Insight Enterprises Inc (NSIT) — Smart Money Tracker (13F, Q2 2026)

NSIT ranks #1911 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

329 institutions disclose a position in NSIT, but none treat it as a major bet — even Fiduciary Management Inc /wi/, its most concentrated holder, allocates just 3.8% of its own portfolio to it.

Fiduciary Management Inc /wi/ has added to its NSIT position for two straight quarters, increasing it by $159.9M to reach $267.7M today.

Fidelity has trimmed its NSIT position for two straight quarters, cutting it by $148.9M while still holding $114.4M.

NSIT is down 0.4% today, but institutions show net buying of $713.9M this quarter — a divergence between today's price move and the underlying institutional flow.

NSIT posted net income of $210.5M over the trailing twelve months, and currently trades at a P/E of 23.9.

• Profitable — net income of $210.5M over the trailing twelve months
• Revenue grew 2.7% year over year
• Net income improved year over year, from $149.7M to $210.5M
• Generated $303.8M in positive operating cash flow
• Current ratio of 1.25x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.51x equity — a highly leveraged balance sheet worth noting