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 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $529.89 M.
Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $521.38 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 490.8%. Conversely, Steven Cohen reduced exposure by 85.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for CDW Corporation (CDW)
Major holders include HOTCHKIS & WILEY ($245.37 M), Cliff Asness ($137.89 M), Richard Pzena ($135 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 5.19 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $521.38 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CDW. The total reported sell value was $18.21 M.
Yes, 4 managers opened new positions in CDW, and 4 increased their existing holdings. The total reported buy value was $539.59 M.
