Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 22
- 0 vs. Q2 2022
- Portfolio value
- $4.98B
- +$150.2M (+3.1%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 12,948,837 | $1.47B | 29.4% | −928,616−6.7% | Reduced | History |
| NCNOnCino, Inc. | COM | 31,210,896 | $1.06B | 21.4% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $885.6M | 17.8% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $508.2M | 10.2% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $302.5M | 6.1% | +10.0% | Added | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $206.2M | 4.1% | 00.0% | Unchanged | – |
| FROGJFrog Ltd | Stock | 4,748,122 | $105.0M | 2.1% | 00.0% | Unchanged | History |
| USERUserTesting, Inc. | COM | 25,252,704 | $99.0M | 2.0% | 00.0% | Unchanged | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $50.9M | 1.0% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $50.0M | 1.0% | 00.0% | Unchanged | History |
| WEWeWork Inc. | CL A | 12,500,000 | $33.1M | 0.7% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $31.9M | 0.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 105,400 | $24.5M | 0.5% | 00.0% | Unchanged | History |
| TEAMAtlassian Corp | CL A | 116,100 | $24.4M | 0.5% | +14,700+14.5% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 253,400 | $22.5M | 0.5% | +35,800+16.5% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 116,500 | $19.2M | 0.4% | 00.0% | Unchanged | History |
| APPFAppfolio Inc | COM CL A | 171,911 | $18.0M | 0.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 156,000 | $17.6M | 0.4% | +88,000+129.4% | Added | History |
| ESTCElastic N.V. | ORD SHS | 205,200 | $15.8M | 0.3% | 00.0% | Unchanged | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,353,634 | $14.9M | 0.3% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 70,200 | $11.9M | 0.2% | +8,500+13.8% | Added | History |
| MDBMongoDB, Inc. | CL A | 55,300 | $11.0M | 0.2% | +23,300+72.8% | Added | History |