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CDW Corporation

CDW Technology
$135.09 $-0.47 (-0.35%)
Market Cap: $17.29 B
Gurus Holding
10
Popularity Rank
#478
% of Shares Held
1.55%
Net Activity (Q4 2025)
+$1.04 M

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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $267.91 M.

Top institutional holders include Richard Pzena and Renaissance Technologies (RenTech).

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

Recent Activity Breakdown (Q4 2025)

+$21.88 M
Total Buy Value
New Buys 0
Additions 6
-$20.84 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for CDW Corporation (CDW)

Major holders include Richard Pzena ($135 M), Renaissance Technologies (RenTech) ($31.12 M), Cliff Asness ($26.63 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.98 M 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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.44% New Buy 1,115,535 $135 M Q1 2026
0.05% Reduce -22.1% 228,498 $31.12 M Q4 2025
0.01% Add 91.3% 195,525 $26.63 M Q4 2025
3.86% Add 26.0% 151,871 $20.68 M Q4 2025
0.02% Add 6.1% 129,071 $17.58 M Q4 2025
0.03% Reduce -40.6% 67,464 $9.19 M Q4 2025
0.45% Add 57.8% 56,250 $7.66 M Q4 2025
0.03% Reduce -5.4% 18,825 $2.28 M Q1 2026
0.01% Add 148.1% 11,299 $1.54 M Q4 2025
0.00% Reduce -82.6% 8,884 $1.21 M Q4 2025
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