NSITNasdaqRetail-Catalog & Mail-Order HousesFiscal year ends December 31
INSIGHT ENTERPRISES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$163.73+3.26 (+2.03%)
Close on Oct 19, 2026
- Market cap
- $4.94B
- P/E (TTM)
- 24.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
31M of 29M shares
Institutional holders
328
97 new, 57 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 3 sales
Net sold $518.57K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,415,847 | 14.00% | 13G (passive) amendment | Sep 30, 2025 |
| Morgan Stanley | 3,123,450 | 10.30% | 13G (passive) amendment | May 31, 2026 |
| VA Partners I, LLC | 2,861,739 | 9.10% | 13D (active) amendment | May 26, 2025 |
| Vanguard Portfolio Management | 2,487,097 | 8.26% | 13G (passive) | Mar 31, 2026 |
| ValueAct Holdings II, L.P. | 2,101,739 | 6.70% | 13D (active) amendment | Oct 7, 2025 |
| Fiduciary Management Inc /Wi/ | 1,875,277 | 6.20% | 13G (passive) | Mar 31, 2026 |
| ValueAct Holdings GP, LLC | 1,666,739 | 5.30% | 13D (active) amendment | Oct 24, 2025 |
| Vanguard Capital Management | 1,615,752 | 5.37% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NSIT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,820,707 | 16.43% | $587.16M | −56,398 | 0.01% |
| Morgan Stanley | 2,835,962 | 9.66% | $345.42M | −152,399 | 0.02% |
| Vanguard Portfolio Management LLC | 2,568,201 | 8.75% | $312.81M | +111,280 | 0.01% |
| Fiduciary Management Inc /Wi/ | 2,197,521 | 7.49% | $267.66M | +322,244 | 3.81% |
| Vanguard Capital Management LLC | 1,359,033 | 4.63% | $165.53M | −22,386 | 0.00% |
| State Street Corp | 1,223,097 | 4.17% | $148.97M | +31,868 | 0.00% |
| Paradigm Capital Management Inc/Ny | 957,000 | 3.26% | $116.56M | +1,067 | 3.17% |
| FMR LLC | 939,295 | 3.20% | $114.41M | −1,750,667 | 0.00% |
| Dimensional Fund Advisors LP | 848,411 | 2.89% | $103.33M | −25,416 | 0.02% |
| Geode Capital Management, LLC | 814,638 | 2.78% | $99.24M | +27,431 | 0.01% |
| Analog Century Management LP | 771,966 | 2.63% | $94.03M | New | 3.44% |
| FIL Ltd | 538,894 | 1.84% | $65.64M | +205,528 | 0.05% |
| D. E. Shaw & Co., Inc. | 472,420 | 1.61% | $57.54M | +154,037 | 0.03% |
| Northern Trust Corp | 429,098 | 1.46% | $52.26M | +9,510 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 426,805 | 1.45% | $51.99K | New | 0.03% |
| Vaughan Nelson Investment Management, L.P. | 388,795 | 1.32% | $47.36M | New | 0.42% |
| Charles Schwab Investment Management Inc | 381,778 | 1.30% | $46.50M | +36,523 | 0.01% |
| Jane Street Group, LLC | 379,803 | 1.29% | $46.26M | +184,621 | 0.00% |
| Nuveen, LLC | 376,542 | 1.28% | $45.86M | +255,055 | 0.01% |
| JPMorgan Chase & Co | 348,247 | 1.19% | $42.09M | +118,057 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 328 | 31M | 100.0% | 97 / 86 | 111 / 57 | 5M | 5M |
| Q1 2026 | 294 | 30M | 100.0% | 53 / 128 | 82 / 45 | 8M | 5M |
| Q4 2025 | 290 | 31M | 100.0% | 58 / 108 | 90 / 61 | 4M | 6M |
| Q3 2025 | 298 | 33M | 100.0% | 32 / 112 | 108 / 53 | 3M | 3M |
| Q2 2025 | 325 | 34M | 100.0% | 43 / 115 | 124 / 48 | 3M | 3M |
| Q1 2025 | 334 | 34M | 100.0% | 51 / 122 | 119 / 40 | 2M | 3M |
| Q4 2024 | 329 | 35M | 100.0% | 53 / 108 | 127 / 78 | 3M | 7M |
| Q3 2024 | 358 | 40M | 100.0% | 53 / 110 | 135 / 44 | 10M | 2M |
| Q2 2024 | 351 | 37M | 100.0% | 43 / 120 | 136 / 34 | 2M | 4M |
| Q1 2024 | 345 | 39M | 100.0% | 59 / 97 | 149 / 44 | 4M | 2M |
| Q4 2023 | 330 | 37M | 100.0% | 63 / 109 | 121 / 19 | 3M | 2M |
| Q3 2023 | 290 | 36M | 100.0% | 29 / 101 | 114 / 35 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NSIT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,819,778 | 6.20% | $221.65M | 0.20% | Jun 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 1,675,362 | 5.71% | $204.06M | 2.32% | Jun 30, 2026 |
| FMI Common Stock Fund | 1,090,000 | 3.71% | $132.76M | 6.99% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 958,575 | 3.27% | $116.75M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 739,671 | 2.52% | $90.09M | 0.11% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 722,432 | 2.46% | $76.85M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 691,910 | 2.36% | $84.27M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 438,795 | 1.50% | $53.45M | 0.08% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 388,456 | 1.32% | $50.08M | 0.20% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 346,499 | 1.18% | $42.20M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 314,950 | 1.07% | $40.61M | 0.12% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 278,068 | 0.95% | $33.87M | 0.20% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 271,554 | 0.93% | $33.08M | 0.23% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 260,028 | 0.89% | $31.67M | 0.40% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 229,399 | 0.78% | $27.94M | 0.26% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Karim Adatia | General Counsel | 0 | – | Sep 1, 2026 |
| James A. Morgado | Chief Financial Officer | 17,246 | 0.06% | May 13, 2026 |
| Jacob Azagury | Chief Executive Officer | – | – | Apr 17, 2026 |
| Joyce A. Mullen | Chief Executive Officer | 69,777 | 0.24% | Feb 24, 2026 |
| Samuel C. Cowley | Gen'l Counsel & Secretary | 29,066 | 0.10% | Feb 24, 2026 |
| Rachael Ann Bertrandt Crump | Chief Accounting Officer | 5,383 | 0.02% | Feb 24, 2026 |
| Jennifer M. Vasin | Chief Human Resources Officer | 7,761 | 0.03% | Feb 24, 2026 |
| Daniel Burger | President INA | 24,109 | 0.08% | Feb 24, 2026 |
| Adrian P. Gregory | President, EMEA | 8,250 | 0.03% | Feb 24, 2026 |
| Robert Douglas Green | Chief Digital Officer | 9,362 | 0.03% | Feb 24, 2026 |
| Janet Foutty | Director | 917 | 0.00% | Sep 1, 2026 |
| Thomas Reichert | Director | 917 | 0.00% | Sep 1, 2026 |
| Anthony Ibarguen | Director | 18,188 | 0.06% | Aug 17, 2026 |
| Timothy A. Crown | Director | 185,113 | 0.63% | May 26, 2026 |
| Richard E. Allen | Director | 37,620 | 0.13% | May 26, 2026 |
| Linda M. Breard | Director | 13,131 | 0.04% | May 26, 2026 |
| Girish D. Rishi | Director | 13,557 | 0.05% | May 26, 2026 |
| Catherine Courage | Director | 12,956 | 0.04% | May 26, 2026 |
| Bruce Armstrong | Director | 15,304 | 0.05% | May 26, 2026 |
| Kathleen S. Pushor | Director | 9,624 | 0.03% | May 14, 2025 |
| VA Partners I, LLC | 10% owner | 3,760,343 | 12.81% | May 27, 2025 |
| ValueAct Holdings II, L.P. | 10% owner | 4,507,306 | 15.36% | May 27, 2025 |
| ValueAct Holdings GP, LLC | 10% owner | 2,861,739 | 9.75% | May 27, 2025 |
| ValueAct Capital Master Fund, L.P. | 10% owner | 4,511,739 | 15.37% | May 27, 2025 |
| ValueAct Holdings, L.P. | 10% owner | 4,511,116 | 15.37% | May 27, 2025 |
| ValueAct Capital Management, L.P. | 10% owner | 3,462,253 | 11.80% | May 27, 2025 |
| ValueAct Capital Management, LLC | 10% owner | 4,061,739 | 13.84% | May 27, 2025 |
| Glynis Bryan | – | 102,519 | 0.35% | Feb 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Janet Foutty Director | Aug 30, 2026 | Option exercise | +217 | – | – | 917 |
| Thomas Reichert Director | Aug 30, 2026 | Option exercise | +217 | – | – | 917 |
| Karim Adatia General Counsel | Aug 28, 2026 | Sale | −248 | $157.40 | $39.04K | 0 |
| Anthony Ibarguen Director | Aug 13, 2026 | Sale | −4,000 | $154.83 | $619.32K | 18,188 |
| Karim Adatia General Counsel | May 29, 2026 | Sale | −559 | $107.40 | $60.04K | 248 |
| Linda M. Breard Director | May 21, 2026 | Option exercise | +320 | – | – | 13,131 |
| Bruce Armstrong Director | May 21, 2026 | Option exercise | +320 | – | – | 15,163 |
| Richard E. Allen Director | May 21, 2026 | Option exercise | +320 | – | – | 27,620 |
| Anthony Ibarguen Director | May 21, 2026 | Option exercise | +320 | – | – | 22,188 |
| Timothy A. Crown Director | May 21, 2026 | Option exercise | +320 | – | – | 93,160 |
| Girish D. Rishi Director | May 21, 2026 | Option exercise | +320 | – | – | 13,557 |
| Catherine Courage Director | May 21, 2026 | Option exercise | +320 | – | – | 12,956 |
| Bruce Armstrong Director | May 17, 2026 | Option exercise | +405 | – | – | 14,843 |
| Richard E. Allen Director | May 17, 2026 | Option exercise | +405 | – | – | 27,300 |
| Timothy A. Crown Director | May 17, 2026 | Option exercise | +405 | – | – | 92,840 |
| Girish D. Rishi Director | May 17, 2026 | Option exercise | +405 | – | – | 13,237 |
| Catherine Courage Director | May 17, 2026 | Option exercise | +405 | – | – | 12,636 |
| Linda M. Breard Director | May 17, 2026 | Option exercise | +405 | – | – | 12,811 |
| Anthony Ibarguen Director | May 17, 2026 | Option exercise | +405 | – | – | 21,868 |
| Thomas Reichert Director | May 13, 2026 | Option exercise | +482 | – | – | 700 |
| Catherine Courage Director | May 13, 2026 | Option exercise | +482 | – | – | 12,231 |
| Timothy A. Crown Director | May 13, 2026 | Option exercise | +482 | – | – | 92,435 |
| Girish D. Rishi Director | May 13, 2026 | Option exercise | +482 | – | – | 12,832 |
| Janet Foutty Director | May 13, 2026 | Option exercise | +482 | – | – | 700 |
| Linda M. Breard Director | May 13, 2026 | Option exercise | +482 | – | – | 12,406 |
| Bruce Armstrong Director | May 13, 2026 | Option exercise | +482 | – | – | 14,438 |
| Anthony Ibarguen Director | May 13, 2026 | Option exercise | +482 | – | – | 21,463 |
| Richard E. Allen Director | May 13, 2026 | Option exercise | +482 | – | – | 26,895 |
| James A. Morgado Chief Financial Officer | May 11, 2026 | Buy | +2,290 | $87.26 | $199.83K | 17,246 |
| Timothy A. Crown Director | Apr 15, 2026 | Gift | −91,953 | – | – | 91,953 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Tax withholding | −155 | $85.50 | $13.25K | 7,761 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Option exercise | +475 | – | – | 7,916 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Tax withholding | −118 | $85.50 | $10.09K | 7,441 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Option exercise | +356 | – | – | 7,559 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Tax withholding | −142 | $85.50 | $12.14K | 7,203 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Tax withholding | −79 | $85.50 | $6.75K | 7,923 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Tax withholding | −126 | $85.50 | $10.77K | 6,834 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Option exercise | +383 | – | – | 6,960 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Option exercise | +241 | – | – | 8,002 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Option exercise | +511 | – | – | 7,345 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Option exercise | +643 | – | – | 8,566 |
| Jennifer M. Vasin Chief Human Resources Officer | Feb 20, 2026 | Tax withholding | −177 | $85.50 | $15.13K | 8,389 |
| Daniel Burger President INA | Feb 20, 2026 | Option exercise | +362 | – | – | 24,109 |
| Daniel Burger President INA | Feb 20, 2026 | Tax withholding | −254 | $85.50 | $21.72K | 23,747 |
| Daniel Burger President INA | Feb 20, 2026 | Option exercise | +840 | – | – | 24,001 |
| Daniel Burger President INA | Feb 20, 2026 | Tax withholding | −224 | $85.50 | $19.15K | 23,161 |
| Daniel Burger President INA | Feb 20, 2026 | Option exercise | +630 | – | – | 23,385 |
| Daniel Burger President INA | Feb 20, 2026 | Tax withholding | −309 | $85.50 | $26.42K | 22,755 |
| Daniel Burger President INA | Feb 20, 2026 | Tax withholding | −241 | $85.50 | $20.61K | 22,043 |
| Daniel Burger President INA | Feb 20, 2026 | Option exercise | +766 | – | – | 22,284 |
| Daniel Burger President INA | Feb 20, 2026 | Tax withholding | −129 | $85.50 | $11.03K | 23,980 |
| Daniel Burger President INA | Feb 20, 2026 | Option exercise | +964 | – | – | 24,944 |
| Daniel Burger President INA | Feb 20, 2026 | Tax withholding | −292 | $85.50 | $24.97K | 24,652 |
| Daniel Burger President INA | Feb 20, 2026 | Option exercise | +1,021 | – | – | 23,064 |
| Rachael Ann Bertrandt Crump Chief Accounting Officer | Feb 20, 2026 | Option exercise | +255 | – | – | 5,383 |
| Rachael Ann Bertrandt Crump Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −103 | $85.50 | $8.81K | 5,909 |
| Rachael Ann Bertrandt Crump Chief Accounting Officer | Feb 20, 2026 | Option exercise | +322 | – | – | 6,012 |
| Rachael Ann Bertrandt Crump Chief Accounting Officer | Feb 20, 2026 | Option exercise | +121 | – | – | 5,728 |
| Rachael Ann Bertrandt Crump Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −82 | $85.50 | $7.01K | 5,607 |
| Rachael Ann Bertrandt Crump Chief Accounting Officer | Feb 20, 2026 | Option exercise | +256 | – | – | 5,689 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Adatia Karim Officer | Aug 17, 2026 | 248 | $37.20K | Aug 18, 2026 | Restricted Stock Vesting |
| Ibarguen Anthony Board Director | Aug 13, 2026 | 4,000 | $618.00K | Aug 13, 2026 | restricted stock unit lapsed |
| Karim Adatia Officer | May 29, 2026 | 568 | $58.72K | May 29, 2026 | Restricted Stock Vesting |
| Kathleen S. Pushor Director | May 28, 2025 | 2,283 | $310.92K | May 28, 2025 | Employee Compensation |
| Kathleen S. Pushor Officer | May 21, 2025 | 2,283 | $305.12K | May 21, 2025 | Restricted Stock Units |
| ValueAct Capital Master Fund, L.P. 12.7% | May 8, 2025 | 600,000 | $79.98M | May 8, 2025 | Previously vested director compensation |
| Rachael Ann Bertrandt Crump Officer | Feb 28, 2025 | 1,250 | $4.87B | Feb 28, 2025 | RSU Release |
| Richard E. Allen Director | Feb 26, 2025 | 6,801 | $1.05M | Feb 26, 2025 | Restricted Stock Units |
| Jennifer M. Vasin Officer | Feb 18, 2025 | 1,788 | $296.06K | Feb 18, 2025 | RSU Release |
| Jennifer M. Vasin Officer | Aug 16, 2024 | 739 | $150.73K | Aug 16, 2024 | RSU Release |
| Adrian P. Gregory Officer | Jul 9, 2024 | 2,750 | $573.38K | May 29, 2024 | RSU Release |
| ValueAct Capital Master Fund, L.P. 13.9% | May 29, 2024 | 450,000 | $92.53M | May 29, 2024 | Open Market Sale |
| Adrian P. Gregory Officer | May 29, 2024 | 2,750 | $6.65B | May 29, 2024 | RSU Release |
| Anthony Ibarguen Director | May 28, 2024 | 5,000 | $1.03M | May 28, 2024 | Restricted Stock Unit Lapse |
| Kathleen S. Pushor Director | May 24, 2024 | 1,329 | $276.43K | May 28, 2024 | Restricted Stock Vesting |