Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 16
- +10 vs. Q1 2021
- Portfolio value
- $8.86B
- +$5.83B (+191.9%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 16,592,053 | $3.71B | 41.9% | +16,592,053 | New | History |
| NCNOnCino, Inc. | COM | 31,210,896 | $1.87B | 21.1% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 34,443,674 | $1.46B | 16.5% | +34,443,674 | New | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $709.7M | 8.0% | +24,253,823 | New | – |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 20,152,987 | $230.1M | 2.6% | +2,008,368+11.1% | Added | History |
| FROGJFrog Ltd | Stock | 4,784,484 | $217.8M | 2.5% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 1,123,919 | $205.9M | 2.3% | +1,123,919 | New | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $176.3M | 2.0% | +5,064,454 | New | History |
| TENBTenable Holdings, Inc. | COM | 4,000,000 | $165.4M | 1.9% | −6,137,257−60.5% | Reduced | History |
| DCTDuck Creek Technologies, Inc. | SHS | 1,723,349 | $75.0M | 0.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 5,000 | $12.2M | 0.1% | +5,000 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 42,100 | $10.6M | 0.1% | +42,100 | New | History |
| TEAMAtlassian Corp | CL A | 25,000 | $6.42M | 0.1% | +25,000 | New | History |
| TWLOTwilio Inc | CL A | 15,600 | $6.15M | 0.1% | +15,600 | New | History |
| SNOWSnowflake Inc. | Stock | 12,700 | $3.07M | <0.1% | +12,700 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 5,000 | $238.0K | <0.1% | +5,000 | New | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Pluralsight Inc72941B106 | COM CL A | 5,212,692 | $116.5M | 3.8% | – |