ValueAct Holdings Trims Insight Enterprises by $99 Million as Enterprise IT Budgets Tighten
Source: Motley Fool
2026-02-20 13:04:39 ET
According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, ValueAct Holdings, L.P. sold 1,055,147 shares of Insight Enterprises (NASDAQ:NSIT) during the fourth quarter of 2025. The estimated transaction value was $98.95 million. At quarter-end, the fund held 1,216,592 shares valued at $99.12 million. The net position decreased by roughly $158.52 million.
This was a sell; NSIT now accounts for 1.41% of ValueAct’s 13F U.S. equity assets
Top holdings after the filing:
Rocket Companies Inc. Class A
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