First seen by DFX
Sep 12, 2026
date not stated
Insight Holdings Group, LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (its own filing describes its structure as a fund manager, not a family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Insight Holdings Group, LLC files Form 13F (non_adviser_filer, $1,337,262,490 in 30 positions)
Insight Holdings Group, LLC reported $1,424,671,137 across 28 13(f) positions for the quarter ended 2026-03-31
Insight Holdings Group, LLC reduced Palo Alto Networks 51,705 -> 31,030 shares ($9,524,061 -> $4,974,730)
Insight Holdings Group, LLC reduced Microsoft Corp 182,705 -> 69,275 shares ($88,359,792 -> $25,643,527)
Insight Holdings Group, LLC increased Meta Platforms Inc 55,695 -> 104,955 shares ($36,763,713 -> $60,047,904)
Insight Holdings Group, LLC exited Visa (was $7,152,730, 20,395 shares)
Insight Holdings Group, LLC exited Vertiv Holdings Co (was $3,204,558, 19,780 shares)
Insight Holdings Group, LLC exited Tesla Inc (was $3,660,721, 8,140 shares)
Insight Holdings Group, LLC exited Synopsys Inc (was $7,125,652, 15,170 shares)
Insight Holdings Group, LLC exited Samsara Inc (was $6,616,388, 186,640 shares)
Insight Holdings Group, LLC opened a $4,794,491 position in Macom Tech Solutions Hldgs I (21,590 shares)
Insight Holdings Group, LLC exited Netskope (was $3,069,500, 175,000 shares)
Insight Holdings Group, LLC increased Constellation Energy Corp 12,875 -> 25,475 shares ($4,548,351 -> $7,113,894)
Insight Holdings Group, LLC exited Mongodb Inc (was $8,557,479, 20,390 shares)
Insight Holdings Group, LLC opened a $275,539,510 position in Equipmentshare Com Inc (13,526,731 shares)
Insight Holdings Group, LLC opened a $11,114,245 position in Bloom Energy Corp (82,030 shares)
Insight Holdings Group, LLC increased Shopify Inc 28,530 -> 94,660 shares ($4,592,474 -> $11,228,569)
Insight Holdings Group, LLC exited Celestica (was $3,197,022, 10,815 shares)
Insight Holdings Group, LLC opened a $6,786,546 position in Axon Enterprise Inc (15,980 shares)
Insight Holdings Group, LLC opened a $12,767,565 position in Applied Material Inc (37,355 shares)
Insight Holdings Group, LLC opened a $4,381,740 position in Texas Instruments (22,570 shares)
Insight Holdings Group, LLC increased Spotify Technology Sa 7,520 -> 31,400 shares ($4,366,939 -> $15,226,174)
Insight Holdings Group, LLC opened a $6,767,952 position in Cloudflare Inc (32,800 shares)
Insight Holdings Group, LLC exited Applovin Corp (was $8,261,033, 12,260 shares)
Insight Holdings Group, LLC opened a $4,195,477 position in Lumentum Holdings Inc (5,970 shares)
Insight Holdings Group, LLC exited Appfolio Inc (was $10,364,558, 44,550 shares)
Insight Holdings Group, LLC exited Apple Inc (was $14,392,268, 52,940 shares)