Insight Holdings Group, LLC Buys Udemy Inc, UserTesting Inc, WeWork Inc, Sells Twilio Inc, Alphabet Inc, Shopify Inc

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Feb 23, 2022
New York, NY, based Investment company Insight Holdings Group, LLC (Current Portfolio) buys Udemy Inc, UserTesting Inc, WeWork Inc, Nextdoor Holdings Inc, Microsoft Corp, sells Twilio Inc, Alphabet Inc, Shopify Inc, Tenable Holdings Inc, Toast Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Insight Holdings Group, LLC. As of 2021Q4, Insight Holdings Group, LLC owns 22 stocks with a total value of $10.5 billion. These are the details of the buys and sells.

For the details of Insight Holdings Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/insight+holdings+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Insight Holdings Group, LLC
  1. Monday.Com Ltd (MNDY) - 14,762,454 shares, 43.21% of the total portfolio. Shares reduced by 7.89%
  2. SentinelOne Inc (S) - 34,443,674 shares, 16.49% of the total portfolio.
  3. SentinelOne Inc (S) - 34,443,674 shares, 16.49% of the total portfolio.
  4. Ncino Inc (NCNO) - 31,210,896 shares, 16.23% of the total portfolio.
  5. Udemy Inc (UDMY) - 41,933,974 shares, 7.77% of the total portfolio. New Position
New Purchase: Udemy Inc (UDMY)

Insight Holdings Group, LLC initiated holding in Udemy Inc. The purchase prices were between $17.09 and $31.1, with an estimated average price of $23.9. The stock is now traded at around $13.220000. The impact to a portfolio due to this purchase was 7.77%. The holding were 41,933,974 shares as of 2021-12-31.

New Purchase: UserTesting Inc (USER)

Insight Holdings Group, LLC initiated holding in UserTesting Inc. The purchase prices were between $7.67 and $14.01, with an estimated average price of $9.27. The stock is now traded at around $7.930000. The impact to a portfolio due to this purchase was 1.79%. The holding were 22,435,663 shares as of 2021-12-31.

New Purchase: WeWork Inc (WE)

Insight Holdings Group, LLC initiated holding in WeWork Inc. The purchase prices were between $7.53 and $13.18, with an estimated average price of $9.13. The stock is now traded at around $6.690000. The impact to a portfolio due to this purchase was 1.02%. The holding were 12,500,000 shares as of 2021-12-31.

New Purchase: Nextdoor Holdings Inc (KIND)

Insight Holdings Group, LLC initiated holding in Nextdoor Holdings Inc. The purchase prices were between $7.55 and $13.37, with an estimated average price of $10.18. The stock is now traded at around $6.100000. The impact to a portfolio due to this purchase was 0.4%. The holding were 5,353,634 shares as of 2021-12-31.

New Purchase: AppFolio Inc (APPF)

Insight Holdings Group, LLC initiated holding in AppFolio Inc. The purchase prices were between $115.72 and $136.66, with an estimated average price of $126.71. The stock is now traded at around $111.700000. The impact to a portfolio due to this purchase was 0.04%. The holding were 33,500 shares as of 2021-12-31.

New Purchase: GitLab Inc (GTLB)

Insight Holdings Group, LLC initiated holding in GitLab Inc. The purchase prices were between $72.75 and $130.88, with an estimated average price of $102.11. The stock is now traded at around $58.550000. The impact to a portfolio due to this purchase was 0.04%. The holding were 50,000 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

Insight Holdings Group, LLC added to a holding in Microsoft Corp by 172.48%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $287.720000. The impact to a portfolio due to this purchase was 0.32%. The holding were 159,400 shares as of 2021-12-31.

Added: Datadog Inc (DDOG)

Insight Holdings Group, LLC added to a holding in Datadog Inc by 113.53%. The purchase prices were between $137.1 and $196.56, with an estimated average price of $170.44. The stock is now traded at around $158.940000. The impact to a portfolio due to this purchase was 0.09%. The holding were 96,300 shares as of 2021-12-31.

Added: Atlassian Corporation PLC (TEAM)

Insight Holdings Group, LLC added to a holding in Atlassian Corporation PLC by 33.60%. The purchase prices were between $343.33 and $458.13, with an estimated average price of $401.62. The stock is now traded at around $295.700000. The impact to a portfolio due to this purchase was 0.03%. The holding were 33,400 shares as of 2021-12-31.

Sold Out: Twilio Inc (TWLO)

Insight Holdings Group, LLC sold out a holding in Twilio Inc. The sale prices were between $248.17 and $369.23, with an estimated average price of $297.96.

Sold Out: Shopify Inc (SHOP)

Insight Holdings Group, LLC sold out a holding in Shopify Inc. The sale prices were between $1282.17 and $1690.6, with an estimated average price of $1465.14.

Sold Out: Tenable Holdings Inc (TENB)

Insight Holdings Group, LLC sold out a holding in Tenable Holdings Inc. The sale prices were between $45.37 and $56.11, with an estimated average price of $51.88.

Sold Out: Toast Inc (TOST)

Insight Holdings Group, LLC sold out a holding in Toast Inc. The sale prices were between $32.85 and $65.22, with an estimated average price of $46.01.

Reduced: Alphabet Inc (GOOGL)

Insight Holdings Group, LLC reduced to a holding in Alphabet Inc by 22.4%. The sale prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33. The stock is now traded at around $2596.270000. The impact to a portfolio due to this sale was -0.14%. Insight Holdings Group, LLC still held 19,400 shares as of 2021-12-31.



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