Insight Holdings Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Insight Holdings Group, LLC reported 28 stock positions worth $2.4 billion. Its top holding was Hinge Health Class A (HNGE) at 23.9% of the portfolio, followed by Coreweave Class A (CRWV, 15.2%) and Udemy (UDMY, 11.2%). Compared with Q1 2025, it opened 7 new positions, sold out of 4, added to 8 and reduced 4. The biggest buy was a new position in Hinge Health Class A (HNGE) and the biggest sale Real Brokerage (shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $2.4B (Q2 2025)
- SEC Filing
- 0000899140-25-000971 ↗ filed Aug 14, 2025
Holdings Value
Holdings 28 stocks · $2.4B
| HNGE Hinge Health Inc. Class A | 23.87% | 11,029,604 | $570.8M | New |
| CRWV Coreweave Inc. Class A | 15.20% | 2,229,328 | $363.5M | New |
| UDMY Udemy Inc. | 11.18% | 38,032,260 | $267.4M | No change |
| S Sentinelone Inc. Class A | 8.73% | 11,425,026 | $208.8M | No change |
| ETWO E2OPEN Parent Holdings Inc. | 6.73% | 49,831,007 | $161.0M | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 5.73% | 30,401,595 | $137.1M | Reduce -10.9% |
| NCNO Ncino Inc. | 5.21% | 4,458,591 | $124.7M | No change |
| MSFT Microsoft Corp. | 4.75% | 228,430 | $113.6M | Add +1.2% |
| AMZN Amazon.com Inc. | 4.13% | 450,400 | $98.8M | Add +14.5% |
| NVDA Nvidia Corp. | 3.38% | 511,400 | $80.8M | No change |
| META Meta Platforms Inc. Class A | 2.62% | 84,940 | $62.7M | Reduce -15.8% |
| TSM Taiwan Semiconductor-SP ADR | 2.34% | 246,930 | $55.9M | Add +14.2% |
| APPF Appfolio Inc. Class A | 1.47% | 152,600 | $35.1M | New |
| AVGO Broadcom Inc. | 0.61% | 52,710 | $14.5M | Add +97.3% |
| MDB Mongodb Inc. | 0.54% | 61,000 | $12.8M | Add +144.0% |
| NFLX Netflix Inc. | 0.49% | 8,800 | $11.8M | New |
| NOW ServiceNow Inc. | 0.45% | 10,400 | $10.7M | Add +50.7% |
| SNPS Synopsys Inc. | 0.40% | 18,500 | $9.5M | Reduce -70.9% |
| INTU Intuit Inc. | 0.38% | 11,400 | $9.0M | Add +15.2% |
| ZS Zscaler Inc. | 0.26% | 19,500 | $6.1M | No change |
| SPOT Spotify Technology SA | 0.23% | 7,300 | $5.6M | Add +28.1% |
| V Visa Inc. Class A | 0.23% | 15,300 | $5.4M | New |
| TEAM Atlassian Corp. Class A | 0.21% | 24,400 | $5.0M | Reduce -70.8% |
| APP AppLovin Corp. Class A | 0.20% | 13,900 | $4.9M | No change |
| OKTA Okta Inc. | 0.20% | 47,050 | $4.7M | No change |
| CYBR Cyberark Software Ltd./Israel | 0.19% | 11,000 | $4.5M | New |
| HOOD Robinhood Markets Inc. Class A | 0.16% | 40,500 | $3.8M | New |
| KYTX Kyverna Therapeutics Inc. | 0.13% | 989,054 | $3.0M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| REAL BROKERAGE INC/THE | Reduce -10.9% | 5.73% | −5.00 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.93 |
| META Meta Platforms Inc. Class A | Reduce -15.8% | 2.62% | −1.88 |
| SNPS Synopsys Inc. | Reduce -70.9% | 0.40% | −1.71 |
| TEAM Atlassian Corp. Class A | Reduce -70.8% | 0.21% | −1.17 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.38 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.30 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| HNGE Hinge Health Inc. Class A | New | 23.87% | +23.87 |
| CRWV Coreweave Inc. Class A | New | 15.20% | +15.20 |
| APPF Appfolio Inc. Class A | New | 1.47% | +1.47 |
| NFLX Netflix Inc. | New | 0.49% | +0.49 |
| AVGO Broadcom Inc. | Add +97.3% | 0.61% | +0.26 |
| V Visa Inc. Class A | New | 0.23% | +0.23 |
| MDB Mongodb Inc. | Add +144.0% | 0.54% | +0.20 |
| CYBR Cyberark Software Ltd./Israel | New | 0.19% | +0.19 |
| HOOD Robinhood Markets Inc. Class A | New | 0.16% | +0.16 |
| NOW ServiceNow Inc. | Add +50.7% | 0.45% | +0.02 |
| SPOT Spotify Technology SA | Add +28.1% | 0.23% | −0.01 |
| INTU Intuit Inc. | Add +15.2% | 0.38% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.2% | 2.34% | −0.44 |
| AMZN Amazon.com Inc. | Add +14.5% | 4.13% | −1.66 |
| MSFT Microsoft Corp. | Add +1.2% | 4.75% | −1.81 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $1.3B | EQPT, HAWK, NVDA, TSM, AMZN |
| Q1 2026 | 28 | $1.4B | HNGE, EQPT, UDMY, NVDA, GOOGL |
| Q4 2025 | 30 | $1.3B | HNGE, UDMY, NVDA, GOOGL, MSFT |
| Q3 2025 | 27 | $1.6B | HNGE, UDMY, S, MSFT, NVDA |
| Q2 2025 | 28 | $2.4B | HNGE, CRWV, UDMY, S, ETWO |
| Q1 2025 | 25 | $1.3B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q4 2024 | 28 | $1.5B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q3 2024 | 29 | $2.3B | S, NCNO, UDMY, ETWO, REAL BROKERAGE INC/THE |
| Q2 2024 | 30 | $2.9B | NCNO, S, WKME, UDMY, ETWO |
| Q1 2024 | 31 | $3.6B | NCNO, S, UDMY, ETWO, WKME |