VH
ValueAct Holdings’s Insight Enterprises NSIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395M | Sell |
2,861,739
-1,200,000
| -30% | -$166M | 7.06% | 7 |
|
|
2025
Q1 | $609M | Hold |
4,061,739
| – | – | 13.3% | 3 |
|
|
2024
Q4 | $618M | Hold |
4,061,739
| – | – | 14.08% | 3 |
|
|
2024
Q3 | $875M | Hold |
4,061,739
| – | – | 20% | 2 |
|
|
2024
Q2 | $806M | Sell |
4,061,739
-450,000
| -10% | -$89.3M | 22.66% | 2 |
|
|
2024
Q1 | $837M | Buy |
4,511,739
+109
| +0% | +$20.2K | 18.42% | 2 |
|
|
2023
Q4 | $799M | Hold |
4,511,630
| – | – | 16% | 2 |
|
|
2023
Q3 | $656M | Hold |
4,511,630
| – | – | 14.75% | 4 |
|
|
2023
Q2 | $660M | Buy |
4,511,630
+514
| +0% | +$75.2K | 10.27% | 6 |
|
|
2023
Q1 | $645M | Buy |
4,511,116
+89,165
| +2% | +$12.7M | 10.5% | 6 |
|
|
2022
Q4 | $443M | Hold |
4,421,951
| – | – | 8.35% | 5 |
|
|
2022
Q3 | $364M | Buy |
4,421,951
+322,725
| +8% | +$26.6M | 6.17% | 7 |
|
|
2022
Q2 | $354M | Buy |
4,099,226
+556,083
| +16% | +$48M | 5.64% | 7 |
|
|
2022
Q1 | $380M | Buy |
3,543,143
+218,308
| +7% | +$23.4M | 5.23% | 7 |
|
|
2021
Q4 | $354M | Hold |
3,324,835
| – | – | 4% | 8 |
|
|
2021
Q3 | $300M | Buy |
3,324,835
+481,145
| +17% | +$43.3M | 3.47% | 9 |
|
|
2021
Q2 | $284M | Buy |
2,843,690
+1,743,690
| +159% | +$174M | 3.15% | 10 |
|
|
2021
Q1 | $105M | Buy |
+1,100,000
| New | +$105M | 1.23% | 9 |
|