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Insight Enterprises Inc

NSIT

Insight Enterprises Inc

Insight Enterprises Inc historical holders

total: 3

ValueAct Holdings Insight Enterprises Inc transactions over time

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
Jeffrey Ubben has been an institutional investor in Insight Enterprises Inc (NSIT) since 2021 Q1. According to 2026 Q1 report, Jeffrey Ubben doesn't hold any shares. The fund/company first acquired NSIT in 2021 Q1, initially purchasing about 1.10M shares. Since the initial investment, ValueAct Holdings has made 13 more transactions in this position.

When did Jeffrey Ubben exit their NSIT position?

Jeffrey Ubben no longer holds Insight Enterprises Inc (NSIT). They sold off their entire position in 2026 Q1, closing out an investment that began in 2021 Q1.

When did Jeffrey Ubben first invest in NSIT?

Jeffrey Ubben first invested in Insight Enterprises Inc (NSIT) in 2021 Q1 at the reported quarter-end price of $95.42 per share, acquiring 1,100,000 shares in their initial purchase.

What is Jeffrey Ubben's average cost basis for NSIT?

Based on historical transaction data, Jeffrey Ubben's estimated cost basis for Insight Enterprises Inc (NSIT) is approximately $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

NSIT transactions history by ValueAct Holdings

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.