Jeff Ubben - ValueAct Holdings,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Insight Enterprises Inc (NSIT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 1.41 SEC
2025   Q4 1,216,592 1.41 Reduce 46.45% 2.02 $81.47 $99,115,750 SEC
2025   Q3 2,271,739 4.34 Reduce 20.62% 1.46 $113.41 $257,637,920 SEC
2025   Q2 2,861,739 7.06 Reduce 29.54% 3.93 $138.09 $395,163,230 SEC
2025   Q1 4,061,739 13.30 $149.99 $609,220,233 SEC
2024   Q4 4,061,739 14.08 $152.10 $617,790,502 SEC
2024   Q3 4,061,739 20.00 $215.39 $874,857,963 SEC
2024   Q2 4,061,739 22.66 Reduce 9.97% 1.84 $198.36 $805,686,548 SEC
2024   Q1 4,511,739 18.42 Add 0.00% <0.01 $185.52 $837,017,819 SEC
2023   Q4 4,511,630 16.00 $177.19 $799,415,720 SEC
2023   Q3 4,511,630 14.75 $145.50 $656,442,165 SEC
2023   Q2 4,511,630 10.27 Add 0.01% <0.01 $146.34 $660,231,934 SEC
2023   Q1 4,511,116 10.50 Add 2.02% 0.21 $142.96 $644,909,143 SEC
2022   Q4 4,421,951 8.35 $100.27 $443,389,027 SEC
2022   Q3 4,421,951 6.17 Add 7.87% 0.45 $82.41 $364,413,000 SEC
2022   Q2 4,099,226 5.64 Add 15.69% 0.77 $86.28 $353,681,000 SEC
2022   Q1 3,543,143 5.23 Add 6.57% 0.32 $107.32 $380,250,000 SEC
2021   Q4 3,324,835 4.00 $106.60 $354,427,000 SEC
2021   Q3 3,324,835 3.47 Add 16.92% 0.50 $90.08 $299,501,000 SEC
2021   Q2 2,843,690 3.40 Add 158.52% 2.08 $100.01 $284,397,000 SEC
2021   Q1 1,100,000 1.23 Buy 1.23 $95.42 $104,962,000 SEC