Insight Holdings Group, LLC Top Holdings and 13F Report (2021) About Insight Holdings Group, LLCInvestment ActivityInsight Holdings Group, LLC has $1.29 billion in total holdings as of September 30, 2021.Insight Holdings Group, LLC owns shares of 25 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.95% of the portfolio was purchased this quarter.About 7.93% of the portfolio was sold this quarter.This quarter, Insight Holdings Group, LLC has purchased 28 new stocks and bought additional shares in 10 stocks.Insight Holdings Group, LLC sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Udemy $295,130,337SentinelOne $207,706,973Real Brokerage $138,588,059nCino $122,477,495E2open Parent $99,662,014 Largest New Holdings this Quarter 98138H101 - Workday $3,853,245 Holding79589L106 - Samsara $1,954,830 Holding Largest Purchases this Quarter Synopsys 55,900 shares (about $23.97M)NVIDIA 84,300 shares (about $9.14M)Workday 16,500 shares (about $3.85M)MongoDB 14,100 shares (about $2.47M)APPLOVIN CORP 8,900 shares (about $2.36M) Largest Sales this Quarter ServiceNow 24,900 shares (about $19.82M)Apple 52,700 shares (about $11.71M)Atlassian 37,000 shares (about $7.85M)Amazon.com 16,600 shares (about $3.16M)nCino 54,876 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Holdings Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUDMYUdemy$295,130,3370.0%38,032,26022.9%Computer and TechnologySSentinelOne$207,706,9730.0%11,425,02616.1%Computer and TechnologyREAXReal Brokerage$138,588,0590.0%34,134,99010.7%Business ServicesNCNOnCino$122,477,495$1,507,444 ▼-1.2%4,458,5919.5%Computer and TechnologyETWOE2open Parent$99,662,0140.0%49,831,0077.7%Computer and TechnologyMSFTMicrosoft$84,736,784$262,773 ▼-0.3%225,7306.6%Computer and TechnologyAMZNAmazon.com$74,829,258$3,158,316 ▼-4.0%393,3005.8%Retail/WholesaleMETAMeta Platforms$58,177,778$2,132,532 ▲3.8%100,9404.5%Computer and TechnologyNVDANVIDIA$55,425,532$9,136,434 ▲19.7%511,4004.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$35,910,780$2,075,000 ▲6.1%216,3302.8%Computer and TechnologySNPSSynopsys$27,231,975$23,972,715 ▲735.5%63,5002.1%Computer and TechnologyAAPLApple$24,960,748$11,706,251 ▼-31.9%112,3701.9%Computer and TechnologyTEAMAtlassian$17,761,977$7,851,770 ▼-30.7%83,7001.4%Computer and TechnologyINTUIntuit$6,078,501$552,591 ▲10.0%9,9000.5%Computer and TechnologyNOWServiceNow$5,493,366$19,823,886 ▼-78.3%6,9000.4%Computer and TechnologyOKTAOkta$4,950,6010.0%47,0500.4%Computer and TechnologyZMZoom Video Communications$4,861,4430.0%65,9000.4%Computer and TechnologyAVGOBroadcom$4,472,055$1,004,580 ▲29.0%26,7100.3%Computer and TechnologyMDBMongoDB$4,385,000$2,473,140 ▲129.4%25,0000.3%Computer and TechnologyZSZscaler$3,869,190$1,388,940 ▲56.0%19,5000.3%Computer and TechnologyWDAYWorkday$3,853,245$3,853,245 ▲New Holding16,5000.3%Computer and TechnologyAPPLOVIN CORP$3,683,083$2,358,233 ▲178.0%13,9000.3%COM CL ASPOTSpotify Technology$3,135,1710.0%5,7000.2%Business ServicesIOTSamsara$1,954,830$1,954,830 ▲New Holding51,0000.2%Computer and TechnologyKYVERNA THERAPEUTICS INC$1,908,874$146,948 ▲8.3%989,0540.1%COMGOOGLAlphabet$0$30,613,596 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$16,549,335 ▼-100.0%00.0%Computer and TechnologySHOPShopify$0$7,219,807 ▼-100.0%00.0%Computer and TechnologyVRTVertiv$0$3,658,242 ▼-100.0%00.0%Computer and TechnologySERVICETITAN INC$0$102,870 ▼-100.0%00.0%SHS CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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