$4.33 Billion is the total value of Insight Holdings Group, LLC's 30 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $41,298,048 | +62.2% | 316,800 | +28.5% | 0.95% | +66.5% |
| MSFT | Buy | MICROSOFT CORP | $41,137,232 | +41.6% | 120,800 | +19.8% | 0.95% | +45.2% |
| FB | Buy | META PLATFORMS INCcl a | $38,024,850 | +101.6% | 132,500 | +1388.8% | 0.88% | +106.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $34,425,720 | +97.7% | 287,600 | +71.3% | 0.80% | +103.1% |
| APPF | Buy | APPFOLIO INC | $32,639,638 | +43.4% | 189,611 | +3.7% | 0.75% | +47.0% |
| NVDA | Buy | NVIDIA CORPORATION | $12,394,486 | +1759.2% | 29,300 | +1120.8% | 0.29% | +1806.7% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $9,633,103 | – | 19,700 | +100.0% | 0.22% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,997,432 | +37.3% | 13,600 | +28.3% | 0.05% | +39.4% |
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 2023-08-14
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 | 2024-05-22 |
| 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.