Guru Ownership Trend
Guru Analysis for CDW Corporation (CDW)
CDW Corporation (CDW), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $102.69 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $1.04 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 148.1%. Conversely, Paul Tudor Jones reduced exposure by 82.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for CDW Corporation (CDW)
Major holders include Renaissance Technologies ($31.12 M), Cliff Asness ($26.63 M), David Rolfe ($20.68 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 868,753 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.04 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited CDW. The total reported sell value was $20.84 M.
Yes, 0 managers opened new positions in CDW, and 6 increased their existing holdings. The total reported buy value was $21.88 M.
