Insight Holdings Group, LLC

Q3 2025 13F-HR Detailed Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
27
Total value ($000)
$1,620,076
Net value change ($000)
-771,466 (-32.3%)
New positions
7
Sold out positions
8
Turnover %
49.1%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STUB 57,885 NEW
GOOGL 21,125 NEW
ORCL 9,787 NEW
IOT 7,718 NEW
APP 7,277 149.5%
APPF 6,925 19.7%
NVDA 6,188 7.7%
PANW 5,294 NEW
NTSK 3,978 NEW
TSM 3,570 6.4%
Top Reduces (Value $000, Stocks/ETFs)
CRWV -363,514 -100.0%
E2open Parent Holdings, Inc. -160,954 -100.0%
NCNO -124,707 -100.0%
REAX -105,245 -76.8%
S -60,484 -29.0%
HNGE -29,449 -5.2%
AMZN -20,053 -20.3%
NFLX -11,784 -100.0%
NOW -10,692 -100.0%
ZS -6,122 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Insight Venture Management, LLC 028-14022
2 Insight Venture Associates VII, L.P. 028-15614
3 Insight Venture Associates VII, Ltd. 028-15615
4 Insight Venture Associates IX, L.P. 028-19043
5 Insight Venture Associates IX, Ltd. 028-19042
6 Insight Venture Associates Growth-Buyout Coinvestment, L.P. 028-19040
7 Insight Venture Associates Growth-Buyout Coinvestment Ltd. 028-19041
8 Insight Venture Associates X, L.P. 028-20824
9 Insight Venture Associates X, Ltd. 028-20825
10 Insight Associates XI, L.P. 028-22223
11 Insight Associates XI, Ltd. 028-22224
12 Insight Partners Public Equities GP, LLC 028-22225
13 Insight Associates XII, L.P. 028-22289
14 Insight Associates XII, Ltd. 028-22290
15 IPPE Liquid GP, LLC 028-24490