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Speece Thorson Capital Group’s Insight Enterprises NSIT Stock Holding History

Speece Thorson Capital Group’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13M Buy
106,952
+22,517
+27% +$2.06M 2.79% 20
2026
Q1 		$5.66M Buy
84,435
+78,191
+1,252% +$6.39M 1.29% 35
2025
Q4 		$509K Hold
6,244
– – 0.11% 38
2025
Q3 		$708K Hold
6,244
– – 0.14% 40
2025
Q2 		$862K Hold
6,244
– – 0.18% 39
2025
Q1 		$937K Hold
6,244
– – 0.19% 39
2024
Q4 		$950K Hold
6,244
– – 0.19% 40
2024
Q3 		$1.34M Hold
6,244
– – 0.25% 40
2024
Q2 		$1.24M Sell
6,244
-77
-1% -$15K 0.25% 41
2024
Q1 		$1.17M Sell
6,321
-100
-2% -$18.5K 0.23% 42
2023
Q4 		$1.14M Sell
6,421
-349
-5% -$54.3K 0.23% 38
2023
Q3 		$985K Sell
6,770
-60,894
-90% -$9.07M 0.22% 38
2023
Q2 		$9.9M Sell
67,664
-15,018
-18% -$2.02M 2.03% 29
2023
Q1 		$11.8M Sell
82,682
-31,445
-28% -$3.91M 2.49% 22
2022
Q4 		$11.4M Hold
114,127
– – 2.46% 22
2022
Q3 		$9.4M Buy
114,127
+3,605
+3% +$321K 2.15% 27
2022
Q2 		$9.54M Buy
110,522
+667
+0.6% +$65.1K 2.25% 23
2022
Q1 		$11.8M Sell
109,855
-629
-0.6% -$63.9K 2.52% 18
2021
Q4 		$11.8M Buy
110,484
+446
+0.4% +$44.4K 2.25% 21
2021
Q3 		$9.91M Sell
110,038
-73
-0.1% -$7.07K 2.08% 23
2021
Q2 		$11M Sell
110,111
-633
-0.6% -$64K 2.3% 19
2021
Q1 		$10.6M Sell
110,744
-741
-0.7% -$63.5K 2.22% 21
2020
Q4 		$8.48M Buy
111,485
+20,959
+23% +$1.41M 2.02% 24
2020
Q3 		$5.12M Buy
90,526
+510
+0.6% +$27.4K 1.36% 27
2020
Q2 		$4.43M Buy
90,016
+31,365
+53% +$1.54M 1.28% 31
2020
Q1 		$2.47M Buy
+58,651
New +$3.39M 0.85% 38

Other funds holding NSIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Speece Thorson Capital Group's NSIT Position: Q2 2026 in Review

Speece Thorson Capital Group increased its Insight Enterprises (NSIT) stake by 27% in Q2 2026, buying an estimated $2.06M and bringing the position to 106,952 shares worth $13M. The position accounts for 2.79% of the portfolio, ranked #20.

Speece Thorson Capital Group first reported a position in NSIT in Q1 2020 and has held it in 26 quarters since. 328 funds tracked by Wall St. Rank hold NSIT as of Q2 2026.

  • Speece Thorson Capital Group held 106,952 shares of Insight Enterprises worth $13M as of Q2 2026.
  • Speece Thorson Capital Group bought 22,517 Insight Enterprises shares in Q2 2026, an estimated $2.06M.
  • Insight Enterprises made up 2.79% of Speece Thorson Capital Group's portfolio in Q2 2026, its #20 holding.
  • Speece Thorson Capital Group first reported a position in Insight Enterprises in Q1 2020 and has held it in 26 quarters since.
  • 328 funds tracked by Wall St. Rank held Insight Enterprises as of Q2 2026.

Based on Speece Thorson Capital Group's 13F filing for Q2 2026, filed 4 Aug 2026.