Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 23
- +1 vs. Q3 2022
- Portfolio value
- $4.77B
- −$214.0M (−4.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 13,721,287 | $1.67B | 35.1% | +772,450+6.0% | Added | History |
| NCNOnCino, Inc. | COM | 39,123,014 | $1.03B | 21.7% | +7,912,118+25.4% | Added | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $505.5M | 10.6% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $443.4M | 9.3% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $292.5M | 6.1% | 00.0% | Unchanged | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $271.2M | 5.7% | 00.0% | Unchanged | – |
| USERUserTesting, Inc. | COM | 25,252,704 | $189.6M | 4.0% | 00.0% | Unchanged | History |
| FROGJFrog Ltd | Stock | 4,853,935 | $103.5M | 2.2% | +105,813+2.2% | Added | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $46.2M | 1.0% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $36.7M | 0.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 109,100 | $26.2M | 0.5% | +3,700+3.5% | Added | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $25.7M | 0.5% | 00.0% | Unchanged | History |
| APPFAppfolio Inc | COM CL A | 171,911 | $18.1M | 0.4% | 00.0% | Unchanged | History |
| WEWeWork Inc. | CL A | 12,500,000 | $17.9M | 0.4% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 225,000 | $15.4M | 0.3% | +225,000 | New | History |
| DDOGDatadog, Inc. | CL A COM | 204,000 | $15.0M | 0.3% | −49,400−19.5% | Reduced | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,353,634 | $11.0M | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 120,000 | $10.1M | 0.2% | −36,000−23.1% | Reduced | History |
| TEAMAtlassian Corp | CL A | 74,800 | $9.63M | 0.2% | −41,300−35.6% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 40,000 | $7.87M | 0.2% | −15,300−27.7% | Reduced | History |
| INTUIntuit Inc. | Stock | 17,300 | $6.73M | 0.1% | +17,300 | New | History |
| MAMastercard Inc | Stock | 19,000 | $6.61M | 0.1% | +19,000 | New | History |
| ESTCElastic N.V. | ORD SHS | 60,000 | $3.09M | 0.1% | −145,200−70.8% | Reduced | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.