Insight Holdings Group’s NVIDIA NVDA Stock Holding History

Insight Holdings Group’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$117M	Buy	669,950 +120,310	+22%	+$22.1M	8.2%	4
2025 Q4	$103M	Buy	549,640 +83,440	+18%	+$15.5M	7.67%	3
2025 Q3	$87M	Sell	466,200 -45,200	-9%	-$7.88M	5.37%	5
2025 Q2	$80.8M	Hold	511,400	–	–	3.38%	10
2025 Q1	$55.4M	Buy	511,400 +84,300	+20%	+$10.7M	4.29%	9
2024 Q4	$57.4M	Sell	427,100 -118,100	-22%	-$16.3M	3.71%	8
2024 Q3	$66.2M	Sell	545,200 -800	-0.1%	-$94.5K	2.88%	9
2024 Q2	$67.5M	Buy	546,000 +21,000	+4%	+$2.12M	2.34%	10
2024 Q1	$47.4M	Buy	525,000 +70,000	+15%	+$5.07M	1.32%	10
2023 Q4	$22.5M	Buy	455,000 +152,000	+50%	+$7.04M	0.54%	16
2023 Q3	$13.2M	Buy	303,000 +10,000	+3%	+$448K	0.34%	19
2023 Q2	$12.4M	Buy	293,000 +269,000	+1,121%	+$8.93M	0.29%	21
2023 Q1	$667K	Buy	+24,000	New	+$519K	0.02%	30

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Insight Holdings Group's NVDA Position: Q1 2026 in Review

Insight Holdings Group increased its NVIDIA (NVDA) stake by 22% in Q1 2026, buying an estimated $22.1M and bringing the position to 669,950 shares worth $117M. The position accounts for 8.2% of the portfolio, ranked #4.

Insight Holdings Group first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Insight Holdings Group held 669,950 shares of NVIDIA worth $117M as of Q1 2026.
Insight Holdings Group bought 120,310 NVIDIA shares in Q1 2026, an estimated $22.1M.
NVIDIA made up 8.2% of Insight Holdings Group's portfolio in Q1 2026, its #4 holding.
Insight Holdings Group first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Insight Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.