Generalist · Givatayim, Israel
Phoenix Financial
Q1 2022 · compared with Q4 2021
Filed as Phoenix Financial LTD.
- Software
- $558M
- Weight of 13F
- 9.7%
- Names
- 39
- Net bought
- +$90.8M
Filed 10 May 2022 · SEC filing.
397 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 202644 names$1.2B+$442M
- Q1 202640 names$578M−$16.3M
- Q4 202543 names$724M+$88.5M
- Q3 202536 names$799M−$190M
- Q2 202537 names$993M+$14.8M
- Q1 202537 names$829M−$20.6M
- Q4 202433 names · $2K in calls, not in the total$1.1B−$5.4M
- Q3 202432 names · $5K in calls, not in the total$1.1B+$18.8M
- Q2 202432 names$1.1B+$92.8M
- Q1 202441 names$1.0B+$174M
- Q4 202330 names$851M+$2.3M
- Q3 202326 names$626M−$5.5M
- Q2 202325 names · $26.3M in calls, not in the total$701M−$2.6M
- Q1 202321 names$640M+$108M
- Q4 202223 names · $4.2M in calls, not in the total$415M+$7.9M
- Q3 202235 names$411M+$37.4M
- Q2 202238 names$409M−$25.3M
- Q1 202239 names$558M+$90.8M
- Q4 202129 names$586M+$47.8M
- Q3 202129 names$628M+$119M
- Q2 202122 names$514M+$42.0M
- Q1 202127 names$427M+$8.8M
- Q4 202040 names$423M+$45.3M
- Q3 202030 names$327M+$75.8M
- Q2 202027 names$226M−$10.5M
- Q1 202020 names$189M+$77.5M
- Q4 201912 names$145M+$6.1M
- Q3 201910 names$127M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT440,986 shares · 24.4% of their software · price −$12.4M$136M+$20.3M
- SalesforceCRM509,919 shares · 19.4% of their software · price −$21.3M$108M+$27.4M
- Radware Ltd.RDWR2,142,729 shares · 12.3% of their software · price −$20.7M$68.5M−$2.8M
- AdobeADBE115,745 shares · 9.5% of their software · price −$12.9M$52.8M+$6.5M
- Riskified Ltd.RSKD7,240,305 shares · 7.8% of their software · price −$13.2M$43.7M+$3.3M
- Uber Technologies, Inc.UBER1,003,276 shares · 6.4% of their software · price −$6.3M$35.8MFlat
- WixWIX181,407 shares · 3.4% of their software · price −$9.7M$19.0M+$16.5M
- NICENICE80,538 shares · 3.2% of their software · price −$6.8M$17.6M−$816K
- Cellebrite DI Ltd.CLBT2,296,345 shares · 2.6% of their software · price −$3.7M$14.7M+$13.9M
- Nerdy Inc.NRDY2,064,341 shares · 1.9% of their software · price +$1.2M$10.5M−$1.3M
- Check PointCHKP63,225 shares · 1.6% of their software · price +$1.4M$8.8M−$1.3M
- Allot Ltd.ALLT921,631 shares · 1.3% of their software · price −$3.5M$7.5M+$5.2M
- Payoneer Global Inc.PAYO1,635,301 shares · 1.3% of their software · price −$4.7M$7.3M−$1.2M
- Amdocs LimitedDOX65,316 shares · 1.0% of their software$5.4M−$551K
- AvePointAVPT552,029 shares · 0.5% of their software · price −$569K$2.9M+$1.6M
- VaronisVRNS53,866 shares · 0.5% of their software$2.6MFlat
- PowerFleet, Inc.AIOT848,589 shares · 0.5% of their software · price −$1.5M$2.5MFlat
- monday.comMNDY9,528 shares · 0.3% of their software · price −$1.4M$1.5MFlat
- SimilarwebSMWB109,953 shares · 0.3% of their software · price −$545K$1.4M+$927K
- PagSeguro Digital Ltd.PAGS68,372 shares · 0.2% of their software$1.4MFlat
- ServiceNowNOW1,979 shares · 0.2% of their software$1.1MNew · +$1.3M
- JFrogFROG36,663 shares · 0.2% of their software$989KFlat
- Digital TurbineAPPS21,450 shares · 0.2% of their software$969KFlat
- Palo Alto NetworksPANW1,313 shares · 0.1% of their software$817K−$2.1M
- Global-EGLBE19,604 shares · 0.1% of their software · price −$580K$681KNew · +$1.2M
- CrowdStrikeCRWD2,805 shares · 0.1% of their software$637KNew · +$574K
- F5, Inc.FFIV2,927 shares · 0.1% of their software$613KNew · +$716K
- Automatic Data Processing, Inc.ADP2,648 shares · 0.1% of their software$605KFlat
- FortinetFTNT1,438 shares · 0.1% of their software$491KNew · +$517K
- AutodeskADSK2,272 shares · 0.1% of their software$487KFlat
- Roper Technologies, Inc.ROP990 shares · 0.1% of their software$470KFlat
- ZscalerZS1,913 shares · 0.1% of their software$462KNew · +$615K
- Cognyte Software Ltd.CGNT34,091 shares · 0.1% of their software$386KFlat
- MongoDBMDB768 shares · 0.1% of their software$341KNew · Flat
- DynatraceDT6,877 shares · 0.1% of their software$324KNew · Flat
- DatadogDDOG1,724 shares · 0.0% of their software$262KNew · Flat
- TwilioTWLO1,298 shares · 0.0% of their software$214KNew · Flat
- OktaOKTA1,358 shares · 0.0% of their software$205KNew · Flat
- SmartRent, Inc.SMRT11,754 shares · 0.0% of their software$59KNew · Flat