$4.44 Billion is the total value of Insight Holdings Group, LLC's 33 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 60.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MNDY | Sell | MONDAY COM LTD | $1,515,614,436 | -9.5% | 10,617,264 | -22.6% | 34.14% | -2.7% |
| NCNO | NCINO INC | $969,468,287 | -6.3% | 39,123,014 | 0.0% | 21.84% | +0.7% | |
| S | SENTINELONE INCcl a | $566,812,323 | +12.1% | 34,646,230 | 0.0% | 12.77% | +20.5% | |
| UDEMY INC | $371,144,855 | -16.3% | 42,032,260 | 0.0% | 8.36% | -10.1% | ||
| ETWO | E2 OPEN PARENT HOLDINGS INC | $290,016,461 | -0.9% | 49,831,007 | 0.0% | 6.53% | +6.5% | |
| WKME | WALKME LTD | $258,060,677 | -4.8% | 24,253,823 | 0.0% | 5.81% | +2.3% | |
| FROG | Buy | JFROG LTD | $98,936,887 | -4.4% | 5,022,177 | +3.5% | 2.23% | +2.7% |
| AYX | ALTERYX INC | $53,652,018 | +16.1% | 911,829 | 0.0% | 1.21% | +24.7% | |
| REAX | THE REAL BROKERAGE INC | $41,950,132 | +14.2% | 34,573,696 | 0.0% | 0.94% | +22.7% | |
| MSFT | Sell | MICROSOFT CORP | $29,060,640 | +11.1% | 100,800 | -7.6% | 0.66% | +19.5% |
| AMZN | Buy | AMAZON COM INC | $25,460,985 | +152.6% | 246,500 | +105.4% | 0.57% | +171.6% |
| APPF | Buy | APPFOLIO INC | $22,768,761 | +25.7% | 182,911 | +6.4% | 0.51% | +35.0% |
| OKTA | Buy | OKTA INCcl a | $21,327,152 | +38.7% | 247,300 | +9.9% | 0.48% | +49.1% |
| DDOG | Buy | DATADOG INC | $21,318,444 | +42.2% | 293,400 | +43.8% | 0.48% | +52.9% |
| CRM | New | SALESFORCE INC | $20,777,120 | – | 104,000 | +100.0% | 0.47% | – |
| DIBS | 1STDIBS COM INC | $20,105,882 | -21.9% | 5,064,454 | 0.0% | 0.45% | -16.0% | |
| FB | New | META PLATFORMS INCcl a | $18,862,660 | – | 8,900 | +100.0% | 0.42% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $17,416,267 | – | 167,900 | +100.0% | 0.39% | – |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $15,713,406 | +63.3% | 91,800 | +22.7% | 0.35% | +75.2% |
| WDAY | New | WORKDAY INCcl a | $13,962,104 | – | 67,600 | +100.0% | 0.31% | – |
| NEXTDOOR HOLDINGS INC | $11,510,313 | +4.4% | 5,353,634 | 0.0% | 0.26% | +12.1% | ||
| WEWORK INCcl a | $9,716,250 | -45.6% | 12,500,000 | 0.0% | 0.22% | -41.6% | ||
| PTC | New | PTC INC | $8,552,941 | – | 66,700 | +100.0% | 0.19% | – |
| BILL | New | BILL HOLDINGS INC | $8,109,050 | – | 99,939 | +100.0% | 0.18% | – |
| PANW | New | PALO ALTO NETWORKS INC | $1,557,972 | – | 7,800 | +100.0% | 0.04% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,489,981 | -77.4% | 4,100 | -78.4% | 0.03% | -75.4% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,454,956 | – | 10,600 | +100.0% | 0.03% | – |
| INTU | Sell | INTUIT | $1,426,656 | -78.8% | 3,200 | -81.5% | 0.03% | -77.3% |
| NOW | New | SERVICENOW INC | $1,161,800 | – | 2,500 | +100.0% | 0.03% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $646,866 | – | 6,600 | +100.0% | 0.02% | – |
| NVDA | New | NVIDIA CORPORATION | $666,648 | – | 2,400 | +100.0% | 0.02% | – |
| TSM | New | TAIWAN SEMICONDUCTORsponsored ads | $558,120 | – | 6,000 | +100.0% | 0.01% | – |
| MDB | Sell | MONGODB INCcl a | $419,616 | -94.7% | 1,800 | -95.5% | 0.01% | -94.5% |
| ESTC | Exit | ELASTIC N V | $0 | – | -60,000 | -100.0% | -0.06% | – |
| Exit | USERTESTING | $0 | – | -25,252,704 | -100.0% | -3.98% | – |
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/A filed 2023-05-16
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.