Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 22
- 0 vs. Q1 2022
- Portfolio value
- $4.83B
- −$2.55B (−34.6%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 13,877,453 | $1.43B | 29.6% | −29,825−0.2% | Reduced | History |
| NCNOnCino, Inc. | COM | 31,210,896 | $965.0M | 20.0% | −7,912,118−20.2% | Reduced | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $808.3M | 16.7% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $429.1M | 8.9% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,006 | $387.7M | 8.0% | 00.0% | Unchanged | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $239.9M | 5.0% | 00.0% | Unchanged | – |
| USERUserTesting, Inc. | COM | 25,252,704 | $126.8M | 2.6% | 00.0% | Unchanged | History |
| FROGJFrog Ltd | Stock | 4,748,122 | $100.0M | 2.1% | 00.0% | Unchanged | History |
| WEWeWork Inc. | CL A | 12,500,000 | $62.8M | 1.3% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $52.4M | 1.1% | 00.0% | Unchanged | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $44.2M | 0.9% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $28.8M | 0.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 105,400 | $27.1M | 0.6% | −54,000−33.9% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 217,600 | $20.7M | 0.4% | +90,000+70.5% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 116,500 | $19.6M | 0.4% | +58,000+99.1% | Added | History |
| TEAMAtlassian Corp | CL A | 101,400 | $19.0M | 0.4% | +28,000+38.1% | Added | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,353,634 | $17.7M | 0.4% | 00.0% | Unchanged | History |
| APPFAppfolio Inc | COM CL A | 171,911 | $15.6M | 0.3% | +16,000+10.3% | Added | History |
| ESTCElastic N.V. | ORD SHS | 205,200 | $13.9M | 0.3% | +70,500+52.3% | Added | History |
| SNOWSnowflake Inc. | Stock | 61,700 | $8.58M | 0.2% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 32,000 | $8.30M | 0.2% | +32,000 | New | History |
| AMZNAmazon Com Inc | Stock | 68,000 | $7.22M | 0.1% | +68,000 | New | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.