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Livermore
Livermore
ZHEN

Insight Holdings Group, LLC

SEC CIK
0001305473
Latest filing
Aug 14, 2026

The latest 13F from Insight Holdings Group, LLC covers Q2 2026 (filed Aug 14, 2026): 30 long positions worth $1.32B. The top 10 holdings make up 80.9% of the portfolio, and the largest is EquipmentShare.com Inc (EQPT) at 20.2%. Livermore has 26 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$320.3M
Added
11
Est. +$40.8M
Reduced
8
Est. −$50.5M
Sold out
5
Est. −$572.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. EQPTEquipmentShare.com Inc
    20.2%$265.9MHistory
  2. HAWKHawkEye 360, Inc.
    13.9%$183.4MHistory
  3. NVDANVIDIA Corp
    9.8%$128.7MHistory
  4. TSMTaiwan Semiconductor Manufacturing Co Ltd
    8.5%$112.1MHistory
  5. AMZNAmazon Com Inc
    7.3%$96.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. HAWKHawkEye 360, Inc.
    +$183.4MNewHistory
  2. COURCoursera, Inc.
    +$50.4MNewHistory
  3. AAPLApple Inc.
    +$37.9MNewHistory
  4. SPCXSpace Exploration Technologies Corp
    +$25.6MNewHistory
  5. MUMicron Technology Inc
    +$17.9MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. HAWKHawkEye 360, Inc.
    +13.94 pp0.0% → 13.9%History
  2. COURCoursera, Inc.
    +3.83 pp0.0% → 3.8%History
  3. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +3.08 pp5.4% → 8.5%History
  4. AAPLApple Inc.
    +2.88 pp0.0% → 2.9%History
  5. SPCXSpace Exploration Technologies Corp
    +1.95 pp0.0% → 1.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HNGEHinge Health, Inc.
    −$361.5MSold outHistory
  2. UDMYUdemy, Inc.
    −$175.7MSold outHistory
  3. MSFTMicrosoft Corp
    −$25.6MSold outHistory
  4. INTCIntel Corp
    −$11.1MReducedHistory
  5. GOOGLAlphabet Inc.
    −$9.62MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HNGEHinge Health, Inc.
    −25.37 pp25.4% → 0.0%History
  2. UDMYUdemy, Inc.
    −12.33 pp12.3% → 0.0%History
  3. MSFTMicrosoft Corp
    −1.80 pp1.8% → 0.0%History
  4. NETCloudflare, Inc.
    −0.48 pp0.5% → 0.0%History
  5. SPOTSpotify Technology S.A.
    −0.31 pp1.1% → 0.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.32B
−$108.9M (−7.6%) vs. prior quarter
Positions
30
+2 vs. prior quarter
Top 10 concentration
80.9%
Top 10 as share of value
Turnover
26.4%
Q2 2026, one quarter
Average holding period
6.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $10.9B (Q3 2021)

Q1 2021: $3.04BQ2 2021: $8.86BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $7.39BQ2 2022: $4.83BQ3 2022: $4.98BQ4 2022: $4.77BQ1 2023: $4.42BQ2 2023: $4.33BQ3 2023: $3.85BQ4 2023: $4.14BQ1 2024: $3.58BQ2 2024: $2.89BQ3 2024: $2.30BQ4 2024: $1.55BQ1 2025: $1.29BQ2 2025: $2.39BQ3 2025: $1.62BQ4 2025: $1.34BQ1 2026: $1.42BQ2 2026: $1.32B
Q1 2021Q2 2026
13F filings of Insight Holdings Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202630$1.32BEQPTHAWKNVDAvs. Q1 2026SEC
Q1 2026May 15, 202628$1.42BHNGEEQPTUDMYvs. Q4 2025SEC
Q4 2025Feb 17, 202630$1.34BHNGEUDMYNVDAvs. Q3 2025SEC
Q3 2025Nov 14, 202527$1.62BHNGEUDMYSvs. Q2 2025SEC
Q2 2025Aug 14, 202528$2.39BHNGECRWVUDMYvs. Q1 2025SEC
Q1 2025May 15, 202525$1.29BUDMYSREAXvs. Q4 2024SEC
Q4 2024Feb 14, 202528$1.55BUDMYSREAXvs. Q3 2024SEC
Q3 2024Nov 14, 202429$2.30BSNCNOUDMYvs. Q2 2024SEC
Q2 2024Aug 13, 202430$2.89BNCNOSWalkme Ltdvs. Q1 2024SEC
Q1 2024May 13, 202431$3.58BNCNOSUDMYvs. Q4 2023SEC
Q4 2023Feb 12, 202432$4.14BNCNOSUDMYvs. Q3 2023SEC
Q3 2023Nov 13, 202330$3.85BNCNOMNDYSvs. Q2 2023SEC
Q2 2023Aug 14, 202330$4.33BNCNOMNDYSvs. Q1 2023SEC
Q1 2023May 16, 2023Amended33$4.42BMNDYNCNOSvs. Q4 2022SEC
Q4 2022Feb 13, 202323$4.77BMNDYNCNOSvs. Q3 2022SEC
Q3 2022Nov 14, 202222$4.98BMNDYNCNOSvs. Q2 2022SEC
Q2 2022Aug 11, 202222$4.83BMNDYNCNOSvs. Q1 2022SEC
Q1 2022May 13, 202222$7.39BMNDYNCNOSvs. Q4 2021SEC
Q4 2021May 13, 2022Amended23$10.7BMNDYSNCNOvs. Q3 2021SEC
Q3 2021Nov 15, 202120$10.9BMNDYNCNOSvs. Q2 2021SEC
Q2 2021Aug 13, 202116$8.86BMNDYNCNOSvs. Q1 2021SEC
Q1 2021Aug 16, 2021Amended6$3.04BNCNOTENBFROG–SEC

13D and 13G filings

Companies where Insight Holdings Group, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Insight Holdings Group, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
HAWKHawkEye 360, Inc.13G14.50%14.2M sharesNewAug 14, 20261 filingAug 14, 2026SEC
HNGEHinge Health, Inc.13G/A9.40%6.44M shares−10.40 ppfrom 19.80%Aug 14, 20253 filingsAug 14, 2026SEC

Latest filings

27 filings on file made by Insight Holdings Group, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Insight Holdings Group, LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
COURCoursera, Inc.Aug 14, 20266:55 PM ETInsight Holdings Group, LLCand 9 others13G/A3.40%8.94M shares−7.20 ppfrom 10.60%Below 5%Jun 30, 2026SEC
HNGEHinge Health, Inc.Aug 14, 20266:53 PM ETInsight Holdings Group, LLCand 6 others13G/A9.40%6.44M shares−10.40 ppfrom 19.80%Jun 30, 2026SEC
HAWKHawkEye 360, Inc.Aug 14, 20266:51 PM ETInsight Holdings Group, LLCand 8 others13G14.50%14.2M sharesNewJun 30, 2026SEC
COURCoursera, Inc.May 15, 20268:26 PM ETInsight Holdings Group, LLCand 14 others13G10.60%30.4M sharesNewMay 11, 2026SEC
EQPTEquipmentShare.com IncMay 15, 20268:24 PM ETInsight Venture Partners IX, L.P.and 6 others13G6.30%13.5M sharesNewMar 31, 2026SEC
HNGEHinge Health, Inc.Feb 13, 20265:25 PM ETInsight Holdings Group, LLCand 6 others13G/A19.80%9.38M shares−9.00 ppfrom 28.80%Dec 31, 2025SEC
Real Brokerage IncCommon Shares, no par valueNov 13, 20254:18 PM ETInsight Partners (Cayman) XI, L.P.and 10 others13G/A3.70%7.75M shares−10.10 ppfrom 13.80%Below 5%Sep 30, 2025SEC
HNGEHinge Health, Inc.Aug 14, 20254:35 PM ETInsight Holdings Group, LLCand 6 others13G28.80%11.0M sharesNewJun 30, 2025SEC
Real Brokerage IncCommon Shares, no par valueAug 14, 20254:34 PM ETInsight Partners (Cayman) XI, L.P.and 10 others13G/A13.80%28.7M shares−3.50 ppfrom 17.30%Jun 30, 2025SEC
ETWOE2open Parent Holdings, Inc.Aug 5, 20258:56 PM ETInsight Holdings Group, LLCand 13 others13D/A0.00%0 shares−14.70 ppfrom 14.70%Below 5%Aug 3, 2025SEC
ETWOE2open Parent Holdings, Inc.May 28, 20259:24 PM ETInsight Holdings Group, LLCand 13 others13D/A14.70%49.8M shares–May 25, 2025SEC
Real Brokerage IncCommon Shares, no par valueFeb 11, 20256:32 PM ETInsight Partners (Cayman) XI, L.P.and 10 others13G/A17.30%34.2M shares–Dec 31, 2024SEC
Real Brokerage IncNov 12, 2024Insight Holdings Group, LLC13G/AOld format–––SEC
DIBS1stdibs.com, Inc.Jun 6, 2024Insight Holdings Group, LLC13G/AOld format–––SEC
MNDYmonday.com Ltd.Feb 9, 2024Insight Holdings Group, LLC13G/AOld format–––SEC
UDMYUdemy, Inc.Feb 9, 2024Insight Holdings Group, LLC13G/AOld format–––SEC
DIBS1stdibs.com, Inc.Feb 9, 2024Insight Holdings Group, LLC13G/AOld format–––SEC
SSentinelOne, Inc.Mar 31, 2023Insight Holdings Group, LLC13D/AOld format–––SEC
MNDYmonday.com Ltd.Feb 8, 2023Insight Holdings Group, LLC13G/AOld format–––SEC
SSentinelOne, Inc.Jul 12, 2021Insight Holdings Group, LLC13DOld format–New–SEC