$4.77 Billion is the total value of Insight Holdings Group, LLC's 23 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 22.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | Buy | MONDAY COM LTD | $1,673,997,014 | +14.1% | 13,721,287 | +6.0% | 35.09% | +19.2% |
| NCNO | Buy | NCINO INC | $1,034,412,490 | -2.8% | 39,123,014 | +25.4% | 21.68% | +1.5% |
| S | SENTINELONE INCcl a | $505,488,496 | -42.9% | 34,646,230 | 0.0% | 10.60% | -40.4% | |
| UDEMY INC | $443,440,343 | -12.7% | 42,032,260 | 0.0% | 9.30% | -8.8% | ||
| ETWO | E2 OPEN PARENT HOLDINGS INC | $292,508,011 | -3.3% | 49,831,007 | 0.0% | 6.13% | +1.1% | |
| WKME | WALKME LTD | $271,157,741 | +31.5% | 24,253,823 | 0.0% | 5.68% | +37.4% | |
| USERTESTING | $189,647,807 | +91.6% | 25,252,704 | 0.0% | 3.98% | +100.2% | ||
| FROG | Buy | JFROG LTD | $103,534,434 | -1.4% | 4,853,935 | +2.2% | 2.17% | +3.0% |
| AYX | ALTERYX INC | $46,202,375 | -9.3% | 911,829 | 0.0% | 0.97% | -5.2% | |
| REAX | THE REAL BROKERAGE INC | $36,739,669 | -26.5% | 34,573,696 | 0.0% | 0.77% | -23.2% | |
| MSFT | Buy | MICROSOFT CORP | $26,164,362 | +6.6% | 109,100 | +3.5% | 0.55% | +11.4% |
| DIBS | 1STDIBS COM INC | $25,727,426 | -19.2% | 5,064,454 | 0.0% | 0.54% | -15.6% | |
| APPF | APPFOLIO INC | $18,115,981 | +0.6% | 171,911 | 0.0% | 0.38% | +5.3% | |
| WEWORK INCcl a | $17,875,000 | -46.0% | 12,500,000 | 0.0% | 0.38% | -43.6% | ||
| OKTA | New | OKTA INCcl a | $15,374,250 | – | 225,000 | +100.0% | 0.32% | – |
| DDOG | Sell | DATADOG INC | $14,994,000 | -33.4% | 204,000 | -19.5% | 0.31% | -30.4% |
| NEXTDOOR HOLDINGS INC | $11,028,486 | -26.2% | 5,353,634 | 0.0% | 0.23% | -23.0% | ||
| AMZN | Sell | AMAZON COM INC | $10,080,000 | -42.8% | 120,000 | -23.1% | 0.21% | -40.4% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $9,625,264 | -60.6% | 74,800 | -35.6% | 0.20% | -58.9% |
| MDB | Sell | MONGODB INCcl a | $7,873,600 | -28.3% | 40,000 | -27.7% | 0.16% | -25.0% |
| INTU | New | INTUIT | $6,733,506 | – | 17,300 | +100.0% | 0.14% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $6,606,870 | – | 19,000 | +100.0% | 0.14% | – |
| ESTC | Sell | ELASTIC N V | $3,090,000 | -80.5% | 60,000 | -70.8% | 0.06% | -79.5% |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -70,200 | -100.0% | -0.24% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -116,500 | -100.0% | -0.38% | – |
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 2023-02-13
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 | 2024-04-17 |
| 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.