InvestorLens

CDW — CDW CORP

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CDW?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Mixed · 3 buying vs 2 selling last quarter
51
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
0 congressional purchases, 4 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their CDW position last quarter, 3 bought and 2 sold (60% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 0 congressional purchases, 4 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Izzy Englander, Stanley Druckenmiller, Steve Cohen)
  • +6 tracked investors reported holding CDW at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −Congressional disclosures lean toward selling (4 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About CDW CORP (CDW)

CDW CORP (CDW) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $204M. Across recent filings, tracked investors recorded 9 new positions, 7 increased, 10 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CDW

53
/100
Mixed Activity
Added / Increased16
Reduced10
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track CDW

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

CDW Ownership Composition

How CDW CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
63% of tracked value
Institutions
6
tracked investors
Total Reported
$402.4M
combined 13F value
Types2
  • Multi-Strategy / Quant63.1%
  • Macro36.9%
Multi-Strategy / Quant(3)
63.1%
Macro(3)
36.9%

Tracked investors currently reporting CDW

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    655.8K
    Value
    $92.2M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1.1M
    Value
    $148.8M
    % Portfolio
    0.16%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    994K
    Value
    $139.8M
    % Portfolio
    2.68%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    92.9K
    Value
    $13.1M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    47.3K
    Value
    $6.6M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    13.1K
    Value
    $1.8M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold CDW?
6 tracked institutional investors disclosed a position in CDW (CDW CORP) in their most recent 13F filing.
Who is the largest institutional holder of CDW?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CDW, valued at $204M.
Did institutional ownership of CDW increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 7 increased, 10 reduced, and 4 fully exited CDW.
Where does this CDW ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.