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 Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $191.43 M.
Top institutional holders include ValueAct Capital (Mason Morfit) 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 Paul Tudor Jones who increased their stake by 11.1%. Conversely, ValueAct Capital (Mason Morfit) reduced exposure by 20.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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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)
Major holders include ValueAct Capital (Mason Morfit) ($257.64 M), Paul Tudor Jones ($2.27 M), Chuck Royce ($1.8 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.32 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $65.99 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited NSIT. The total reported sell value was $67.77 M.
Yes, 1 managers opened new positions in NSIT, and 3 increased their existing holdings. The total reported buy value was $1.78 M.