Insight Holdings
Latest statistics and disclosures from Insight Holdings Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MNDY, Ncino, S, UDMY, ETWO, and represent 83.63% of Insight Holdings Group's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$21M), META (+$19M), GOOGL (+$17M), WDAY (+$14M), AMZN (+$13M), PTC (+$8.6M), BILL (+$8.1M), DDOG (+$6.5M), FROG, Atlassian Corp Plc cl a.
- Started 12 new stock positions in TSM, PANW, PTC, AMD, BILL, META, NVDA, NOW, CRWD, GOOGL. WDAY, CRM.
- Reduced shares in these 7 stocks: MNDY (-$443M), Usertesting (-$190M), MDB (-$8.9M), INTU (-$6.3M), MA (-$5.4M), ESTC, MSFT.
- Sold out of its positions in Usertesting, ESTC.
- Insight Holdings Group was a net seller of stock by $-536M.
- Insight Holdings Group has $4.4B in assets under management (AUM), dropping by -6.93%.
- Central Index Key (CIK): 0001305473
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Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 33 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Monday SHS (MNDY) | 34.1 | $1.5B | -22% | 11M | 142.75 |
|
| Ncino | 21.8 | $970M | 39M | 24.78 |
|
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| Sentinelone Cl A (S) | 12.8 | $567M | 35M | 16.36 |
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| Udemy (UDMY) | 8.4 | $371M | 42M | 8.83 |
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| E2 Open Parent Holdings Com Cl A (ETWO) | 6.5 | $290M | 50M | 5.82 |
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| Walkme Ord Shs (WKME) | 5.8 | $258M | 24M | 10.64 |
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| Jfrog Ord Shs (FROG) | 2.2 | $99M | +3% | 5.0M | 19.70 |
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| Alteryx Com Cl A (AYX) | 1.2 | $54M | 912k | 58.84 |
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| The Real Brokerage Com New (REAX) | 0.9 | $42M | 35M | 1.21 |
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| Microsoft Corporation (MSFT) | 0.7 | $29M | -7% | 101k | 288.30 |
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| Amazon (AMZN) | 0.6 | $26M | +105% | 247k | 103.29 |
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| Appfolio Com Cl A (APPF) | 0.5 | $23M | +6% | 183k | 124.48 |
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| Okta Cl A (OKTA) | 0.5 | $21M | +9% | 247k | 86.24 |
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| Datadog Cl A Com (DDOG) | 0.5 | $21M | +43% | 293k | 72.66 |
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| salesforce (CRM) | 0.5 | $21M | NEW | 104k | 199.78 |
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| 1stdibs (DIBS) | 0.5 | $20M | 5.1M | 3.97 |
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| Meta Platforms Cl A (META) | 0.4 | $19M | NEW | 8.9k | 2119.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $17M | NEW | 168k | 103.73 |
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| Atlassian Corp Cl A | 0.4 | $16M | +22% | 92k | 171.17 |
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| Workday Cl A (WDAY) | 0.3 | $14M | NEW | 68k | 206.54 |
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| Nextdoor Holdings Com Cl A (KIND) | 0.3 | $12M | 5.4M | 2.15 |
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| Wework Cl A (WE) | 0.2 | $9.7M | 13M | 0.78 |
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| Ptc (PTC) | 0.2 | $8.6M | NEW | 67k | 128.23 |
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| Bill Com Holdings Ord (BILL) | 0.2 | $8.1M | NEW | 100k | 81.14 |
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| Palo Alto Networks (PANW) | 0.0 | $1.6M | NEW | 7.8k | 199.74 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.5M | -78% | 4.1k | 363.41 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.5M | NEW | 11k | 137.26 |
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| Intuit (INTU) | 0.0 | $1.4M | -81% | 3.2k | 445.83 |
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| Servicenow (NOW) | 0.0 | $1.2M | NEW | 2.5k | 464.72 |
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| NVIDIA Corporation (NVDA) | 0.0 | $667k | NEW | 2.4k | 277.77 |
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| Advanced Micro Devices (AMD) | 0.0 | $647k | NEW | 6.6k | 98.01 |
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| Taiwan Semiconductor Sponsored Ads (TSM) | 0.0 | $558k | NEW | 6.0k | 93.02 |
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| Mongodb Cl A (MDB) | 0.0 | $420k | -95% | 1.8k | 233.12 |
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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 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
- Insight Holdings Group 2021 Q3 filed Nov. 15, 2021
- Insight Holdings Group 2021 Q1 restated filed Aug. 16, 2021
- Insight Holdings Group 2021 Q2 filed Aug. 13, 2021
- Insight Holdings Group 2021 Q1 filed May 14, 2021
- Insight Holdings Group 2020 Q4 filed Feb. 16, 2021
- Insight Holdings Group 2020 Q3 amended filed Feb. 12, 2021
- Insight Holdings Group 2020 Q3 filed Nov. 10, 2020