Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 20
- +4 vs. Q2 2021
- Portfolio value
- $10.9B
- +$2.07B (+23.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 16,026,523 | $5.23B | 47.8% | −565,530−3.4% | Reduced | History |
| NCNOnCino, Inc. | COM | 31,210,896 | $2.22B | 20.3% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 34,443,674 | $1.85B | 16.9% | 00.0% | Unchanged | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $721.6M | 6.6% | 00.0% | Unchanged | – |
| BILLBILL Holdings, Inc. | Stock | 1,123,919 | $300.0M | 2.7% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 20,152,987 | $227.7M | 2.1% | 00.0% | Unchanged | History |
| FROGJFrog Ltd | Stock | 4,605,789 | $154.3M | 1.4% | −178,695−3.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 25,000 | $66.8M | 0.6% | +20,000+400.0% | Added | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $62.8M | 0.6% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 114,000 | $28.0M | 0.3% | +71,900+170.8% | Added | History |
| TWLOTwilio Inc | CL A | 66,100 | $21.1M | 0.2% | +50,500+323.7% | Added | History |
| SNOWSnowflake Inc. | Stock | 61,700 | $18.7M | 0.2% | +49,000+385.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 58,500 | $16.5M | 0.2% | +58,500 | New | History |
| TEAMAtlassian Corp | CL A | 25,000 | $9.79M | 0.1% | 00.0% | Unchanged | History |
| Shopify Inc82509L907 | CALL | 5,400 | $7.32M | 0.1% | +5,400 | New | – |
| DDOGDatadog, Inc. | CL A COM | 45,100 | $6.38M | 0.1% | +45,100 | New | History |
| TOSTToast, Inc. | Stock | 20,000 | $999.0K | <0.1% | +20,000 | New | History |
| TENBTenable Holdings, Inc. | COM | 17,410 | $803.0K | <0.1% | −3,982,590−99.6% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 2,000 | $333.0K | <0.1% | +2,000 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 5,000 | $298.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.