$7.39 Billion is the total value of Insight Holdings Group, LLC's 22 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 30.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MNDY | Sell | MONDAY COM LTD | $2,198,323,000 | -51.8% | 13,907,278 | -5.8% | 29.76% | -30.1% |
NCNO | Buy | NCINO INC | $1,603,261,000 | -6.4% | 39,123,014 | +25.4% | 21.70% | +35.7% |
S | Buy | SENTINELONE INCcl a | $1,342,195,000 | -22.8% | 34,646,230 | +0.6% | 18.17% | +11.9% |
UDEMY INC | $523,722,000 | -36.2% | 42,032,260 | 0.0% | 7.09% | -7.6% | ||
ETWO | Buy | E2 OPEN PARENT HOLDINGS INC | $439,011,000 | +93.5% | 49,831,006 | +147.3% | 5.94% | +180.5% |
WKME | Sell | WALKME LTD | $365,990,000 | -23.1% | 24,253,823 | -0.8% | 4.96% | +11.4% |
Buy | USERTESTING | $269,951,000 | +42.9% | 25,252,704 | +12.6% | 3.65% | +107.1% | |
FROG | JFROG LTD | $127,962,000 | -9.3% | 4,748,122 | 0.0% | 1.73% | +31.5% | |
REAX | THE REAL BROKERAGE INC | $98,881,000 | -38.0% | 34,573,696 | 0.0% | 1.34% | -10.0% | |
WEWORK INCcl a | $85,250,000 | -20.7% | 12,500,000 | 0.0% | 1.15% | +14.9% | ||
AYX | New | ALTERYX INC | $65,223,000 | – | 911,829 | +100.0% | 0.88% | – |
MSFT | MICROSOFT CORP | $49,145,000 | -8.3% | 159,400 | 0.0% | 0.66% | +32.7% | |
GOOGL | Sell | ALPHABET INCcap stk cl a | $42,833,000 | -23.8% | 15,400 | -20.6% | 0.58% | +10.5% |
DIBS | 1STDIBS COM INC | $40,465,000 | -36.1% | 5,064,454 | 0.0% | 0.55% | -7.4% | |
NEXTDOOR HOLDINGS INC | $32,068,000 | -24.1% | 5,353,634 | 0.0% | 0.43% | +10.2% | ||
TEAM | Buy | ATLASSIAN CORP PLCcl a | $21,567,000 | +69.4% | 73,400 | +119.8% | 0.29% | +145.4% |
DDOG | Buy | DATADOG INC | $19,328,000 | +12.7% | 127,600 | +32.5% | 0.26% | +63.8% |
APPF | Buy | APPFOLIO INC | $17,651,000 | +335.2% | 155,911 | +365.4% | 0.24% | +528.9% |
SNOW | SNOWFLAKE INCcl a | $14,137,000 | -32.4% | 61,700 | 0.0% | 0.19% | -2.1% | |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $13,284,000 | -43.1% | 58,500 | -48.7% | 0.18% | -17.4% |
ESTC | New | ELASTIC N V | $11,982,000 | – | 134,700 | +100.0% | 0.16% | – |
SHOP | New | SHOPIFY INCcl a | $4,664,000 | – | 6,900 | +100.0% | 0.06% | – |
Exit | DUOLINGO INC | $0 | – | -2,000 | -100.0% | -0.00% | – | |
CFLT | Exit | CONFLUENT INC | $0 | – | -5,000 | -100.0% | -0.00% | – |
Exit | GITLAB INC | $0 | – | -50,000 | -100.0% | -0.04% | – | |
BILL | Exit | BILL COM HLDGS INC | $0 | – | -1,123,919 | -100.0% | -2.62% | – |
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 Ltd. #6
- Insight Venture Associates Growth-Buyout Coinvestment, L.P. #7
- Insight Venture Associates X, Ltd. #8
- Insight Venture Associates X, L.P. #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 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 | 2024-03-26 |
4 | 2024-03-21 |
4 | 2024-03-18 |
13F-HR | 2024-02-12 |
SC 13G/A | 2024-02-09 |
SC 13G/A | 2024-02-09 |
SC 13G/A | 2024-02-09 |
4 | 2024-01-09 |
4 | 2024-01-09 |
4 | 2024-01-09 |
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.