Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2024 · compared with Q3 2024
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $672M
- Weight of 13F
- 9.6%
- Names
- 59
- Net bought
- −$1.0M
Filed 28 January 2025 · SEC filing.
344 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
- NICENICE1,573,270 shares · 39.7% of their software · price −$6.0M$267MFlat
- MicrosoftMSFT188,235 shares · 11.8% of their software · price −$1.7M$79.4M−$50.5M
- OracleORCL400,013 shares · 9.9% of their software · price −$1.5M$66.7M+$68.1M
- Palo Alto NetworksPANW162,427 shares · 4.4% of their software · price −$26.0M$29.6M+$36.3M
- DynatraceDT505,530 shares · 4.1% of their software$27.5MFlat
- JFrogFROG894,047 shares · 3.9% of their software$26.3MFlat
- WixWIX120,534 shares · 3.8% of their software · price +$5.7M$25.9M−$23.9M
- ElasticESTC260,000 shares · 3.8% of their software · price +$5.8M$25.8M−$8.1M
- SimilarwebSMWB1,712,557 shares · 3.6% of their software · price +$9.1M$24.3MFlat
- DatadogDDOG120,000 shares · 2.5% of their software · price +$3.3M$17.1M−$18.5M
- SentinelOneS629,168 shares · 2.1% of their software · price −$1.1M$14.0M+$9.6M
- monday.comMNDY46,009 shares · 1.6% of their software · price −$1.9M$10.8M−$2.5M
- MongoDBMDB43,500 shares · 1.5% of their software · price −$1.6M$10.1MFlat
- Global-EGLBE180,000 shares · 1.5% of their software · price +$2.9M$9.8M−$10.8M
- Nayax Ltd.NYAX300,000 shares · 1.3% of their software · price +$1.2M$8.7MFlat
- FortinetFTNT37,904 shares · 0.5% of their software · price +$642K$3.6MFlat
- CrowdStrikeCRWD9,336 shares · 0.5% of their software · price +$576K$3.2MFlat
- CloudflareNET23,960 shares · 0.4% of their software · price +$642K$2.6MFlat
- F5, Inc.FFIV9,410 shares · 0.4% of their software$2.4MFlat
- OktaOKTA23,124 shares · 0.3% of their software$1.8MFlat
- ZscalerZS9,794 shares · 0.3% of their software$1.8MFlat
- Gen DigitalGEN59,416 shares · 0.2% of their software$1.6MFlat
- VaronisVRNS35,602 shares · 0.2% of their software$1.6MFlat
- TenableTENB40,045 shares · 0.2% of their software$1.6MFlat
- ServiceNowNOW1,226 shares · 0.2% of their software$1.3MFlat
- QualysQLYS7,154 shares · 0.1% of their software$1.0MFlat
- Rapid7RPD24,520 shares · 0.1% of their software$986KFlat
- AkamaiAKAM9,824 shares · 0.1% of their software$940KFlat
- Rubrik, Inc.RBRK13,125 shares · 0.1% of their software$858KNew · Flat
- SalesforceCRM2,310 shares · 0.1% of their software$775KFlat
- CadenceCDNS2,165 shares · 0.1% of their software$652KFlat
- FastlyFSLY64,500 shares · 0.1% of their software$609KFlat
- AdobeADBE1,209 shares · 0.1% of their software$538KFlat
- OneSpan Inc.OSPN21,899 shares · 0.1% of their software$406KFlat
- NetScout Systems, Inc.NTCT14,993 shares · 0.0% of their software$325KFlat
- SynopsysSNPS649 shares · 0.0% of their software$315KFlat
- OpenTextOTEX8,800 shares · 0.0% of their software$249KFlat
- UnityU9,565 shares · 0.0% of their software$215KFlat
- Payoneer Global Inc.PAYO3,411 shares · 0.0% of their software$34KFlat
- IntuitINTU45 shares · 0.0% of their software$28KNew · Flat
- Manhattan AssociatesMANH100 shares · 0.0% of their software$27KFlat
- NetApp, Inc.NTAP226 shares · 0.0% of their software$26KNew · Flat
- Kaltura, Inc.KLTR1,444 shares · 0.0% of their software$3KFlat
- Strategy IncMSTR10 shares · 0.0% of their software$3KFlat
- SAPSAP8 shares · 0.0% of their software$2KFlat
- SnowflakeSNOW10 shares · 0.0% of their software$2KFlat
- WorkdayWDAY6 shares · 0.0% of their software$2KFlat
- CoStarCSGP8 shares · 0.0% of their software$1KNew · Flat
- DropboxDBX17 shares · 0.0% of their software$1KFlat
- DocuSignDOCU14 shares · 0.0% of their software$1KFlat
- NutanixNTNX17 shares · 0.0% of their software$1KFlat
- PaycomPAYC3 shares · 0.0% of their software$1KFlat
- PaylocityPCTY3 shares · 0.0% of their software$1KFlat
- SPS CommerceSPSC3 shares · 0.0% of their software$1KFlat
- The Trade DeskTTD9 shares · 0.0% of their software$1KNew · Flat
- TwilioTWLO12 shares · 0.0% of their software$1KFlat
- VeevaVEEV7 shares · 0.0% of their software$1KFlat
- Block, Inc.XYZ11 shares · 0.0% of their software$1KNew · Flat
- ZoomZM16 shares · 0.0% of their software$1KFlat