What Makes Insight Enterprises (NSIT) an Investment Bet?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | ValueAct Capital Jeffrey Ubben | 4,061,739 | $874,857,963 | 20% | |
2. | 36,048,000 | $113,068,323 | 3.4% | ||
3. | 33,111,000 | $103,921,311 | 6.08% | ||
4. | 15,069,000 | $47,525,893 | 2.54% | ||
5. | D E Shaw D. E. Shaw | 67,499 | $14,538,609 | -14% | 0.01% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$127.32 | 1,000 | Director | 87,621 | 2023-02-16 | Filing | |
$128.38 | 6,645 | Officer | 25,324 | 2023-02-21 | Filing | |
$129.95 | 400 | Large Shareholder, Director, Other | 4,511,116 | 2023-02-21 | Filing | |
$129.99 | 3,300 | Large Shareholder, Director, Other | 4,510,716 | 2023-02-17 | Filing | |
$127.32 | 1,000 | Director | 87,621 | 2023-02-16 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$206.03 | 739 | 5,460 | 2024-08-19 | Filing | ||
$195.88 | 1,329 | 5,800 | 2024-05-30 | Filing | ||
$192.49 | 450,000 | Large Shareholder, Director, Other | 4,061,739 | 2024-05-29 | Filing | |
$195.83 | 2,750 | 3,447 | 2024-05-29 | Filing | ||
$209.04 | 3,585 | 9,182 | 2024-05-15 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 4,827,941 | $855,462,865 | 0.02% | |
2. | 4,680,481 | $829,334,450 | 0.06% | |
3. | 3,858,887 | $683,756,187 | 0.01% | |
4. | 1,682,004 | $298,034,289 | 0.05% | |
5. | 1,389,818 | $246,263,738 | 0.07% |