$CDW is held by 16 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.21%, with an average of 0.26% of portfolio. Largest holder: Blue Grotto Capital, LLC at 3.21%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
CDW CORP
13F holders
750
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 750 · Source: 13F-HR01
Generation Investment Management LLP
—
—
02
First Financial Corp.
—
—
03
Strategic Planning Group, LLC
—
—
04
State Street
—
—
05
Axa S.a.
—
—
06
Longview Partners (Guernsey) LTD
—
—
07
Banyan Capital Management, Inc.
—
—
08
State Farm Mutual Automobile Insurance Co.
—
—
09
ValueAct Capital
—
—
10
Pzena Investment Management LLC
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
16 holders · Q1 202601
Blue Grotto Capital, LLC
3.21% ↓ 2.1pp
α +12.7pts
02
RiverPark Advisors, LLC
0.32% held
α +21.5pts
03
Voloridge Investment Management, LLC
0.25% held
α +15.5pts
04
Aigen Investment Management, LP
0.24% NEW
α +50.5pts
05
Svb Wealth LLC
0.05% held
α +29.6pts
06
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03% held
α +27.5pts
07
Quarry LP
0.03% held
α +10.6pts
08
WINTON GROUP Ltd
0.02% held
α +27.0pts
09
Wellington Management Group LLP
0.01% held
α +10.5pts
10
Citigroup Inc.
0.01% held
α +26.3pts
11
New Age Alpha Advisors, LLC
0.01% held
α +10.8pts
12
Costello Asset Management, INC
0.00% held
α +14.3pts
13
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
14
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
15
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
16
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
7 transactions · 3 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
17 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CDW lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CDW — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:46 UTC.