Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q3 2022 · compared with Q2 2022
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $414M
- Weight of 13F
- 9.3%
- Names
- 73
- Net bought
- +$25.7M
Filed 31 October 2022 · SEC filing.
517 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
- NICENICE1,162,647 shares · 52.9% of their software · price −$4.9M$219M+$7.4M
- MicrosoftMSFT187,904 shares · 10.6% of their software · price −$4.5M$44.0M+$9.8M
- Palo Alto NetworksPANW218,283 shares · 8.7% of their software · price −$72.1M$35.8MSplit
- Check PointCHKP202,029 shares · 5.5% of their software · price −$2.0M$22.6M+$2.9M
- VaronisVRNS615,823 shares · 4.0% of their software · price −$1.7M$16.3MFlat
- FortinetFTNT321,678 shares · 3.8% of their software · price −$2.4M$15.8MFlat
- WixWIX169,034 shares · 3.2% of their software · price +$2.1M$13.2M−$656K
- SimilarwebSMWB1,636,950 shares · 2.3% of their software · price −$3.9M$9.6MFlat
- Global-EGLBE268,000 shares · 1.7% of their software · price +$1.8M$7.2MNew · +$5.4M
- Riskified Ltd.RSKD738,549 shares · 0.7% of their software$2.9MFlat
- CrowdStrikeCRWD16,357 shares · 0.7% of their software$2.7MFlat
- ZscalerZS16,245 shares · 0.7% of their software$2.7MFlat
- SalesforceCRM14,760 shares · 0.5% of their software$2.2M+$1.2M
- ServiceNowNOW4,790 shares · 0.4% of their software$1.9M+$1.9M
- OktaOKTA32,429 shares · 0.4% of their software · price −$1.1M$1.8M+$1.6M
- CadenceCDNS10,020 shares · 0.4% of their software$1.7MFlat
- AkamaiAKAM17,976 shares · 0.3% of their software$1.4MFlat
- F5, Inc.FFIV7,900 shares · 0.3% of their software$1.2MFlat
- CloudflareNET21,000 shares · 0.3% of their software$1.2MFlat
- VeriSign, Inc.VRSN6,530 shares · 0.3% of their software$1.2MFlat
- QualysQLYS8,009 shares · 0.3% of their software$1.1MFlat
- SentinelOneS42,159 shares · 0.3% of their software$1.1MFlat
- Gen DigitalGEN51,990 shares · 0.3% of their software$1.1MFlat
- UnityU27,640 shares · 0.2% of their software$907K+$925K
- TenableTENB25,248 shares · 0.2% of their software$877KFlat
- SynopsysSNPS1,960 shares · 0.1% of their software$599KFlat
- A10 Networks, Inc.ATEN40,475 shares · 0.1% of their software$537KFlat
- Rapid7RPD10,111 shares · 0.1% of their software$440KFlat
- CommvaultCVLT7,062 shares · 0.1% of their software$375K−$969K
- AdobeADBE1,317 shares · 0.1% of their software$364KFlat
- N-ableNABL24,531 shares · 0.1% of their software$233KFlat
- OneSpan Inc.OSPN25,492 shares · 0.1% of their software$226KFlat
- NetScout Systems, Inc.NTCT6,175 shares · 0.0% of their software$193KFlat
- VeevaVEEV755 shares · 0.0% of their software$124KFlat
- OracleORCL2,009 shares · 0.0% of their software$123KFlat
- SnowflakeSNOW723 shares · 0.0% of their software$123KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$121KFlat
- SAPSAP1,486 shares · 0.0% of their software$120KFlat
- WorkdayWDAY685 shares · 0.0% of their software$107KFlat
- ZoomZM1,207 shares · 0.0% of their software$90KFlat
- TwilioTWLO925 shares · 0.0% of their software$65KFlat
- DocuSignDOCU1,063 shares · 0.0% of their software$59KFlat
- Paychex, Inc.PAYX330 shares · 0.0% of their software$37KFlat
- TrimbleTRMB664 shares · 0.0% of their software$37KFlat
- Payoneer Global Inc.PAYO5,653 shares · 0.0% of their software$33KFlat
- DropboxDBX1,493 shares · 0.0% of their software$31KFlat
- Five9FIVN388 shares · 0.0% of their software$30KFlat
- SPS CommerceSPSC195 shares · 0.0% of their software$25KFlat
- NutanixNTNX1,146 shares · 0.0% of their software$24KFlat
- WorkivaWK256 shares · 0.0% of their software$20KFlat
- BlackLineBL297 shares · 0.0% of their software$18KFlat
- BoxBOX729 shares · 0.0% of their software$18KFlat
- RingCentralRNG452 shares · 0.0% of their software$18KFlat
- nCinoNCNO364 shares · 0.0% of their software$13KFlat
- AppFolioAPPF111 shares · 0.0% of their software$12KFlat
- BlackbaudBLKB271 shares · 0.0% of their software$12KFlat
- Strategy IncMSTR53 shares · 0.0% of their software$11KFlat
- DigitalOceanDOCN279 shares · 0.0% of their software$10KFlat
- ShopifySHOP251 shares · 0.0% of their software$7KFlat
- Block, Inc.XYZ117 shares · 0.0% of their software$7KFlat
- C3.aiAI488 shares · 0.0% of their software$6KFlat
- CoStarCSGP90 shares · 0.0% of their software$6KFlat
- FreshworksFRSH421 shares · 0.0% of their software$6KFlat
- The Trade DeskTTD101 shares · 0.0% of their software$6KFlat
- Kaltura, Inc.KLTR2,141 shares · 0.0% of their software$5KFlat
- Sabre CorporationSABR1,004 shares · 0.0% of their software$5KFlat
- Clearwater AnalyticsCWAN219 shares · 0.0% of their software$4K—
- 8x8EGHT717 shares · 0.0% of their software$3KFlat
- Bandwidth Inc.BAND141 shares · 0.0% of their software$2KFlat
- Tuya Inc.TUYA2,025 shares · 0.0% of their software$2KFlat
- Euronet Worldwide, Inc.EEFT11 shares · 0.0% of their software$1KFlat
- Shift4 Payments, Inc.FOUR12 shares · 0.0% of their software$1KNew · Flat
- VTEXVTEX331 shares · 0.0% of their software$1KFlat