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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.48 B.
Top institutional holders include HOTCHKIS & WILEY and Richard Pzena.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $627.39 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 96.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for CDW Corporation (CDW)
Major holders include HOTCHKIS & WILEY ($531.28 M), Richard Pzena ($371.13 M), Cliff Asness ($171.01 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 9.63 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $627.39 M, with 8 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited CDW. The total reported sell value was $100.79 M.
Yes, 2 managers opened new positions in CDW, and 6 increased their existing holdings. The total reported buy value was $728.18 M.
