Guru Ownership Trend
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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $131.15 M.
Top institutional holders include ValueAct Capital (Mason Morfit) and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $58.91 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 167.1%. Conversely, ValueAct Capital (Mason Morfit) reduced exposure by 46.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Insight Enterprises, Inc. (NSIT)
Major holders include ValueAct Capital (Mason Morfit) ($99.12 M), Steven Cohen ($11.55 M), Renaissance Technologies ($11.15 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.62 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $58.91 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited NSIT. The total reported sell value was $89.69 M.
Yes, 3 managers opened new positions in NSIT, and 1 increased their existing holdings. The total reported buy value was $30.78 M.