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Insight Holdings Group, LLC

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13F filer, CIK 1305473, NEW YORK, NY

Insight Holdings Group, LLC reported $1,291,245,069 across 25 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 90.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000665

Period
2025-03-31
Reported value
$1.29B
Holdings
25
Top 10 weight
90.82%
New
2
Sold out
5

Part of the filer group Insight Holdings Group, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNPSadded+55,900$24M
NVDAadded+84,300$9.14M
WDAYnew+16,500$3.85M
MDBadded+14,100$2.47M
APPadded+8,900$2.36M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-161,720-$30.6M
NOWreduced-24,900-$19.8M
CRMexited-49,500-$16.5M
AAPLreduced-52,700-$11.7M
TEAMreduced-37,000-$7.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000899140-25-000665, largest first. % of portfolio is the value over $1,291,245,069, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,032,260 shares; 2024Q4: 38,032,260 shares; 2025Q1: 38,032,260 shares 38,032,260$295M22.86%0Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,146,230 shares; 2024Q4: 11,425,026 shares; 2025Q1: 11,425,026 shares 11,425,026$208M16.09%0Timeline
REAXTHE REAL BROKERAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,573,696 shares; 2024Q4: 34,134,990 shares; 2025Q1: 34,134,990 shares 34,134,990$139M10.73%0Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,013,467 shares; 2024Q4: 4,513,467 shares; 2025Q1: 4,458,591 shares 4,458,591$122M9.49%-54,876Timeline
E2OPEN PARENT HOLDINGS INCE2OPEN PARENT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,831,007 shares; 2024Q4: 49,831,007 shares; 2025Q1: 49,831,007 shares 49,831,007$99.7M7.72%0
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,560 shares; 2024Q4: 226,430 shares; 2025Q1: 225,730 shares 225,730$84.7M6.56%-700Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,900 shares; 2024Q4: 409,900 shares; 2025Q1: 393,300 shares 393,300$74.8M5.8%-16,600Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,130 shares; 2024Q4: 97,240 shares; 2025Q1: 100,940 shares 100,940$58.2M4.51%+3,700Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,200 shares; 2024Q4: 427,100 shares; 2025Q1: 511,400 shares 511,400$55.4M4.29%+84,300Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,300 shares; 2024Q4: 203,830 shares; 2025Q1: 216,330 shares 216,330$35.9M2.78%+12,500Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 7,600 shares; 2025Q1: 63,500 shares 63,500$27.2M2.11%+55,900Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,800 shares; 2024Q4: 165,070 shares; 2025Q1: 112,370 shares 112,370$25M1.93%-52,700Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,700 shares; 2024Q4: 120,700 shares; 2025Q1: 83,700 shares 83,700$17.8M1.38%-37,000Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,900 shares 9,900$6.08M0.47%+900Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 31,800 shares; 2025Q1: 6,900 shares 6,900$5.49M0.43%-24,900Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,850 shares; 2024Q4: 47,050 shares; 2025Q1: 47,050 shares 47,050$4.95M0.38%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 65,900 shares; 2025Q1: 65,900 shares 65,900$4.86M0.38%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 20,710 shares; 2025Q1: 26,710 shares 26,710$4.47M0.35%+6,000Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 25,000 shares 25,000$4.38M0.34%+14,100Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 12,500 shares; 2025Q1: 19,500 shares 19,500$3.87M0.3%+7,000Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,500 shares 16,500$3.85M0.3%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 13,900 shares 13,900$3.68M0.29%+8,900Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares 5,700$3.14M0.24%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,000 shares 51,000$1.95M0.15%newTimeline
KYTXKYVERNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,915 shares; 2024Q4: 912,915 shares; 2025Q1: 989,054 shares 989,054$1.91M0.15%+76,139Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC161,720$30.6Mshares
CRMSALESFORCE INC49,500$16.5Mshares
SHOPSHOPIFY INC67,900$7.22Mshares
VRTVERTIV HOLDINGS CO32,200$3.66Mshares
TTANSERVICETITAN INC1,000$103Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000899140-25-000665 base2025-05-15acceptance time not in the bulk data set