SEC 13F Intelligence

Speece Thorson Capital Group Inc / NSIT

Speece Thorson Capital Group Inc’s Insight Enterprises Inc Position

Does Speece Thorson Capital Group Inc own Insight Enterprises Inc (NSIT)? Yes84.4K shares worth $6M (+1.29% of its 13F portfolio) as of Q1 2026, up from 6.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
84.4K
% of Portfolio
+1.29%
Quarters Held
25
currently held

Position History NSIT

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $4MQ3 ’20: $5MQ4 ’20: $8MQ1 ’21: $11MQ1 ’21Q2 ’21: $11MQ3 ’21: $10MQ4 ’21: $12MQ1 ’22: $12MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $11MQ1 ’23: $12MQ1 ’23Q2 ’23: $10MQ3 ’23: $985,000Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $1MQ4 ’24: $950,000Q1 ’25: $937,000Q1 ’25Q2 ’25: $862,000Q3 ’25: $708,000Q4 ’25: $509,000Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.4K$6M+1.29%
Q4 20256.2K$509,000+0.11%
Q3 20256.2K$708,000+0.14%
Q2 20256.2K$862,000+0.18%
Q1 20256.2K$937,000+0.19%
Q4 20246.2K$950,000+0.19%
Q3 20246.2K$1M+0.25%
Q2 20246.2K$1M+0.25%
Q1 20246.3K$1M+0.23%
Q4 20236.4K$1M+0.23%
Q3 20236.8K$985,000+0.22%
Q2 202367.7K$10M+2.03%
Q1 202382.7K$12M+2.49%
Q4 2022114.1K$11M+2.46%
Q3 2022114.1K$9M+2.15%
Q2 2022110.5K$10M+2.25%
Q1 2022109.9K$12M+2.52%
Q4 2021110.5K$12M+2.25%
Q3 2021110.0K$10M+2.08%
Q2 2021110.1K$11M+2.30%
Q1 2021110.7K$11M+2.22%
Q4 2020111.5K$8M+2.02%
Q3 202090.5K$5M+1.36%
Q2 202090.0K$4M+1.28%
Q1 202058.7K$2M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of NSIT.