VH
NSIT icon

ValueAct Holdings’s Insight Enterprises NSIT Stock Holding History

ValueAct Holdings’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
Q1 		– Sell
-1,216,592
Closed -$99.1M – 19
2025
Q4 		$99.1M Sell
1,216,592
-1,055,147
-46% -$98.9M 1.41% 15
2025
Q3 		$258M Sell
2,271,739
-590,000
-21% -$76.8M 4.35% 10
2025
Q2 		$395M Sell
2,861,739
-1,200,000
-30% -$162M 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% -$87.5M 22.66% 2
2024
Q1 		$837M Buy
4,511,739
+109
+0% +$20.1K 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% +$69K 10.27% 6
2023
Q1 		$645M Buy
4,511,116
+89,165
+2% +$11.1M 10.5% 6
2022
Q4 		$443M Hold
4,421,951
– – 8.35% 5
2022
Q3 		$364M Buy
4,421,951
+322,725
+8% +$28.7M 6.17% 7
2022
Q2 		$354M Buy
4,099,226
+556,083
+16% +$54.3M 5.64% 7
2022
Q1 		$380M Buy
3,543,143
+218,308
+7% +$22.2M 5.23% 7
2021
Q4 		$354M Hold
3,324,835
– – 4% 8
2021
Q3 		$300M Buy
3,324,835
+481,145
+17% +$46.6M 3.47% 9
2021
Q2 		$284M Buy
2,843,690
+1,743,690
+159% +$176M 3.15% 10
2021
Q1 		$105M Buy
+1,100,000
New +$94.3M 1.23% 9

Other funds holding NSIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ValueAct Holdings's NSIT Position: Q1 2026 in Review

ValueAct Holdings sold out of Insight Enterprises (NSIT) in Q1 2026, closing a stake of 1,216,592 shares — an estimated $99.1M sold.

ValueAct Holdings first reported a position in NSIT in Q1 2021 and held it in 20 quarters. The position peaked at $875M in Q3 2024. 293 funds tracked by Wall St. Rank hold NSIT as of Q1 2026.

  • ValueAct Holdings reported no remaining Insight Enterprises position as of Q1 2026 after selling out during the quarter.
  • ValueAct Holdings sold 1,216,592 Insight Enterprises shares in Q1 2026, an estimated $99.1M.
  • ValueAct Holdings first reported a position in Insight Enterprises in Q1 2021 and held it in 20 quarters.
  • ValueAct Holdings's Insight Enterprises position peaked at $875M in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Insight Enterprises as of Q1 2026.

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