Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q2 2022 · compared with Q1 2022
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $406M
- Weight of 13F
- 9.0%
- Names
- 74
- Net bought
- −$26.7M
Filed 10 August 2022 · SEC filing.
609 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
- NICENICE1,124,140 shares · 53.3% of their software · price −$29.8M$216M+$17.7M
- MicrosoftMSFT149,922 shares · 9.5% of their software · price −$7.7M$38.5M−$79.7M
- Palo Alto NetworksPANW72,245 shares · 8.8% of their software · price −$9.3M$35.7M−$22.1M
- Check PointCHKP178,559 shares · 5.4% of their software · price −$2.9M$21.7M−$5.0M
- FortinetFTNT329,386 shares · 4.6% of their software · price −$93.9M$18.6M+$87.8M
- VaronisVRNS629,832 shares · 4.6% of their software · price −$11.5M$18.5M−$3.4M
- SimilarwebSMWB1,636,950 shares · 3.3% of their software · price −$7.7M$13.5MFlat
- WixWIX179,034 shares · 2.9% of their software · price −$7.0M$11.7M+$2.0M
- Riskified Ltd.RSKD738,549 shares · 0.8% of their software · price −$1.2M$3.3MNew · +$4.5M
- CrowdStrikeCRWD16,562 shares · 0.7% of their software · price −$969K$2.8M−$8.9M
- ZscalerZS13,578 shares · 0.5% of their software · price −$1.2M$2.0M−$552K
- AkamaiAKAM18,260 shares · 0.4% of their software · price −$512K$1.7MFlat
- CadenceCDNS10,540 shares · 0.4% of their software$1.6MFlat
- TenableTENB34,543 shares · 0.4% of their software$1.6M−$858K
- QualysQLYS11,679 shares · 0.4% of their software$1.5M−$2.1M
- CommvaultCVLT22,467 shares · 0.3% of their software$1.4MFlat
- SentinelOneS60,185 shares · 0.3% of their software · price −$927K$1.4M+$1.5M
- OktaOKTA14,652 shares · 0.3% of their software · price −$887K$1.3MFlat
- Gen DigitalGEN58,232 shares · 0.3% of their software$1.3MFlat
- SalesforceCRM7,357 shares · 0.3% of their software$1.2MFlat
- F5, Inc.FFIV7,900 shares · 0.3% of their software$1.2MFlat
- Rapid7RPD16,363 shares · 0.3% of their software · price −$727K$1.1M−$569K
- VeriSign, Inc.VRSN6,530 shares · 0.3% of their software$1.1MFlat
- CloudflareNET21,000 shares · 0.2% of their software · price −$1.6M$919KFlat
- OneSpan Inc.OSPN62,050 shares · 0.2% of their software$738KFlat
- SynopsysSNPS2,197 shares · 0.2% of their software$667KFlat
- NetScout Systems, Inc.NTCT18,529 shares · 0.2% of their software$627K−$783K
- A10 Networks, Inc.ATEN43,030 shares · 0.2% of their software$619KFlat
- AdobeADBE1,389 shares · 0.1% of their software$508KFlat
- ServiceNowNOW777 shares · 0.1% of their software$370K−$1.5M
- N-ableNABL24,531 shares · 0.1% of their software$221KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$169KFlat
- VeevaVEEV819 shares · 0.0% of their software$162KFlat
- OracleORCL2,176 shares · 0.0% of their software$152KFlat
- SAPSAP1,610 shares · 0.0% of their software$146KFlat
- ZoomZM1,308 shares · 0.0% of their software$141KFlat
- SnowflakeSNOW784 shares · 0.0% of their software$109KFlat
- WorkdayWDAY743 shares · 0.0% of their software$104KFlat
- UnityU2,530 shares · 0.0% of their software$96KFlat
- PaycomPAYC302 shares · 0.0% of their software$85KFlat
- Allot Ltd.ALLT17,216 shares · 0.0% of their software$84KFlat
- TwilioTWLO1,003 shares · 0.0% of their software$84KFlat
- DocuSignDOCU1,152 shares · 0.0% of their software$66KFlat
- PaylocityPCTY236 shares · 0.0% of their software$41KFlat
- TrimbleTRMB664 shares · 0.0% of their software$39KFlat
- Paychex, Inc.PAYX330 shares · 0.0% of their software$38KFlat
- Five9FIVN402 shares · 0.0% of their software$37KFlat
- DropboxDBX1,618 shares · 0.0% of their software$34KFlat
- RingCentralRNG490 shares · 0.0% of their software$26KFlat
- Payoneer Global Inc.PAYO6,138 shares · 0.0% of their software$24KFlat
- SPS CommerceSPSC203 shares · 0.0% of their software$23KFlat
- BlackLineBL322 shares · 0.0% of their software$21KFlat
- BoxBOX793 shares · 0.0% of their software$20KFlat
- NutanixNTNX1,246 shares · 0.0% of their software$18KFlat
- WorkivaWK257 shares · 0.0% of their software$17KFlat
- BlackbaudBLKB271 shares · 0.0% of their software$16KFlat
- DigitalOceanDOCN279 shares · 0.0% of their software$12KNew · Flat
- nCinoNCNO376 shares · 0.0% of their software$12KFlat
- AppFolioAPPF111 shares · 0.0% of their software$10KFlat
- C3.aiAI488 shares · 0.0% of their software$9KFlat
- Strategy IncMSTR55 shares · 0.0% of their software$9KFlat
- Block, Inc.XYZ130 shares · 0.0% of their software$8KFlat
- CoStarCSGP105 shares · 0.0% of their software$6KNew · Flat
- FreshworksFRSH421 shares · 0.0% of their software$6KNew · Flat
- Sabre CorporationSABR1,004 shares · 0.0% of their software$6KFlat
- ShopifySHOP180 shares · 0.0% of their software$6KNew · Flat
- Kaltura, Inc.KLTR2,280 shares · 0.0% of their software$5KFlat
- The Trade DeskTTD115 shares · 0.0% of their software$5KNew · Flat
- Tuya Inc.TUYA2,084 shares · 0.0% of their software$5KNew · Flat
- 8x8EGHT717 shares · 0.0% of their software$4K—
- Bandwidth Inc.BAND141 shares · 0.0% of their software$3KNew · Flat
- Clearwater AnalyticsCWAN226 shares · 0.0% of their software$3KNew
- Euronet Worldwide, Inc.EEFT13 shares · 0.0% of their software$1KNew · Flat
- VTEXVTEX331 shares · 0.0% of their software$1KNew · Flat