Insight Holdings Group, LLC - Q1 2022 holdings

$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 SellMONDAY COM LTD$2,198,323,000
-51.8%
13,907,278
-5.8%
29.76%
-30.1%
NCNO BuyNCINO INC$1,603,261,000
-6.4%
39,123,014
+25.4%
21.70%
+35.7%
S BuySENTINELONE INCcl a$1,342,195,000
-22.8%
34,646,230
+0.6%
18.17%
+11.9%
 UDEMY INC$523,722,000
-36.2%
42,032,2600.0%7.09%
-7.6%
ETWO BuyE2 OPEN PARENT HOLDINGS INC$439,011,000
+93.5%
49,831,006
+147.3%
5.94%
+180.5%
WKME SellWALKME LTD$365,990,000
-23.1%
24,253,823
-0.8%
4.96%
+11.4%
BuyUSERTESTING$269,951,000
+42.9%
25,252,704
+12.6%
3.65%
+107.1%
FROG  JFROG LTD$127,962,000
-9.3%
4,748,1220.0%1.73%
+31.5%
REAX  THE REAL BROKERAGE INC$98,881,000
-38.0%
34,573,6960.0%1.34%
-10.0%
 WEWORK INCcl a$85,250,000
-20.7%
12,500,0000.0%1.15%
+14.9%
AYX NewALTERYX INC$65,223,000911,829
+100.0%
0.88%
MSFT  MICROSOFT CORP$49,145,000
-8.3%
159,4000.0%0.66%
+32.7%
GOOGL SellALPHABET 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%
5,064,4540.0%0.55%
-7.4%
 NEXTDOOR HOLDINGS INC$32,068,000
-24.1%
5,353,6340.0%0.43%
+10.2%
TEAM BuyATLASSIAN CORP PLCcl a$21,567,000
+69.4%
73,400
+119.8%
0.29%
+145.4%
DDOG BuyDATADOG INC$19,328,000
+12.7%
127,600
+32.5%
0.26%
+63.8%
APPF BuyAPPFOLIO INC$17,651,000
+335.2%
155,911
+365.4%
0.24%
+528.9%
SNOW  SNOWFLAKE INCcl a$14,137,000
-32.4%
61,7000.0%0.19%
-2.1%
CRWD SellCROWDSTRIKE HLDGS INCcl a$13,284,000
-43.1%
58,500
-48.7%
0.18%
-17.4%
ESTC NewELASTIC N V$11,982,000134,700
+100.0%
0.16%
SHOP NewSHOPIFY INCcl a$4,664,0006,900
+100.0%
0.06%
ExitDUOLINGO INC$0-2,000
-100.0%
-0.00%
CFLT ExitCONFLUENT INC$0-5,000
-100.0%
-0.00%
ExitGITLAB INC$0-50,000
-100.0%
-0.04%
BILL ExitBILL COM HLDGS INC$0-1,123,919
-100.0%
-2.62%
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ALTERYX INC16Q3 20234.5%
MIMECAST LTD14Q1 201989.4%
TENABLE HLDGS INC13Q3 202179.4%
CVENT INC13Q3 201649.1%
JFROG LTD13Q3 202315.0%
NCINO INC12Q2 202368.6%
PLURALSIGHT INC12Q1 202143.3%
CHEGG INC12Q3 201634.1%
E2OPEN PARENT HOLDINGS INC11Q3 20238.0%
MONDAY COM LTD10Q3 202347.8%

View Insight Holdings Group, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Insight Holdings Group, LLC Q1 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
SentinelOne, Inc.March 31, 202315,734,2255.9%
E2open Parent Holdings, Inc.June 11, 202129,555,88813.2%
JFrog LtdMarch 01, 20212,952,1183.2%
NCINO, INC.February 09, 202110,971,87311.9%
Tenable Holdings, Inc.February 09, 20214,036,1623.9%
QUEST SOFTWARE INCSold outJuly 03, 201200.0%

View Insight Holdings Group, LLC's complete significant-ownership history.

Latest filings
TypeFiled
42024-03-26
42024-03-21
42024-03-18
13F-HR2024-02-12
SC 13G/A2024-02-09
SC 13G/A2024-02-09
SC 13G/A2024-02-09
42024-01-09
42024-01-09
42024-01-09

View Insight Holdings Group, LLC's complete filings history.

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