Generalist · Givatayim, Israel
Phoenix Financial
Q2 2025 · compared with Q1 2025
Filed as Phoenix Financial LTD.
- Software
- $993M
- Weight of 13F
- 13.1%
- Names
- 37
- Net bought
- +$14.8M
Filed 30 July 2025 · SEC filing.
421 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
- MicrosoftMSFT742,793 shares · 37.2% of their software · price +$90.6M$369M+$59.4M
- NICENICE1,179,600 shares · 21.1% of their software · price +$17.4M$210M−$34.4M
- OracleORCL524,070 shares · 11.5% of their software · price +$41.3M$115MSplit
- VaronisVRNS1,443,345 shares · 7.4% of their software · price +$14.9M$73.2M−$1.6M
- WixWIX205,258 shares · 3.3% of their software · price −$1.0M$32.5M+$9.3M
- Cellebrite DI Ltd.CLBT2,014,617 shares · 3.2% of their software · price −$6.9M$32.2M+$23.7M
- Riskified Ltd.RSKD6,282,562 shares · 3.2% of their software · price +$2.3M$31.3M−$8.2M
- SimilarwebSMWB1,629,185 shares · 2.1% of their software · price −$701K$21.1M−$7.9M
- Payoneer Global Inc.PAYO2,703,780 shares · 1.9% of their software · price −$1.2M$18.5MFlat
- AdobeADBE40,729 shares · 1.6% of their software$15.8M−$5.2M
- SalesforceCRM53,375 shares · 1.5% of their software$14.6MFlat
- Palo Alto NetworksPANW54,465 shares · 1.1% of their software · price +$1.9M$11.1M−$8.0M
- IntuitINTU13,861 shares · 1.1% of their software · price +$2.4M$10.9M−$1.0M
- Uber Technologies, Inc.UBER108,498 shares · 1.0% of their software · price +$2.2M$10.1M+$791K
- Global-EGLBE132,273 shares · 0.5% of their software$5.3MFlat
- Radware Ltd.RDWR109,846 shares · 0.3% of their software · price +$859K$3.2M−$9.4M
- ServiceNowNOW2,541 shares · 0.3% of their software · price +$589K$2.6M+$1.3M
- PalantirPLTR17,468 shares · 0.2% of their software · price +$907K$2.4MNew · +$1.5M
- CadenceCDNS6,638 shares · 0.2% of their software$2.0M+$979K
- Cognyte Software Ltd.CGNT218,981 shares · 0.2% of their software$2.0MFlat
- Roper Technologies, Inc.ROP3,272 shares · 0.2% of their software$1.9M+$1.0M
- CrowdStrikeCRWD3,403 shares · 0.2% of their software · price +$533K$1.7MFlat
- SnowflakeSNOW4,376 shares · 0.1% of their software$979KFlat
- VeevaVEEV2,686 shares · 0.1% of their software$777KNew · +$622K
- GitLabGTLB16,000 shares · 0.1% of their software$722KFlat
- ServiceTitanTTAN4,579 shares · 0.0% of their software$491KFlat
- AutodeskADSK1,557 shares · 0.0% of their software$482K−$2.5M
- Core Scientific, Inc.CORZ25,283 shares · 0.0% of their software$431KFlat
- Strategy IncMSTR1,048 shares · 0.0% of their software$422KFlat
- SynopsysSNPS730 shares · 0.0% of their software$374K−$537K
- FortinetFTNT3,143 shares · 0.0% of their software$332KFlat
- Fair IsaacFICO161 shares · 0.0% of their software$294KFlat
- Bitdeer Technologies GroupBTDR23,855 shares · 0.0% of their software$274KFlat
- AppLovinAPP770 shares · 0.0% of their software$269KNew · Flat
- PTCPTC1,499 shares · 0.0% of their software$258KFlat
- Automatic Data Processing, Inc.ADP830 shares · 0.0% of their software$256KFlat
- TrimbleTRMB3,341 shares · 0.0% of their software$254KFlat