Valueact Holdings, L.P.’s Insight Enterprises Inc Position
Does Valueact Holdings, L.P. own Insight Enterprises Inc (IEI)? Not currently — the last reported position was 1.22M shares worth $99M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$99M
Q4 2025
Shares
1.22M
% of Portfolio
+1.41%
Quarters Held
20
position exited
Position History IEI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 1.22M | $99M | +1.41% |
| Q3 2025 | 2.27M | $258M | +4.34% |
| Q2 2025 | 2.86M | $395M | +7.06% |
| Q1 2025 | 4.06M | $609M | +13.30% |
| Q4 2024 | 4.06M | $618M | +14.08% |
| Q3 2024 | 8.12M | $1.7B | +21.06% |
| Q2 2024 | 4.06M | $806M | +22.66% |
| Q1 2024 | 4.51M | $837M | +18.42% |
| Q4 2023 | 4.51M | $799M | +16.00% |
| Q3 2023 | 4.51M | $656M | +14.75% |
| Q2 2023 | 4.51M | $660M | +10.27% |
| Q1 2023 | 4.51M | $645M | +10.50% |
| Q4 2022 | 4.42M | $443M | +8.35% |
| Q3 2022 | 4.42M | $364M | +6.17% |
| Q2 2022 | 4.10M | $354M | +5.64% |
| Q1 2022 | 3.54M | $380M | +5.23% |
| Q4 2021 | 3.32M | $354M | +4.00% |
| Q3 2021 | 3.32M | $300M | +3.47% |
| Q2 2021 | 2.84M | $284M | +3.15% |
| Q1 2021 | 1.10M | $105M | +1.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valueact Holdings, L.P.’s full portfolio or all institutional holders of IEI.