$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 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| ETWO | Buy | E2 OPEN PARENT HOLDINGS INC | $439,011,000 | +93.5% | 49,831,006 | +147.3% | 5.94% | +180.5% |
| Buy | USERTESTING | $269,951,000 | +42.9% | 25,252,704 | +12.6% | 3.65% | +107.1% | |
| AYX | New | ALTERYX INC | $65,223,000 | – | 911,829 | +100.0% | 0.88% | – |
| 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% |
| 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% | – |
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 | 2024-05-22 |
| 4 | 2024-05-17 |
| 13F-HR | 2024-05-13 |
| 4 | 2024-05-10 |
| 4 | 2024-04-17 |
| 4 | 2024-04-11 |
| 4 | 2024-04-11 |
| 4 | 2024-04-11 |
| 4 | 2024-04-08 |
| 4 | 2024-04-04 |
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.