Joel Greenblatt's CDW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 67,464 shares of CDW Corporation (CDW) worth $9.19 M, representing 0.03% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CDW, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 764,763 shares. Largest reduction occurred in Q4 2015, reducing 625,235 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's CDW Corporation (CDW) Holding Value Over Time
Track share changes against reported price movement
Quarterly CDW Corporation (CDW) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -46,019 | Reduce 40.55% | 67,464 | $136.20 |
| Q3 2025 | +24,905 | Add 28.12% | 113,483 | $159.28 |
| Q2 2025 | -15,494 | Reduce 14.89% | 88,578 | $178.59 |
| Q1 2025 | +49,788 | Add 91.72% | 104,072 | $160.26 |
| Q4 2024 | +13,501 | Add 33.10% | 54,284 | $174.04 |
| Q3 2024 | +12,094 | Add 42.16% | 40,783 | $226.30 |
| Q2 2024 | +8,198 | Add 40.01% | 28,689 | $223.84 |
| Q1 2024 | +2,821 | Add 15.96% | 20,491 | $255.78 |
| Q4 2023 | -1,083 | Reduce 5.78% | 17,670 | $227.32 |
| Q3 2023 | -6,578 | Reduce 25.97% | 18,753 | $201.76 |
| Q2 2023 | +845 | Add 3.45% | 25,331 | $183.50 |
| Q1 2023 | -2,678 | Reduce 9.86% | 24,486 | $194.89 |
| Q4 2022 | +6,125 | Add 29.11% | 27,164 | $178.58 |
| Q3 2022 | +1,090 | Add 5.46% | 21,039 | $156.09 |
| Q2 2022 | +13,348 | Add 202.21% | 19,949 | $157.55 |
| Q1 2022 | +937 | Add 16.54% | 6,601 | $178.91 |
| Q4 2021 | -2,636 | Reduce 31.76% | 5,664 | $204.80 |
| Q3 2021 | -3,748 | Reduce 31.11% | 8,300 | $182.05 |
| Q2 2021 | -4,450 | Reduce 26.97% | 12,048 | $174.63 |
| Q1 2021 | -4,856 | Reduce 22.74% | 16,498 | $165.78 |
| Q4 2020 | +6,315 | Add 41.99% | 21,354 | $131.78 |
| Q3 2020 | +10,052 | Add 201.56% | 15,039 | $119.56 |
| Q2 2020 | -45,620 | Reduce 90.15% | 4,987 | $116.10 |
| Q1 2020 | +26,078 | Add 106.31% | 50,607 | $93.27 |
| Q4 2019 | -63,313 | Reduce 72.08% | 24,529 | $142.85 |
| Q3 2019 | +66,222 | Add 306.30% | 87,842 | $123.24 |
| Q2 2019 | -4,847 | Reduce 18.31% | 21,620 | $111.01 |
| Q1 2019 | -5,478 | Reduce 17.15% | 26,467 | $96.38 |
| Q4 2018 | +1,969 | Add 6.57% | 31,945 | $81.05 |
| Q3 2018 | -60,100 | Reduce 66.72% | 29,976 | $88.90 |
| Q2 2018 | -67,710 | Reduce 42.91% | 90,076 | $80.79 |
| Q1 2018 | +157,786 | New Buy | 157,786 | $70.31 |
| Q4 2017 | -11,123 | Sold Out | 0 | $0.00 |
| Q3 2017 | +2,111 | Add 23.42% | 11,123 | $65.99 |
| Q2 2017 | -123,900 | Reduce 93.22% | 9,012 | $62.58 |
| Q1 2017 | -72,857 | Reduce 35.41% | 132,912 | $57.71 |
| Q4 2016 | +180,951 | Add 729.11% | 205,769 | $52.09 |
| Q3 2016 | -140,172 | Reduce 84.96% | 24,818 | $45.73 |
| Q2 2016 | +164,990 | New Buy | 164,990 | $40.08 |
| Q1 2016 | -33,751 | Sold Out | 0 | $0.00 |
| Q4 2015 | -625,235 | Reduce 94.88% | 33,751 | $42.04 |
| Q3 2015 | -307,110 | Reduce 31.79% | 658,986 | $40.86 |
| Q2 2015 | -313,867 | Reduce 24.52% | 966,096 | $34.28 |
| Q1 2015 | -111,735 | Reduce 8.03% | 1.28 M | $37.24 |
| Q4 2014 | +208,953 | Add 17.67% | 1.39 M | $35.17 |
| Q3 2014 | +764,763 | Add 182.97% | 1.18 M | $31.05 |
| Q2 2014 | +167,625 | Add 66.95% | 417,982 | $31.88 |
| Q1 2014 | -136,382 | Reduce 35.26% | 250,357 | $27.44 |
| Q4 2013 | +386,739 | New Buy | 386,739 | $23.36 |
Joel Greenblatt's CDW Corporation Investment FAQs
Joel Greenblatt first purchased CDW Corporation (CDW) in Q4 2013, acquiring 386,739 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held CDW Corporation (CDW) for 49 quarters since Q4 2013.
Joel Greenblatt's largest addition to CDW Corporation (CDW) was in Q3 2014, adding 1,182,745 shares worth $36.72 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 67,464 shares of CDW Corporation (CDW), valued at approximately $9.19 M.
As of the Q4 2025 filing, CDW Corporation (CDW) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in CDW Corporation (CDW) was 1,391,698 shares, as reported at the end of Q4 2014.