Position in CDW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$123,279,927
+$48,187,283 QoQ
Shares Held
1,018,674
+84.8% QoQ
Ownership
0.797%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 99.35209890504714.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6479010949528505.ToString("F0")%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $896,126,187 across 37 Information Technology Services names. CDW ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IT |
Gartner Inc
|
1,127,145 | $178,472,139 | |
| 2 | ACN |
Accenture plc
|
818,604 | $162,320,987 | |
| 3 | CDW |
CDW Corp
This page
|
1,018,674 | $123,279,927 | |
| 4 | EXLS |
ExlService Holdings, Inc.
|
3,709,632 | $112,958,294 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
362,597 | $58,914,760 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
267,078 | $41,535,970 | |
| 7 | CIFR |
Cipher Digital Inc.
|
3,007,262 | $38,703,461 | |
| 8 | APLD |
Applied Digital Corp.
|
1,592,602 | $37,808,371 |
All Filings in CDW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,279,927 | 1,018,674 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $75,092,644 | 551,341 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,809,567 | 237,378 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,417,959 | 24,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,628,286 | 22,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,594,075 | 164,296 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,866,207 | 39,179 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,456 | 900 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $250,012 | 1,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $246,138 | 1,577 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $1,725,003 | 9,477 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $321,934 | 2,771 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||