Insight Enterprises

NSIT

Market cap $3.48B

NSIT Hedge Fund Activity: Q1 2026 in Review

293 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Insight Enterprises (NSIT) for Q1 2026, worth a combined $2.03B — down 20% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NSIT positions and 44 closed out — a net gain of 10 holders — while 127 added to existing stakes and 82 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $45.2M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $99.1M sold.

• 293 institutional investors held Insight Enterprises (NSIT) as of Q1 2026, up from 288 in Q4 2025.
• Funds reported $2.03B of Insight Enterprises stock for Q1 2026, down 20% quarter-over-quarter.
• 54 funds opened new Insight Enterprises positions in Q1 2026 and 44 closed out, a net change of +10 holders.
• The largest Insight Enterprises buyer in Q1 2026 was Fiduciary Management Inc, an estimated $45.2M added.
• The largest Insight Enterprises seller in Q1 2026 was ValueAct Holdings, an estimated $99.1M sold.

Based on aggregated 13F filings for Q1 2026.