Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q1 2022 · compared with Q4 2021
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $614M
- Weight of 13F
- 10.7%
- Names
- 65
- Net bought
- −$362M
Filed 2 May 2022 · SEC filing.
599 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
- NICENICE1,043,227 shares · 37.2% of their software · price −$88.3M$228M−$42.1M
- MicrosoftMSFT408,304 shares · 20.5% of their software · price −$11.4M$126M−$124M
- Palo Alto NetworksPANW107,793 shares · 10.9% of their software · price +$7.1M$67.0M−$3.4M
- VaronisVRNS700,581 shares · 5.4% of their software · price −$869K$33.3M−$7.6M
- Check PointCHKP214,659 shares · 4.8% of their software · price +$4.7M$29.7MFlat
- FortinetFTNT72,429 shares · 4.0% of their software · price −$1.3M$24.8M+$4.5M
- SimilarwebSMWB1,646,950 shares · 3.5% of their software · price −$8.2M$21.3M−$675K
- WixWIX160,134 shares · 2.7% of their software · price −$8.5M$16.7M−$789K
- CrowdStrikeCRWD55,603 shares · 2.1% of their software · price +$1.2M$12.6M−$10.6M
- Cellebrite DI Ltd.CLBT1,400,000 shares · 1.5% of their software · price −$2.3M$9.0MFlat
- monday.comMNDY25,000 shares · 0.6% of their software · price −$3.8M$4.0MFlat
- ZscalerZS15,864 shares · 0.6% of their software · price −$1.3M$3.8M−$37.6M
- QualysQLYS26,216 shares · 0.6% of their software$3.8MFlat
- TenableTENB49,389 shares · 0.5% of their software$2.8MFlat
- CloudflareNET21,000 shares · 0.4% of their software$2.6MFlat
- Rapid7RPD21,474 shares · 0.4% of their software$2.4MFlat
- AkamaiAKAM19,051 shares · 0.4% of their software$2.3MFlat
- Gen DigitalGEN74,979 shares · 0.3% of their software$2.0M−$602K
- SalesforceCRM9,520 shares · 0.3% of their software$2.0MFlat
- ServiceNowNOW3,383 shares · 0.3% of their software$1.9M+$1.8M
- CommvaultCVLT27,768 shares · 0.3% of their software$1.9MFlat
- OktaOKTA11,821 shares · 0.3% of their software · price −$865K$1.8M−$57.0M
- CadenceCDNS10,490 shares · 0.3% of their software$1.7MFlat
- F5, Inc.FFIV7,900 shares · 0.3% of their software$1.7M−$1.1M
- VeriSign, Inc.VRSN6,530 shares · 0.2% of their software$1.5MFlat
- NetScout Systems, Inc.NTCT42,932 shares · 0.2% of their software$1.4MFlat
- SentinelOneS22,563 shares · 0.1% of their software$877KFlat
- SynopsysSNPS2,581 shares · 0.1% of their software$860KFlat
- OneSpan Inc.OSPN53,804 shares · 0.1% of their software$763KFlat
- AdobeADBE1,558 shares · 0.1% of their software$712KFlat
- A10 Networks, Inc.ATEN50,364 shares · 0.1% of their software$703KFlat
- UnityU6,120 shares · 0.1% of their software$619K+$714K
- Block, Inc.XYZ2,931 shares · 0.1% of their software$397KFlat
- Allot Ltd.ALLT48,016 shares · 0.1% of their software$389K−$11.6M
- OracleORCL3,085 shares · 0.0% of their software$257KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$252KFlat
- N-ableNABL24,531 shares · 0.0% of their software$225KFlat
- WorkdayWDAY838 shares · 0.0% of their software$202KFlat
- SAPSAP1,702 shares · 0.0% of their software$193KFlat
- VeevaVEEV810 shares · 0.0% of their software$173KFlat
- PaycomPAYC342 shares · 0.0% of their software$119KFlat
- DocuSignDOCU1,038 shares · 0.0% of their software$112KFlat
- TwilioTWLO665 shares · 0.0% of their software$112K−$48.9M
- ZoomZM654 shares · 0.0% of their software$80KFlat
- Sabre CorporationSABR5,982 shares · 0.0% of their software$68KFlat
- SnowflakeSNOW265 shares · 0.0% of their software$61KFlat
- RingCentralRNG478 shares · 0.0% of their software$58KFlat
- PaylocityPCTY260 shares · 0.0% of their software$54KFlat
- Five9FIVN448 shares · 0.0% of their software$50KFlat
- TrimbleTRMB604 shares · 0.0% of their software$44KFlat
- Paychex, Inc.PAYX300 shares · 0.0% of their software$41KFlat
- DropboxDBX1,637 shares · 0.0% of their software$39KFlat
- NutanixNTNX1,230 shares · 0.0% of their software$33KFlat
- Payoneer Global Inc.PAYO6,731 shares · 0.0% of their software$32KFlat
- SPS CommerceSPSC239 shares · 0.0% of their software$32KFlat
- BoxBOX1,054 shares · 0.0% of their software$31KFlat
- nCinoNCNO616 shares · 0.0% of their software$26KNew · Flat
- BlackLineBL342 shares · 0.0% of their software$25KFlat
- WorkivaWK219 shares · 0.0% of their software$25KFlat
- BlackbaudBLKB290 shares · 0.0% of their software$18KFlat
- Strategy IncMSTR30 shares · 0.0% of their software$15KFlat
- C3.aiAI414 shares · 0.0% of their software$10KFlat
- 8x8EGHT744 shares · 0.0% of their software$10K—
- AppFolioAPPF65 shares · 0.0% of their software$7KFlat
- Kaltura, Inc.KLTR2,806 shares · 0.0% of their software$5KFlat