INSIGHT HOLDINGS GROUP LLC
Q2 2024 Form 13-F
NEW YORK, NEW YORK
CIK 0001305473
· Institutional investment manager
Consolidated report · includes
15 managers
since Q2 2013
$2.9B Reported Value Total
Reported value
$2.9B
Quarter over quarter
-5.6%
Holdings
30
Top-10 concentration
90.9%
Reports holdings for
- Insight Venture Management LLC · File #028-14022 · since Q2 2013
- Insight Venture Associates VII L P · File #028-15614 · since Q3 2013
- Insight Venture Associates VII Ltd · File #028-15615 · since Q3 2013
- Insight Venture Associates IX L P · File #028-19043 · since Q1 2019
- Insight Venture Associates IX Ltd · File #028-19042 · since Q1 2019
- Insight Venture Associates Growth-Buyout Coinvestment Ltd · File #028-19041 · since Q1 2019
- Insight Venture Associates Growth-Buyout Coinvestment L P · File #028-19040 · since Q1 2019
- Insight Venture Associates X, Ltd. (not a 13F filer in our records) · File #028-20825 · since Q4 2020
- Insight Venture Associates X L P · File #028-20824 · since Q4 2020
- Insight Associates XI Ltd · File #028-22224 · since Q4 2021
- Insight Associates XI L P · File #028-22223 · since Q4 2021
- Insight Partners Public Equities GP LLC · File #028-22225 · since Q4 2021
- Insight Associates XII L P · File #028-22289 · since Q4 2021
- Insight Associates XII Ltd · File #028-22290 · since Q4 2021
- IPPE Liquid GP, LLC (not a 13F filer in our records) · File #028-24490 · since Q3 2024
- Insight Venture Associates Coinvestment II, L.P. (not a 13F filer in our records) · File #028-18244 · Q4 2017 – Q3 2021
- Insight Venture Associates X, Ltd. (not a 13F filer in our records) · Q4 2020 – Q4 2020 · declared by one filing
- Insight Venture Associates VIII, L.P. (not a 13F filer in our records) · File #028-18246 · Q4 2017 – Q3 2020
- Insight Venture Associates VIII, Ltd. (not a 13F filer in our records) · File #028-18245 · Q4 2017 – Q3 2020
- Insight Venture Associates Growth-Buyout Coinvestment, L.P. (not a 13F filer in our records) · Q4 2018 – Q4 2018 · declared by one filing
- Insight Venture Associates Growth-Buyout Coinvestment, Ltd. (not a 13F filer in our records) · Q4 2018 – Q4 2018 · declared by one filing
- Insight Venture Associates IX, L.P. (not a 13F filer in our records) · Q4 2018 – Q4 2018 · declared by one filing
- Insight Venture Associates IX, Ltd. (not a 13F filer in our records) · Q4 2018 – Q4 2018 · declared by one filing
- Insight Venture Associates V, L.L.C. (not a 13F filer in our records) · File #028-13728 · Q2 2013 – Q3 2015
- INSIGHT VENTURE ASSOCIATES VI, L.P. (not a 13F filer in our records) · File #028-15670 · Q4 2013 – Q3 2015
- Insight Venture Associates VI, L.P. (not a 13F filer in our records) · Q4 2013 – Q4 2013 · declared by one filing
- Insight Venture Associates VII, L.P. (not a 13F filer in our records) · Q3 2013 – Q3 2013 · declared by one filing
- Insight Venture Associates VII, Ltd. (not a 13F filer in our records) · Q3 2013 – Q3 2013 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Andrew Prodromos
Managing Director and CCO
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 13, 2024 |
| Form | 13F-HR |
| Reported value | $2.9B |
| Positions | 30 |
| Change in reported value | -19.4% |
| New positions | 4 |
| Exited positions | 5 |
| Position turnover | 25.7% |
| Top-10 concentration | 90.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
30 | $1.3B |
|
Q1 2026 13F
Filed May 15, 2026
|
28 | $1.4B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
30 | $1.3B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
27 | $1.6B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
28 | $2.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
25 | $1.3B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
28 | $1.5B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
29 | $2.3B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
30 | $2.9B |
|
Q1 2024 13F
Filed May 13, 2024
|
31 | $3.6B |
|
Q4 2023 13F
Filed Feb 12, 2024
|
32 | $4.1B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
30 | $3.9B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
30 | $4.3B |
|
Q1 2023 13F
Filed May 12, 2023
|
33 | $4.4B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
23 | $4.8B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
22 | $5.0B |
|
Q2 2022 13F
Filed Aug 11, 2022
|
22 | $4.8B |
|
Q1 2022 13F
Filed May 13, 2022
|
22 | $7.4B |
|
Q4 2021 13F
Filed Feb 15, 2022
|
23 | $10.7B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
20 | $10.9B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NCNO NCINO INC | $786.7M | 27.27% |
| 2 | S SENTINELONE INC | $508.3M | 17.62% |
| 3 | WKME WALKME LTD | $338.8M | 11.74% |
| 4 | UDMY UDEMY INC | $328.2M | 11.38% |
| 5 | ETWO E2OPEN PARENT HOLDINGS INC | $223.7M | 7.76% |
| 6 | REAX THE REAL BROKERAGE INC | $140.4M | 4.87% |
| 7 | AMZN AMAZON COM INC | $79.2M | 2.75% |
| 8 | MSFT MICROSOFT CORP | $74.8M | 2.59% |
| 9 | META META PLATFORMS INC | $74.0M | 2.56% |
| 10 | NVDA NVIDIA CORPORATION | $67.5M | 2.34% |
| 11 | AAPL APPLE INC | $56.8M | 1.97% |
| 12 | GOOGL ALPHABET INC | $51.6M | 1.79% |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $35.3M | 1.22% |
| 14 | APPF APPFOLIO INC | $21.1M | 0.73% |
| 15 | OKTA OKTA INC | $21.0M | 0.73% |
| 16 | DDOG DATADOG INC | $18.0M | 0.62% |
| 17 | RBRK RUBRIK INC. | $15.3M | 0.53% |
| 18 | KYTX KYVERNA THERAPEUTICS INC | $6.8M | 0.24% |
| 19 | AVGO BROADCOM INC | $5.6M | 0.19% |
| 20 | PTC PTC INC | $5.6M | 0.19% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.