Insight Holdings Group, LLC
NEW YORK, NY · CIK 1305473 · 13F filing filed 2026-08-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
This manager withheld holdings under SEC confidential treatment in Q1 2026, so positions that look new may have been held then. They're marked "Not comparable".
This report includes the holdings of 15 other managers that share the investment decisions:
- IPPE Liquid GP, LLC – reports through this filing
- Insight Associates XI, L.P. – reports through this filing
- Insight Associates XI, Ltd. – reports through this filing
- Insight Associates XII, L.P. – reports through this filing
- Insight Associates XII, Ltd. – reports through this filing
- Insight Partners Public Equities GP, LLC – reports through this filing
- Insight Venture Associates Growth-Buyout Coinvestment Ltd. – reports through this filing
- Insight Venture Associates Growth-Buyout Coinvestment, L.P. – reports through this filing
7 more
- Insight Venture Associates IX, L.P. – reports through this filing
- Insight Venture Associates IX, Ltd. – reports through this filing
- Insight Venture Associates VII, L.P. – reports through this filing
- Insight Venture Associates VII, Ltd. – reports through this filing
- Insight Venture Associates X, L.P. – reports through this filing
- Insight Venture Associates X, Ltd. – reports through this filing
- Insight Venture Management, LLC – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| EQUIPMENTSHARE COM INC EQPT | $265.9m20.21% | Unchanged |
| HAWKEYE 360 INC HAWK | $183.4m13.94% | Not comparable |
| NVIDIA CORPORATION NVDA | $128.7m9.78% | Reduced -26.6k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $112.1m8.52% | Added +5.5k |
| AMAZON COM INC AMZN | $96.5m7.33% | Added +16.5k |
| ALPHABET INC GOOGL | $93.1m7.08% | Reduced -26.9k |
| META PLATFORMS INC META | $52.4m3.98% | Reduced -11.9k |
| COURSERA INC COUR | $50.4m3.83% | Not comparable |
| STUBHUB HLDGS INC STUB | $44.2m3.36% | Unchanged |
| APPLE INC AAPL | $37.9m2.88% | Not comparable |
| BLOOM ENERGY CORP BE | $26.6m2.02% | Added +5.7k |
| SPACE EXPLORATION TECHN CORP SPCX | $25.6m1.95% | Not comparable |
| APPLIED MATLS INC AMAT | $22.8m1.74% | Reduced -5.8k |
| MICRON TECHNOLOGY INC MU | $18.7m1.42% | Added +15.5k |
| SHOPIFY INC SHOP | $17.5m1.33% | Added +58.8k |
| BROADCOM INC AVGO | $14.9m1.13% | Reduced -22.4k |
| THE REAL BROKERAGE INC COM NEW | $12.7m0.96% | Unchanged |
| ADVANCED MICRO DEVICES INC AMD | $11.8m0.90% | Added +1.3k |
| LAM RESEARCH CORP LRCX | $11.0m0.84% | Not comparable |
| SPOTIFY TECHNOLOGY S A SPOT | $10.0m0.76% | Reduced -9.6k |
| PALO ALTO NETWORKS INC PANW | $9.9m0.75% | Reduced -2.0k |
| TEXAS INSTRS INC TXN | $9.8m0.75% | Added +10.3k |
| AXON ENTERPRISE INC AXON | $9.0m0.68% | Added +45 |
| KYVERNA THERAPEUTICS INC KYTX | $8.8m0.67% | Unchanged |
| MACOM TECH SOLUTIONS HLDGS I MTSI | $8.8m0.67% | Added +1.5k |
| LUMENTUM HLDGS INC LITE | $8.0m0.61% | Added +3.4k |
| SEAGATE TECHNOLOGY HLDNGS PL STX | $7.9m0.60% | Not comparable |
| CONSTELLATION ENERGY CORP CEG | $6.8m0.51% | Added +1.8k |
| INTEL CORP INTC | $6.4m0.48% | Reduced -79.6k |
| QUANTINUUM INC QNT | $4.1m0.31% | Not comparable |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| HINGE HEALTH INC HNGE | $361.5m9.4m shares |
| UDEMY INC UDMY | $175.7m38.0m shares |
| MICROSOFT CORP MSFT | $25.6m69.3k shares |
| CLOUDFLARE INC NET | $6.8m32.8k shares |
| ROBINHOOD MKTS INC HOOD | $2.9m42.0k shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| HAWKEYE 360 INC HAWK · 13G · filed 2026-08-14 | 14.5%≈ $286.4m |
| HINGE HEALTH INC HNGE · 13G · filed 2026-08-14 | 9.4%≈ $534.7m |
Trades reported as a company insider since 1 Apr 2026
Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.
| Date | Company | Trade | Value |
|---|---|---|---|
| 2026-07-09 | HINGE HEALTH INC 10% owner · See footnotes | Sold | $16.4m181.5k shares |
| 2026-07-07 | HINGE HEALTH INC 10% owner · See footnotes | Sold | $22.1m244.7k shares |
| 2026-06-29 | HINGE HEALTH INC 10% owner · See footnotes | Sold | $121.5m1.5m shares |
| 2026-06-25 | HINGE HEALTH INC 10% owner · See footnotes | Sold | $38.1m531.0k shares |
| 2026-06-24 | HINGE HEALTH INC 10% owner · See Footnotes | Sold | $27.8m390.9k shares |
| 2026-06-24 | HINGE HEALTH INC 10% owner · See Footnotes | Sold | $10.2m142.3k shares |
| 2026-06-23 | HINGE HEALTH INC 10% owner · See Footnotes | Sold | $7.9m112.5k shares |
| 2026-06-22 | HINGE HEALTH INC 10% owner · See Footnotes | Sold | $15.9m224.4k shares |
| 2026-06-16 | HINGE HEALTH INC 10% owner · See footnotes | Sold | $4.6m65.6k shares |
| 2026-05-20 | COURSERA INC 10% owner · See Footnote | Sold | $7.7m1.5m shares |
| 2026-05-19 | COURSERA INC 10% owner · See Footnote | Sold | $2.5m455.0k shares |
| 2026-05-18 | COURSERA INC 10% owner · See footnote | Sold | $447.4k78.6k shares |