Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2022 · compared with Q3 2022
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $501M
- Weight of 13F
- 11.1%
- Names
- 75
- Net bought
- +$95.6M
Filed 23 January 2023 · 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
- NICENICE1,202,511 shares · 46.2% of their software · price +$4.9M$231M+$7.5M
- MicrosoftMSFT172,193 shares · 8.2% of their software · price +$1.2M$41.2M−$3.7M
- Palo Alto NetworksPANW292,125 shares · 8.1% of their software · price −$7.1M$40.8M+$12.1M
- SalesforceCRM289,914 shares · 7.7% of their software · price −$3.3M$38.4M+$39.6M
- Check PointCHKP217,029 shares · 5.5% of their software · price +$3.1M$27.4M+$1.7M
- AdobeADBE81,237 shares · 5.5% of their software · price +$5.0M$27.3M+$22.0M
- WixWIX199,034 shares · 3.1% of their software$15.3M+$2.3M
- FortinetFTNT268,765 shares · 2.6% of their software$13.2M−$2.6M
- SimilarwebSMWB1,586,950 shares · 2.0% of their software · price +$905K$10.2MFlat
- SentinelOneS643,505 shares · 1.9% of their software · price −$7.1M$9.4M+$15.4M
- Global-EGLBE445,000 shares · 1.8% of their software · price −$2.7M$9.2M+$4.7M
- monday.comMNDY70,000 shares · 1.7% of their software · price +$606K$8.5MNew · +$7.9M
- CrowdStrikeCRWD61,087 shares · 1.3% of their software · price −$3.6M$6.4M+$7.4M
- Riskified Ltd.RSKD738,549 shares · 0.7% of their software · price +$502K$3.4MFlat
- CadenceCDNS20,180 shares · 0.6% of their software$3.2M+$1.7M
- AkamaiAKAM17,534 shares · 0.3% of their software$1.5MFlat
- VeriSign, Inc.VRSN6,530 shares · 0.3% of their software$1.3MFlat
- Gen DigitalGEN53,292 shares · 0.2% of their software$1.1MFlat
- F5, Inc.FFIV7,900 shares · 0.2% of their software$1.1MFlat
- OktaOKTA15,488 shares · 0.2% of their software$1.1M−$963K
- ServiceNowNOW2,701 shares · 0.2% of their software$1.0M−$789K
- TenableTENB25,353 shares · 0.2% of their software$957KFlat
- CloudflareNET21,000 shares · 0.2% of their software$953KFlat
- QualysQLYS8,041 shares · 0.2% of their software$906KFlat
- VaronisVRNS37,588 shares · 0.2% of their software$896K−$15.3M
- A10 Networks, Inc.ATEN36,933 shares · 0.1% of their software$614KFlat
- SynopsysSNPS1,790 shares · 0.1% of their software$572KFlat
- CommvaultCVLT7,147 shares · 0.1% of their software$450KFlat
- Rapid7RPD10,182 shares · 0.1% of their software$347KFlat
- OneSpan Inc.OSPN25,903 shares · 0.1% of their software$290KFlat
- UnityU9,365 shares · 0.1% of their software$256K−$582K
- N-ableNABL24,531 shares · 0.0% of their software$250KFlat
- NetScout Systems, Inc.NTCT6,315 shares · 0.0% of their software$206KFlat
- ZscalerZS1,621 shares · 0.0% of their software$181K−$2.4M
- OracleORCL1,945 shares · 0.0% of their software$158KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$155KFlat
- SAPSAP1,328 shares · 0.0% of their software$138KFlat
- PaycomPAYC406 shares · 0.0% of their software$127KNew · Flat
- VeevaVEEV671 shares · 0.0% of their software$109KFlat
- WorkdayWDAY610 shares · 0.0% of their software$102KFlat
- SnowflakeSNOW651 shares · 0.0% of their software$93KFlat
- DocuSignDOCU958 shares · 0.0% of their software$53KFlat
- TwilioTWLO834 shares · 0.0% of their software$40KFlat
- PaylocityPCTY191 shares · 0.0% of their software$38KNew · Flat
- Paychex, Inc.PAYX321 shares · 0.0% of their software$37KFlat
- Fiserv, Inc.FISV343 shares · 0.0% of their software$35KNew · Flat
- DropboxDBX1,366 shares · 0.0% of their software$31KFlat
- NutanixNTNX1,091 shares · 0.0% of their software$28KFlat
- Payoneer Global Inc.PAYO4,997 shares · 0.0% of their software$27KFlat
- Five9FIVN360 shares · 0.0% of their software$24KFlat
- SPS CommerceSPSC186 shares · 0.0% of their software$24KFlat
- WorkivaWK247 shares · 0.0% of their software$21KFlat
- BoxBOX643 shares · 0.0% of their software$20KFlat
- BlackLineBL283 shares · 0.0% of their software$19KFlat
- RingCentralRNG456 shares · 0.0% of their software$16KFlat
- BlackbaudBLKB257 shares · 0.0% of their software$15KFlat
- Sabre CorporationSABR2,529 shares · 0.0% of their software$15KFlat
- AppFolioAPPF111 shares · 0.0% of their software$12KFlat
- nCinoNCNO364 shares · 0.0% of their software$9KFlat
- DigitalOceanDOCN279 shares · 0.0% of their software$7KFlat
- Strategy IncMSTR53 shares · 0.0% of their software$7KFlat
- FreshworksFRSH421 shares · 0.0% of their software$6KFlat
- ShopifySHOP176 shares · 0.0% of their software$6KFlat
- C3.aiAI488 shares · 0.0% of their software$5KFlat
- CoStarCSGP63 shares · 0.0% of their software$5KFlat
- Block, Inc.XYZ82 shares · 0.0% of their software$5KFlat
- Clearwater AnalyticsCWAN219 shares · 0.0% of their software$4KFlat
- Tuya Inc.TUYA2,025 shares · 0.0% of their software$4KFlat
- Bandwidth Inc.BAND141 shares · 0.0% of their software$3KFlat
- 8x8EGHT717 shares · 0.0% of their software$3KFlat
- Kaltura, Inc.KLTR1,901 shares · 0.0% of their software$3KFlat
- The Trade DeskTTD71 shares · 0.0% of their software$3KFlat
- Euronet Worldwide, Inc.EEFT8 shares · 0.0% of their software$1KFlat
- Shift4 Payments, Inc.FOUR9 shares · 0.0% of their software$1KFlat
- VTEXVTEX331 shares · 0.0% of their software$1KFlat