13F-HR filed by Insight Holdings Group, LLC
Insight Holdings Group, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 27 holding rows worth $1,620,075,692.
- Accession
- 0000899140-25-001295
- Filer
- CIK 1305473
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 27 entries on the cover page, a total value of $1,620,075,692 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,620,075,692 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
- included managerIPPE Liquid GP, LLC028-24490
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 |
|---|---|---|---|---|---|---|
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 11,029,604 | $541,332,964 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| UDEMY INC COM | 902685106 | Stock | 38,032,260 | $266,606,143 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SENTINELONE INC | 81730H109 | CL A | 8,425,026 | $148,364,708 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Microsoft Corp | 594918104 | COM | 217,430 | $112,617,869 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NVIDIA Corp | 67066G104 | COM | 466,200 | $86,983,596 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Amazon.com, Inc | 023135106 | COM | 358,700 | $78,759,759 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| META PLATFORMS INC CL A | 30303M102 | COM | 84,940 | $62,378,237 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 213,030 | $59,497,149 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| STUBHUB HOLDINGS INC CLASS A | 86384P109 | COMMON STOCK | 3,437,380 | $57,885,479 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| APPFOLIO INC | 03783C100 | COM CL A | 152,600 | $42,065,716 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| THE REAL BROKERAGE INC | 75585H206 | COM NEW | 7,623,461 | $31,866,067 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 86,900 | $21,125,390 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Broadcom Inc. | 11135F101 | COM | 52,710 | $17,389,556 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MONGODB INC CL A | 60937P106 | Stock | 46,400 | $14,401,632 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 16,900 | $12,143,326 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Oracle Corporation | 68389X105 | COM | 34,800 | $9,787,152 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SAMSARA INC COM CL A | 79589L106 | Stock | 207,200 | $7,718,200 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SYNOPSYS INC COM | 871607107 | Stock | 12,500 | $6,167,375 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| KYVERNA THERAPEUTICS INC | 501976104 | COMMON STOCK | 989,054 | $5,934,324 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ROBINHOOD MKTS INC | 770700102 | COM | 40,500 | $5,798,790 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PALO ALTO NETWORKS INC | 697435105 | COM | 26,000 | $5,294,120 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Visa Inc | 92826C839 | COM | 15,300 | $5,223,114 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Intuit Inc. | 461202103 | COM | 7,600 | $5,190,116 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 7,300 | $5,095,400 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 175,000 | $3,977,750 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 24,400 | $3,896,680 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 12,000 | $2,575,080 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000899140-25-001295 | this filing | 2025-11-14 | acceptance time not in the bulk data set |