13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000899140-23-000278
Total Value
$4.77B
Positions
23
Other Managers
14
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MONDAY COM LTD | MNDY | 13,721,287 | $1.67B | 35.09% |
| 2 | NCINO INC | NCNO | 39,123,014 | $1.03B | 21.68% |
| 3 | SENTINELONE INC | S | 34,646,230 | $505.5M | 10.60% |
| 4 | UDEMY INC | UDMY | 42,032,260 | $443.4M | 9.30% |
| 5 | E2 OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $292.5M | 6.13% |
| 6 | WALKME LTD | M97628107 | 24,253,823 | $271.2M | 5.68% |
| 7 | USERTESTING | 91734E101 | 25,252,704 | $189.6M | 3.98% |
| 8 | JFROG LTD | FROG | 4,853,935 | $103.5M | 2.17% |
| 9 | ALTERYX INC | 02156B103 | 911,829 | $46.2M | 0.97% |
| 10 | THE REAL BROKERAGE INC | 75585H206 | 34,573,696 | $36.7M | 0.77% |
| 11 | MICROSOFT CORP | MSFT | 109,100 | $26.2M | 0.55% |
| 12 | 1STDIBS COM INC | DIBS | 5,064,454 | $25.7M | 0.54% |
| 13 | APPFOLIO INC | APPF | 171,911 | $18.1M | 0.38% |
| 14 | WEWORK INC | 96209A104 | 12,500,000 | $17.9M | 0.37% |
| 15 | OKTA INC | OKTA | 225,000 | $15.4M | 0.32% |
| 16 | DATADOG INC | DDOG | 204,000 | $15.0M | 0.31% |
| 17 | NEXTDOOR HOLDINGS INC | NXDR | 5,353,634 | $11.0M | 0.23% |
| 18 | AMAZON COM INC | AMZN | 120,000 | $10.1M | 0.21% |
| 19 | ATLASSIAN CORP PLC | TEAM | 74,800 | $9.6M | 0.20% |
| 20 | MONGODB INC | MDB | 40,000 | $7.9M | 0.17% |
| 21 | INTUIT | INTU | 17,300 | $6.7M | 0.14% |
| 22 | MASTERCARD INCORPORATED | MA | 19,000 | $6.6M | 0.14% |
| 23 | ELASTIC N V | ESTC | 60,000 | $3.1M | 0.06% |