Insight Holdings
Latest statistics and disclosures from Insight Holdings Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HNGE, UDMY, S, MSFT, NVDA, and represent 71.35% of Insight Holdings Group's stock portfolio.
- Added to shares of these 8 stocks: Stubhub Hldgs (+$58M), GOOGL (+$21M), ORCL (+$9.8M), IOT (+$7.7M), PANW (+$5.3M), Netskope, NET, APP.
- Started 7 new stock positions in Netskope, IOT, ORCL, Stubhub Hldgs, PANW, NET, GOOGL.
- Reduced shares in these 10 stocks: CRWV (-$364M), ETWO (-$161M), NCNO (-$125M), REAX (-$95M), S (-$53M), AMZN (-$20M), NFLX (-$12M), , TSM (-$9.5M), NVDA (-$8.4M).
- Sold out of its positions in CRWV, ETWO, NCNO, NFLX, OKTA, NOW, ZS, CYBR.
- Insight Holdings Group was a net seller of stock by $-778M.
- Insight Holdings Group has $1.6B in assets under management (AUM), dropping by -32.26%.
- Central Index Key (CIK): 0001305473
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Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hinge Health Cl A (HNGE) | 33.4 | $541M | 11M | 49.08 |
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| Udemy (UDMY) | 16.5 | $267M | 38M | 7.01 |
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| Sentinelone Cl A (S) | 9.2 | $148M | -26% | 8.4M | 17.61 |
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| Microsoft Corporation (MSFT) | 7.0 | $113M | -4% | 217k | 517.95 |
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| NVIDIA Corporation (NVDA) | 5.4 | $87M | -8% | 466k | 186.58 |
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| Amazon (AMZN) | 4.9 | $79M | -20% | 359k | 219.57 |
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| Meta Platforms Cl A (META) | 3.9 | $62M | 85k | 734.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $60M | -13% | 213k | 279.29 |
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| Stubhub Hldgs Cl A | 3.6 | $58M | NEW | 3.4M | 16.84 |
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| Appfolio Com Cl A (APPF) | 2.6 | $42M | 153k | 275.66 |
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| The Real Brokerage Com New (REAX) | 2.0 | $32M | -74% | 7.6M | 4.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $21M | NEW | 87k | 243.10 |
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| Broadcom (AVGO) | 1.1 | $17M | 53k | 329.91 |
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| Mongodb Cl A (MDB) | 0.9 | $14M | -23% | 46k | 310.38 |
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| Applovin Corp Com Cl A (APP) | 0.7 | $12M | +21% | 17k | 718.54 |
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| Oracle Corporation (ORCL) | 0.6 | $9.8M | NEW | 35k | 281.24 |
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| Samsara Com Cl A (IOT) | 0.5 | $7.7M | NEW | 207k | 37.25 |
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| Synopsys (SNPS) | 0.4 | $6.2M | -32% | 13k | 493.39 |
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| Kyverna Therapeutics (KYTX) | 0.4 | $5.9M | 989k | 6.00 |
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| Robinhood Markets Com Cl A (HOOD) | 0.4 | $5.8M | 41k | 143.18 |
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| Palo Alto Networks (PANW) | 0.3 | $5.3M | NEW | 26k | 203.62 |
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| Visa Com Cl A (V) | 0.3 | $5.2M | 15k | 341.38 |
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| Intuit (INTU) | 0.3 | $5.2M | -33% | 7.6k | 682.91 |
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| Spotify Technology Sa SHS (SPOT) | 0.3 | $5.1M | 7.3k | 698.00 |
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| Netskope Cl A | 0.2 | $4.0M | NEW | 175k | 22.73 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $3.9M | 24k | 159.70 |
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| Cloudflare Cl A Com (NET) | 0.2 | $2.6M | NEW | 12k | 214.59 |
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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 2025 Q3 filed Nov. 14, 2025
- Insight Holdings Group 2025 Q2 filed Aug. 14, 2025
- Insight Holdings Group 2025 Q1 filed May 15, 2025
- 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