Generalist · Petach Tikva, Israel
Migdal Insurance & Financial Holdings
Q1 2026 · compared with Q4 2025
Filed as Migdal Insurance & Financial Holdings LTD.
- Software
- $418M
- Weight of 13F
- 3.6%
- Names
- 39
- Net bought
- −$236M
358 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
- MicrosoftMSFT379,779 shares · 33.6% of their software · price −$43.1M$140MFlat
- NICENICE921,270 shares · 24.3% of their software · price −$2.6M$102M−$82.0M
- Palo Alto NetworksPANW323,730 shares · 12.4% of their software · price −$7.7M$51.9M+$35.6M
- Uber Technologies, Inc.UBER480,000 shares · 8.3% of their software · price −$4.7M$34.5MFlat
- Check PointCHKP200,000 shares · 6.8% of their software · price −$8.5M$28.6MFlat
- Global-EGLBE895,000 shares · 6.6% of their software · price −$7.6M$27.6M+$4.7M
- Nayax Ltd.NYAX300,000 shares · 4.0% of their software · price +$1.6M$16.8MFlat
- FortinetFTNT34,916 shares · 0.7% of their software$2.9MFlat
- CloudflareNET11,100 shares · 0.5% of their software$2.3M−$532K
- CrowdStrikeCRWD4,780 shares · 0.4% of their software$1.9MFlat
- F5, Inc.FFIV5,700 shares · 0.4% of their software$1.6MFlat
- OktaOKTA15,600 shares · 0.3% of their software$1.2MFlat
- ZscalerZS7,000 shares · 0.2% of their software · price −$592K$982KFlat
- Gen DigitalGEN40,000 shares · 0.2% of their software$753KFlat
- VaronisVRNS27,000 shares · 0.1% of their software$580K−$23.1M
- AkamaiAKAM4,000 shares · 0.1% of their software$459KFlat
- Rubrik, Inc.RBRK9,000 shares · 0.1% of their software$441KFlat
- TenableTENB25,000 shares · 0.1% of their software$423KFlat
- CadenceCDNS1,484 shares · 0.1% of their software$412KFlat
- QualysQLYS4,487 shares · 0.1% of their software$394KFlat
- PalantirPLTR2,181 shares · 0.1% of their software$319KFlat
- ServiceNowNOW2,091 shares · 0.1% of their software$219KFlat
- SalesforceCRM920 shares · 0.0% of their software$172KFlat
- SynopsysSNPS409 shares · 0.0% of their software$162KFlat
- AdobeADBE666 shares · 0.0% of their software$162K−$21.6M
- SentinelOneS10,000 shares · 0.0% of their software$129KFlat
- NetScout Systems, Inc.NTCT4,000 shares · 0.0% of their software$127KFlat
- SAPSAP662 shares · 0.0% of their software$114KFlat
- TwilioTWLO730 shares · 0.0% of their software$92KNew · Flat
- OracleORCL470 shares · 0.0% of their software$69K−$49.9M
- Fiserv, Inc.FISV1,120 shares · 0.0% of their software$62KNew · Flat
- Rapid7RPD10,000 shares · 0.0% of their software$55KFlat
- PTCPTC374 shares · 0.0% of their software$53KNew · Flat
- Manhattan AssociatesMANH375 shares · 0.0% of their software$50KNew · Flat
- Tyler TechnologiesTYL143 shares · 0.0% of their software$49KNew · Flat
- DocuSignDOCU958 shares · 0.0% of their software$45KNew · Flat
- OneSpan Inc.OSPN2,000 shares · 0.0% of their software$21KFlat
- Shift4 Payments, Inc.FOUR340 shares · 0.0% of their software$15KNew · Flat
- UnityU200 shares · 0.0% of their software$4KFlat