Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q2 2024 · compared with Q1 2024
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $750M
- Weight of 13F
- 12.5%
- Names
- 76
- Net bought
- −$8.5M
Filed 29 July 2024 · SEC filing.
503 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
- NICENICE1,296,270 shares · 29.7% of their software · price −$115M$223M−$20.6M
- MicrosoftMSFT361,377 shares · 21.5% of their software · price +$9.5M$162M+$38.7M
- AdobeADBE144,391 shares · 10.7% of their software · price +$7.4M$80.2MFlat
- WixWIX214,034 shares · 4.5% of their software · price +$4.6M$34.0M−$9.8M
- ElasticESTC262,000 shares · 4.0% of their software · price +$3.6M$29.8M+$9.5M
- JFrogFROG684,047 shares · 3.4% of their software · price −$4.6M$25.7M+$19.7M
- DatadogDDOG186,000 shares · 3.2% of their software · price +$1.1M$24.1MFlat
- SentinelOneS1,113,950 shares · 3.1% of their software · price −$2.5M$23.4M+$7.0M
- DynatraceDT505,000 shares · 3.0% of their software · price −$859K$22.6MFlat
- Palo Alto NetworksPANW57,828 shares · 2.6% of their software · price +$3.2M$19.6M−$31.9M
- monday.comMNDY80,009 shares · 2.6% of their software · price +$1.2M$19.3M−$20.7M
- Global-EGLBE451,000 shares · 2.2% of their software$16.4M−$909K
- SimilarwebSMWB1,966,068 shares · 2.0% of their software · price −$2.4M$15.3M−$1.3M
- MongoDBMDB42,000 shares · 1.4% of their software · price −$4.6M$10.5MNew · +$15.1M
- Check PointCHKP53,500 shares · 1.2% of their software$8.8M−$7.6M
- Nayax Ltd.NYAX300,000 shares · 0.9% of their software · price −$1.3M$6.5MFlat
- CrowdStrikeCRWD9,764 shares · 0.5% of their software · price +$611K$3.8M−$847K
- OktaOKTA28,287 shares · 0.3% of their software$2.6M+$2.5M
- FortinetFTNT41,177 shares · 0.3% of their software$2.5MFlat
- CloudflareNET24,500 shares · 0.3% of their software$2.0MFlat
- ZscalerZS9,863 shares · 0.2% of their software$1.9MNew · +$1.9M
- F5, Inc.FFIV10,366 shares · 0.2% of their software$1.8MFlat
- TenableTENB41,240 shares · 0.2% of their software$1.8MNew · +$2.0M
- VaronisVRNS38,041 shares · 0.2% of their software$1.8M+$1.4M
- Gen DigitalGEN61,287 shares · 0.2% of their software$1.5MFlat
- ServiceNowNOW1,459 shares · 0.2% of their software$1.1M+$966K
- AkamaiAKAM12,072 shares · 0.1% of their software$1.1MFlat
- Rapid7RPD25,383 shares · 0.1% of their software$1.1MNew · +$1.2M
- QualysQLYS7,505 shares · 0.1% of their software$1.1MNew · +$1.3M
- SalesforceCRM2,919 shares · 0.1% of their software$745KFlat
- CadenceCDNS2,190 shares · 0.1% of their software$674KFlat
- SynopsysSNPS1,126 shares · 0.1% of their software$670KFlat
- UnityU27,965 shares · 0.1% of their software$456KNew · +$747K
- CommvaultCVLT3,000 shares · 0.0% of their software$360KFlat
- Airship AI Holdings, Inc.AISP92,679 shares · 0.0% of their software$333KFlat
- OneSpan Inc.OSPN23,278 shares · 0.0% of their software$300KNew · Flat
- NetScout Systems, Inc.NTCT15,872 shares · 0.0% of their software$293KFlat
- OpenTextOTEX9,000 shares · 0.0% of their software$269KNew · Flat
- FastlyFSLY20,000 shares · 0.0% of their software$149KFlat
- OracleORCL548 shares · 0.0% of their software$77KNew · Flat
- SAPSAP362 shares · 0.0% of their software$73KFlat
- Strategy IncMSTR44 shares · 0.0% of their software$67KFlat
- SnowflakeSNOW444 shares · 0.0% of their software$59KNew · Flat
- WorkdayWDAY255 shares · 0.0% of their software$57KNew · Flat
- VeevaVEEV304 shares · 0.0% of their software$56KNew · Flat
- Uber Technologies, Inc.UBER645 shares · 0.0% of their software$45KNew · Flat
- Block, Inc.XYZ700 shares · 0.0% of their software$44KNew · Flat
- NutanixNTNX726 shares · 0.0% of their software$41KFlat
- ZoomZM696 shares · 0.0% of their software$41KNew · Flat
- VeriSign, Inc.VRSN220 shares · 0.0% of their software$39KNew · Flat
- DocuSignDOCU602 shares · 0.0% of their software$32KFlat
- TwilioTWLO514 shares · 0.0% of their software$29KNew · Flat
- PaycomPAYC188 shares · 0.0% of their software$27KNew · Flat
- Payoneer Global Inc.PAYO3,879 shares · 0.0% of their software$22K−$8.2M
- HubSpotHUBS36 shares · 0.0% of their software$21KNew · Flat
- SS&CSSNC338 shares · 0.0% of their software$21KNew · Flat
- SPS CommerceSPSC108 shares · 0.0% of their software$20KNew · Flat
- DropboxDBX752 shares · 0.0% of their software$17KFlat
- PaylocityPCTY131 shares · 0.0% of their software$17KNew · Flat
- AppFolioAPPF58 shares · 0.0% of their software$14KFlat
- BoxBOX411 shares · 0.0% of their software$11KFlat
- BlackbaudBLKB126 shares · 0.0% of their software$10KFlat
- WorkivaWK142 shares · 0.0% of their software$10KNew · Flat
- C3.aiAI311 shares · 0.0% of their software$9KFlat
- Five9FIVN213 shares · 0.0% of their software$9KFlat
- IntuitINTU12 shares · 0.0% of their software$8KNew · Flat
- BlackLineBL150 shares · 0.0% of their software$7KFlat
- FreshworksFRSH512 shares · 0.0% of their software$7KFlat
- MorningstarMORN24 shares · 0.0% of their software$7KNew · Flat
- RingCentralRNG237 shares · 0.0% of their software$7KNew · Flat
- nCinoNCNO191 shares · 0.0% of their software$6KFlat
- Clearwater AnalyticsCWAN287 shares · 0.0% of their software$5K—
- DigitalOceanDOCN154 shares · 0.0% of their software$5KFlat
- Kaltura, Inc.KLTR2,615 shares · 0.0% of their software$3KFlat
- Blend Labs, Inc.BLND674 shares · 0.0% of their software$2KFlat
- SemrushSEMR92 shares · 0.0% of their software$1KNew