13F-HR/A filed by Insight Holdings Group, LLC
Insight Holdings Group, LLC filed this 13F-HR/A for the quarter ended 2023-03-31, filed 2023-05-16, with 33 holding rows worth $4,439,700,666.
- Accession
- 0000899140-23-000657
- Filer
- CIK 1305473
- Filed
- 2023-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, amendment of type restatement, 33 entries on the cover page, a total value of $4,439,700,666 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,439,700,666 with VALUE read as dollars as filed, 13F file number 028-12516. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerInsight Venture Management, LLC028-14022
- included managerInsight Venture Associates VII, L.P.028-15614
- included managerInsight Venture Associates VII, Ltd.028-15615
- included managerInsight Venture Associates IX, L.P.028-19043
- included managerInsight Venture Associates IX, Ltd.028-19042
- included managerInsight Venture Associates Growth-Buyout Coinvestment, L.P.028-19040
- included managerInsight Venture Associates Growth-Buyout Coinvestment Ltd.028-19041
- included managerInsight Venture Associates X, L.P.028-20824
- included managerInsight Venture Associates X, Ltd.028-20825
- included managerInsight Associates XI, L.P.028-22223
- included managerInsight Associates XI, Ltd.028-22224
- included managerInsight Partners Public Equities GP, LLC028-22225
- included managerInsight Associates XII, L.P.028-22289
- included managerInsight Associates XII, Ltd.028-22290
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MONDAY COM LTD SHS | M7S64H106 | Stock | 10,617,264 | $1,515,614,436 | dollars as filed | |
| NCINO INC | 63947U107 | COM | 39,123,014 | $969,468,287 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 34,646,230 | $566,812,323 | dollars as filed | |
| UDEMY INC COM | 902685106 | Stock | 42,032,260 | $371,144,855 | dollars as filed | |
| E2OPEN PARENT HOLDINGS INC | 29788T103 | COM CL A | 49,831,007 | $290,016,461 | dollars as filed | |
| WALKME LTD ORD SHS | M97628107 | Stock | 24,253,823 | $258,060,677 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 5,022,177 | $98,936,887 | dollars as filed | |
| ALTERYX, INC (CLASS A) | 02156B103 | COM CL A | 911,829 | $53,652,018 | dollars as filed | |
| THE REAL BROKERAGE INC | 75585H206 | COM NEW | 34,573,696 | $41,950,132 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 100,800 | $29,060,640 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 246,500 | $25,460,985 | dollars as filed | |
| APPFOLIO INC | 03783C100 | COM CL A | 182,911 | $22,768,761 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 247,300 | $21,327,152 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 293,400 | $21,318,444 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 104,000 | $20,777,120 | dollars as filed | |
| 1Stdibs.Com Inc | 320551104 | COM | 5,064,454 | $20,105,882 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 8,900 | $18,862,660 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 167,900 | $17,416,267 | dollars as filed | |
| ATLASSIAN CORP | G06242104 | CL A | 91,800 | $15,713,406 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 67,600 | $13,962,104 | dollars as filed | |
| NEXTDOOR HOLDINGS INC | 65345M108 | COM CL A | 5,353,634 | $11,510,313 | dollars as filed | |
| WEWORK INC | 96209A104 | COM | 12,500,000 | $9,716,250 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 66,700 | $8,552,941 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 99,939 | $8,109,050 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 7,800 | $1,557,972 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,100 | $1,489,981 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 10,600 | $1,454,956 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 3,200 | $1,426,656 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 2,500 | $1,161,800 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,400 | $666,648 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 6,600 | $646,866 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 6,000 | $558,120 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 1,800 | $419,616 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000899140-23-000599 | superseded | 2023-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000899140-23-000657 | this filing | 2023-05-16 | acceptance time not in the bulk data set |