ValueAct Capital's NSIT Position Overview
ValueAct Capital (via Valueact Holdings, L.P.) currently holds 2.3M shares of Insight Enterprises, Inc. (NSIT) worth $257.64 M, representing 4.34% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, ValueAct Capital has maintained a strategic position in NSIT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 1.7M shares. Largest reduction occurred in Q2 2025, reducing 1.2M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital's Insight Enterprises (NSIT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Insight Enterprises (NSIT) Trades by ValueAct Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2021 | +1.1 M | New Buy | 1.1 M | $95.42 |
| Q2 2021 | +1.74 M | Add 158.52% | 2.84 M | $100.01 |
| Q3 2021 | +481,145 | Add 16.92% | 3.32 M | $90.08 |
| Q1 2022 | +218,308 | Add 6.57% | 3.54 M | $107.32 |
| Q2 2022 | +556,083 | Add 15.69% | 4.1 M | $86.28 |
| Q3 2022 | +322,725 | Add 7.87% | 4.42 M | $82.41 |
| Q1 2023 | +89,165 | Add 2.02% | 4.51 M | $142.96 |
| Q2 2023 | +514 | Add 0.01% | 4.51 M | $146.34 |
| Q1 2024 | +109 | Add 0.00% | 4.51 M | $185.52 |
| Q2 2024 | -450,000 | Reduce 9.97% | 4.06 M | $198.36 |
| Q2 2025 | -1.2 M | Reduce 29.54% | 2.86 M | $138.09 |
| Q3 2025 | -590,000 | Reduce 20.62% | 2.27 M | $113.41 |
ValueAct Capital's Insight Enterprises Investment FAQs
ValueAct Capital 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 has held Insight Enterprises, Inc. (NSIT) for 19 quarters since Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's largest addition to Insight Enterprises, Inc. (NSIT) was in Q2 2021, adding 2,843,690 shares worth $284.4 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, ValueAct Capital's firm, Valueact Holdings, L.P., owns 2,271,739 shares of Insight Enterprises, Inc. (NSIT), valued at approximately $257.64 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Insight Enterprises, Inc. (NSIT) represents approximately 4.34% of ValueAct Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's peak holding in Insight Enterprises, Inc. (NSIT) was 4,511,739 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.