SPEECE THORSON CAPITAL GROUP INC
Position in NSIT — Insight Enterprises Inc
CIK 900169
MINNETONKA, MN
Position in NSIT
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$5,657,989
+$5,149,291 QoQ
Shares Held
84,435
+1252.3% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NSIT Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Mar 31, 2026SPEECE THORSON CAPITAL GROUP INC holds $20,151,290 across 2 Electronics & Computer Distribution names. NSIT ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARW |
Arrow Electronics, Inc.
|
101,062 | $14,493,301 | |
| 2 | NSIT |
Insight Enterprises Inc
This page
|
84,435 | $5,657,989 |
All Filings in NSIT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,657,989 | 84,435 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $508,698 | 6,244 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $708,132 | 6,244 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $862,233 | 6,244 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $936,537 | 6,244 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $949,712 | 6,244 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,344,895 | 6,244 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,238,559 | 6,244 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,172,671 | 6,321 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,137,736 | 6,421 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $985,035 | 6,770 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $9,901,949 | 67,664 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $11,820,218 | 82,682 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,443,514 | 114,127 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,405,206 | 114,127 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,535,838 | 110,522 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,789,638 | 109,855 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,777,594 | 110,484 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,912,223 | 110,038 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,012,201 | 110,111 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,567,192 | 110,744 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,482,893 | 111,485 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,121,961 | 90,526 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,428,787 | 90,016 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,470,966 | 58,651 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||