$8.86 Billion is the total value of Insight Holdings Group, LLC's 16 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | New | MONDAY COM LTD | $3,709,817,000 | – | 16,592,053 | +100.0% | 41.86% | – |
| NCNO | NCINO INC | $1,870,157,000 | -10.2% | 31,210,896 | 0.0% | 21.10% | -69.2% | |
| S | New | SENTINELONE INCcl a | $1,463,856,000 | – | 34,443,674 | +100.0% | 16.52% | – |
| WKME | New | WALKME LTD | $709,667,000 | – | 24,253,823 | +100.0% | 8.01% | – |
| ETWO | Buy | E2 OPEN PARENT HOLDINGS INC | $230,147,000 | +27.4% | 20,152,987 | +11.1% | 2.60% | -56.4% |
| FROG | JFROG LTD | $217,790,000 | +2.6% | 4,784,484 | 0.0% | 2.46% | -64.9% | |
| BILL | New | BILL COM HLDGS INC | $205,879,000 | – | 1,123,919 | +100.0% | 2.32% | – |
| DIBS | New | 1STDIBS COM INC | $176,294,000 | – | 5,064,454 | +100.0% | 1.99% | – |
| TENB | Sell | TENABLE HLDGS INC | $165,400,000 | -54.9% | 4,000,000 | -60.5% | 1.87% | -84.6% |
| DCT | DUCK CREEK TECHNOLOGIES INC | $74,983,000 | -3.6% | 1,723,349 | 0.0% | 0.85% | -67.0% | |
| GOOGL | New | ALPHABET INCcap stk cl a | $12,209,000 | – | 5,000 | +100.0% | 0.14% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $10,580,000 | – | 42,100 | +100.0% | 0.12% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $6,422,000 | – | 25,000 | +100.0% | 0.07% | – |
| TWLO | New | TWILIO INCcl a | $6,149,000 | – | 15,600 | +100.0% | 0.07% | – |
| SNOW | New | SNOWFLAKE INCcl a | $3,071,000 | – | 12,700 | +100.0% | 0.04% | – |
| CFLT | New | CONFLUENT INC | $238,000 | – | 5,000 | +100.0% | 0.00% | – |
| PS | Exit | PLURALSIGHT INC | $0 | – | -5,212,692 | -100.0% | -3.84% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Insight Venture Management, LLC #1
- Insight Venture Associates VII, L.P. #2
- Insight Venture Associates VII, Ltd. #3
- Insight Venture Associates Coinvestment II, L.P. #4
- Insight Venture Associates IX, L.P. #5
- Insight Venture Associates IX, Ltd. #6
- Insight Venture Associates Growth-Buyout Coinvestment, L.P. #7
- Insight Venture Associates Growth-Buyout Coinvestment Ltd. #8
- Insight Venture Associates X, L.P. #9
- Insight Venture Associates X, Ltd. #10
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALTERYX INC | 16 | Q3 2023 | 4.5% |
| MIMECAST LTD | 14 | Q1 2019 | 89.4% |
| TENABLE HLDGS INC | 13 | Q3 2021 | 79.4% |
| CVENT INC | 13 | Q3 2016 | 49.1% |
| JFROG LTD | 13 | Q3 2023 | 15.0% |
| NCINO INC | 12 | Q2 2023 | 68.6% |
| PLURALSIGHT INC | 12 | Q1 2021 | 43.3% |
| CHEGG INC | 12 | Q3 2016 | 34.1% |
| E2OPEN PARENT HOLDINGS INC | 11 | Q3 2023 | 8.0% |
| MONDAY COM LTD | 10 | Q3 2023 | 47.8% |
View Insight Holdings Group, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SentinelOne, Inc. | March 31, 2023 | 15,734,225 | 5.9% |
| E2open Parent Holdings, Inc. | June 11, 2021 | 29,555,888 | 13.2% |
| JFrog Ltd | March 01, 2021 | 2,952,118 | 3.2% |
| NCINO, INC. | February 09, 2021 | 10,971,873 | 11.9% |
| Tenable Holdings, Inc. | February 09, 2021 | 4,036,162 | 3.9% |
| QUEST SOFTWARE INCSold out | July 03, 2012 | 0 | 0.0% |
View Insight Holdings Group, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-04-17 |
| 4 | 2024-04-11 |
| 4 | 2024-04-11 |
| 4 | 2024-04-11 |
| 4 | 2024-04-08 |
| 4 | 2024-04-04 |
| 4 | 2024-04-04 |
| 4 | 2024-04-03 |
| 4 | 2024-04-03 |
| 4 | 2024-04-03 |
View Insight Holdings Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.