$4.98 Billion is the total value of Insight Holdings Group, LLC's 22 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | Sell | MONDAY COM LTD | $1,467,621,000 | +2.5% | 12,948,837 | -6.7% | 29.44% | -0.6% |
| NCNO | NCINO INC | $1,064,604,000 | +10.3% | 31,210,896 | 0.0% | 21.36% | +7.0% | |
| S | SENTINELONE INCcl a | $885,558,000 | +9.6% | 34,646,230 | 0.0% | 17.77% | +6.3% | |
| UDEMY INC | $508,170,000 | +18.4% | 42,032,260 | 0.0% | 10.20% | +14.8% | ||
| ETWO | Buy | E2 OPEN PARENT HOLDINGS INC | $302,474,000 | -22.0% | 49,831,007 | +0.0% | 6.07% | -24.3% |
| WKME | WALKME LTD | $206,157,000 | -14.1% | 24,253,823 | 0.0% | 4.14% | -16.6% | |
| FROG | JFROG LTD | $104,981,000 | +4.9% | 4,748,122 | 0.0% | 2.11% | +1.8% | |
| USERTESTING | $98,991,000 | -21.9% | 25,252,704 | 0.0% | 1.99% | -24.3% | ||
| AYX | ALTERYX INC | $50,917,000 | +15.3% | 911,829 | 0.0% | 1.02% | +11.9% | |
| REAX | THE REAL BROKERAGE INC | $50,007,000 | -4.5% | 34,573,696 | 0.0% | 1.00% | -7.4% | |
| WEWORK INCcl a | $33,125,000 | -47.2% | 12,500,000 | 0.0% | 0.66% | -48.8% | ||
| DIBS | 1STDIBS COM INC | $31,855,000 | +10.5% | 5,064,454 | 0.0% | 0.64% | +7.2% | |
| MSFT | MICROSOFT CORP | $24,548,000 | -9.3% | 105,400 | 0.0% | 0.49% | -12.1% | |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $24,449,000 | +28.7% | 116,100 | +14.5% | 0.49% | +24.9% |
| DDOG | Buy | DATADOG INC | $22,497,000 | +8.6% | 253,400 | +16.5% | 0.45% | +5.1% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $19,200,000 | -2.2% | 116,500 | 0.0% | 0.38% | -5.2% | |
| APPF | APPFOLIO INC | $18,003,000 | +15.5% | 171,911 | 0.0% | 0.36% | +12.1% | |
| AMZN | Buy | AMAZON COM INC | $17,628,000 | +144.1% | 156,000 | +129.4% | 0.35% | +137.6% |
| ESTC | ELASTIC N V | $15,819,000 | +13.9% | 205,200 | 0.0% | 0.32% | +10.5% | |
| NEXTDOOR HOLDINGS INC | $14,937,000 | -15.7% | 5,353,634 | 0.0% | 0.30% | -18.3% | ||
| SNOW | Buy | SNOWFLAKE INCcl a | $11,931,000 | +39.1% | 70,200 | +13.8% | 0.24% | +35.0% |
| MDB | Buy | MONGODB INCcl a | $10,980,000 | +32.2% | 55,300 | +72.8% | 0.22% | +27.9% |
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 2022-11-14
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.