ValueAct Holdings, L.P. sold 1,055,147 shares of Insight Enterprises (NASDAQ: NSIT) on February 17, 2026, with an estimated transaction value of $98.95 million. This sale reflects a drop in the fund’s net position by approximately $158.52 million during the fourth quarter of 2025. After the sale, ValueAct holds 1,216,592 shares of NSIT, valued at $99.12 million, which now constitutes 1.41% of the fund’s total assets under management (AUM), placing it outside ValueAct’s top five holdings.
As of the filing date, NSIT shares were priced at $83.00, marking a decrease of 50.6% over the previous year, significantly underperforming the S&P 500 by 61.79 percentage points. Insight Enterprises has a market capitalization of $2.63 billion and generated $8.25 billion in revenue over the trailing twelve months.
