Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q1 2025 · compared with Q4 2024
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $815M
- Weight of 13F
- 11.4%
- Names
- 50
- Net bought
- +$277M
Filed 5 May 2025 · SEC filing.
405 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
- NICENICE1,766,270 shares · 33.4% of their software · price −$27.7M$272M+$32.8M
- MicrosoftMSFT308,479 shares · 14.2% of their software · price −$14.2M$116M+$50.7M
- OracleORCL687,000 shares · 11.8% of their software · price −$18.4M$96.0M+$47.8M
- WixWIX185,534 shares · 3.7% of their software · price −$9.5M$30.3M+$13.9M
- Palo Alto NetworksPANW163,661 shares · 3.4% of their software · price −$1.9M$27.9MFlat
- OktaOKTA234,005 shares · 3.0% of their software · price +$6.2M$24.6M+$16.6M
- AdobeADBE62,790 shares · 3.0% of their software · price −$3.8M$24.1M+$27.4M
- DynatraceDT505,743 shares · 2.9% of their software · price −$3.6M$23.8MFlat
- SimilarwebSMWB2,762,557 shares · 2.8% of their software · price −$16.3M$22.8M+$14.9M
- monday.comMNDY80,009 shares · 2.4% of their software · price +$618K$19.5M+$8.0M
- The Trade DeskTTD350,000 shares · 2.3% of their software · price −$22.0M$19.2M+$41.1M
- VaronisVRNS464,647 shares · 2.3% of their software · price −$1.8M$18.8M+$19.1M
- JFrogFROG544,047 shares · 2.1% of their software · price +$1.4M$17.4M−$10.3M
- SentinelOneS884,223 shares · 2.0% of their software · price −$3.6M$16.1M+$5.7M
- MongoDBMDB87,500 shares · 1.9% of their software · price −$5.0M$15.3M+$10.2M
- Global-EGLBE380,000 shares · 1.7% of their software · price −$7.2M$13.5M+$10.9M
- DatadogDDOG120,054 shares · 1.5% of their software · price −$5.2M$11.9MFlat
- Nayax Ltd.NYAX300,000 shares · 1.2% of their software · price +$1.4M$10.2MFlat
- ElasticESTC109,005 shares · 1.2% of their software · price −$1.1M$9.7M−$15.0M
- FortinetFTNT40,364 shares · 0.5% of their software$3.9MFlat
- CrowdStrikeCRWD9,424 shares · 0.4% of their software$3.3MFlat
- Airship AI Holdings, Inc.AISP788,857 shares · 0.4% of their software · price −$1.9M$3.0MNew · +$4.9M
- CloudflareNET23,100 shares · 0.3% of their software$2.6MFlat
- ZscalerZS10,864 shares · 0.3% of their software$2.2MFlat
- F5, Inc.FFIV7,000 shares · 0.2% of their software$1.9M−$606K
- Gen DigitalGEN52,907 shares · 0.2% of their software$1.4MFlat
- TenableTENB36,500 shares · 0.2% of their software$1.3MFlat
- ServiceNowNOW1,137 shares · 0.1% of their software$906KFlat
- QualysQLYS6,805 shares · 0.1% of their software$857KFlat
- Rubrik, Inc.RBRK13,000 shares · 0.1% of their software$793KFlat
- SalesforceCRM2,305 shares · 0.1% of their software$621KFlat
- CadenceCDNS2,355 shares · 0.1% of their software$601KFlat
- Rapid7RPD21,245 shares · 0.1% of their software$563KFlat
- AkamaiAKAM6,000 shares · 0.1% of their software$483KFlat
- FastlyFSLY60,000 shares · 0.0% of their software$380KFlat
- SynopsysSNPS570 shares · 0.0% of their software$244KFlat
- SAPSAP896 shares · 0.0% of their software$241KFlat
- NetScout Systems, Inc.NTCT8,126 shares · 0.0% of their software$171KFlat
- OneSpan Inc.OSPN11,154 shares · 0.0% of their software$170KFlat
- PalantirPLTR730 shares · 0.0% of their software$62KNew · Flat
- UnityU1,835 shares · 0.0% of their software$37KFlat
- PTCPTC216 shares · 0.0% of their software$33KNew · Flat
- NetApp, Inc.NTAP350 shares · 0.0% of their software$31KFlat
- Payoneer Global Inc.PAYO3,908 shares · 0.0% of their software$29KFlat
- Uber Technologies, Inc.UBER186 shares · 0.0% of their software$14KNew · Flat
- Fiserv, Inc.FISV50 shares · 0.0% of their software$11KNew · Flat
- NutanixNTNX96 shares · 0.0% of their software$7KFlat
- SS&CSSNC78 shares · 0.0% of their software$7KNew · Flat
- TrimbleTRMB92 shares · 0.0% of their software$6KNew · Flat
- Kaltura, Inc.KLTR1,674 shares · 0.0% of their software$3KFlat