Signals

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☆CDW

54 in-universe funds with a nonzero position in CDW within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-22 Ownership Dilution filing by CDW Corp (D)
2026-09-21 8-K Item(s) 1.01, 2.03, 9.01
2026-09-15 8-K Item(s) 1.01, 9.01
2026-09-15 Ownership Dilution filing by CDW Corp (424B5)
2026-09-14 Ownership Dilution filing by CDW Corp (424B5)
2026-09-10 Insider Kumar Mukesh (See Remarks) acquired via award ($27,379)
2026-09-10 Insider TAN HANG (See Remarks) acquired via award ($30,231)
2026-09-10 Insider Swedish Joseph acquired via award ($4,135)
2026-09-10 Insider Sanderson Katherine Elizabeth (See Remarks) acquired via award ($34,652)
2026-09-10 Insider MIRALLES ALBERT JOSEPH JR (See Remarks) acquired via award ($42,637)
2026-09-10 Insider CONNELLY ELIZABETH H. (See Remarks) acquired via award ($33,796)
2026-09-10 Insider Jones Marc Ellis acquired via award ($2,709)
2026-09-10 Insider KULEVICH FREDERICK J. (See Remarks) acquired via award ($26,238)
2026-09-10 Insider LOCY PETER R (See Remarks) acquired via award ($4,135)
2026-09-10 Insider BELL JAMES A acquired via award ($13,547)
2026-08-05 8-K Item(s) 5.02, 7.01, 9.01
2026-08-05 8-K Item(s) 2.02, 8.01, 9.01
2026-05-26 8-K Item(s) 5.03, 5.07, 9.01
2026-05-13 8-K Item(s) 7.01, 8.01, 9.01
2026-05-06 8-K Item(s) 2.02, 8.01, 9.01
2026-05-01 8-K Item(s) 7.01
2026-03-27 8-K Item(s) 5.02
2026-02-04 8-K Item(s) 2.02, 8.01, 9.01
2024-08-14 Ownership Dilution filing by CDW Corp (424B5)
2024-08-12 Ownership Dilution filing by CDW Corp (424B5)
2021-11-26 Ownership Dilution filing by CDW Corp (424B5)
2021-11-23 Ownership Dilution filing by CDW Corp (424B5)
2020-08-11 Ownership Dilution filing by CDW Corp (424B5)
2020-08-10 Ownership Dilution filing by CDW Corp (424B5)
2020-04-17 Ownership Dilution filing by CDW Corp (424B5)

Flow ranking

Rank#561
Score / z0.000 / 0.01
Consensus17.82 over 30 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-8% / 2.2d

Forensics

Issuance as of 2026Q2
Accrual ratio0.019
F-score—
M-score—
Net issuance83.3%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-10 Kumar Mukesh A $27,379
2026-09-10 TAN HANG A $30,231
2026-09-10 Swedish Joseph A $4,135
2026-09-10 Sanderson Katherine Elizabet A $34,652
2026-09-10 MIRALLES ALBERT JOSEPH JR A $42,637
2026-09-10 CONNELLY ELIZABETH H. A $33,796
2026-09-10 Jones Marc Ellis A $2,709
2026-09-10 KULEVICH FREDERICK J. A $26,238
2026-09-10 LOCY PETER R A $4,135
2026-09-10 BELL JAMES A A $13,547
Showing the 10 most recent.

8-K events

Negative / total0 / 4
FiledFormItems
2026-09-21 8-K 1.01, 2.03, 9.01
2026-09-15 8-K 1.01, 9.01
2026-08-05 8-K 5.02, 7.01, 9.01
2026-08-05 8-K 2.02, 8.01, 9.01
2026-05-26 8-K 5.03, 5.07, 9.01
2026-05-13 8-K 7.01, 8.01, 9.01
2026-05-06 8-K 2.02, 8.01, 9.01
2026-05-01 8-K 7.01
2026-03-27 8-K 5.02
2026-02-04 8-K 2.02, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 3
FiledFormFiler
2026-09-22 D CDW Corp
2026-09-15 424B5 CDW Corp
2026-09-14 424B5 CDW Corp
2024-08-14 424B5 CDW Corp
2024-08-12 424B5 CDW Corp
2021-11-26 424B5 CDW Corp
2021-11-23 424B5 CDW Corp
2020-08-11 424B5 CDW Corp
2020-08-10 424B5 CDW Corp
2020-04-17 424B5 CDW Corp
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 922.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 158.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 141.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 91.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 88.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 43.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 36.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 35.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 14.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆111 Capital CIK 0002060412 0.025 488 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSIOENFONDS RAIL & OV CIK 0001218761 0.443 40 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CDW). Qtrs Held counts distinct quarters this fund has actually held CDW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CDW position size. Δ columns are the percentage-point change in CDW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status