13FPulse
中
NS

NSIT INSIGHT ENTERPRISES INC

2026Q2 · CUSIP 45765U103 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
322
Institutions that reported holding it to the SEC
Net increase in holders
+31
Last quarter 291 → now 322
How unusual is that
Top 20%
Stronger buying than 90% of US stocks
What the filings say, in one paragraph

322 funds held NSIT at the end of 2026Q2, up 31 from the quarter before. That is stronger buying than 89.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $8.6B(YoY +2.7%), the P/E is 22.9x, return on equity is 13.1%. NSIT has had 15 buying rushes in its history, and the price moved +5.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=145 2013Q4: holders=162 2014Q1: holders=163 2014Q2: holders=174 2014Q3: holders=173 2014Q4: holders=174 2015Q1: holders=177 2015Q2: holders=162 2015Q3: holders=171 2015Q4: holders=170 2016Q1: holders=181 2016Q2: holders=177 2016Q3: holders=193 2016Q4: holders=185 2017Q1: holders=204 2017Q2: holders=200 2017Q3: holders=201 2017Q4: holders=195 2018Q1: holders=193 2018Q2: holders=206 2018Q3: holders=217 2018Q4: holders=217 2019Q1: holders=227 2019Q2: holders=214 2019Q3: holders=229 2019Q4: holders=240 2020Q1: holders=209 2020Q2: holders=199 2020Q3: holders=219 2020Q4: holders=225 2021Q1: holders=242 2021Q2: holders=241 2021Q3: holders=233 2021Q4: holders=247 2022Q1: holders=262 2022Q2: holders=260 2022Q3: holders=246 2022Q4: holders=262 2023Q1: holders=284 2023Q2: holders=300 2023Q3: holders=290 2023Q4: holders=330 2024Q1: holders=345 2024Q2: holders=354 2024Q3: holders=357 2024Q4: holders=329 2025Q1: holders=332 2025Q2: holders=324 2025Q3: holders=297 2025Q4: holders=289 2026Q1: holders=291 2026Q2: holders=322 -40 -20 +0 +20 +40 130253375 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2024Q1 Top 20% -3.5% -0.8%
2023Q4 Top 20% +3.1% +15.2%
2023Q2 Top 20% -1.6% -0.3%
2023Q1 Top 10% +14.7% +16.7%
2022Q1 Top 20% -15.0% -4.3%
2020Q3 Top 20% +13.8% +17.3%
2019Q3 Top 20% +7.8% -10.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
156
Change in large funds
+14
Total value they hold
$3.7B
Funds buying for the first time
96
Funds that sold out entirely
65
Price change that quarter
+70.1%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.9
EPS (TTM)
$6.72
EPS YoY
+59.2%
Revenue (TTM)
$8.6B
Revenue YoY
+2.7%
Net margin
2.5%
ROE
13.1%
Debt ratio
85.9%
FCF (TTM)
$397M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.51 2021-12-31: EPS 1.68 2022-03-31: EPS 1.53 2022-06-30: EPS 2.42 2022-09-30: EPS 1.58 2022-12-31: EPS 2.13 2023-03-31: EPS 1.34 2023-06-30: EPS 2.17 2023-09-30: EPS 1.62 2023-12-31: EPS 2.42 2024-03-31: EPS 1.74 2024-06-30: EPS 2.27 2024-09-30: EPS 1.52 2024-12-31: EPS 1.02 2025-03-31: EPS 0.22 2025-06-30: EPS 1.46 2025-09-30: EPS 1.62 2025-12-31: EPS 1.56 2026-03-31: EPS 0.97 2026-06-30: EPS 2.57 0B 1.4B 2.7B $B 0.00 1.41 2.83 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 12 22 32 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-310M44M397M 20162017201820192020202120222023202420252026
Latest quarter $26M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.