$10.9 Billion is the total value of Insight Holdings Group, LLC's 20 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | Sell | MONDAY COM LTD | $5,227,852,000 | +40.9% | 16,026,523 | -3.4% | 47.82% | +14.2% |
| NCNO | NCINO INC | $2,216,910,000 | +18.5% | 31,210,896 | 0.0% | 20.28% | -3.9% | |
| S | SENTINELONE INCcl a | $1,845,148,000 | +26.0% | 34,443,674 | 0.0% | 16.88% | +2.2% | |
| WKME | WALKME LTD | $721,551,000 | +1.7% | 24,253,823 | 0.0% | 6.60% | -17.6% | |
| BILL | BILL COM HLDGS INC | $300,030,000 | +45.7% | 1,123,919 | 0.0% | 2.74% | +18.1% | |
| ETWO | E2 OPEN PARENT HOLDINGS INC | $227,729,000 | -1.1% | 20,152,987 | 0.0% | 2.08% | -19.8% | |
| FROG | Sell | JFROG LTD | $154,294,000 | -29.2% | 4,605,789 | -3.7% | 1.41% | -42.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $66,838,000 | +447.4% | 25,000 | +400.0% | 0.61% | +342.8% |
| DIBS | 1STDIBS COM INC | $62,799,000 | -64.4% | 5,064,454 | 0.0% | 0.57% | -71.1% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $28,019,000 | +164.8% | 114,000 | +170.8% | 0.26% | +115.1% |
| TWLO | Buy | TWILIO INCcl a | $21,089,000 | +243.0% | 66,100 | +323.7% | 0.19% | +179.7% |
| SNOW | Buy | SNOWFLAKE INCcl a | $18,660,000 | +507.6% | 61,700 | +385.8% | 0.17% | +388.6% |
| MSFT | New | MICROSOFT CORP | $16,492,000 | – | 58,500 | +100.0% | 0.15% | – |
| TEAM | ATLASSIAN CORP PLCcl a | $9,786,000 | +52.4% | 25,000 | 0.0% | 0.09% | +25.0% | |
| New | SHOPIFY INCcl a | $7,321,000 | – | 5,400 | +100.0% | 0.07% | – | |
| DDOG | New | DATADOG INC | $6,375,000 | – | 45,100 | +100.0% | 0.06% | – |
| New | TOAST INCcl a | $999,000 | – | 20,000 | +100.0% | 0.01% | – | |
| TENB | Sell | TENABLE HLDGS INC | $803,000 | -99.5% | 17,410 | -99.6% | 0.01% | -99.6% |
| New | DUOLINGO INC | $333,000 | – | 2,000 | +100.0% | 0.00% | – | |
| CFLT | CONFLUENT INC | $298,000 | +25.2% | 5,000 | 0.0% | 0.00% | 0.0% | |
| DCT | Exit | DUCK CREEK TECHNOLOGIES INC | $0 | – | -1,723,349 | -100.0% | -0.85% | – |
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 2021-11-15
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.