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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $108.84 M.
Top institutional holders include Renaissance Technologies and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $48.61 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 797.0%. Conversely, Manning & Napier Group reduced exposure by 90.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.06% | Add 797.0% | 293,298 | $46.72 M | Q3 2025 | |
| 0.03% | New Buy | 121,668 | $19.38 M | Q3 2025 | |
| 3.50% | Add 3.8% | 120,524 | $19.2 M | Q3 2025 | |
| 0.08% | Add 28.1% | 113,483 | $18.08 M | Q3 2025 | |
| 0.01% | Add 142.4% | 102,237 | $16.28 M | Q3 2025 | |
| 0.01% | Reduce -32.1% | 51,097 | $8.14 M | Q3 2025 | |
| 0.31% | New Buy | 35,650 | $5.68 M | Q3 2025 | |
| 0.04% | Reduce -90.3% | 18,635 | $3.02 M | Q3 2025 | |
| 0.00% | Reduce -20.1% | 4,554 | $725,361 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for CDW Corporation (CDW)
Major holders include Renaissance Technologies ($46.72 M), Steven Cohen ($19.38 M), David Rolfe ($19.2 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 861,146 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $48.61 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 $32.19 M.
Yes, 2 managers opened new positions in CDW, and 4 increased their existing holdings. The total reported buy value was $80.8 M.