Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q2 2025 · compared with Q1 2025
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $863M
- Weight of 13F
- 10.2%
- Names
- 43
- Net bought
- −$55.9M
Filed 4 August 2025 · SEC filing.
333 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
- NICENICE1,831,690 shares · 35.9% of their software · price +$27.0M$309M+$10.1M
- MicrosoftMSFT250,522 shares · 14.4% of their software · price +$30.6M$125M−$21.8M
- OracleORCL298,004 shares · 7.6% of their software · price +$23.5M$65.2M−$54.4M
- Fiserv, Inc.FISV310,000 shares · 6.2% of their software · price −$15.0M$53.4M+$68.4M
- Palo Alto NetworksPANW205,053 shares · 4.9% of their software · price +$7.0M$42.0M+$7.1M
- The Trade DeskTTD400,000 shares · 3.3% of their software · price +$6.9M$28.8M+$2.7M
- VaronisVRNS528,189 shares · 3.1% of their software · price +$5.4M$26.8M+$2.6M
- AdobeADBE62,795 shares · 2.8% of their software$24.3MFlat
- SimilarwebSMWB3,006,157 shares · 2.7% of their software · price −$1.3M$23.6M+$2.0M
- JFrogFROG529,047 shares · 2.7% of their software · price +$6.3M$23.2MFlat
- OktaOKTA212,004 shares · 2.5% of their software · price −$1.1M$21.2M−$2.3M
- monday.comMNDY67,009 shares · 2.4% of their software · price +$4.8M$21.1M−$3.2M
- WixWIX130,534 shares · 2.4% of their software · price −$642K$20.7M−$9.0M
- SentinelOneS985,092 shares · 2.1% of their software$18.0M+$1.8M
- Global-EGLBE515,000 shares · 2.0% of their software · price −$1.1M$17.3M+$4.8M
- Nayax Ltd.NYAX300,000 shares · 1.7% of their software · price +$4.9M$15.1MFlat
- FortinetFTNT41,852 shares · 0.5% of their software$4.4MFlat
- CrowdStrikeCRWD8,625 shares · 0.5% of their software · price +$1.4M$4.4MFlat
- CloudflareNET20,300 shares · 0.5% of their software · price +$1.7M$4.0MFlat
- Airship AI Holdings, Inc.AISP600,000 shares · 0.4% of their software · price +$1.2M$3.5M−$729K
- F5, Inc.FFIV7,000 shares · 0.2% of their software$2.1MFlat
- Gen DigitalGEN50,000 shares · 0.2% of their software$1.5MFlat
- TenableTENB35,000 shares · 0.1% of their software$1.2MFlat
- ServiceNowNOW1,142 shares · 0.1% of their software$1.2MFlat
- Rubrik, Inc.RBRK13,000 shares · 0.1% of their software$1.2MFlat
- QualysQLYS6,346 shares · 0.1% of their software$907KFlat
- CadenceCDNS2,238 shares · 0.1% of their software$687KFlat
- SalesforceCRM2,296 shares · 0.1% of their software$627KFlat
- AkamaiAKAM6,004 shares · 0.1% of their software$479KFlat
- Rapid7RPD19,540 shares · 0.1% of their software$452KFlat
- FastlyFSLY60,000 shares · 0.0% of their software$424KFlat
- PalantirPLTR2,730 shares · 0.0% of their software$372KFlat
- SynopsysSNPS620 shares · 0.0% of their software$318KFlat
- SAPSAP883 shares · 0.0% of their software$269KFlat
- NetScout Systems, Inc.NTCT5,000 shares · 0.0% of their software$124KFlat
- OneSpan Inc.OSPN6,000 shares · 0.0% of their software$100KFlat
- IntuitINTU61 shares · 0.0% of their software$48KNew · Flat
- NetApp, Inc.NTAP418 shares · 0.0% of their software$45KFlat
- Payoneer Global Inc.PAYO5,107 shares · 0.0% of their software$35KFlat
- Kaltura, Inc.KLTR2,169 shares · 0.0% of their software$4KFlat
- Strategy IncMSTR2 shares · 0.0% of their software$1KNew · Flat
- SnowflakeSNOW4 shares · 0.0% of their software$1KNew · Flat
- TwilioTWLO4 shares · 0.0% of their software$1KNew · Flat