Insight Enterprises
NSIT
294 hedge funds and large institutions have $2.03B invested in Insight Enterprises in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 82 reducing their positions, and 45 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 82
20% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 45
2% more funds holding
Funds holding: 289 → 294 (+5)
2.41% less ownership
Funds ownership: 100.66% → 98.24% (-2.4%)
14% less call options, than puts
Call options by funds: $590K | Put options by funds: $690K
20% less capital invested
Capital invested by funds: $2.54B → $2.03B (-$511M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$45.2M |
| 2 |
MVP
Medina Value Partners
Los Angeles,
California
|
+$27.6M |
| 3 |
Morgan Stanley
New York
|
+$25M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$19.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$99.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$29.1M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$22.8M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$18.1M |
NSIT Hedge Fund Activity: Q1 2026 in Review
294 institutional investors 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 45 closed out — a net gain of 9 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.
- 294 institutional investors held Insight Enterprises (NSIT) as of Q1 2026, up from 289 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 45 closed out, a net change of +9 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.