Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q3 2023 · compared with Q2 2023
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $604M
- Weight of 13F
- 12.9%
- Names
- 73
- Net bought
- +$75.0M
Filed 25 October 2023 · SEC filing.
481 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
- NICENICE1,158,645 shares · 32.6% of their software · price −$42.3M$197M−$9.9M
- MicrosoftMSFT253,135 shares · 13.2% of their software · price −$6.3M$79.9M+$19.7M
- Palo Alto NetworksPANW312,353 shares · 12.1% of their software · price −$6.6M$73.2M+$26.4M
- AdobeADBE67,178 shares · 5.7% of their software · price +$1.4M$34.3M+$32.3M
- WixWIX252,034 shares · 3.8% of their software · price +$3.4M$23.1M−$3.1M
- Global-EGLBE482,000 shares · 3.2% of their software · price −$578K$19.2M−$4.1M
- DatadogDDOG186,000 shares · 2.8% of their software · price −$1.4M$16.9M+$9.8M
- Payoneer Global Inc.PAYO2,648,239 shares · 2.7% of their software · price +$3.5M$16.2M+$6.9M
- FortinetFTNT270,314 shares · 2.6% of their software · price −$4.6M$15.9M+$4.2M
- monday.comMNDY99,109 shares · 2.6% of their software · price −$1.2M$15.8M−$4.0M
- DynatraceDT335,000 shares · 2.6% of their software · price −$1.6M$15.7M+$8.2M
- CrowdStrikeCRWD83,770 shares · 2.3% of their software · price +$1.7M$14.0M−$5.1M
- SentinelOneS769,275 shares · 2.1% of their software · price +$1.4M$12.9MFlat
- Check PointCHKP90,000 shares · 2.0% of their software · price +$689K$12.0M−$9.4M
- SimilarwebSMWB1,586,950 shares · 1.7% of their software$10.3MFlat
- JFrogFROG384,047 shares · 1.6% of their software · price −$899K$9.7M+$3.7M
- NetApp, Inc.NTAP110,000 shares · 1.4% of their software$8.3MFlat
- Riskified Ltd.RSKD738,549 shares · 0.5% of their software$3.3MFlat
- CadenceCDNS12,170 shares · 0.5% of their software$2.8MFlat
- ZscalerZS14,950 shares · 0.4% of their software$2.3MFlat
- SalesforceCRM10,890 shares · 0.4% of their software$2.2M−$585K
- AkamaiAKAM16,938 shares · 0.3% of their software$1.8MFlat
- F5, Inc.FFIV10,640 shares · 0.3% of their software$1.7MFlat
- OktaOKTA20,386 shares · 0.3% of their software$1.7MFlat
- CloudflareNET26,100 shares · 0.3% of their software$1.6MFlat
- ServiceNowNOW2,989 shares · 0.3% of their software$1.6MFlat
- VeriSign, Inc.VRSN6,530 shares · 0.2% of their software$1.3MFlat
- QualysQLYS7,869 shares · 0.2% of their software$1.2MFlat
- TenableTENB25,845 shares · 0.2% of their software$1.2MFlat
- Gen DigitalGEN63,900 shares · 0.2% of their software$1.1MFlat
- VaronisVRNS31,309 shares · 0.2% of their software$955KFlat
- SynopsysSNPS1,235 shares · 0.1% of their software$567KFlat
- Rapid7RPD11,829 shares · 0.1% of their software$538KFlat
- A10 Networks, Inc.ATEN28,455 shares · 0.1% of their software$428KFlat
- NetScout Systems, Inc.NTCT12,947 shares · 0.1% of their software$368KFlat
- OpenTextOTEX9,239 shares · 0.1% of their software$323KFlat
- N-ableNABL24,531 shares · 0.1% of their software$314KFlat
- UnityU9,365 shares · 0.0% of their software$287KFlat
- OneSpan Inc.OSPN21,622 shares · 0.0% of their software$234KFlat
- CommvaultCVLT3,300 shares · 0.0% of their software$225KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$191KFlat
- BlackBerry LimitedBB38,889 shares · 0.0% of their software$185KFlat
- OracleORCL879 shares · 0.0% of their software$93KFlat
- VeevaVEEV442 shares · 0.0% of their software$90KFlat
- SnowflakeSNOW579 shares · 0.0% of their software$88KFlat
- WorkdayWDAY413 shares · 0.0% of their software$87KFlat
- SAPSAP624 shares · 0.0% of their software$80KFlat
- ZoomZM821 shares · 0.0% of their software$56KFlat
- PaycomPAYC205 shares · 0.0% of their software$53KFlat
- TwilioTWLO709 shares · 0.0% of their software$41KFlat
- DocuSignDOCU799 shares · 0.0% of their software$34KFlat
- NutanixNTNX912 shares · 0.0% of their software$32KFlat
- DropboxDBX1,062 shares · 0.0% of their software$29KFlat
- PaylocityPCTY163 shares · 0.0% of their software$29KFlat
- SPS CommerceSPSC144 shares · 0.0% of their software$25KFlat
- WorkivaWK186 shares · 0.0% of their software$19KFlat
- Five9FIVN278 shares · 0.0% of their software$18KFlat
- AppFolioAPPF76 shares · 0.0% of their software$14KFlat
- BoxBOX555 shares · 0.0% of their software$14KFlat
- Strategy IncMSTR38 shares · 0.0% of their software$13KFlat
- BlackbaudBLKB172 shares · 0.0% of their software$12KFlat
- FreshworksFRSH559 shares · 0.0% of their software$11KFlat
- BlackLineBL192 shares · 0.0% of their software$10KFlat
- RingCentralRNG330 shares · 0.0% of their software$10KFlat
- C3.aiAI362 shares · 0.0% of their software$9KFlat
- nCinoNCNO272 shares · 0.0% of their software$9KFlat
- DigitalOceanDOCN241 shares · 0.0% of their software$6KFlat
- Kaltura, Inc.KLTR3,177 shares · 0.0% of their software$6KFlat
- Clearwater AnalyticsCWAN273 shares · 0.0% of their software$5KFlat
- CoStarCSGP7 shares · 0.0% of their software$1KFlat
- 8x8EGHT481 shares · 0.0% of their software$1KFlat
- ShopifySHOP19 shares · 0.0% of their software$1KFlat
- The Trade DeskTTD8 shares · 0.0% of their software$1KFlat