← Top Holdings
NSITINSIGHT ENTERPRISES INC
CUSIP: 45765U103
2
Guru Owners
$105.3M
Total Value Held
1.3M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| ValueAct Capital | 1216592 | $99.1M | 1.41% | $81.47 | Q4 2025 | |
| Bridgewater Associates | 76001 | $6.2M | 0.02% | $81.47 | Q4 2025 |
📊 Fundamentals
Market Cap$2.6B
P/E Ratio17.5x
Near market avg
Forward P/E7.6x
P/FCF11.3x
EPS (TTM)$4.86
Revenue (TTM)$8.2B
Profit Margin1.91%
Beta0.89
52-Week Range
$77.10
$160.72
Current: $84.99
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 17.5x trailing earnings → 7.6x forward · 1.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $105.3M
Q3 '251 owners · $257.6M
Q2 '251 owners · $395.2M
Q1 '251 owners · $609.2M
No changes
Q4 '241 owners · $617.8M
SOLDRay Dalio
Q3 '242 owners · $882.5M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
2%analyst est. 2.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.8%current: 2.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
NSIT: Held by 2 superinvestors · 3 congress member trades
$15,001 - $50,0002026-01-28
$1,001 - $15,0002025-08-21
$15,001 - $50,0002025-04-04