Position in CDW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,077,393
+$658,313 QoQ
Shares Held
14,771
+26.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#268
of 746 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ADVISORY RESEARCH INC holds $4,446,082 across 3 Information Technology Services names. CDW ranks #1 (46.7% of the industry book) .
All Filings in CDW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,077,393 | 14,771 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,419,080 | 11,726 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,492,479 | 10,958 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,590,092 | 9,983 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,848,763 | 10,352 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,685,935 | 10,520 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,911,655 | 10,984 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,121,336 | 9,374 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,161,622 | 9,657 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,334,759 | 9,128 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,089,298 | 9,191 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,284,932 | 11,325 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,135,756 | 11,639 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,039,523 | 10,465 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,874,911 | 10,499 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,735,141 | 11,117 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,764,041 | 11,196 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $1,587,469 | 8,874 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,200,769 | 10,747 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,975,280 | 10,852 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,901,634 | 16,614 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,177,924 | 19,173 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,547,895 | 19,333 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,365,857 | 19,793 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,257,842 | 19,434 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,050,634 | 21,986 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||