Guru Ownership Over Time
Guru Analysis for Insight Enterprises, Inc. (NSIT)
Insight Enterprises, Inc. (NSIT), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $185.31 M.
Top institutional holders include ValueAct Capital and Paul Tudor Jones.
Institutional sentiment is currently Bearish. This is evidenced by a $65.99 M net outflow during the quarter.
Recent activity highlights Scott Black who opened a new position. Conversely, ValueAct Capital reduced exposure by 20.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.34% | Reduce -20.6% | 2,271,739 | $257.64 M | Q3 2025 | |
| 0.00% | Add 11.1% | 20,000 | $2.27 M | Q3 2025 | |
| 0.02% | Add 9.1% | 15,886 | $1.8 M | Q3 2025 | |
| 0.00% | Add 9.2% | 13,883 | $1.57 M | Q3 2025 | |
| 1.18% | New Buy | 11,230 | $1.27 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Insight Enterprises, Inc. (NSIT)
Top Guru holders include ValueAct Capital ($257.64 M), Paul Tudor Jones ($2.27 M), Chuck Royce ($1.8 M). Collectively, tracked Gurus hold 2.33 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $65.99 M, with 4 Gurus buying and 2 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 1 Gurus sold out of NSIT completely. Total sell value was $67.77 M.
Yes, 1 Gurus opened new positions in NSIT, and 3 added to their existing holdings. Total buy value was $1.78 M.