Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q3 2024 · compared with Q2 2024
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $682M
- Weight of 13F
- 11.0%
- Names
- 69
- Net bought
- −$54.5M
Filed 4 November 2024 · SEC filing.
425 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
- NICENICE1,575,645 shares · 40.1% of their software · price +$2.7M$274M+$48.0M
- MicrosoftMSFT305,656 shares · 19.3% of their software · price −$5.1M$132M−$24.9M
- WixWIX263,534 shares · 6.5% of their software · price +$2.1M$44.1M+$7.9M
- DatadogDDOG281,000 shares · 4.7% of their software · price −$4.1M$32.3M+$12.3M
- ElasticESTC365,000 shares · 4.1% of their software · price −$13.6M$28.0M+$11.7M
- DynatraceDT505,000 shares · 4.0% of their software · price +$4.4M$27.0MFlat
- JFrogFROG894,047 shares · 3.8% of their software · price −$7.6M$26.0M+$7.9M
- Palo Alto NetworksPANW56,281 shares · 2.8% of their software$19.2M−$524K
- Global-EGLBE461,000 shares · 2.6% of their software · price +$1.0M$17.7MFlat
- monday.comMNDY55,009 shares · 2.2% of their software · price +$2.0M$15.3M−$6.0M
- SimilarwebSMWB1,712,557 shares · 2.2% of their software · price +$1.8M$15.1M−$2.0M
- MongoDBMDB43,500 shares · 1.7% of their software · price +$887K$11.8MFlat
- Nayax Ltd.NYAX300,000 shares · 1.1% of their software · price +$1.0M$7.6MFlat
- SentinelOneS227,070 shares · 0.8% of their software · price +$652K$5.4M−$18.7M
- FortinetFTNT38,139 shares · 0.4% of their software · price +$659K$3.0MFlat
- CrowdStrikeCRWD9,402 shares · 0.4% of their software · price −$966K$2.6MFlat
- F5, Inc.FFIV9,663 shares · 0.3% of their software$2.1MFlat
- VaronisVRNS36,994 shares · 0.3% of their software$2.1MFlat
- OktaOKTA27,560 shares · 0.3% of their software · price −$531K$2.0MFlat
- CloudflareNET23,960 shares · 0.3% of their software$1.9MFlat
- ZscalerZS9,908 shares · 0.2% of their software$1.7MFlat
- Gen DigitalGEN59,997 shares · 0.2% of their software$1.6MFlat
- TenableTENB40,377 shares · 0.2% of their software$1.6MFlat
- ServiceNowNOW1,205 shares · 0.2% of their software$1.1MFlat
- AkamaiAKAM10,338 shares · 0.2% of their software$1.0MFlat
- Rapid7RPD24,897 shares · 0.1% of their software$993KFlat
- QualysQLYS7,380 shares · 0.1% of their software$948KFlat
- SalesforceCRM2,617 shares · 0.1% of their software$721KFlat
- AdobeADBE1,327 shares · 0.1% of their software$687K−$79.5M
- CadenceCDNS2,165 shares · 0.1% of their software$589KFlat
- OneSpan Inc.OSPN23,038 shares · 0.1% of their software$384KFlat
- SynopsysSNPS702 shares · 0.1% of their software$355KFlat
- NetScout Systems, Inc.NTCT15,683 shares · 0.1% of their software$341KFlat
- OpenTextOTEX8,800 shares · 0.0% of their software$293KFlat
- UnityU12,365 shares · 0.0% of their software$279KFlat
- Airship AI Holdings, Inc.AISP92,679 shares · 0.0% of their software$213KFlat
- FastlyFSLY19,000 shares · 0.0% of their software$144KFlat
- Payoneer Global Inc.PAYO3,856 shares · 0.0% of their software$29KFlat
- Manhattan AssociatesMANH66 shares · 0.0% of their software$19KNew · Flat
- Euronet Worldwide, Inc.EEFT148 shares · 0.0% of their software$15KNew · Flat
- OracleORCL72 shares · 0.0% of their software$12KFlat
- SAPSAP48 shares · 0.0% of their software$11KFlat
- Strategy IncMSTR58 shares · 0.0% of their software$10KFlat
- VeevaVEEV40 shares · 0.0% of their software$8KFlat
- WorkdayWDAY33 shares · 0.0% of their software$8KFlat
- SnowflakeSNOW58 shares · 0.0% of their software$7KFlat
- NutanixNTNX95 shares · 0.0% of their software$6KFlat
- ZoomZM91 shares · 0.0% of their software$6KFlat
- DocuSignDOCU79 shares · 0.0% of their software$5KFlat
- TwilioTWLO67 shares · 0.0% of their software$4KFlat
- DropboxDBX99 shares · 0.0% of their software$3KFlat
- Kaltura, Inc.KLTR2,086 shares · 0.0% of their software$3KFlat
- PaycomPAYC20 shares · 0.0% of their software$3KFlat
- PaylocityPCTY17 shares · 0.0% of their software$3KFlat
- SPS CommerceSPSC14 shares · 0.0% of their software$3KFlat
- AppFolioAPPF8 shares · 0.0% of their software$2KFlat
- BoxBOX54 shares · 0.0% of their software$2KFlat
- WorkivaWK19 shares · 0.0% of their software$2KFlat
- C3.aiAI41 shares · 0.0% of their software$1KFlat
- BlackLineBL20 shares · 0.0% of their software$1KFlat
- BlackbaudBLKB17 shares · 0.0% of their software$1KFlat
- Clearwater AnalyticsCWAN38 shares · 0.0% of their software$1K—
- DigitalOceanDOCN20 shares · 0.0% of their software$1KFlat
- Five9FIVN28 shares · 0.0% of their software$1KFlat
- FreshworksFRSH67 shares · 0.0% of their software$1KFlat
- HubSpotHUBS1 shares · 0.0% of their software$1KFlat
- nCinoNCNO25 shares · 0.0% of their software$1KFlat
- RingCentralRNG31 shares · 0.0% of their software$1KFlat
- Uber Technologies, Inc.UBER11 shares · 0.0% of their software$1KFlat
