Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 22
- −1 vs. Q4 2021
- Portfolio value
- $7.39B
- −$3.32B (−31.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 13,907,278 | $2.20B | 29.8% | −855,176−5.8% | Reduced | History |
| NCNOnCino, Inc. | COM | 39,123,014 | $1.60B | 21.7% | +7,912,118+25.4% | Added | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $1.34B | 18.2% | +202,556+0.6% | Added | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $523.7M | 7.1% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,006 | $439.0M | 5.9% | +29,678,019+147.3% | Added | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $366.0M | 5.0% | −200,000−0.8% | Reduced | – |
| USERUserTesting, Inc. | COM | 25,252,704 | $270.0M | 3.7% | +2,817,041+12.6% | Added | History |
| FROGJFrog Ltd | Stock | 4,748,122 | $128.0M | 1.7% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $98.9M | 1.3% | 00.0% | Unchanged | History |
| WEWeWork Inc. | CL A | 12,500,000 | $85.3M | 1.2% | 00.0% | Unchanged | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $65.2M | 0.9% | +911,829 | New | History |
| MSFTMicrosoft Corp | Stock | 159,400 | $49.1M | 0.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 15,400 | $42.8M | 0.6% | −4,000−20.6% | Reduced | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $40.5M | 0.5% | 00.0% | Unchanged | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,353,634 | $32.1M | 0.4% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 73,400 | $21.6M | 0.3% | +40,000+119.8% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 127,600 | $19.3M | 0.3% | +31,300+32.5% | Added | History |
| APPFAppfolio Inc | COM CL A | 155,911 | $17.7M | 0.2% | +122,411+365.4% | Added | History |
| SNOWSnowflake Inc. | Stock | 61,700 | $14.1M | 0.2% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 58,500 | $13.3M | 0.2% | −55,500−48.7% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 134,700 | $12.0M | 0.2% | +134,700 | New | History |
| SHOPShopify Inc. | Stock | 6,900 | $4.66M | 0.1% | +6,900 | New | History |
Sold out since Q4 2021 (4)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| BILLBILL Holdings, Inc. | Stock | 1,123,919 | $280.0M | 2.6% | History |
| GTLBGitlab Inc. | CLASS A COM | 50,000 | $4.35M | <0.1% | History |
| CFLTConfluent, Inc. | CLASS A COM | 5,000 | $381.0K | <0.1% | History |
| DUOLDuolingo, Inc. | CL A COM | 2,000 | $212.0K | <0.1% | History |