INSIGHT ENTERPRISES INC NSIT
COM · Common Stock · CUSIP 45765U103
Global technology provider
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersChandler, AZ
- Founded1988
- Websiteinsight.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($20.7m this quarter). Holder counts are more reliable. Shares outstanding: 32.6m as of 2023-10-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $177.20. Options: 6 managers hold calls ($23.3m notional), 8 hold puts ($6.7m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 252 |
| Q4 2022 | 266 |
| Q1 2023 | 290 |
| Q2 2023 | 302 |
| Q3 2023 | 293 |
| Q4 2023 | 331 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 116 | 129 |
| Q1 2023 | 156 | 132 |
| Q2 2023 | 125 | 174 |
| Q3 2023 | 129 | 149 |
| Q4 2023 | 158 | 141 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $2.0m | $700.5k | 0.34 |
| Q2 2023 | $6.1m | $292.7k | 0.05 |
| Q3 2023 | $10.3m | $1.1m | 0.11 |
| Q4 2023 | $23.3m | $6.7m | 0.29 |
Biggest buyers
| MORGAN STANLEY | Added | +949.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +316.8k |
| Pacer Advisors, Inc. | Added | +247.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +196.9k |
| Capital Research Global Investors | Added | +177.9k |
| JPMORGAN CHASE & CO | Added | +107.7k |
| HRT FINANCIAL LP | New | +95.5k |
| NORGES BANK | Added | +82.2k |
| Capital World Investors | Added | +56.7k |
| CITADEL ADVISORS LLC | Added | +55.6k |
Biggest sellers
| FMR LLC | Reduced | -278.5k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -261.0k |
| Boston Partners | Reduced | -257.1k |
| VANGUARD GROUP INC | Reduced | -252.6k |
| BlackRock Inc. | Reduced | -187.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -107.7k |
| Ziegler Capital Management, LLC | Reduced | -61.1k |
| STATE STREET CORP | Reduced | -49.9k |
| JANUS HENDERSON GROUP PLC | Reduced | -48.3k |
| Bank of New York Mellon Corp | Reduced | -42.7k |
Biggest calls
| PEAK6 Investments LLC | New | $10.3m58.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.5m31.3k shares |
| SIMPLEX TRADING, LLC | Added | $4.8m27.1k shares |
| CITADEL ADVISORS LLC | Added | $1.5m8.6k shares |
| Cubist Systematic Strategies, LLC | New | $1.1m6.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.4m13.7k shares |
| PEAK6 Investments LLC | New | $2.0m11.3k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.0m5.8k shares |
| Cubist Systematic Strategies, LLC | New | $549.3k3.1k shares |
| CITADEL ADVISORS LLC | Added | $443.0k2.5k shares |
| JANE STREET GROUP, LLC | New | $212.6k1.2k shares |
| SIMPLEX TRADING, LLC | Added | $53.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-10-27 | 15.2% |
| MORGAN STANLEY 13G · institution +0.8 pts · filed 2026-06-05 | 10.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.3% |
| FIDUCIARY MANAGEMENT INC /WI/ 13G · institution new · filed 2026-06-23 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.4% |
Fell to 5% or below in the last year: FMR LLC (3.0%, 2026-06-05), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Capital World Investors (0.0%, 2026-02-13), VA Partners I, LLC (4.7%, 2025-12-01)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 1 | $22.0m | 1 | $518.8k | — |
| Q2 2022 | 1 | $54.3m | 2 | $681.7k | — |
| Q3 2022 | 1 | $30.1m | 1 | $191.6k | — |
| Q4 2022 | 1 | $248.2k | 2 | $437.1k | — |
| Q1 2023 | 2 | $11.5m | 1 | $853.1k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 4.8m $855.5m | Reduced -187.1k |
| FMR LLC 0.06% of their portfolio | 4.7m $829.3m | Reduced -278.5k |
| ValueAct Holdings, L.P. 16.00% of their portfolio | 4.5m $799.4m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.9m $683.8m | Reduced -252.6k |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $332.4m | Added +949.0k |
| Capital World Investors 0.05% of their portfolio | 1.7m $298.0m | Added +56.7k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.4m $246.3m | Reduced -261.0k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $193.1m | Reduced -49.9k |
| FIDUCIARY MANAGEMENT INC /WI/ 1.31% of their portfolio | 791.8k $140.3m | Added +21.5k |
| Pacer Advisors, Inc. 0.36% of their portfolio | 712.2k $126.2m | Added +247.0k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.12% of their portfolio | 635.3k $112.6m | Added +23.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 624.4k $110.7m | Added +5.5k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 5.56% of their portfolio | 603.0k $106.8m | Reduced -100 |
| Capital Research Global Investors 0.03% of their portfolio | 585.9k $103.8m | Added +177.9k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 500.5k $88.7m | Reduced -11.3k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 464.4k $82.3m | Reduced -48.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.36% of their portfolio | 403.9k $71.6m | Added +26.2k |
| NORGES BANK 0.01% of their portfolio | 331.2k $58.7m | Added +82.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.33% of their portfolio | 316.8k $56.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 272.2k $48.2m | Reduced -9.9k |
| Invesco Ltd. 0.01% of their portfolio | 268.4k $47.6m | Reduced -16.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 266.7k $47.3m | Reduced -42.7k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 245.9k $43.6m | Added +196.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 245.9k $43.6m | Added +107.7k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.41% of their portfolio | 226.6k $40.1m | Reduced -22.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 215.1k $38.1m | Reduced -9.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 212.7k $37.7m | Reduced -15.4k |
| Boston Partners 0.05% of their portfolio | 207.5k $37.2m | Reduced -257.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 197.2k $34.9m | Added +25.5k |
| Thrivent Financial for Lutherans 0.07% of their portfolio | 191.6k $34.0m | Reduced -1.4k |
| LSV ASSET MANAGEMENT 0.07% of their portfolio | 183.2k $32.5m | Added +4.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 155.2k $27.5m | Reduced -14.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.58% of their portfolio | 149.5k $26.5m | Reduced -15.0k |
| California Public Employees Retirement System 0.02% of their portfolio | 148.8k $26.4m | Added +6.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 136.2k $24.1m | Reduced -107.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 120.4k $21.3m | Added +16.7k |
| Aristotle Capital Boston, LLC 0.65% of their portfolio | 119.5k $21.2m | Added +441 |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 110.1k $19.5m | Added +7.2k |
| GW&K Investment Management, LLC 0.17% of their portfolio | 101.4k $18.0m | Reduced -4.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 98.3k $17.4m | Reduced -15.3k |
| HRT FINANCIAL LP 0.13% of their portfolio | 95.5k $16.9m | New |
| Squarepoint Ops LLC 0.07% of their portfolio | 94.8k $16.8m | Added +37.7k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 91.0k $16.1m | Added +7.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 85.2k $15.1m | Reduced -8.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 84.4k $14.9m | Added +55.6k |
| Legal & General Group Plc 0.00% of their portfolio | 82.8k $14.7m | Reduced -1.6k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 70.3k $12.4m | Reduced -13.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 68.6k $12.2m | Reduced -5.0k |
| Swiss National Bank 0.01% of their portfolio | 63.1k $11.2m | Added +900 |
| TUDOR INVESTMENT CORP ET AL 0.15% of their portfolio | 61.5k $10.9m | Reduced -11.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 59.8k $10.6m | Reduced -10.1k |
| Mesirow Institutional Investment Management, Inc. 0.98% of their portfolio | 59.3k $10.5m | Reduced -19.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 59.2k $10.5m | Added +33.6k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 57.5k $10.2m | Added +20.1k |
| BARCLAYS PLC 0.01% of their portfolio | 56.7k $10.0m | Added +35.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 55.7k $9.9m | Added +47.1k |
| Engine Capital Management, LP 1.54% of their portfolio | 52.7k $9.3m | Unchanged |
| JAMES INVESTMENT RESEARCH, INC. 1.11% of their portfolio | 49.9k $8.8m | Reduced -3.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 48.9k $8.7m | Added +990 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 47.4k $8.4m | Added +6.9k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 46.9k $8.3m | Added +29.0k |
| 13D Management LLC 4.78% of their portfolio | 45.8k $8.1m | Reduced -38.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 42.9k $7.6m | Reduced -8.7k |
| COMERICA BANK 0.03% of their portfolio | 42.7k $7.6m | Added +27.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 42.2k $7.5m | Added +3.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 41.8k $7.4m | Reduced -4.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 39.8k $7.0m | Added +2.7k |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 39.6k $7.0m | Reduced -10.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 37.1k $6.6m | Added +3.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 37.1k $6.6m | Added +18.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 35.7k $6.3m | Reduced -1.5k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 35.3k $6.3m | Added +4.3k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 34.8k $6.2m | Added +27.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 34.1k $6.0m | Added +11.8k |
| GHP Investment Advisors, Inc. 0.32% of their portfolio | 33.9k $6.0m | Added +8 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 33.5k $5.9m | Added +1.9k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 33.0k $5.8m | Reduced -2.8k |
| Ziegler Capital Management, LLC 0.26% of their portfolio | 32.7k $5.8m | Reduced -61.1k |
| Walleye Capital LLC 0.08% of their portfolio | 32.5k $5.8m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 30.9k $5.5m | Reduced -28.0k |
| Man Group plc 0.02% of their portfolio | 30.6k $5.4m | New |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 30.5k $5.4m | Added +10.4k |
| UBS Group AG 0.00% of their portfolio | 30.0k $5.3m | Reduced -2.6k |
| Campbell & CO Investment Adviser LLC 0.48% of their portfolio | 29.9k $5.3m | Added +14.8k |
| EULAV Asset Management 0.16% of their portfolio | 29.2k $5.2m | Added +14.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 27.0k $4.8m | Reduced -32.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 26.6k $4.7m | Reduced -5.3k |
| CHATHAM CAPITAL GROUP, INC. 0.89% of their portfolio | 24.7k $4.4m | Reduced -774 |
| Informed Momentum Co LLC 0.78% of their portfolio | 24.7k $4.4m | New |
| BAILARD, INC. 0.13% of their portfolio | 24.5k $4.3m | Added +556 |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 23.9k $4.2m | Reduced -1.8k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 23.3k $4.1m | Reduced -3.4k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 22.2k $3.9m | Reduced -1.4k |
| Global IMC LLC 0.86% of their portfolio | 20.2k $3.6m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 19.1k $3.4m | Added +6.0k |
| CITIGROUP INC 0.00% of their portfolio | 19.0k $3.4m | Added +4.9k |
| Redwood Investment Management, LLC 0.29% of their portfolio | 18.2k $3.2m | Reduced -3.8k |
| Hiddenite Capital Partners LP 4.55% of their portfolio | 17.5k $3.1m | Unchanged |
| State of Alaska, Department of Revenue 0.04% of their portfolio | 17.0k $3.0m | Reduced -1.8k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 16.8k $3.0m | Added +1.1k |