Insight Holdings
Latest statistics and disclosures from Insight Holdings Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HNGE, UDMY, NVDA, GOOGL, MSFT, and represent 70.12% of Insight Holdings Group's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$62M), NVDA (+$16M), AAPL (+$14M), PANW, SHOP, CEG, INTC, TSM, TSLA, AMD.
- Started 8 new stock positions in TSLA, VRT, INTC, AAPL, AMD, CEG, CLS, SHOP.
- Reduced shares in these 10 stocks: S (-$148M), HNGE (-$77M), APPF (-$25M), META (-$19M), MSFT (-$17M), MDB (-$11M), , INTU (-$5.2M), TEAM, APP.
- Sold out of its positions in TEAM, NET, INTU, ORCL, S.
- Insight Holdings Group was a net seller of stock by $-194M.
- Insight Holdings Group has $1.3B in assets under management (AUM), dropping by -17.46%.
- Central Index Key (CIK): 0001305473
Tip: Access up to 7 years of quarterly data
Positions held by Insight Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hinge Health Cl A (HNGE) | 32.6 | $436M | -14% | 9.4M | 46.45 |
|
| Udemy (UDMY) | 16.6 | $223M | 38M | 5.85 |
|
|
| NVIDIA Corporation (NVDA) | 7.7 | $103M | +17% | 550k | 186.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $89M | +226% | 284k | 313.00 |
|
| Microsoft Corporation (MSFT) | 6.6 | $88M | -15% | 183k | 483.62 |
|
| Amazon (AMZN) | 6.1 | $82M | 354k | 230.82 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $68M | +5% | 225k | 303.89 |
|
| Stubhub Hldgs Cl A (STUB) | 3.5 | $47M | 3.4M | 13.53 |
|
|
| Meta Platforms Cl A (META) | 2.7 | $37M | -34% | 56k | 660.09 |
|
| The Real Brokerage Com New (REAX) | 1.9 | $25M | -8% | 7.0M | 3.65 |
|
| Broadcom (AVGO) | 1.6 | $21M | +13% | 60k | 346.10 |
|
| Apple (AAPL) | 1.1 | $14M | NEW | 53k | 271.86 |
|
| Appfolio Com Cl A (APPF) | 0.8 | $10M | -70% | 45k | 232.65 |
|
| Palo Alto Networks (PANW) | 0.7 | $9.5M | +98% | 52k | 184.20 |
|
| Kyverna Therapeutics (KYTX) | 0.7 | $9.3M | 989k | 9.40 |
|
|
| Mongodb Cl A (MDB) | 0.6 | $8.6M | -56% | 20k | 419.69 |
|
| Applovin Corp Com Cl A (APP) | 0.6 | $8.3M | -27% | 12k | 673.82 |
|
| Visa Com Cl A (V) | 0.5 | $7.2M | +33% | 20k | 350.71 |
|
| Synopsys (SNPS) | 0.5 | $7.1M | +21% | 15k | 469.72 |
|
| Samsara Com Cl A (IOT) | 0.5 | $6.6M | -9% | 187k | 35.45 |
|
| Robinhood Markets Com Cl A (HOOD) | 0.4 | $4.7M | +3% | 42k | 113.10 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $4.6M | NEW | 29k | 160.97 |
|
| Constellation Energy (CEG) | 0.3 | $4.5M | NEW | 13k | 353.27 |
|
| Spotify Technology Sa SHS (SPOT) | 0.3 | $4.4M | +3% | 7.5k | 580.71 |
|
| Intel Corporation (INTC) | 0.3 | $3.9M | NEW | 105k | 36.90 |
|
| Tesla Motors (TSLA) | 0.3 | $3.7M | NEW | 8.1k | 449.72 |
|
| Advanced Micro Devices (AMD) | 0.3 | $3.6M | NEW | 17k | 214.16 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $3.2M | NEW | 20k | 162.01 |
|
| Celestica (CLS) | 0.2 | $3.2M | NEW | 11k | 295.61 |
|
| Netskope Cl A (NTSK) | 0.2 | $3.1M | 175k | 17.54 |
|
Past Filings by Insight Holdings Group
SEC 13F filings are viewable for Insight Holdings Group going back to 2012
- Insight Holdings Group 2025 Q4 filed Feb. 17, 2026
- 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