Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q4 2025 · compared with Q3 2025
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $729M
- Weight of 13F
- 6.3%
- Names
- 40
- Net bought
- +$142M
Filed 28 January 2026 · SEC filing.
346 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
- NICENICE1,646,690 shares · 25.5% of their software · price −$52.3M$186MFlat
- MicrosoftMSFT377,607 shares · 25.1% of their software · price −$13.0M$183M+$92.3M
- OracleORCL256,587 shares · 6.9% of their software · price −$22.2M$50.0M−$63.7M
- Uber Technologies, Inc.UBER475,000 shares · 5.3% of their software · price −$7.7M$38.8MNew · +$46.5M
- Check PointCHKP200,000 shares · 5.1% of their software · price −$4.3M$37.1MNew · +$41.4M
- Global-EGLBE775,000 shares · 4.2% of their software · price +$2.8M$30.5MFlat
- Cellebrite DI Ltd.CLBT1,350,000 shares · 3.3% of their software · price −$675K$24.3M+$5.6M
- Palo Alto NetworksPANW130,373 shares · 3.3% of their software · price −$2.5M$24.0M−$581K
- VaronisVRNS732,189 shares · 3.3% of their software · price −$18.1M$24.0M+$23.6M
- SimilarwebSMWB3,106,157 shares · 3.2% of their software · price −$5.6M$23.3MFlat
- AdobeADBE62,480 shares · 3.0% of their software$21.9MFlat
- monday.comMNDY139,009 shares · 2.8% of their software · price −$6.4M$20.5M+$11.6M
- JFrogFROG274,047 shares · 2.3% of their software · price +$4.1M$17.1MFlat
- Nayax Ltd.NYAX300,000 shares · 2.1% of their software · price +$897K$15.2MFlat
- WixWIX110,534 shares · 1.6% of their software · price −$8.2M$11.5MFlat
- FortinetFTNT38,466 shares · 0.4% of their software$3.1MFlat
- CloudflareNET13,800 shares · 0.4% of their software$2.7MFlat
- CrowdStrikeCRWD5,801 shares · 0.4% of their software$2.7M−$735K
- ZscalerZS8,490 shares · 0.3% of their software · price −$635K$1.9MFlat
- F5, Inc.FFIV7,200 shares · 0.3% of their software$1.8M−$2.3M
- OktaOKTA19,600 shares · 0.2% of their software$1.7MFlat
- Gen DigitalGEN50,000 shares · 0.2% of their software$1.4MFlat
- Rubrik, Inc.RBRK12,000 shares · 0.1% of their software$918KFlat
- ServiceNowNOW5,240 shares · 0.1% of their software · price −$4.0M$806K+$3.8M
- TenableTENB34,000 shares · 0.1% of their software$800KFlat
- CadenceCDNS2,299 shares · 0.1% of their software$721KFlat
- SalesforceCRM2,655 shares · 0.1% of their software$705K−$721K
- QualysQLYS5,000 shares · 0.1% of their software$665KFlat
- PalantirPLTR2,642 shares · 0.1% of their software$470KFlat
- AkamaiAKAM4,000 shares · 0.0% of their software$349KFlat
- SentinelOneS18,000 shares · 0.0% of their software$270K−$14.7M
- Rapid7RPD17,000 shares · 0.0% of their software$258KFlat
- SynopsysSNPS511 shares · 0.0% of their software$240KFlat
- SAPSAP673 shares · 0.0% of their software$163KFlat
- NetScout Systems, Inc.NTCT4,000 shares · 0.0% of their software$108KFlat
- Corpay, Inc.CPAY190 shares · 0.0% of their software$57KNew · Flat
- IntuitINTU84 shares · 0.0% of their software$56KNew · Flat
- NetApp, Inc.NTAP484 shares · 0.0% of their software$52KNew · Flat
- OneSpan Inc.OSPN4,000 shares · 0.0% of their software$51KFlat
- UnityU200 shares · 0.0% of their software$9KFlat