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CDW CDW

Information Technology, filed as CDW CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

  • 4 Owners
  • Max 2.0%
  • $1.3B
  • 1 new 1 add 1 reduce 2 exits 1 small

In 2026 Q2, 1 manager opened a position, 1 added, 1 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.0% (Stanley Druckenmiller, Duquesne Family Office). Not free-float ownership.

  1. Stanley Druckenmiller New 2.0%
  2. Richard Pzena Add 1.1%
  3. Bill Nygren / Oakmark Add 1.0%
  4. Ron Baron Reduce 0.04%

Who owns CDW

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Nygren / Oakmark, Harris Associates L P 1.0%, was 0.86% Small add +3.0% 5,543,451 $780M History
Richard Pzena, Pzena Investment Management 1.1%, was 0.44% Add +136.6% 2,638,900 $371M History
Stanley Druckenmiller, Duquesne Family Office 2.0% New 2.0% 743,950 $105M History
Ron Baron, Bamco Inc. (Baron Capital) 0.04%, was 0.08% Reduce −15.0% 172,116 $24M History
David Rolfe, Wedgewood Partners exited 2026 Q2 Last 2026 Q1 3.6% Exit −3.62% 144,870 $18M History
Wallace Weitz, Weitz Investment Management exited 2026 Q2 Last 2026 Q1 0.31% Exit −0.31% 36,250 $4.4M History

4 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CDW's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CDW insider trades
  • $2.5M bought by 2 insiders
  • $4.8M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Elizabeth H. Connelly See Remarks
    Sale
    $3.7M 26,695 shares at $137.62 44% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  2. David W Nelms Director
    Buy
    $2M 18,000 shares at $111.43 +55% to stake
    Traded May 27 Filed May 29
    ↗
  3. Christine A Leahy See Remarks
    Buy
    $499K 4,830 shares at $103.40 +2.6% to stake
    Traded May 18 Filed May 19
    ↗
  4. Sona Chawla See Remarks
    Sale
    $1.1M 7,400 shares at $146.17 21% of stake
    Traded Dec 8, 2025 Filed Dec 10, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 101 stock grants, 13 share withholdings for taxes, 5 sales back to the company, 2 option exercises, and 1 gift.

Congress

4 members of Congress traded CDW in the last three years: 4 buys and 9 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 19 filed Sep 10
  2. April McClain Delaney D-MD-6Child Sell $1K–$15K May 19 filed Jun 5
  3. April McClain Delaney D-MD-6Child Partial sale $1K–$15K May 18 filed Jun 5
  4. April McClain Delaney D-MD-6Child Partial sale $1K–$15K May 15 filed Jun 5
  5. April McClain Delaney D-MD-6Child Partial sale $1K–$15K May 14 filed Jun 5
  6. April McClain Delaney D-MD-6Child Partial sale $1K–$15K Feb 24 filed Mar 10

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
SCHEDULE 13G — Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
424B5 Filing Doc
8-K 1.01,9.01 Filing Doc
424B5 Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $21.38B $21B $22.42B
Gross profit $4.65B $4.6B $4.87B
Gross margin * 21.8% 21.9% 21.7%
Net income $1.1B $1.08B $1.07B
Net margin * 5.2% 5.1% 4.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.7B $7.37B $8.5B
Total non-current assets * $6.58B $7.31B $7.53B
Total assets $13.28B $14.68B $16.03B
Total current liabilities $5.44B $5.47B $7.23B
Total non-current liabilities $5.8B $6.85B $6.2B
Total equity $2.04B $2.35B $2.61B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.6B $1.28B $1.21B
Cash from investing -$229.6M -$659.2M $70.2M
Cash from financing -$1.1B -$0.687B -$1.18B
Net change in cash $273.5M -$81M $111.2M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.