ValueAct Capital (Mason Morfit)'s NSIT Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 1.22 M shares of Insight Enterprises, Inc. (NSIT) worth $99.12 M, representing 1.41% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained a strategic position in NSIT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 1.74 M shares. Largest reduction occurred in Q2 2025, reducing 1.2 M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s Insight Enterprises (NSIT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Insight Enterprises (NSIT) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.06 M | Reduce 46.45% | 1.22 M | $81.47 |
| Q3 2025 | -590,000 | Reduce 20.62% | 2.27 M | $113.41 |
| Q2 2025 | -1.2 M | Reduce 29.54% | 2.86 M | $138.09 |
| Q2 2024 | -450,000 | Reduce 9.97% | 4.06 M | $198.36 |
| Q1 2024 | +109 | Add 0.00% | 4.51 M | $185.52 |
| Q2 2023 | +514 | Add 0.01% | 4.51 M | $146.34 |
| Q1 2023 | +89,165 | Add 2.02% | 4.51 M | $142.96 |
| Q3 2022 | +322,725 | Add 7.87% | 4.42 M | $82.41 |
| Q2 2022 | +556,083 | Add 15.69% | 4.1 M | $86.28 |
| Q1 2022 | +218,308 | Add 6.57% | 3.54 M | $107.32 |
| Q3 2021 | +481,145 | Add 16.92% | 3.32 M | $90.08 |
| Q2 2021 | +1.74 M | Add 158.52% | 2.84 M | $100.01 |
| Q1 2021 | +1.1 M | New Buy | 1.1 M | $95.42 |
ValueAct Capital (Mason Morfit)'s Insight Enterprises Investment FAQs
ValueAct Capital (Mason Morfit) first purchased Insight Enterprises, Inc. (NSIT) in Q1 2021, acquiring 1,100,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital (Mason Morfit) has held Insight Enterprises, Inc. (NSIT) for 20 quarters since Q1 2021.
ValueAct Capital (Mason Morfit)'s largest addition to Insight Enterprises, Inc. (NSIT) was in Q2 2021, adding 2,843,690 shares worth $284.4 M.
According to the latest 13F filing for Q4 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 1,216,592 shares of Insight Enterprises, Inc. (NSIT), valued at approximately $99.12 M.
As of the Q4 2025 filing, Insight Enterprises, Inc. (NSIT) represents approximately 1.41% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in Insight Enterprises, Inc. (NSIT) was 4,511,739 shares, as reported at the end of Q1 2024.