NSIT at a glance
INSIGHT ENTERPRISES INC (NSIT, SEC CIK 932696) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), INSIGHT ENTERPRISES INC (NSIT) reported revenue of $8.2 billion (down 5.2% from FY2024) and net income of $157.3 million. Diluted EPS was $4.86.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding INSIGHT ENTERPRISES INC (NSIT) shares worth $2.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Adatia Karim on August 28, 2026 of 248 shares at $157.40 per share.
- In the last 90 days, NSIT insiders reported 0 open-market purchases ($0) and 2 open-market sales ($658K) on Form 4, a net sale of $658K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $8.2B
- −5.2% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$658K
- 13F holders
- 33 funds
- $2.2B · +4 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not explicitly detailed in this filing section
- No new products, services, or segments introduced or emphasized this year
- No strategic shift or changed competitive positioning disclosed
- Independent auditor remains KPMG LLP, Phoenix, AZ, PCAOB Firm ID: 185
- Proxy Statement providing key business and governance details to be filed within 120 days post-fiscal year-end
Risk Factors
- Regulatory/legal risk: Partner program changes reducing cloud solution fees and sales revenue in multiple regions, impacting services net sales growth
- Geopolitical/macroeconomic threat: EMEA net sales declined 4% ($58.9 million), exacerbated by 8% decrease excluding currency fluctuations, reflecting regional demand weakness
- Operational/supply chain vulnerability: Third-party data center security incident in July 2023 caused service outage and incurred undisclosed recovery costs affecting managed services clients
- Competitive/market disruption risk: Declining software sales (27% in North America, 12% in EMEA) due to migration from on-premise software to cloud solutions, shifting revenue mix
- Financial/structural risk: $25.3 million net loss on revaluation of earnout liabilities in 2025 versus prior year gain, increasing operating expenses and financial uncertainty
Management Discussion & Analysis
- Debt balance $1.4B as of Dec 31, 2025 with objective to reduce while maintaining cash
- $2.0B ABL facility fully available with $868.2M outstanding, subject to receivables and inventory covenants
- In compliance with all Senior Notes and credit agreement covenants as of Dec 31, 2025
- Inventory financing facilities used via financial intermediary agreements, classified separately as accounts payable
- No events of default or acceleration on Senior Notes reported at year-end
AI summary of the NSIT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $2.4B, up 15% YoY; hardware and services growth offset software decline
- Gross margin 21.7%, up approximately 60 basis points YoY
- Earnings from operations $131.0M, up 51% YoY from $86.5M
- Net earnings $77.6M, diluted EPS $2.57 versus $46.9M and $1.46 YoY
- Gross profit $521.6M, driven by cloud solutions and Insight Delivered services
Risk Factors
- No material changes to risk factors from December 31, 2025 10-K
- ABL covenant compliance risk restricting cash dividends if covenants are unmet
- Share-repurchase liquidity risk with $149.0 million remaining authorization as of June 30, 2026
- Unidentified or currently immaterial risks potentially materially harming operating results
AI summary of the NSIT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026 announced August 6, 2026
- Press release and investor presentation provide financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 15% to $2.4B, led by services up 21% and hardware up 21%, signaling strong AI-related infrastructure demand
- Gross profit increased 18% to $521.6M, with margin expanding 60 bps to 21.7%; cloud gross profit rose 39%
Item 1.01: Entry into a Material Definitive Agreement
- $100 million swingline sub-facility added to Insight’s existing ABL Credit Agreement
- Expanded short-term borrowing flexibility across U.S., U.K., Netherlands and Australian borrowers
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Stockholders approved Insight’s Amended and Restated Certificate of Incorporation on May 13, 2026
- Supermajority voting requirements replaced by majority approval of outstanding voting shares
Item 5.07: Submission of Matters to a Vote of Security Holders
- All ten director nominees elected, with support ranging from 84.1% to 99.1% of votes cast
- Executive compensation approved advisory, receiving 23,801,734 votes for and 3,653,099 against
AI summaries of NSIT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NSIT
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- Fund moves. Which tracked funds opened, added or cut NSIT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Reichert Thomas | M | Aug 30, 2026 | 217 | - |
| Reichert Thomas | M | Aug 30, 2026 | 217 | - |
| Foutty Janet | M | Aug 30, 2026 | 217 | - |
| Foutty Janet | M | Aug 30, 2026 | 217 | - |
| Adatia Karim | Sell | Aug 28, 2026 | 248 | $157.40 |
| IBARGUEN ANTHONY | Sell | Aug 13, 2026 | 4,000 | $154.83 |
| Adatia Karim | Sell | May 29, 2026 | 559 | $107.40 |
| Rishi Girish D | M | May 21, 2026 | 320 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $8.7B | $8.2B |
| Gross Profit | - | $1.8B | $1.8B |
| Operating Income | - | $388.6M | $334.9M |
| Net Income | - | $249.7M | $157.3M |
| Gross Margin | - | 20.3% | 21.4% |
| Op. Margin | - | 4.5% | 4.1% |
| Net Margin | - | 2.9% | 1.9% |
| Balance Sheet | |||
| Total Assets | $6.3B | $7.4B | $9.1B |
| Equity | $1.7B | $1.8B | $1.6B |
| ROE | - | 14.1% | 9.5% |
| Per Share | |||
| EPS | - | $6.55 | $4.86 |
| Cash Flow | |||
| Operating CF | - | $632.8M | $303.8M |
| CapEx | - | $46.8M | $24.5M |
Source: XBRL data in INSIGHT ENTERPRISES INC (NSIT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NSIT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $2.21B |
| Q1 2026 | 29 | $1.29B |
| Q4 2025 | 28 | $1.58B |
| Q3 2025 | 27 | $2.20B |
| Q2 2025 | 27 | $2.58B |
| Q1 2025 | 24 | $1.93B |
| Q4 2024 | 21 | $1.77B |
| Q3 2024 | 18 | $724.2M |
- Millennium Management+300.1K (+971%)
- Ameriprise Financial+231.4K (+373%)
- D.E. Shaw & Co+154.0K (+48%)
- JPMorgan Chase & Co+118.1K (+51%)
- Vanguard Portfolio Management LLC+111.3K (+5%)
- FMR LLC (Fidelity)−1.75M (-65%)
- Morgan Stanley−152.4K (-5%)
- Renaissance Technologies LLC−95.0K (-53%)
- Bridgewater Associates LP−77.8K (-74%)
- BlackRock−56.4K (-1%)
- Two Sigma Investments+51.5K
- Raymond James Financial+24.7K
- M&T Bank+2.7K
- NICOLET BANKSHARES INC+1.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NSIT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jun 23, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - |
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NSIT SEC filings: frequently asked questions
Are NSIT insiders buying or selling?
In the last 90 days, INSIGHT ENTERPRISES INC (NSIT) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $658,368 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NSIT stock?
As of June 30, 2026, the largest INSIGHT ENTERPRISES INC (NSIT) holders among the 13F filers tracked by SignalX were BlackRock ($587.2 million), Morgan Stanley ($345.4 million), Vanguard Portfolio Management LLC ($312.8 million), Vanguard Capital Management LLC ($165.5 million), State Street Corp ($149.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NSIT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), INSIGHT ENTERPRISES INC (NSIT) reported revenue of $8.2 billion (down 5.2% from FY2024) and net income of $157.3 million. Diluted EPS was $4.86. The figures come from the XBRL data in the 10-K.
What are the main risks in NSIT's latest 10-K?
In the 10-K filed February 12, 2026, INSIGHT ENTERPRISES INC (NSIT) flagged: Regulatory/legal risk: Partner program changes reducing cloud solution fees and sales revenue in multiple regions, impacting services net sales growth. Geopolitical/macroeconomic threat: EMEA net sales declined 4% ($58.9 million), exacerbated by 8% decrease excluding currency fluctuations, reflecting regional demand weakness. (AI summary of the Risk Factors section.)
What did NSIT report in its latest 8-K?
INSIGHT ENTERPRISES INC (NSIT) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026 announced August 6, 2026.
What are the latest NSIT SEC filings?
INSIGHT ENTERPRISES INC (NSIT) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 1, 2026.
What is NSIT's SEC CIK number?
INSIGHT ENTERPRISES INC (NSIT)'s SEC Central Index Key (CIK) is 932696. EDGAR lists every NSIT filing under that number.
Ask anything about NSIT
The research agent reads NSIT's filings, financials, insider trades and 13F holders, then answers with sources.