What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, ValueAct Holdings, L.P. sold 1,055,147 shares of Insight Enterprises (NASDAQ:NSIT) during the fourth quarter of 2025. The estimated transaction value was $98.95 million. At quarter-end, the fund held 1,216,592 shares valued at $99.12 million. The net position decreased by roughly $158.52 million. What else to know This was a sell; NSIT now accounts for 1.41% of ValueAct’s 13F U.S. equity assets Top hol ...

Valued at a market cap of $16.5 billion, CDW Corporation (CDW) is a leading North American IT solutions provider that helps organizations design, procure, implement, and manage technology infrastructure. Headquartered in Vernon Hills, Illinois, the company serves enterprise, small-business, and public-sector customers (government, education, healthcare) across the U.S., U.K., and Canada. Shares of the tech company have lagged behind the broader market over the past 52 weeks. CDW stock has slumped 33.9% o ...