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 ($18.7m this quarter). Holder counts are more reliable. Shares outstanding: 32.6m as of 2024-07-26, 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 ≈ $198.36. Options: 6 managers hold calls ($3.7m notional), 6 hold puts ($3.7m).
Trends to Q2 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 |
| Q2 2024 | 352 |
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 |
| Q2 2024 | 161 | 170 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $10.3m | $1.1m | 0.11 |
| Q4 2023 | $23.3m | $6.7m | 0.29 |
| Q1 2024 | $16.0m | $4.1m | 0.26 |
| Q2 2024 | $3.7m | $3.7m | 1.01 |
Biggest buyers
| Capital World Investors | Added | +546.0k |
| T. Rowe Price Investment Management, Inc. | Added | +110.3k |
| Capital Research Global Investors | Added | +107.8k |
| F/m Investments LLC | New | +87.0k |
| Capital International Investors | Added | +64.6k |
| Invesco Ltd. | Added | +56.8k |
| AXA S.A. | New | +54.1k |
| JPMORGAN CHASE & CO | Added | +51.8k |
| Qube Research & Technologies Ltd | Added | +50.3k |
| RENAISSANCE TECHNOLOGIES LLC | New | +46.4k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.7m |
| ValueAct Holdings, L.P. | Reduced | -450.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -202.6k |
| BlackRock Inc. | Reduced | -164.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -150.8k |
| Pacer Advisors, Inc. | Reduced | -96.2k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -93.1k |
| FMR LLC | Reduced | -58.3k |
| Nuveen Asset Management, LLC | Reduced | -55.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -51.2k |
Biggest calls
| PEAK6 Investments LLC | Reduced | $1.6m7.9k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.0m5.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $813.3k4.1k shares |
| CITADEL ADVISORS LLC | Reduced | $297.5k1.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | New | $2.6m13.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $555.4k2.8k shares |
| Cubist Systematic Strategies, LLC | Reduced | $476.1k2.4k shares |
| PEAK6 Investments LLC | New | $59.5k300 shares |
| CITADEL ADVISORS LLC | Reduced | $19.8k100 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 0 | — | 5 | $90.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-30 | PUSHOR KATHLEEN S Director · By Trust | Sold | $260.3k1.3k shares |
| 2024-05-29 | ValueAct Capital Management, L.P. +6 Director · See footnotes. | Sold | $86.6m450.0k shares |
| 2024-05-29 | Gregory Adrian P President, EMEA | Sold | $538.5k2.8k shares |
| 2024-05-15 | COURAGE CATHERINE Director | Sold | $749.4k3.6k shares |
| 2024-05-09 | Mullen Joyce A Chief Executive Officer | Sold | $2.0m10.0k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.06% of their portfolio | 4.6m $918.6m | Reduced -58.3k |
| BlackRock Inc. 0.02% of their portfolio | 4.5m $899.0m | Reduced -164.3k |
| ValueAct Holdings, L.P. 22.66% of their portfolio | 4.1m $805.7m | Reduced -450.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.9m $764.1m | Reduced -19.9k |
| Capital World Investors 0.09% of their portfolio | 2.7m $534.6m | Added +546.0k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $215.2m | Reduced -13.3k |
| Capital Research Global Investors 0.04% of their portfolio | 1.0m $201.4m | Added +107.8k |
| Pacer Advisors, Inc. 0.42% of their portfolio | 915.2k $181.5m | Reduced -96.2k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 870.0k $172.6m | Reduced -202.6k |
| MORGAN STANLEY 0.01% of their portfolio | 827.3k $164.1m | Reduced -1.7m |
| FIDUCIARY MANAGEMENT INC /WI/ 1.50% of their portfolio | 814.3k $161.5m | Added +5.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 648.8k $128.7m | Added +15.0k |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 624.5k $123.9m | Added +110.3k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 5.39% of their portfolio | 596.1k $118.3m | Reduced -3.0k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 454.3k $90.1m | Reduced -17.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.36% of their portfolio | 374.3k $74.3m | Reduced -31.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.67% of their portfolio | 363.2k $72.0m | Reduced -150.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 354.0k $70.2m | Added +51.8k |
| Invesco Ltd. 0.01% of their portfolio | 326.3k $64.7m | Added +56.8k |
| NORGES BANK 0.01% of their portfolio | 319.0k $63.3m | Reduced -14.6k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 310.1k $61.5m | Reduced -46.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 286.3k $56.8m | Added +36.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 283.5k $56.2m | Added +7.6k |
| Capital International Investors 0.01% of their portfolio | 246.6k $48.9m | Added +64.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.41% of their portfolio | 208.5k $41.4m | Reduced -322 |
| FIL Ltd 0.04% of their portfolio | 194.0k $38.5m | Reduced -6.0k |
| Thrivent Financial for Lutherans 0.08% of their portfolio | 191.8k $38.1m | Added +268 |
| Boston Partners 0.04% of their portfolio | 165.6k $33.0m | Reduced -8.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.14% of their portfolio | 164.6k $32.7m | Reduced -13 |
| GW&K Investment Management, LLC 0.30% of their portfolio | 163.6k $32.5m | Added +7.5k |
| COUNTRY TRUST BANK 0.80% of their portfolio | 160.1k $31.7m | Added +830 |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 148.0k $29.3m | Reduced -5.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 142.5k $28.3m | Reduced -51.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 142.2k $28.2m | Reduced -10.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 139.0k $27.6m | Added +45.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.57% of their portfolio | 133.5k $26.5m | Added +7.1k |
| Balyasny Asset Management L.P. 0.07% of their portfolio | 128.2k $25.4m | Reduced -41.5k |
| LSV ASSET MANAGEMENT 0.05% of their portfolio | 121.8k $24.2m | Reduced -22.8k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 111.6k $22.1m | Reduced -55.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 104.5k $20.7m | Added +15.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 100.9k $20.0m | Reduced -93.1k |
| Aristotle Capital Boston, LLC 0.65% of their portfolio | 97.1k $19.3m | Reduced -21.5k |
| Legal & General Group Plc 0.01% of their portfolio | 93.0k $18.4m | Added +11.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 89.3k $17.7m | Reduced -7.7k |
| F/m Investments LLC 0.62% of their portfolio | 87.0k $17.3m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 83.6k $16.6m | Reduced -30 |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 81.4k $16.1m | Reduced -26.7k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 78.4k $15.6m | Added +1.2k |
| Bridgewater Associates, LP 0.08% of their portfolio | 74.2k $14.7m | Added +18.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 65.6k $13.0m | Added +9.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 64.2k $12.7m | Added +36.1k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 60.9k $12.1m | Added +4.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 59.6k $11.8m | Added +19.9k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 58.9k $11.7m | Added +22.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 58.4k $11.6m | Reduced -186 |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 54.9k $10.9m | Added +50.3k |
| Swiss National Bank 0.01% of their portfolio | 54.6k $10.8m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 54.6k $10.8m | Added +40.7k |
| TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio | 54.4k $10.8m | Reduced -17.8k |
| AXA S.A. 0.02% of their portfolio | 54.1k $10.7m | New |
| 13D Management LLC 7.71% of their portfolio | 53.3k $10.6m | Added +7.4k |
| SEGALL BRYANT & HAMILL, LLC 0.19% of their portfolio | 52.9k $10.5m | Added +17.3k |
| JAMES INVESTMENT RESEARCH, INC. 1.14% of their portfolio | 48.3k $9.6m | Reduced -137 |
| EULAV Asset Management 0.25% of their portfolio | 46.5k $9.2m | Added +5.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 46.4k $9.2m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 46.2k $9.2m | Reduced -14.7k |
| PANAGORA ASSET MANAGEMENT INC 0.05% of their portfolio | 46.1k $9.1m | Added +5.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 44.9k $8.9m | Reduced -8 |
| HRT FINANCIAL LP 0.05% of their portfolio | 44.8k $8.9m | Added +29.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 42.9k $8.5m | Added +105 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 39.8k $7.9m | Added +1.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 39.3k $7.8m | Reduced -3.5k |
| COMERICA BANK 0.03% of their portfolio | 38.9k $7.7m | Reduced -5.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 36.7k $7.3m | Added +4.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 36.1k $7.2m | Added +3.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 35.8k $7.1m | Reduced -373 |
| GHP Investment Advisors, Inc. 0.33% of their portfolio | 33.2k $6.6m | Reduced -89 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 32.9k $6.5m | Added +5.7k |
| BAILARD, INC. 0.18% of their portfolio | 32.4k $6.4m | Added +3.6k |
| Cubist Systematic Strategies, LLC 0.11% of their portfolio | 30.9k $6.1m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 30.9k $6.1m | Reduced -5.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 30.1k $6.0m | Reduced -1.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 29.5k $5.8m | First filing |
| ROYCE & ASSOCIATES LP 0.05% of their portfolio | 28.7k $5.7m | Reduced -4.8k |
| CHATHAM CAPITAL GROUP, INC. 0.96% of their portfolio | 27.8k $5.5m | Added +50 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 27.4k $5.4m | Reduced -608 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 26.6k $5.3m | Reduced -11.3k |
| Engine Capital Management, LP 0.90% of their portfolio | 24.2k $4.8m | Reduced -28.5k |
| NAVELLIER & ASSOCIATES INC 0.56% of their portfolio | 24.0k $4.8m | Reduced -315 |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 21.3k $4.2m | Added +18.6k |
| CITIGROUP INC 0.00% of their portfolio | 21.3k $4.2m | Added +1.7k |
| TD Asset Management Inc 0.00% of their portfolio | 20.9k $4.1m | Reduced -5.9k |
| BARCLAYS PLC 0.00% of their portfolio | 20.3k $4.0m | Reduced -11.8k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 20.1k $4.0m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 19.5k $3.9m | Reduced -1.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 19.4k $3.8m | Reduced -170 |
| Edgestream Partners, L.P. 0.18% of their portfolio | 18.8k $3.7m | Reduced -8.4k |
| Jump Financial, LLC 0.07% of their portfolio | 18.6k $3.7m | New |
| Hiddenite Capital Partners LP 4.44% of their portfolio | 18.5k $3.7m | Reduced -1.5k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio | 18.3k $3.6m | Reduced -3.2k |