Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q1 2024 · compared with Q4 2023
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $861M
- Weight of 13F
- 13.8%
- Names
- 53
- Net bought
- +$144M
Filed 1 May 2024 · SEC filing.
385 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
- NICENICE1,375,463 shares · 41.6% of their software · price +$84.1M$358M+$43.3M
- MicrosoftMSFT269,284 shares · 13.2% of their software · price +$12.0M$113M+$33.3M
- AdobeADBE144,504 shares · 8.5% of their software · price −$13.3M$72.9M+$46.2M
- Palo Alto NetworksPANW170,000 shares · 5.6% of their software · price −$1.8M$48.3M−$17.4M
- WixWIX285,034 shares · 4.5% of their software · price +$4.1M$39.2M+$2.2M
- monday.comMNDY171,609 shares · 4.5% of their software · price +$6.5M$38.8M+$2.8M
- DynatraceDT505,010 shares · 2.7% of their software · price −$4.2M$23.5M+$9.3M
- DatadogDDOG186,000 shares · 2.7% of their software$23.0MFlat
- SentinelOneS815,000 shares · 2.2% of their software · price −$3.4M$19.0M+$7.0M
- SimilarwebSMWB2,107,541 shares · 2.2% of their software · price +$7.7M$19.0M+$2.8M
- Global-EGLBE476,000 shares · 2.0% of their software · price −$1.6M$17.3M−$1.9M
- ElasticESTC167,000 shares · 1.9% of their software · price −$2.1M$16.7MNew · +$18.8M
- Check PointCHKP100,000 shares · 1.9% of their software · price +$1.1M$16.4MNew · +$15.3M
- JFrogFROG239,047 shares · 1.2% of their software · price +$2.3M$10.6M−$7.4M
- Riskified Ltd.RSKD1,748,549 shares · 1.1% of their software · price +$1.3M$9.5M+$4.7M
- Payoneer Global Inc.PAYO1,700,000 shares · 1.0% of their software · price −$595K$8.3M−$3.7M
- Nayax Ltd.NYAX300,000 shares · 0.9% of their software · price +$2.1M$7.9MNew · +$5.7M
- CrowdStrikeCRWD12,405 shares · 0.5% of their software · price +$810K$4.0MFlat
- FortinetFTNT46,578 shares · 0.4% of their software$3.2MFlat
- CloudflareNET24,595 shares · 0.3% of their software$2.4MFlat
- F5, Inc.FFIV8,223 shares · 0.2% of their software$1.6MFlat
- Gen DigitalGEN62,984 shares · 0.2% of their software$1.4MFlat
- AkamaiAKAM12,663 shares · 0.2% of their software$1.4MFlat
- CadenceCDNS2,167 shares · 0.1% of their software$675KFlat
- SynopsysSNPS1,089 shares · 0.1% of their software$622KFlat
- Airship AI Holdings, Inc.AISP92,679 shares · 0.1% of their software$611KFlat
- SalesforceCRM1,983 shares · 0.1% of their software$597K−$2.4M
- SAPSAP2,760 shares · 0.1% of their software$538KFlat
- OktaOKTA4,533 shares · 0.1% of their software$474K−$1.4M
- VaronisVRNS8,690 shares · 0.0% of their software$410K−$886K
- CommvaultCVLT3,367 shares · 0.0% of their software$342KFlat
- FastlyFSLY21,351 shares · 0.0% of their software$277KNew · Flat
- NetScout Systems, Inc.NTCT11,539 shares · 0.0% of their software$252KFlat
- ServiceNowNOW192 shares · 0.0% of their software$146K−$982K
- Strategy IncMSTR63 shares · 0.0% of their software$107KFlat
- BlackBerry LimitedBB30,206 shares · 0.0% of their software$83KFlat
- NutanixNTNX1,035 shares · 0.0% of their software$64KFlat
- DocuSignDOCU859 shares · 0.0% of their software$51KFlat
- DropboxDBX1,075 shares · 0.0% of their software$26KFlat
- AppFolioAPPF84 shares · 0.0% of their software$21KFlat
- Five9FIVN305 shares · 0.0% of their software$19KFlat
- BoxBOX589 shares · 0.0% of their software$17KFlat
- BlackLineBL215 shares · 0.0% of their software$14KFlat
- BlackbaudBLKB181 shares · 0.0% of their software$13KFlat
- FreshworksFRSH732 shares · 0.0% of their software$13KFlat
- C3.aiAI445 shares · 0.0% of their software$12KFlat
- nCinoNCNO274 shares · 0.0% of their software$10KFlat
- DigitalOceanDOCN221 shares · 0.0% of their software$8KFlat
- Clearwater AnalyticsCWAN411 shares · 0.0% of their software$7K—
- Kaltura, Inc.KLTR2,670 shares · 0.0% of their software$4KFlat
- Blend Labs, Inc.BLND674 shares · 0.0% of their software$2KNew · Flat
- CoStarCSGP9 shares · 0.0% of their software$1KNew · Flat
- Fiserv, Inc.FISV7 shares · 0.0% of their software$1KNew · Flat