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 ($21.4m this quarter). Holder counts are more reliable. Shares outstanding: 32.6m as of 2024-04-26, 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 ≈ $185.49. Options: 8 managers hold calls ($16.0m notional), 6 hold puts ($4.1m).
Trends to Q1 2024
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 |
| Q1 2024 | 346 |
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 |
| Q1 2024 | 152 | 193 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $6.1m | $292.7k | 0.05 |
| Q3 2023 | $10.3m | $1.1m | 0.11 |
| Q4 2023 | $23.3m | $6.7m | 0.29 |
| Q1 2024 | $16.0m | $4.1m | 0.26 |
Biggest buyers
| MORGAN STANLEY | Added | +694.4k |
| T. Rowe Price Investment Management, Inc. | New | +514.2k |
| Capital World Investors | Added | +467.1k |
| Capital Research Global Investors | Added | +321.8k |
| Pacer Advisors, Inc. | Added | +299.3k |
| FIL Ltd | New | +200.0k |
| Capital International Investors | New | +182.0k |
| COUNTRY TRUST BANK | New | +159.2k |
| Balyasny Asset Management L.P. | Added | +154.9k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +88.6k |
Biggest sellers
| DIMENSIONAL FUND ADVISORS LP | Reduced | -317.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -239.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -213.8k |
| BlackRock Inc. | Reduced | -131.6k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -121.3k |
| JANUS HENDERSON GROUP PLC | Reduced | -108.0k |
| Squarepoint Ops LLC | Sold out | -94.8k |
| HRT FINANCIAL LP | Reduced | -80.3k |
| Mesirow Institutional Investment Management, Inc. | Sold out | -59.3k |
| CITADEL ADVISORS LLC | Reduced | -56.3k |
Biggest calls
| PEAK6 Investments LLC | Reduced | $8.8m47.4k shares |
| JPMORGAN CHASE & CO | New | $2.3m12.4k shares |
| CITADEL ADVISORS LLC | Added | $1.7m9.1k shares |
| Cubist Systematic Strategies, LLC | Added | $1.3m6.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $983.0k5.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $612.2k3.3k shares |
| WOLVERINE TRADING, LLC | New | $389.6k2.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m8.7k shares |
| CITADEL ADVISORS LLC | Added | $983.3k5.3k shares |
| Cubist Systematic Strategies, LLC | Added | $705.0k3.8k shares |
| WOLVERINE TRADING, LLC | New | $593.7k3.2k shares |
| SIMPLEX TRADING, LLC | Added | $222.0k1.2k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2024 | 0 | — | 4 | $3.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-27 | ALLEN RICHARD E Director · By Trust | Sold | $1.9m10.0k shares |
| 2024-02-27 | Cowley Samuel C Gen'l Counsel & Secretary | Sold | $1.4m7.3k shares |
| 2024-02-23 | PUSHOR KATHLEEN S Director · By Trust | Sold | $331.4k1.8k shares |
| 2024-02-22 | Crump Rachael Ann Bertrandt Chief Accounting Officer | Sold | $337.9k1.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 4.7m $871.3m | Reduced -131.6k |
| FMR LLC 0.06% of their portfolio | 4.7m $870.0m | Added +9.1k |
| ValueAct Holdings, L.P. 18.42% of their portfolio | 4.5m $837.0m | Added +109 |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.9m $718.3m | Added +13.1k |
| MORGAN STANLEY 0.01% of their portfolio | 2.6m $476.8m | Added +694.4k |
| Capital World Investors 0.07% of their portfolio | 2.1m $398.7m | Added +467.1k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $203.7m | Added +8.0k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.1m $199.0m | Reduced -317.1k |
| Pacer Advisors, Inc. 0.43% of their portfolio | 1.0m $187.6m | Added +299.3k |
| Capital Research Global Investors 0.04% of their portfolio | 907.7k $168.4m | Added +321.8k |
| FIDUCIARY MANAGEMENT INC /WI/ 1.34% of their portfolio | 808.7k $150.0m | Added +16.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 633.7k $117.6m | Added +9.3k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 5.32% of their portfolio | 599.1k $111.2m | Reduced -3.8k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 514.2k $95.4m | New |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.84% of their portfolio | 514.0k $95.4m | Reduced -121.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 471.8k $87.5m | Reduced -28.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.39% of their portfolio | 405.4k $75.2m | Added +88.6k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 356.4k $66.1m | Reduced -108.0k |
| NORGES BANK 0.01% of their portfolio | 333.6k $61.9m | Added +2.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 302.2k $56.1m | Added +56.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 275.9k $51.2m | Added +3.7k |
| Invesco Ltd. 0.01% of their portfolio | 269.5k $50.0m | Added +1.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 249.5k $46.3m | Reduced -17.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.36% of their portfolio | 208.8k $38.7m | Reduced -17.8k |
| FIL Ltd 0.04% of their portfolio | 200.0k $37.1m | New |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 194.1k $36.0m | Reduced -3.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 193.7k $35.9m | Reduced -18.9k |
| Thrivent Financial for Lutherans 0.07% of their portfolio | 191.6k $35.5m | Reduced -59 |
| Capital International Investors 0.01% of their portfolio | 182.0k $33.8m | New |
| Boston Partners 0.04% of their portfolio | 173.7k $32.1m | Reduced -33.8k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 169.7k $31.5m | Added +154.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 166.8k $31.0m | Reduced -48.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 164.6k $30.5m | Reduced -239.3k |
| COUNTRY TRUST BANK 0.77% of their portfolio | 159.2k $29.5m | New |
| GW&K Investment Management, LLC 0.26% of their portfolio | 156.1k $29.0m | Added +54.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 153.5k $28.5m | Reduced -1.7k |
| California Public Employees Retirement System 0.02% of their portfolio | 152.8k $28.3m | Added +3.9k |
| LSV ASSET MANAGEMENT 0.06% of their portfolio | 144.6k $26.8m | Reduced -38.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 126.4k $23.4m | Reduced -23.1k |
| Aristotle Capital Boston, LLC 0.67% of their portfolio | 118.6k $22.0m | Reduced -879 |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 108.1k $20.1m | Reduced -2.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 96.9k $18.0m | Reduced -1.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 93.4k $17.3m | Reduced -26.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 89.2k $16.5m | Reduced -47.0k |
| Ziegler Capital Management, LLC 0.62% of their portfolio | 87.9k $16.3m | Added +55.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 83.6k $15.5m | Reduced -1.6k |
| Legal & General Group Plc 0.00% of their portfolio | 81.8k $15.2m | Reduced -996 |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 77.2k $14.3m | Reduced -13.8k |
| TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio | 72.2k $13.4m | Added +10.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 60.9k $11.3m | Added +1.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 58.6k $10.9m | Reduced -1.1k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 56.8k $10.5m | Reduced -710 |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 56.5k $10.5m | Reduced -12.0k |
| Bridgewater Associates, LP 0.05% of their portfolio | 56.0k $10.4m | Added +43.9k |
| Swiss National Bank 0.01% of their portfolio | 54.6k $10.1m | Reduced -8.5k |
| Engine Capital Management, LP 1.97% of their portfolio | 52.7k $9.8m | Unchanged |
| JAMES INVESTMENT RESEARCH, INC. 1.07% of their portfolio | 48.5k $9.0m | Reduced -1.5k |
| 13D Management LLC 5.20% of their portfolio | 45.9k $8.5m | Added +52 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 44.9k $8.3m | Reduced -4.0k |
| COMERICA BANK 0.04% of their portfolio | 43.9k $8.1m | Added +1.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 42.8k $7.9m | Added +26.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 42.8k $7.9m | Reduced -100 |
| EULAV Asset Management 0.21% of their portfolio | 40.8k $7.6m | Added +11.6k |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 40.7k $7.5m | Added +1.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 39.7k $7.4m | Reduced -72 |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 39.2k $7.3m | Reduced -3.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 38.4k $7.1m | Reduced -9.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 37.9k $7.0m | Added +7.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 36.2k $6.7m | Added +524 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 36.2k $6.7m | Reduced -842 |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 36.2k $6.7m | Reduced -10.7k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 36.1k $6.7m | Added +1.3k |
| SEGALL BRYANT & HAMILL, LLC 0.12% of their portfolio | 35.6k $6.6m | New |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 33.4k $6.2m | Reduced -1.9k |
| GHP Investment Advisors, Inc. 0.31% of their portfolio | 33.3k $6.2m | Reduced -596 |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 32.2k $6.0m | Added +5.6k |
| BARCLAYS PLC 0.00% of their portfolio | 32.1k $6.0m | Reduced -24.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 32.1k $6.0m | Reduced -213.8k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 31.4k $5.8m | Reduced -1.5k |
| BAILARD, INC. 0.15% of their portfolio | 28.8k $5.3m | Added +4.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 28.0k $5.2m | Reduced -56.3k |
| UBS Group AG 0.00% of their portfolio | 28.0k $5.2m | Reduced -2.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 28.0k $5.2m | Reduced -5.5k |
| CHATHAM CAPITAL GROUP, INC. 0.95% of their portfolio | 27.8k $5.2m | Added +3.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 27.3k $5.0m | Added +4.0k |
| Edgestream Partners, L.P. 0.25% of their portfolio | 27.2k $5.0m | Added +18.6k |
| TD Asset Management Inc 0.00% of their portfolio | 26.8k $5.0m | Added +19.7k |
| NAVELLIER & ASSOCIATES INC 0.56% of their portfolio | 24.3k $4.5m | New |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 24.2k $4.5m | Added +314 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio | 21.5k $4.0m | Reduced -740 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 21.4k $4.0m | Reduced -15.8k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 20.7k $3.8m | Reduced -13.4k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 20.3k $3.8m | Reduced -50.0k |
| Hiddenite Capital Partners LP 4.26% of their portfolio | 20.0k $3.7m | Added +2.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 19.6k $3.6m | Added +4.4k |
| CITIGROUP INC 0.00% of their portfolio | 19.5k $3.6m | Added +559 |
| Redwood Investment Management, LLC 0.31% of their portfolio | 17.6k $3.3m | Reduced -641 |
| State of Alaska, Department of Revenue 0.04% of their portfolio | 16.9k $3.1m | Reduced -167 |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 16.8k $3.1m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 16.1k $3.0m | Added +358 |