Insight Holdings Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Insight Holdings Group, LLC reported 27 stock positions worth $1.6 billion. Its top holding was Hinge Health Class A (HNGE) at 33.4% of the portfolio, followed by Udemy (UDMY, 16.5%) and Sentinelone Class A (S, 9.2%). Compared with Q2 2025, it opened 7 new positions, sold out of 8, added to 1 and reduced 9. The biggest buy was a new position in Stubhub Class A (STUB) and the biggest sale an exit from Coreweave Class A (CRWV).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0000899140-25-001295 ↗ filed Nov 14, 2025
Holdings Value
Holdings 27 stocks · $1.6B
| HNGE Hinge Health Inc. Class A | 33.41% | 11,029,604 | $541.3M | No change |
| UDMY Udemy Inc. | 16.46% | 38,032,260 | $266.6M | No change |
| S Sentinelone Inc. Class A | 9.16% | 8,425,026 | $148.4M | Reduce -26.3% |
| MSFT Microsoft Corp. | 6.95% | 217,430 | $112.6M | Reduce -4.8% |
| NVDA Nvidia Corp. | 5.37% | 466,200 | $87.0M | Reduce -8.8% |
| AMZN Amazon.com Inc. | 4.86% | 358,700 | $78.8M | Reduce -20.4% |
| META Meta Platforms Inc. Class A | 3.85% | 84,940 | $62.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.67% | 213,030 | $59.5M | Reduce -13.7% |
| STUB Stubhub Holdings Inc. Class A | 3.57% | 3,437,380 | $57.9M | New |
| APPF Appfolio Inc. Class A | 2.60% | 152,600 | $42.1M | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 1.97% | 7,623,461 | $31.9M | Reduce -74.9% |
| GOOGL Alphabet Inc. Class A | 1.30% | 86,900 | $21.1M | New |
| AVGO Broadcom Inc. | 1.07% | 52,710 | $17.4M | No change |
| MDB Mongodb Inc. | 0.89% | 46,400 | $14.4M | Reduce -23.9% |
| APP AppLovin Corp. Class A | 0.75% | 16,900 | $12.1M | Add +21.6% |
| ORCL Oracle Corp. | 0.60% | 34,800 | $9.8M | New |
| IOT Samsara Inc. Class A | 0.48% | 207,200 | $7.7M | New |
| SNPS Synopsys Inc. | 0.38% | 12,500 | $6.2M | Reduce -32.4% |
| KYTX Kyverna Therapeutics Inc. | 0.37% | 989,054 | $5.9M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.36% | 40,500 | $5.8M | No change |
| PANW Palo Alto Networks Inc. | 0.33% | 26,000 | $5.3M | New |
| V Visa Inc. Class A | 0.32% | 15,300 | $5.2M | No change |
| INTU Intuit Inc. | 0.32% | 7,600 | $5.2M | Reduce -33.3% |
| SPOT Spotify Technology SA | 0.31% | 7,300 | $5.1M | No change |
| NTSK Netskope Inc. Class A | 0.25% | 175,000 | $4.0M | New |
| TEAM Atlassian Corp. Class A | 0.24% | 24,400 | $3.9M | No change |
| NET Cloudflare Inc. Class A | 0.16% | 12,000 | $2.6M | New |
Portfolio Sells Q2 2025 → Q3 2025
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −15.20 |
| ETWO E2OPEN Parent Holdings Inc. | Sold out | 0.00% | −6.73 |
| NCNO Ncino Inc. | Sold out | 0.00% | −5.21 |
| REAL BROKERAGE INC/THE | Reduce -74.9% | 1.97% | −3.77 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.49 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.45 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.26 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.20 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.19 |
| INTU Intuit Inc. | Reduce -33.3% | 0.32% | −0.06 |
| SNPS Synopsys Inc. | Reduce -32.4% | 0.38% | −0.02 |
| MDB Mongodb Inc. | Reduce -23.9% | 0.89% | +0.35 |
| S Sentinelone Inc. Class A | Reduce -26.3% | 9.16% | +0.43 |
| AMZN Amazon.com Inc. | Reduce -20.4% | 4.86% | +0.73 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -13.7% | 3.67% | +1.33 |
| NVDA Nvidia Corp. | Reduce -8.8% | 5.37% | +1.99 |
| MSFT Microsoft Corp. | Reduce -4.8% | 6.95% | +2.20 |
Portfolio Buys Q2 2025 → Q3 2025
| STUB Stubhub Holdings Inc. Class A | New | 3.57% | +3.57 |
| GOOGL Alphabet Inc. Class A | New | 1.30% | +1.30 |
| ORCL Oracle Corp. | New | 0.60% | +0.60 |
| APP AppLovin Corp. Class A | Add +21.6% | 0.75% | +0.55 |
| IOT Samsara Inc. Class A | New | 0.48% | +0.48 |
| PANW Palo Alto Networks Inc. | New | 0.33% | +0.33 |
| NTSK Netskope Inc. Class A | New | 0.25% | +0.25 |
| NET Cloudflare Inc. Class A | New | 0.16% | +0.16 |
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 |