CDW Corporation· CDW

🇺🇸 US · LargeSP500NASDAQ

Technology Information Technology Services Website

Price: $146.19
Day: -2.02%
Mkt Cap: $18.68B
52W Range: $97.12 – $167.00
Volume: 2.87M
Beta: 0.94

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 782 institutions hold; 378 added, 301 reduced
Insiders Q3 2026: no purchases, 1 sale ($3.7M)

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CDW Corporation

CDW|Technology|Information Technology Services

Current price: $146

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

2.1x

vs own 6-quarter average

Seller breadth · Q3 2026

1 seller

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+79

494 adding vs 415 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

15.2M

+5.1%

VANGUARD CAPITAL MANAGEMENT LLC

8.3M

+0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.2M

+1.8%

STATE STREET CORP

5.8M

+2.4%

HARRIS ASSOCIATES L P

5.5M

+4.6%

BOSTON PARTNERS

5.3M

+35.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

139

230

101

139 buying230 unchanged101 selling

470 funds held CDW in Q2 2026, holding 71.9M shares between them, up 11.8% on the quarter.

Largest fund holders

SPDR SERIES TRUST529.2K sh

MADISON FUNDS486.7K sh

GLENMEDE FUND INC40.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 7

CONNELLY ELIZABETH H.

$3.7M

Sale · May 8

LEAHY CHRISTINE A

$3.3M

Sale · May 13

KULEVICH FREDERICK J.

$3.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CDW Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-14

Institutional Flow

50% weight

+34

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CDW

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

1 sale totaling $3.7M (26.7K shares)

Share volume is elevated at 2.1x the historical average

Buying seen in 3 of 15 quarters

2.1x

Selling pace

vs own 6-qtr average

Elevated

4.43%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.5 avg per quarter

Q2 2026

Last insider purchase

buying in 3 of 16 quarters

Notable Recent Transactions, CDW

Top 8 highest-value insider trades from the last 8 quarters

CONNELLY ELIZABETH H.

Officer

Sell

26,695 shares at $137.62

≈43.8% of their stake at the time

Aug 7, 2026$3.67M

LEAHY CHRISTINE A

Director

Sell

17,910 shares at $182.13

≈11.0% of their stake at the time

May 8, 2025$3.26M

KULEVICH FREDERICK J.

Officer

Sell

16,171 shares at $190.62

≈25.2% of their stake at the time

May 13, 2025$3.08M

LEAHY CHRISTINE A

Director

Sell

14,530 shares at $181.27

≈8.2% of their stake at the time

May 8, 2025$2.63M

KULEVICH FREDERICK J.

Officer

Sell

11,988 shares at $191.28

≈24.9% of their stake at the time

May 13, 2025$2.29M

NELMS DAVID W

Director

Buy

18,000 shares at $111.43

≈35.3% of their stake after buying

May 27, 2026$2.01M

LEAHY CHRISTINE A

Director

Sell

7,877 shares at $179.99

≈4.2% of their stake at the time

May 8, 2025$1.42M

Chawla Sona

Officer

Sell

7,400 shares at $146.17

≈20.8% of their stake at the time

Dec 8, 2025$1.08M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CDW

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Balanced activity: 494 adding vs 415 reducing

+79

Net breadth

494 adding vs 415 reducing

Balanced

1.19

Add / reduce ratio

in Q2 2026

New − closed

116 initiated, 114 exited

10 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+494 growing-415 shrinkingNet: +79

116

378

301

114

New (116)

Increased (378)

Reduced (301)

Closed (114)

Top Institutional Holders, CDW

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

15.2M

$2.1B

Ownership

12.00%

+5.1%

VANGUARD CAPITAL MANAGEMENT LLC

8.3M

$1.2B

Ownership

6.57%

+0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.2M

$1.2B

Ownership

6.45%

+1.8%

STATE STREET CORP

5.8M

$812.9M

Ownership

4.55%

+2.4%

HARRIS ASSOCIATES L P

5.5M

$779.6M

Ownership

4.36%

+4.6%

BOSTON PARTNERS

5.3M

$739.3M

Ownership

4.14%

+35.7%

GEODE CAPITAL MANAGEMENT, LLC

3.9M

$547.5M

Ownership

3.06%

+4.3%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

3.8M

$531.3M

Ownership

2.97%

+89.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 470 ETFs and mutual funds reporting

139 buying101 sellingNet: +38

139

230

101

Buying (139)

Unchanged (230)

Selling (101)

In total, funds bought 10.1M shares and sold 1.7M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

470 ETFs and mutual funds reporting

139 buying vs 101 selling (balanced)

Top Fund Holders, CDW

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

529.2K

Weight

2.62%

Jul 31, 2026No change

MADISON FUNDS

486.7K

Weight

10.04%

Jul 31, 2026No change

GLENMEDE FUND INC

40.7K

Weight

2.48%

Jul 31, 2026No change

FORUM FUNDS

25.8K

Weight

—

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

13.9K

Weight

0.00%

Jul 31, 2026Decreased

Listed Funds Trust

3.3K

Weight

57.67%

Jul 31, 2026No change

Variable Insurance Products Fund V

2.7K

Weight

0.00%

Jun 30, 2026No change

GUGGENHEIM FUNDS TRUST

2.7K

Weight

0.00%

Jun 30, 2026No change

CDW Corporation· CDW

Holdings Analysis

Insider Trading Activity

1.3Transaction History29Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings158Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History29Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings158Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights