$4.83 Billion is the total value of Insight Holdings Group, LLC's 22 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | Sell | MONDAY COM LTD | $1,431,598,000 | -34.9% | 13,877,453 | -0.2% | 29.61% | -0.5% |
| NCNO | Sell | NCINO INC | $965,041,000 | -39.8% | 31,210,896 | -20.2% | 19.96% | -8.0% |
| S | SENTINELONE INCcl a | $808,297,000 | -39.8% | 34,646,230 | 0.0% | 16.72% | -8.0% | |
| UDEMY INC | $429,149,000 | -18.1% | 42,032,260 | 0.0% | 8.88% | +25.2% | ||
| ETWO | E2 OPEN PARENT HOLDINGS INC | $387,685,000 | -11.7% | 49,831,006 | 0.0% | 8.02% | +34.9% | |
| WKME | WALKME LTD | $239,870,000 | -34.5% | 24,253,823 | 0.0% | 4.96% | +0.1% | |
| USERTESTING | $126,769,000 | -53.0% | 25,252,704 | 0.0% | 2.62% | -28.2% | ||
| FROG | JFROG LTD | $100,043,000 | -21.8% | 4,748,122 | 0.0% | 2.07% | +19.5% | |
| WEWORK INCcl a | $62,750,000 | -26.4% | 12,500,000 | 0.0% | 1.30% | +12.5% | ||
| REAX | THE REAL BROKERAGE INC | $52,374,000 | -47.0% | 34,573,696 | 0.0% | 1.08% | -19.1% | |
| AYX | ALTERYX INC | $44,151,000 | -32.3% | 911,829 | 0.0% | 0.91% | +3.4% | |
| DIBS | 1STDIBS COM INC | $28,817,000 | -28.8% | 5,064,454 | 0.0% | 0.60% | +8.8% | |
| MSFT | Sell | MICROSOFT CORP | $27,070,000 | -44.9% | 105,400 | -33.9% | 0.56% | -15.8% |
| DDOG | Buy | DATADOG INC | $20,724,000 | +7.2% | 217,600 | +70.5% | 0.43% | +63.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $19,637,000 | +47.8% | 116,500 | +99.1% | 0.41% | +125.6% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $19,002,000 | -11.9% | 101,400 | +38.1% | 0.39% | +34.6% |
| NEXTDOOR HOLDINGS INC | $17,721,000 | -44.7% | 5,353,634 | 0.0% | 0.37% | -15.4% | ||
| APPF | Buy | APPFOLIO INC | $15,582,000 | -11.7% | 171,911 | +10.3% | 0.32% | +34.7% |
| ESTC | Buy | ELASTIC N V | $13,886,000 | +15.9% | 205,200 | +52.3% | 0.29% | +77.2% |
| SNOW | SNOWFLAKE INCcl a | $8,580,000 | -39.3% | 61,700 | 0.0% | 0.18% | -7.3% | |
| MDB | New | MONGODB INCcl a | $8,304,000 | – | 32,000 | +100.0% | 0.17% | – |
| AMZN | New | AMAZON COM INC | $7,222,000 | – | 68,000 | +100.0% | 0.15% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -6,900 | -100.0% | -0.06% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -15,400 | -100.0% | -0.58% | – |
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 filed 2022-08-11
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.