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Jeffrey Ubben

ValueAct Holdings

Jeffrey Ubben Insight Enterprises Inc stake

total: 106

ValueAct Holdings NSIT trades

Total transactions:
14
New positions:
1
Sold out:
1
Added:
8
Reduced:
4
Held since:
2021 Q1
Held for:
20 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Jeffrey Ubben doesn't hold any Insight Enterprises Inc (NSIT) shares. To date, the estimated cost basis is nearly $96.09 for "buy" trades and estimated average "sell" price is $112.36. ValueAct Holdings first purchased NSIT in 2021 Q1, initially acquiring about 1.10M shares. Since the initial investment in Insight Enterprises Inc (NSIT), ValueAct Holdings has made 13 more transactions.

When did Jeffrey Ubben sell Insight Enterprises Inc (NSIT)?

Jeffrey Ubben sold off the entire Insight Enterprises Inc (NSIT) position in 2026 Q1.

When did Jeffrey Ubben buy Insight Enterprises Inc (NSIT)?

Jeffrey Ubben first invested in Insight Enterprises Inc (NSIT) in 2021 Q1 at the reported quarter-end price of $95.42 per share.

What's the cost basis of ValueAct Holdings's NSIT stake?

The estimated cost basis for Insight Enterprises Inc (NSIT) stake is around $96.09 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$96.09
Weighted AVG sell price:
$112.36

Jeffrey Ubben's historical trades in Insight Enterprises Inc

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
0
$81.47
-100% (-1,216,592)
-1.41%
2025 Q4
1.41%
1,216,592
$81.47
$99,115,750
-46.45% (-1,055,147)
-1.45%
2025 Q3
4.34%
2,271,739
$113.41
$257,637,920
-20.62% (-590,000)
-1.2%
2025 Q2
7.06%
2,861,739
$138.08
$395,163,230
-29.54% (-1,200,000)
-3.62%
2024 Q2
22.66%
4,061,739
$198.36
$805,686,548
-9.97% (-450,000)
-1.96%
2024 Q1
18.42%
4,511,739
$185.52
$837,017,819
+0.00% (+109)
+0%
2023 Q2
10.27%
4,511,630
$146.34
$660,231,934
+0.01% (+514)
+0%
2023 Q1
10.50%
4,511,116
$142.96
$644,909,143
+2.02% (+89,165)
+0.21%
2022 Q3
6.17%
4,421,951
$82.41
$364,413,000
+7.87% (+322,725)
+0.45%
2022 Q2
5.64%
4,099,226
$86.28
$353,681,000
+15.69% (+556,083)
+0.76%
2022 Q1
5.23%
$107.32
+6.57% (+218,308)
2021 Q3
3.47%
$90.08
+16.92% (+481,145)
2021 Q2
3.15%
$100.01
+158.52% (+1,743,690)
2021 Q1
1.22%
$95.42
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.