Position in CDW
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$32,497,320
+$24,103,264 QoQ
Shares Held
238,600
+352.8% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $217,055,138 across 32 Information Technology Services names. CDW ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXLS |
ExlService Holdings, Inc.
|
1,551,400 | $65,841,416 | |
| 2 | CDW |
CDW Corp
This page
|
238,600 | $32,497,320 | |
| 3 | IT |
Gartner Inc
|
113,820 | $28,714,509 | |
| 4 | ACN |
Accenture plc
|
63,500 | $17,037,050 | |
| 5 | VNET |
VNET Group, Inc.
|
1,288,000 | $10,896,480 | |
| 6 | HCKT |
Hackett Group, Inc.
|
462,000 | $9,069,060 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
38,200 | $6,970,736 | |
| 8 | GLOB |
Globant S.A.
|
104,600 | $6,837,702 |
All Filings in CDW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $32,497,320 | 238,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,394,056 | 52,700 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,234,002 | 7,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,070,404 | 75,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $565,750 | 2,500 | Shares | Sole | 2024-11-14 | |
| 2020-12-31 | $1,014,783 | 7,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,458,469 | 37,300 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,986,678 | 17,100 | Shares | Sole | 2020-09-15 | |
| 2020-03-31 | $3,926,667 | 42,100 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||