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Insight Holdings Group, LLC

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13F filer, CIK 1305473, NEW YORK, NY

Insight Holdings Group, LLC reported $2,391,542,312 across 28 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 88.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000971

The filing omits holdings under a confidential treatment request (H8). A later amendment may add them.

Period
2025-06-30
Reported value
$2.39B
Holdings
28
Top 10 weight
88.92%
New
7
Sold out
4

Part of the filer group Insight Holdings Group, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HNGEnew+11,029,604$571M
CRWVnew+2,229,328$364M
APPFnew+152,600$35.1M
AMZNadded+57,100$12.5M
NFLXnew+8,800$11.8M

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
AAPLexited-112,370-$25M
SNPSreduced-45,000-$23.1M
REAXreduced-3,733,395-$16.8M
TEAMreduced-59,300-$12M
METAreduced-16,000-$11.8M

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, Q2 2025

Share positions as resolved from 13F-HR 0000899140-25-000971, largest first. % of portfolio is the value over $2,391,542,312, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HNGEHINGE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,029,604 shares 11,029,604$571M23.87%newThe filing omitted confidential holdings, a later amendment may add them.Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,229,328 shares 2,229,328$364M15.2%newThe filing omitted confidential holdings, a later amendment may add them.Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,032,260 shares; 2024Q4: 38,032,260 shares; 2025Q1: 38,032,260 shares; 2025Q2: 38,032,260 shares 38,032,260$267M11.18%0The filing omitted confidential holdings, a later amendment may add them.Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,146,230 shares; 2024Q4: 11,425,026 shares; 2025Q1: 11,425,026 shares; 2025Q2: 11,425,026 shares 11,425,026$209M8.73%0The filing omitted confidential holdings, a later amendment may add them.Timeline
E2OPEN PARENT HOLDINGS INCE2OPEN PARENT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,831,007 shares; 2024Q4: 49,831,007 shares; 2025Q1: 49,831,007 shares; 2025Q2: 49,831,007 shares 49,831,007$161M6.73%0The filing omitted confidential holdings, a later amendment may add them.
REAXTHE REAL BROKERAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,573,696 shares; 2024Q4: 34,134,990 shares; 2025Q1: 34,134,990 shares; 2025Q2: 30,401,595 shares 30,401,595$137M5.73%-3,733,395The filing omitted confidential holdings, a later amendment may add them.Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,013,467 shares; 2024Q4: 4,513,467 shares; 2025Q1: 4,458,591 shares; 2025Q2: 4,458,591 shares 4,458,591$125M5.21%0The filing omitted confidential holdings, a later amendment may add them.Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,560 shares; 2024Q4: 226,430 shares; 2025Q1: 225,730 shares; 2025Q2: 228,430 shares 228,430$114M4.75%+2,700The filing omitted confidential holdings, a later amendment may add them.Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,900 shares; 2024Q4: 409,900 shares; 2025Q1: 393,300 shares; 2025Q2: 450,400 shares 450,400$98.8M4.13%+57,100The filing omitted confidential holdings, a later amendment may add them.Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,200 shares; 2024Q4: 427,100 shares; 2025Q1: 511,400 shares; 2025Q2: 511,400 shares 511,400$80.8M3.38%0The filing omitted confidential holdings, a later amendment may add them.Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,130 shares; 2024Q4: 97,240 shares; 2025Q1: 100,940 shares; 2025Q2: 84,940 shares 84,940$62.7M2.62%-16,000The filing omitted confidential holdings, a later amendment may add them.Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,300 shares; 2024Q4: 203,830 shares; 2025Q1: 216,330 shares; 2025Q2: 246,930 shares 246,930$55.9M2.34%+30,600The filing omitted confidential holdings, a later amendment may add them.Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,061 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,600 shares 152,600$35.1M1.47%newThe filing omitted confidential holdings, a later amendment may add them.Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 20,710 shares; 2025Q1: 26,710 shares; 2025Q2: 52,710 shares 52,710$14.5M0.61%+26,000The filing omitted confidential holdings, a later amendment may add them.Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 25,000 shares; 2025Q2: 61,000 shares 61,000$12.8M0.54%+36,000The filing omitted confidential holdings, a later amendment may add them.Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,800 shares 8,800$11.8M0.49%newThe filing omitted confidential holdings, a later amendment may add them.Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 31,800 shares; 2025Q1: 6,900 shares; 2025Q2: 10,400 shares 10,400$10.7M0.45%+3,500The filing omitted confidential holdings, a later amendment may add them.Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 7,600 shares; 2025Q1: 63,500 shares; 2025Q2: 18,500 shares 18,500$9.48M0.4%-45,000The filing omitted confidential holdings, a later amendment may add them.Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,900 shares; 2025Q2: 11,400 shares 11,400$8.98M0.38%+1,500The filing omitted confidential holdings, a later amendment may add them.Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 12,500 shares; 2025Q1: 19,500 shares; 2025Q2: 19,500 shares 19,500$6.12M0.26%0The filing omitted confidential holdings, a later amendment may add them.Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 7,300 shares 7,300$5.6M0.23%+1,600The filing omitted confidential holdings, a later amendment may add them.Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,300 shares 15,300$5.43M0.23%newThe filing omitted confidential holdings, a later amendment may add them.Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,700 shares; 2024Q4: 120,700 shares; 2025Q1: 83,700 shares; 2025Q2: 24,400 shares 24,400$4.96M0.21%-59,300The filing omitted confidential holdings, a later amendment may add them.Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares 13,900$4.87M0.2%0The filing omitted confidential holdings, a later amendment may add them.Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,850 shares; 2024Q4: 47,050 shares; 2025Q1: 47,050 shares; 2025Q2: 47,050 shares 47,050$4.7M0.2%0The filing omitted confidential holdings, a later amendment may add them.Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares 11,000$4.48M0.19%newThe filing omitted confidential holdings, a later amendment may add them.
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,500 shares 40,500$3.79M0.16%newThe filing omitted confidential holdings, a later amendment may add them.Timeline
KYTXKYVERNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,915 shares; 2024Q4: 912,915 shares; 2025Q1: 989,054 shares; 2025Q2: 989,054 shares 989,054$3.04M0.13%0The filing omitted confidential holdings, a later amendment may add them.Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
AAPLAPPLE INC112,370$25Mshares
ZMZOOM COMMUNICATIONS INC65,900$4.86Mshares
WDAYWORKDAY INC16,500$3.85Mshares
IOTSAMSARA INC51,000$1.95Mshares

How Q2 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 0000899140-25-000971 base2025-08-14acceptance time not in the bulk data set