$10.7 Billion is the total value of Insight Holdings Group, LLC's 23 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 55.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | Sell | MONDAY COM LTD | $4,557,465,000 | -12.8% | 14,762,454 | -7.9% | 42.56% | -11.0% |
| S | SENTINELONE INCcl a | $1,739,061,000 | -5.7% | 34,443,674 | 0.0% | 16.24% | -3.8% | |
| NCNO | NCINO INC | $1,712,230,000 | -22.8% | 31,210,896 | 0.0% | 15.99% | -21.1% | |
| New | UDEMY INC | $821,311,000 | – | 42,032,260 | +100.0% | 7.67% | – | |
| WKME | Buy | WALKME LTD | $476,103,000 | -34.0% | 24,453,823 | +0.8% | 4.45% | -32.6% |
| BILL | BILL COM HLDGS INC | $280,024,000 | -6.7% | 1,123,919 | 0.0% | 2.62% | -4.7% | |
| ETWO | E2 OPEN PARENT HOLDINGS INC | $226,923,000 | -0.4% | 20,152,987 | 0.0% | 2.12% | +1.7% | |
| New | USERTESTING | $188,908,000 | – | 22,435,663 | +100.0% | 1.76% | – | |
| REAX | New | THE REAL BROKERAGE INC | $159,385,000 | – | 34,573,696 | +100.0% | 1.49% | – |
| FROG | Buy | JFROG LTD | $141,019,000 | -8.6% | 4,748,122 | +3.1% | 1.32% | -6.7% |
| New | WEWORK INCcl a | $107,500,000 | – | 12,500,000 | +100.0% | 1.00% | – | |
| DIBS | 1STDIBS COM INC | $63,356,000 | +0.9% | 5,064,454 | 0.0% | 0.59% | +3.1% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $56,203,000 | -15.9% | 19,400 | -22.4% | 0.52% | -14.1% |
| MSFT | Buy | MICROSOFT CORP | $53,609,000 | +225.1% | 159,400 | +172.5% | 0.50% | +231.8% |
| New | NEXTDOOR HOLDINGS INC | $42,240,000 | – | 5,353,634 | +100.0% | 0.39% | – | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $23,342,000 | -16.7% | 114,000 | 0.0% | 0.22% | -14.8% | |
| SNOW | SNOWFLAKE INCcl a | $20,901,000 | +12.0% | 61,700 | 0.0% | 0.20% | +14.0% | |
| DDOG | Buy | DATADOG INC | $17,152,000 | +169.1% | 96,300 | +113.5% | 0.16% | +175.9% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $12,735,000 | +30.1% | 33,400 | +33.6% | 0.12% | +32.2% |
| New | GITLAB INC | $4,350,000 | – | 50,000 | +100.0% | 0.04% | – | |
| APPF | New | APPFOLIO INC | $4,056,000 | – | 33,500 | +100.0% | 0.04% | – |
| CFLT | CONFLUENT INC | $381,000 | +27.9% | 5,000 | 0.0% | 0.00% | +33.3% | |
| DUOLINGO INC | $212,000 | -36.3% | 2,000 | 0.0% | 0.00% | -33.3% | ||
| TENB | Exit | TENABLE HLDGS INC | $0 | – | -17,410 | -100.0% | -0.01% | – |
| Exit | TOAST INCcl a | $0 | – | -20,000 | -100.0% | -0.01% | – | |
| Exit | SHOPIFY INCcl a | $0 | – | -5,400 | -100.0% | -0.07% | – | |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -66,100 | -100.0% | -0.19% | – |
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 IX, L.P. #4
- Insight Venture Associates IX, Ltd. #5
- Insight Venture Associates Growth-Buyout Coinvestment, L.P. #6
- Insight Venture Associates Growth-Buyout Coinvestment Ltd. #7
- Insight Venture Associates X, L.P. #8
- Insight Venture Associates X, Ltd. #9
- Insight Associates XI, L.P. #10
- Insight Associates XI, Ltd. #11
- Insight Partners Public Equities GP, LLC #12
- Insight Associates XII, L.P. #13
- Insight Associates XII, Ltd. #14
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-05-13
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.