Insight Holdings Group, LLC Portfolio Holdings

Insight Holdings Group, LLC

  • $1.45 Billion
  • Q2 2025

Insight Holdings Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Udemy, Inc. with a value of $267M, Sentinel One, Inc. with a value of $209M, E2open Parent Holdings, Inc. with a value of $161M, Real Brokerage Inc with a value of $137M, and N Cino, Inc. with a value of $125M.

Examining the 13F form we can see an increase of $178M in the current position value, from $1.27B to 1.45B.

Insight Holdings Group, LLC is based out at New York, NY

Below you can find more details about Insight Holdings Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
Technology: $860 Million
Consumer Defensive: $267 Million
Real Estate: $137 Million
Consumer Cyclical: $98.8 Million
Communication Services: $80.1 Million
Financial Services: $5.43 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$966M
$267 Million 18.45% of portfolio
38,032,260
Q4 2023 Reduced 9.52%
$997M
$161 Million 11.11% of portfolio
49,831,007
Q3 2022 Added 0.0%
$769M
$137 Million 9.46% of portfolio
30,401,595
Q2 2025 Reduced 10.94%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $1.45 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Insight Holdings Group, LLC Portfolio

Follow Insight Holdings Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Holdings Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Holdings Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email