Polen Capital acquired 9.9k Insight Enterprises shares worth $1.25M. That's 0.00% of their equity portfolio (126th largest holding). Polen Capital started to build up the position in Insight Enterprises in Q3 2024 and continued to invest until Q1 2025. Since then they sold 32.2k shares. The investor's estimated purchase price is $1.9M, resulting in a loss of 34%.
Insight Enterprises faces risks from a slowdown in order volumes in its end-markets. Click here to see why NSIT stock is a Buy.
Headwaters Capital Management, an investment management company, released its second-quarter 2023 investor letter. A copy of the same can be downloaded here....
Initially, Insight Enterprises appeared to be a poor fit for the Headwaters portfolio. So, why did we invest in NSIT? Click here to find out.
Pulled from Benzinga Pro data, Insight Enterprises (NASDAQ: NSIT ) posted Q1 earnings of $49.97 million, an increase from Q4 of 35.5%. Sales dropped to $2.32...