Insight Holdings
Latest statistics and disclosures from Insight Holdings Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NCNO, S, UDMY, ETWO, WKME, and represent 82.49% of Insight Holdings Group's stock portfolio.
- Added to shares of these 10 stocks: Kyverna Therapeutics (+$23M), GOOGL (+$15M), TSM (+$15M), WDAY (+$10M), FTNT (+$8.4M), NVDA (+$6.3M), AMZN (+$5.8M), OKTA, SPOT, VRT.
- Started 5 new stock positions in Kyverna Therapeutics, ZS, SPOT, AVGO, VRT.
- Reduced shares in these 10 stocks: MNDY (-$304M), S (-$163M), Alteryx (-$43M), TEAM (-$19M), CRWD (-$17M), APPF (-$16M), FROG (-$14M), PCOR (-$9.9M), PTC (-$9.8M), PANW.
- Sold out of its positions in Alteryx, NET, CRWD, PANW, FROG, MNDY.
- Insight Holdings Group was a net seller of stock by $-513M.
- Insight Holdings Group has $3.6B in assets under management (AUM), dropping by -13.55%.
- Central Index Key (CIK): 0001305473
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Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ncino (NCNO) | 40.8 | $1.5B | 39M | 37.38 |
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| Sentinelone Cl A (S) | 18.0 | $644M | -20% | 28M | 23.31 |
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| Udemy (UDMY) | 11.7 | $418M | 38M | 10.98 |
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| E2open Parent Holdings Com Cl A (ETWO) | 6.2 | $221M | 50M | 4.44 |
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| Walkme Ord Shs (WKME) | 5.8 | $209M | 24M | 8.60 |
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| The Real Brokerage Com New (REAX) | 3.0 | $108M | 35M | 3.12 |
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| Amazon (AMZN) | 2.0 | $72M | +8% | 402k | 180.38 |
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| Meta Platforms Cl A (META) | 2.0 | $71M | -3% | 147k | 485.58 |
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| Microsoft Corporation (MSFT) | 1.9 | $68M | 160k | 420.72 |
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| NVIDIA Corporation (NVDA) | 1.3 | $47M | +15% | 53k | 903.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $41M | +59% | 272k | 150.93 |
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| salesforce (CRM) | 0.9 | $31M | -5% | 103k | 301.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $26M | +123% | 194k | 136.05 |
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| 1stdibs (DIBS) | 0.7 | $25M | -8% | 4.2M | 5.96 |
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| Kyverna Therapeutics | 0.6 | $23M | NEW | 913k | 24.84 |
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| Appfolio Com Cl A (APPF) | 0.6 | $21M | -43% | 87k | 246.74 |
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| Okta Cl A (OKTA) | 0.6 | $21M | +27% | 203k | 104.62 |
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| Datadog Cl A Com (DDOG) | 0.5 | $17M | 139k | 123.60 |
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| Fortinet (FTNT) | 0.5 | $16M | +106% | 239k | 68.31 |
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| Workday Cl A (WDAY) | 0.4 | $13M | +307% | 49k | 272.75 |
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| Ptc (PTC) | 0.1 | $4.9M | -66% | 26k | 188.94 |
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| Procore Technologies (PCOR) | 0.1 | $4.0M | -71% | 48k | 82.17 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $2.9M | -86% | 15k | 195.11 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.5M | 14k | 180.49 |
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| Mongodb Cl A (MDB) | 0.1 | $2.3M | +137% | 6.4k | 358.64 |
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| Applied Materials (AMAT) | 0.0 | $1.6M | 8.0k | 206.23 |
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| Spotify Technology Sa SHS (SPOT) | 0.0 | $1.5M | NEW | 5.7k | 263.90 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.3M | NEW | 16k | 81.67 |
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| Broadcom (AVGO) | 0.0 | $1.3M | NEW | 1.0k | 1325.41 |
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| Zscaler Incorporated (ZS) | 0.0 | $1.3M | NEW | 6.7k | 192.63 |
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| Block Cl A (SQ) | 0.0 | $1.3M | 15k | 84.58 |
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Past Filings by Insight Holdings Group
SEC 13F filings are viewable for Insight Holdings Group going back to 2012
- Insight Holdings Group 2024 Q1 filed May 13, 2024
- Insight Holdings Group 2023 Q4 filed Feb. 12, 2024
- Insight Holdings Group 2023 Q3 filed Nov. 13, 2023
- Insight Holdings Group 2023 Q2 filed Aug. 14, 2023
- Insight Holdings Group 2023 Q1 restated filed May 16, 2023
- Insight Holdings Group 2023 Q1 filed May 12, 2023
- Insight Holdings Group 2022 Q4 filed Feb. 13, 2023
- Insight Holdings Group 2022 Q3 filed Nov. 14, 2022
- Insight Holdings Group 2022 Q2 filed Aug. 11, 2022
- Insight Holdings Group 2021 Q4 restated filed May 13, 2022
- Insight Holdings Group 2022 Q1 filed May 13, 2022
- Insight Holdings Group 2021 Q4 restated filed Feb. 18, 2022
- Insight Holdings Group 2021 Q4 filed Feb. 15, 2022
- Insight Holdings Group 2021 Q3 filed Nov. 15, 2021
- Insight Holdings Group 2021 Q1 restated filed Aug. 16, 2021
- Insight Holdings Group 2021 Q2 filed Aug. 13, 2021