Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed May 13, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 23
- +3 vs. Q3 2021
- Portfolio value
- $10.7B
- −$224.9M (−2.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 14,762,454 | $4.56B | 42.6% | −1,264,069−7.9% | Reduced | History |
| SSentinelOne, Inc. | CL A | 34,443,674 | $1.74B | 16.2% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 31,210,896 | $1.71B | 16.0% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $821.3M | 7.7% | +42,032,260 | New | History |
| Walkme LtdM97628107 | ORD SHS | 24,453,823 | $476.1M | 4.4% | +200,000+0.8% | Added | – |
| BILLBILL Holdings, Inc. | Stock | 1,123,919 | $280.0M | 2.6% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 20,152,987 | $226.9M | 2.1% | 00.0% | Unchanged | History |
| USERUserTesting, Inc. | COM | 22,435,663 | $188.9M | 1.8% | +22,435,663 | New | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $159.4M | 1.5% | +34,573,696 | New | History |
| FROGJFrog Ltd | Stock | 4,748,122 | $141.0M | 1.3% | +142,333+3.1% | Added | History |
| WEWeWork Inc. | CL A | 12,500,000 | $107.5M | 1.0% | +12,500,000 | New | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $63.4M | 0.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 19,400 | $56.2M | 0.5% | −5,600−22.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 159,400 | $53.6M | 0.5% | +100,900+172.5% | Added | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,353,634 | $42.2M | 0.4% | +5,353,634 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 114,000 | $23.3M | 0.2% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 61,700 | $20.9M | 0.2% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 96,300 | $17.2M | 0.2% | +51,200+113.5% | Added | History |
| TEAMAtlassian Corp | CL A | 33,400 | $12.7M | 0.1% | +8,400+33.6% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 50,000 | $4.35M | <0.1% | +50,000 | New | History |
| APPFAppfolio Inc | COM CL A | 33,500 | $4.06M | <0.1% | +33,500 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 5,000 | $381.0K | <0.1% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 2,000 | $212.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (4)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| TWLOTwilio Inc | CL A | 66,100 | $21.1M | 0.2% | History |
| Shopify Inc82509L907 | CALL | 5,400 | $7.32M | 0.1% | – |
| TOSTToast, Inc. | Stock | 20,000 | $999.0K | <0.1% | History |
| TENBTenable Holdings, Inc. | COM | 17,410 | $803.0K | <0.1% | History |