Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2023 · compared with Q3 2023
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $620M
- Weight of 13F
- 12.5%
- Names
- 70
- Net bought
- −$81.0M
Filed 31 January 2024 · SEC filing.
470 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
- NICENICE1,158,474 shares · 37.3% of their software · price +$34.2M$231MFlat
- MicrosoftMSFT180,831 shares · 11.0% of their software · price +$10.9M$68.0M−$22.8M
- Palo Alto NetworksPANW228,931 shares · 10.9% of their software · price +$13.8M$67.5M−$19.6M
- AdobeADBE67,112 shares · 6.5% of their software · price +$5.8M$40.0MFlat
- WixWIX267,034 shares · 5.3% of their software · price +$8.3M$32.9M+$1.4M
- monday.comMNDY156,609 shares · 4.7% of their software · price +$4.5M$29.4M+$9.2M
- DatadogDDOG186,000 shares · 3.6% of their software · price +$5.6M$22.6MFlat
- Global-EGLBE524,000 shares · 3.3% of their software$20.8M+$1.7M
- DynatraceDT335,000 shares · 3.0% of their software · price +$2.7M$18.3MFlat
- JFrogFROG454,047 shares · 2.5% of their software · price +$4.2M$15.7M+$1.8M
- SentinelOneS561,392 shares · 2.5% of their software · price +$5.9M$15.4M−$3.5M
- Payoneer Global Inc.PAYO2,408,424 shares · 2.0% of their software · price −$2.2M$12.5M−$1.5M
- SimilarwebSMWB1,586,950 shares · 1.4% of their software · price −$1.8M$8.5MFlat
- Riskified Ltd.RSKD738,549 shares · 0.6% of their software$3.5MFlat
- CrowdStrikeCRWD12,334 shares · 0.5% of their software · price +$1.1M$3.2M−$12.0M
- FortinetFTNT48,711 shares · 0.5% of their software$2.9M−$13.0M
- SalesforceCRM10,921 shares · 0.5% of their software · price +$659K$2.9MFlat
- ZscalerZS12,401 shares · 0.4% of their software · price +$818K$2.8MFlat
- CloudflareNET26,100 shares · 0.4% of their software · price +$528K$2.2MFlat
- AkamaiAKAM16,521 shares · 0.3% of their software$2.0MFlat
- F5, Inc.FFIV10,390 shares · 0.3% of their software$1.9MFlat
- OktaOKTA19,692 shares · 0.3% of their software$1.8MFlat
- QualysQLYS7,440 shares · 0.2% of their software$1.5MFlat
- Gen DigitalGEN60,773 shares · 0.2% of their software$1.4MFlat
- VeriSign, Inc.VRSN6,530 shares · 0.2% of their software$1.3MFlat
- VaronisVRNS28,247 shares · 0.2% of their software$1.3MFlat
- UnityU28,965 shares · 0.2% of their software$1.2M+$615K
- TenableTENB24,518 shares · 0.2% of their software$1.2MFlat
- ServiceNowNOW1,582 shares · 0.2% of their software$1.1M−$786K
- CadenceCDNS3,265 shares · 0.1% of their software$891K−$2.1M
- Rapid7RPD10,603 shares · 0.1% of their software$615KFlat
- SynopsysSNPS1,117 shares · 0.1% of their software$575KFlat
- OpenTextOTEX9,239 shares · 0.1% of their software$391KFlat
- A10 Networks, Inc.ATEN25,529 shares · 0.1% of their software$336KFlat
- N-ableNABL24,531 shares · 0.1% of their software$325KFlat
- CommvaultCVLT3,300 shares · 0.0% of their software$266KFlat
- LiveRamp Holdings, Inc.RAMP6,550 shares · 0.0% of their software$252KFlat
- NetScout Systems, Inc.NTCT11,242 shares · 0.0% of their software$249KFlat
- Block, Inc.XYZ2,500 shares · 0.0% of their software$199KNew · Flat
- OneSpan Inc.OSPN17,975 shares · 0.0% of their software$194KFlat
- Airship AI Holdings, Inc.AISP92,679 shares · 0.0% of their software · price −$831K$158KNew · +$989K
- SnowflakeSNOW604 shares · 0.0% of their software$122KFlat
- WorkdayWDAY433 shares · 0.0% of their software$120KFlat
- BlackBerry LimitedBB29,045 shares · 0.0% of their software$103KFlat
- SAPSAP669 shares · 0.0% of their software$103KFlat
- OracleORCL937 shares · 0.0% of their software$100KFlat
- VeevaVEEV470 shares · 0.0% of their software$91KFlat
- ZoomZM914 shares · 0.0% of their software$67KFlat
- TwilioTWLO740 shares · 0.0% of their software$57KFlat
- DocuSignDOCU836 shares · 0.0% of their software$50KFlat
- NutanixNTNX964 shares · 0.0% of their software$46KFlat
- PaycomPAYC215 shares · 0.0% of their software$45KFlat
- DropboxDBX1,113 shares · 0.0% of their software$33KFlat
- SPS CommerceSPSC151 shares · 0.0% of their software$30KFlat
- PaylocityPCTY173 shares · 0.0% of their software$29KFlat
- Strategy IncMSTR40 shares · 0.0% of their software$27KFlat
- Five9FIVN294 shares · 0.0% of their software$23KFlat
- WorkivaWK196 shares · 0.0% of their software$20KFlat
- BlackbaudBLKB179 shares · 0.0% of their software$16KFlat
- BoxBOX584 shares · 0.0% of their software$15KFlat
- AppFolioAPPF78 shares · 0.0% of their software$14KFlat
- FreshworksFRSH565 shares · 0.0% of their software$14KFlat
- BlackLineBL206 shares · 0.0% of their software$13KFlat
- RingCentralRNG351 shares · 0.0% of their software$12KFlat
- C3.aiAI364 shares · 0.0% of their software$11KFlat
- DigitalOceanDOCN246 shares · 0.0% of their software$9KFlat
- nCinoNCNO249 shares · 0.0% of their software$9KFlat
- Clearwater AnalyticsCWAN246 shares · 0.0% of their software$5K—
- Kaltura, Inc.KLTR2,551 shares · 0.0% of their software$5KFlat
- 8x8EGHT452 shares · 0.0% of their software$2K—