Insight Holdings
Latest statistics and disclosures from Insight Holdings Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UDMY, S, REAX, NCNO, ETWO, and represent 65.19% of Insight Holdings Group's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$30M), MSFT (+$26M), CRM (+$17M), GOOGL (+$5.7M), INTU (+$5.7M), TEAM, ZM, APP, SHOP, ZS.
- Started 4 new stock positions in INTU, ServiceTitan, APP, CRM.
- Reduced shares in these 10 stocks: NCNO (-$386M), S (-$282M), AAPL (-$26M), META (-$22M), DDOG (-$16M), NVDA (-$16M), OKTA (-$14M), APPF (-$12M), SNPS (-$6.1M), UBER.
- Sold out of its positions in AMD, APPF, DDOG, PTC, UBER.
- Insight Holdings Group was a net seller of stock by $-703M.
- Insight Holdings Group has $1.5B in assets under management (AUM), dropping by -32.81%.
- Central Index Key (CIK): 0001305473
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Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Udemy (UDMY) | 20.2 | $313M | 38M | 8.23 |
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| Sentinelone Cl A (S) | 16.4 | $254M | -52% | 11M | 22.20 |
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| The Real Brokerage Com New (REAX) | 10.2 | $157M | 34M | 4.60 |
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| Ncino (NCNO) | 9.8 | $152M | -71% | 4.5M | 33.58 |
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| E2open Parent Holdings Com Cl A (ETWO) | 8.6 | $133M | 50M | 2.66 |
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| Microsoft Corporation (MSFT) | 6.2 | $95M | +37% | 226k | 421.50 |
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| Amazon (AMZN) | 5.8 | $90M | 410k | 219.39 |
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| NVIDIA Corporation (NVDA) | 3.7 | $57M | -21% | 427k | 134.29 |
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| Meta Platforms Cl A (META) | 3.7 | $57M | -27% | 97k | 585.51 |
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| Apple (AAPL) | 2.7 | $41M | -38% | 165k | 250.42 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $40M | 204k | 197.49 |
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| Servicenow (NOW) | 2.2 | $34M | +759% | 32k | 1060.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $31M | +22% | 162k | 189.30 |
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| Atlassian Corporation Cl A (TEAM) | 1.9 | $29M | +10% | 121k | 243.38 |
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| salesforce (CRM) | 1.1 | $17M | NEW | 50k | 334.33 |
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| Shopify Cl A (SHOP) | 0.5 | $7.2M | +23% | 68k | 106.33 |
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| Intuit (INTU) | 0.4 | $5.7M | NEW | 9.0k | 628.50 |
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| Zoom Communications Cl A (ZM) | 0.3 | $5.4M | +83% | 66k | 81.61 |
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| Broadcom (AVGO) | 0.3 | $4.8M | -43% | 21k | 231.84 |
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| Okta Cl A (OKTA) | 0.2 | $3.7M | -78% | 47k | 78.80 |
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| Synopsys (SNPS) | 0.2 | $3.7M | -62% | 7.6k | 485.36 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $3.7M | 32k | 113.61 |
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| Kyverna Therapeutics (KYTX) | 0.2 | $3.4M | 913k | 3.74 |
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| Spotify Technology Sa SHS (SPOT) | 0.2 | $2.6M | 5.7k | 447.38 |
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| Mongodb Cl A (MDB) | 0.2 | $2.5M | 11k | 232.81 |
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| Zscaler Incorporated (ZS) | 0.1 | $2.3M | +25% | 13k | 180.41 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $1.6M | NEW | 5.0k | 323.83 |
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| Servicetitan Shs Cl A | 0.0 | $103k | NEW | 1.0k | 102.87 |
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Past Filings by Insight Holdings Group
SEC 13F filings are viewable for Insight Holdings Group going back to 2012
- Insight Holdings Group 2024 Q4 filed Feb. 14, 2025
- Insight Holdings Group 2024 Q3 filed Nov. 14, 2024
- Insight Holdings Group 2024 Q2 filed Aug. 13, 2024
- Insight Holdings Group 2024 Q1 filed May 13, 2024
- Insight Holdings Group 2023 Q4 filed Feb. 12, 2024
- Insight Holdings Group 2023 Q3 filed Nov. 13, 2023
- Insight Holdings Group 2023 Q2 filed Aug. 14, 2023
- Insight Holdings Group 2023 Q1 restated filed May 16, 2023
- Insight Holdings Group 2023 Q1 filed May 12, 2023
- Insight Holdings Group 2022 Q4 filed Feb. 13, 2023
- Insight Holdings Group 2022 Q3 filed Nov. 14, 2022
- Insight Holdings Group 2022 Q2 filed Aug. 11, 2022
- Insight Holdings Group 2021 Q4 restated filed May 13, 2022
- Insight Holdings Group 2022 Q1 filed May 13, 2022
- Insight Holdings Group 2021 Q4 restated filed Feb. 18, 2022
- Insight Holdings Group 2021 Q4 filed Feb. 15, 2022