlat
- VeriSign, Inc.VRSN6,530 shares · 0.2% of their software$1.7MFlat
- NetScout Systems, Inc.NTCT47,986 shares · 0.1% of their software$1.6MFlat
- SentinelOneS24,722 shares · 0.1% of their software$1.3M+$1.3M
- SynopsysSNPS2,914 shares · 0.1% of their software$1.1MFlat
- OneSpan Inc.OSPN59,287 shares · 0.1% of their software$1.0MFlat
- A10 Networks, Inc.ATEN58,154 shares · 0.1% of their software$964K−$3.1M
- AdobeADBE1,532 shares · 0.1% of their software$870K+$592K
- Block, Inc.XYZ3,740 shares · 0.1% of their software$605KFlat
- ServiceNowNOW562 shares · 0.0% of their software$366K−$1.5M
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$321KFlat
- N-ableNABL24,531 shares · 0.0% of their software$275KFlat
- OracleORCL2,377 shares · 0.0% of their software$209K−$30.4M
- SAPSAP1,312 shares · 0.0% of their software$184KFlat
- WorkdayWDAY652 shares · 0.0% of their software$180KFlat
- UnityU1,130 shares · 0.0% of their software$163KNew · Flat
- VeevaVEEV627 shares · 0.0% of their software$163KFlat
- DocuSignDOCU803 shares · 0.0% of their software$125KFlat
- PaycomPAYC266 shares · 0.0% of their software$111KFlat
- ZoomZM506 shares · 0.0% of their software$96KFlat
- TrimbleTRMB1,006 shares · 0.0% of their software$88KFlat
- RingCentralRNG370 shares · 0.0% of their software$72KFlat
- SnowflakeSNOW205 shares · 0.0% of their software$70KFlat
- Paychex, Inc.PAYX498 shares · 0.0% of their software$68KNew · Flat
- ShopifySHOP44 shares · 0.0% of their software$62KNew · Flat
- Payoneer Global Inc.PAYO6,976 shares · 0.0% of their software$50KFlat
- PaylocityPCTY206 shares · 0.0% of their software$49KFlat
- Five9FIVN346 shares · 0.0% of their software$48KFlat
- Sabre CorporationSABR3,806 shares · 0.0% of their software$33KFlat
- DropboxDBX1,259 shares · 0.0% of their software$31KFlat
- NutanixNTNX953 shares · 0.0% of their software$31KFlat
- BlackLineBL270 shares · 0.0% of their software$28KFlat
- SPS CommerceSPSC188 shares · 0.0% of their software$27KFlat
- The Trade DeskTTD286 shares · 0.0% of their software$27KFlat
- WorkivaWK181 shares · 0.0% of their software$24KFlat
- BoxBOX829 shares · 0.0% of their software$22KFlat
- CoStarCSGP261 shares · 0.0% of their software$21KFlat
- BlackbaudBLKB229 shares · 0.0% of their software$18KFlat
- Strategy IncMSTR25 shares · 0.0% of their software$14KFlat
- C3.aiAI350 shares · 0.0% of their software$11KFlat
- 8x8EGHT614 shares · 0.0% of their software$11KFlat
- Kaltura, Inc.KLTR2,423 shares · 0.0% of their software$9KFlat
- AppFolioAPPF64 shares · 0.0% of their software$8KFlat
- SchrödingerSDGR197 shares · 0.0% of their software$7KFlat
- Euronet Worldwide, Inc.EEFT36 shares · 0.0% of their software$4KFlat
- Shift4 Payments, Inc.FOUR37 shares · 0.0% of their software$2KFlat