Migdal Insurance & Financial Holdings

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.

• SalesforceCRM−$35.8M$4.0M
• MicrosoftMSFT−$31.2M$12.0M
• AdobeADBE−$26.8M$634K
• monday.comMNDY+$9.8M$21.5M
• CrowdStrikeCRWD+$9.2M$20.3M

Software held

• NICENICE1,202,699 shares · 50.9% of their software · price +$44.0M$275MFlat
• Palo Alto NetworksPANW256,508 shares · 9.4% of their software · price +$15.4M$51.1M−$5.0M
• Check PointCHKP209,029 shares · 5.0% of their software · price +$803K$27.2M−$1.0M
• Global-EGLBE820,000 shares · 4.9% of their software · price +$9.5M$26.4M+$7.7M
• monday.comMNDY150,447 shares · 4.0% of their software · price +$3.1M$21.5M+$9.8M
• CrowdStrikeCRWD148,532 shares · 3.8% of their software · price +$4.7M$20.3M+$9.2M
• WixWIX199,034 shares · 3.7% of their software · price +$4.6M$19.9MFlat
• SentinelOneS1,175,593 shares · 3.5% of their software · price +$2.1M$19.2M+$7.8M
• FortinetFTNT272,405 shares · 3.3% of their software · price +$4.8M$18.1MFlat
• MicrosoftMSFT42,183 shares · 2.2% of their software · price +$2.0M$12.0M−$31.2M
• SimilarwebSMWB1,586,950 shares · 2.0% of their software · price +$524K$10.7MFlat
• CadenceCDNS23,090 shares · 0.9% of their software · price +$1.1M$4.8MFlat
• Riskified Ltd.RSKD738,549 shares · 0.8% of their software · price +$753K$4.2MFlat
• SalesforceCRM20,274 shares · 0.7% of their software · price +$1.4M$4.0M−$35.8M
• JFrogFROG150,000 shares · 0.5% of their software$3.0MNew · +$3.2M
• OktaOKTA23,053 shares · 0.4% of their software$1.9M+$517K
• ZscalerZS16,386 shares · 0.3% of their software$1.8M+$1.7M
• ServiceNowNOW3,760 shares · 0.3% of their software$1.7MFlat
• CloudflareNET25,000 shares · 0.3% of their software$1.5MFlat
• AkamaiAKAM18,770 shares · 0.3% of their software$1.4MFlat
• VeriSign, Inc.VRSN6,750 shares · 0.3% of their software$1.4MFlat
• TenableTENB29,742 shares · 0.3% of their software$1.4MFlat
• QualysQLYS9,920 shares · 0.2% of their software$1.2MFlat
• Gen DigitalGEN71,497 shares · 0.2% of their software$1.2MFlat
• VaronisVRNS46,677 shares · 0.2% of their software$1.2MFlat
• F5, Inc.FFIV7,900 shares · 0.2% of their software$1.1MFlat
• OneSpan Inc.OSPN43,163 shares · 0.1% of their software$727KFlat
• SynopsysSNPS1,844 shares · 0.1% of their software$712KFlat
• AdobeADBE1,651 shares · 0.1% of their software$634K−$26.8M
• CommvaultCVLT10,700 shares · 0.1% of their software$594KFlat
• A10 Networks, Inc.ATEN37,105 shares · 0.1% of their software$575KFlat
• Rapid7RPD13,133 shares · 0.1% of their software$544KFlat
• UnityU14,095 shares · 0.1% of their software$413KFlat
• NetScout Systems, Inc.NTCT12,148 shares · 0.1% of their software$343KFlat
• N-ableNABL24,531 shares · 0.1% of their software$330KFlat
• SAPSAP2,552 shares · 0.1% of their software$322KFlat
• OracleORCL3,450 shares · 0.1% of their software$312KFlat
• WorkdayWDAY1,176 shares · 0.0% of their software$235KFlat
• VeevaVEEV1,300 shares · 0.0% of their software$233KFlat
• SnowflakeSNOW1,248 shares · 0.0% of their software$177KFlat
• ZoomZM2,076 shares · 0.0% of their software$150KNew · Flat
• PaycomPAYC478 shares · 0.0% of their software$142KFlat
• LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$140KFlat
• DocuSignDOCU1,828 shares · 0.0% of their software$103KFlat
• TwilioTWLO1,590 shares · 0.0% of their software$101KFlat
• PaylocityPCTY374 shares · 0.0% of their software$73KFlat
• Payoneer Global Inc.PAYO9,576 shares · 0.0% of their software$59KFlat
• DropboxDBX2,568 shares · 0.0% of their software$54KFlat
• NutanixNTNX2,050 shares · 0.0% of their software$52KFlat
• SPS CommerceSPSC336 shares · 0.0% of their software$49KFlat
• Five9FIVN640 shares · 0.0% of their software$44KFlat
• WorkivaWK408 shares · 0.0% of their software$41KFlat
• BoxBOX1,304 shares · 0.0% of their software$34KFlat
• BlackLineBL508 shares · 0.0% of their software$33KFlat
• BlackbaudBLKB408 shares · 0.0% of their software$28KFlat
• Strategy IncMSTR88 shares · 0.0% of their software$25KFlat
• RingCentralRNG778 shares · 0.0% of their software$23KFlat
• ShopifySHOP502 shares · 0.0% of their software$23KFlat
• AppFolioAPPF168 shares · 0.0% of their software$21KFlat
• C3.aiAI736 shares · 0.0% of their software$20KFlat
• DigitalOceanDOCN422 shares · 0.0% of their software$16KFlat
• Block, Inc.XYZ236 shares · 0.0% of their software$16KFlat
• nCinoNCNO566 shares · 0.0% of their software$13KFlat
• CoStarCSGP182 shares · 0.0% of their software$12KFlat
• The Trade DeskTTD202 shares · 0.0% of their software$12KFlat
• FreshworksFRSH634 shares · 0.0% of their software$9KFlat
• Sabre CorporationSABR2,328 shares · 0.0% of their software$9KFlat
• Kaltura, Inc.KLTR3,686 shares · 0.0% of their software$7KFlat
• Tuya Inc.TUYA3,140 shares · 0.0% of their software$6KFlat
• Clearwater AnalyticsCWAN342 shares · 0.0% of their software$5K—
• 8x8EGHT1,080 shares · 0.0% of their software$4K—
• Bandwidth Inc.BAND214 shares · 0.0% of their software$3KFlat
• Euronet Worldwide, Inc.EEFT22 shares · 0.0% of their software$2KFlat
• Shift4 Payments, Inc.FOUR24 shares · 0.0% of their software$2KFlat
• VTEXVTEX498 shares · 0.0% of their software$2KFlat
• DLocal LimitedDLO36 shares · 0.0% of their software$1KNew · Flat