
What smart money is saying about Insight Enterprises, Inc.
5 funds in our archive have pitched Insight Enterprises, Inc., most recently Argent Capital Management Focused Small Cap Strategy in September 2026.
Insight Enterprises, Inc., along with its global subsidiaries, delivers a comprehensive suite of information technology (IT) offerings, spanning hardware, software, and various professional services. Its operations extend worldwide, reaching North America, Europe, the Middle East, Africa, and the Asia-Pacific region. The company's extensive solution portfolio addresses key areas of modern IT. This includes facilitating cloud adoption, leveraging data and artificial intelligence (AI), implementing DevOps practices, crafting digital strategies, deploying intelligent applications and edge computing, and integrating Internet of Things (IoT) solutions. Moreover, Insight specializes in transformation services aimed at optimizing cloud and data center environments, fostering connected workplaces, and enhancing supply chain efficiency. Insight also provides crucial software maintenance, encompassing essential upgrades, bug fixes, help desk support, and other assistance. They manage vendor direct support and offer a selection of Software-as-a-Service (SaaS) subscription products. Acting as a full-spectrum IT partner, Insight excels at designing, procuring, deploying, implementing, and managing integrated solutions that blend hardware, software, and services tailored to business requirements. Their expertise covers the entire lifecycle of IT products, from initial sourcing, staging, and configuration to integration, testing, refurbishment, and redeployment of assets, from endpoints to complex infrastructure. Additionally, they offer software lifecycle management and hardware warranty services. The company serves a diverse range of industries, including construction technology, large enterprises, financial services, healthcare and life sciences, manufacturing technology, retail and hospitality, service providers, small to medium businesses, and the travel and tourism sectors. Insight Enterprises was established in 1988 and is headquartered in Tempe, Arizona.
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Position history
Between Q4 2024 and Q3 2026, 3 fund letters reported a position in Insight Enterprises, Inc., with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 2 |
| Q2 2025 | 1 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 2 moves
- New positionArgent Capital Management SMID Cap StrategySeptember 2026
“Insight Enterprises is a global technology solutions integrator serving businesses and government organizations across hardware, software, cloud, cybersecurity, data and AI.”
Insight Enterprises, Inc. - September 2026
“We also initiated a position in Insight Enterprises, a global technology solutions integrator that helps businesses and government organizations design, purchase, implement and manage information technology across hardware, software, cloud computing, cybersecurity, data and AI.”
Insight Enterprises, Inc. - HoldsFMI fundsJune 2025
“The referenced securities are owned by the Funds on June 30, 2025 as follows: FMI Common Stock Fund -Insight Enterprises Inc. - 3.6%”
Insight Enterprises, Inc.
Fund coverage · 5 theses
- Argent Capital Management Focused Small Cap StrategySeptember 2026
Insight Enterprises, Inc. is a technology solutions integrator benefiting from AI-related enterprise spending, margin expansion and stronger earnings.
Read the full thesis - Argent Capital Management SMID Cap StrategySeptember 2026
Insight Enterprises is a technology integrator benefiting from AI and cloud spending, with expanding margins and stronger earnings revisions.
Read the full thesis - FMIJune 2025
Insight Enterprises Inc. is a leading IT solutions provider positioned for growth through market share expansion and attractive returns, despite current low valuations due to temporary weak demand.
Read the full thesis - Polen US Smid Company GrowthDecember 2024
Insight Enterprises is a global IT solutions provider poised for 18% earnings per share growth over the next five years, benefiting from increased IT spending and strong customer relationships.
Read the full thesis - Aristotle Small Mid Cap EquityDecember 2024
Insights Enterprises (NSIT) is a global technology solutions integrator poised for growth due to rising demand for complex IT solutions, cloud transition, and AI adoption, alongside improving financial performance from strategic investments and acquisitions.
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