Insight Holdings Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Insight Holdings Group, LLC reported 30 stock positions worth $1.3 billion. Its top holding was Hinge Health Class A (HNGE) at 32.6% of the portfolio, followed by Udemy (UDMY, 16.6%) and Nvidia (NVDA, 7.7%). Compared with Q3 2025, it opened 8 new positions, sold out of 5, added to 9 and reduced 9. The biggest buy was Alphabet Class A (GOOGL, shares +227%) and the biggest sale an exit from Sentinelone Class A (S).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0000899140-26-000238 ↗ filed Feb 17, 2026
Holdings Value
Holdings 30 stocks · $1.3B
| HNGE Hinge Health Inc. Class A | 32.56% | 9,375,164 | $435.5M | Reduce -15.0% |
| UDMY Udemy Inc. | 16.64% | 38,032,260 | $222.5M | No change |
| NVDA Nvidia Corp. | 7.67% | 549,640 | $102.5M | Add +17.9% |
| GOOGL Alphabet Inc. Class A | 6.64% | 283,760 | $88.8M | Add +226.5% |
| MSFT Microsoft Corp. | 6.61% | 182,705 | $88.4M | Reduce -16.0% |
| AMZN Amazon.com Inc. | 6.10% | 353,670 | $81.6M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 5.12% | 225,225 | $68.4M | Add +5.7% |
| STUB Stubhub Holdings Inc. Class A | 3.48% | 3,437,380 | $46.5M | No change |
| META Meta Platforms Inc. Class A | 2.75% | 55,695 | $36.8M | Reduce -34.4% |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 1.90% | 6,968,725 | $25.4M | Reduce -8.6% |
| AVGO Broadcom Inc. | 1.55% | 60,010 | $20.8M | Add +13.8% |
| AAPL Apple Inc. | 1.08% | 52,940 | $14.4M | New |
| APPF Appfolio Inc. Class A | 0.78% | 44,550 | $10.4M | Reduce -70.8% |
| PANW Palo Alto Networks Inc. | 0.71% | 51,705 | $9.5M | Add +98.9% |
| KYTX Kyverna Therapeutics Inc. | 0.70% | 989,054 | $9.3M | No change |
| MDB Mongodb Inc. | 0.64% | 20,390 | $8.6M | Reduce -56.1% |
| APP AppLovin Corp. Class A | 0.62% | 12,260 | $8.3M | Reduce -27.5% |
| V Visa Inc. Class A | 0.53% | 20,395 | $7.2M | Add +33.3% |
| SNPS Synopsys Inc. | 0.53% | 15,170 | $7.1M | Add +21.4% |
| IOT Samsara Inc. Class A | 0.49% | 186,640 | $6.6M | Reduce -9.9% |
| HOOD Robinhood Markets Inc. Class A | 0.35% | 41,715 | $4.7M | Add +3.0% |
| SHOP Shopify Inc. Class A | 0.34% | 28,530 | $4.6M | New |
| CEG Constellation Energy | 0.34% | 12,875 | $4.5M | New |
| SPOT Spotify Technology SA | 0.33% | 7,520 | $4.4M | Add +3.0% |
| INTC Intel Corp. | 0.29% | 104,545 | $3.9M | New |
| TSLA Tesla Inc. | 0.27% | 8,140 | $3.7M | New |
| AMD Advanced Micro Devices | 0.27% | 16,585 | $3.6M | New |
| VRT Vertiv Holdings Co. Class A | 0.24% | 19,780 | $3.2M | New |
| CLS Celestica Inc. | 0.24% | 10,815 | $3.2M | New |
| NTSK Netskope Inc. Class A | 0.23% | 175,000 | $3.1M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| S Sentinelone Inc. Class A | Sold out | 0.00% | −9.16 |
| APPF Appfolio Inc. Class A | Reduce -70.8% | 0.78% | −1.82 |
| META Meta Platforms Inc. Class A | Reduce -34.4% | 2.75% | −1.10 |
| HNGE Hinge Health Inc. Class A | Reduce -15.0% | 32.56% | −0.85 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.60 |
| MSFT Microsoft Corp. | Reduce -16.0% | 6.61% | −0.34 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.32 |
| MDB Mongodb Inc. | Reduce -56.1% | 0.64% | −0.25 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.24 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.16 |
| APP AppLovin Corp. Class A | Reduce -27.5% | 0.62% | −0.13 |
| REAL BROKERAGE INC/THE | Reduce -8.6% | 1.90% | −0.06 |
| IOT Samsara Inc. Class A | Reduce -9.9% | 0.49% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 6.10% | +1.24 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +226.5% | 6.64% | +5.34 |
| NVDA Nvidia Corp. | Add +17.9% | 7.67% | +2.30 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.7% | 5.12% | +1.45 |
| AAPL Apple Inc. | New | 1.08% | +1.08 |
| AVGO Broadcom Inc. | Add +13.8% | 1.55% | +0.48 |
| PANW Palo Alto Networks Inc. | Add +98.9% | 0.71% | +0.39 |
| SHOP Shopify Inc. Class A | New | 0.34% | +0.34 |
| CEG Constellation Energy | New | 0.34% | +0.34 |
| INTC Intel Corp. | New | 0.29% | +0.29 |
| TSLA Tesla Inc. | New | 0.27% | +0.27 |
| AMD Advanced Micro Devices | New | 0.27% | +0.27 |
| VRT Vertiv Holdings Co. Class A | New | 0.24% | +0.24 |
| CLS Celestica Inc. | New | 0.24% | +0.24 |
| V Visa Inc. Class A | Add +33.3% | 0.53% | +0.21 |
| SNPS Synopsys Inc. | Add +21.4% | 0.53% | +0.15 |
| SPOT Spotify Technology SA | Add +3.0% | 0.33% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +3.0% | 0.35% | −0.01 |
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 |