What happened
According to an SEC filing dated April 29, 2026, Speece Thorson Capital Group increased its position in Insight Enterprises (NSIT +0.77%) by 78,191 shares during the first quarter. The estimated transaction value is $6.39 million, calculated using quarterly average pricing. The quarter-end value of the NSIT stake rose by $5.15 million, a figure that incorporates both the share purchase and changes in the stock’s price during the period.
What else to know
- The fund added to its Insight Enterprises position, now representing 1.29% of reportable assets under management as of March 31, 2026.
- Top holdings after the filing:
- NYSE:WTM: $20.55 million (4.7% of AUM)
- NASDAQ:CBSH: $16.66 million (3.8% of AUM)
- NYSE:HXL $16.59 million (3.8% of AUM)
- NYSE: SON $16.59 million (3.8% of AUM)
- NASDAQ:CASS: $15.59 million (3.6% of AUM)
- As of April 28, 2026, Insight Enterprises shares were priced at $73.98, marking a one-year decline of 46.7% and underperforming the S&P 500 by 75.86 percentage points.
Company overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $8.25 billion |
| Net income (TTM) | $157.35 million |
| Price (as of market close April 28, 2026) | $73.98 |
| One-year price change | (46.7%) |
Company snapshot
- Provides IT hardware, software, and services solutions, including cloud enablement, data and AI, DevOps, digital strategy, and IoT offerings.
- Operates a solutions-driven business model, generating revenue through the design, procurement, deployment, and management of integrated technology solutions and lifecycle services.
- Serves a diverse client base across industries such as construction, enterprise business, financial services, healthcare, manufacturing, retail, service providers, and SMBs.
Insight Enterprises is a leading global technology distributor and solutions provider with a comprehensive portfolio spanning cloud, data center, and digital transformation services. The company leverages its scale and expertise to deliver end-to-end IT solutions that drive operational efficiency and innovation for clients worldwide. Its broad customer reach and integrated approach position it competitively within the technology distribution and services sector.
What this transaction means for investors
Insight Enterprises stock dipped in March. If Speece Thorson made its 78,000 purchase on the dip it could be sitting on a gain of more than 10% right now. If the firm purchased the volatile shares in early February, though, they’ve fallen more than 20% already.
In March, Insight Enterprises’ Board of DIrectors appointed a new CEO. Jack Azagury succeeded Joyce Mullen on April 13, 2026.
Insight Enterprises has struggled to maintain its previously outstanding growth rate in recent years. Trailing 12-month revenue peaked above $10 billion in 2022 and has since fallen to $8.25 billion.
Helping enterprises make the most out of artificial intelligence (AI) applications could be source of growth in the quarters ahead. Insight has invested in Insight AI to help clients scale AI successfully. More recently, it acquired a business transformation and technology delivery firm called Inspire11.
Insight Enterprises expects to report first-quarter results on May 7 before the market opens.
