← Top Holdings

CTSHCOGNIZANT TECHNOLOGY SOLUTIO

CUSIP: 192446102

6

Guru Owners

$3.11B

Total Value Held

37.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	17628679	$1.46B	4.38%	$83.00	Q4 2025
Dodge & Cox	Dodge & Cox	14983337	$1.24B	0.67%	$83.00	Q4 2025
Donald Yacktman	Yacktman Asset Management	2983431	$247.6M	3.47%	$83.00	Q4 2025
Sarah Ketterer	Causeway Capital Management	1552361	$128.8M	1.77%	$83.00	Q4 2025
Ray Dalio	Bridgewater Associates	207700	$17.2M	0.06%	$83.00	Q4 2025
Jensen Investment Management	Jensen Investment Management	107726	$8.9M	0.14%	$83.00	Q4 2025

$1.46B

4.38%

$1.24B

0.67%

Donald Yacktman

$247.6M

3.47%

$128.8M

1.77%

$17.2M

0.06%

Jensen Investment Management

$8.9M

0.14%

📊 Fundamentals

Market Cap$29.2B

P/E Ratio13.3x

Below market avg

Forward P/E9.9x

P/FCF15.1x

EPS (TTM)$4.56

Revenue (TTM)$21.1B

Profit Margin10.56%

Div Yield2.19%

Beta0.98

52-Week Range

$57.39

$87.03

Current: $60.45

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.3x trailing earnings → 9.9x forward · 10.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '256 owners · $3.11B

REDUCEDRichard Pzena$1.46B

REDUCEDDodge & Cox$1.24B

REDUCEDDonald Yacktman$247.6M

INCREASEDSarah Ketterer$128.8M

REDUCEDRay Dalio$17.2M

REDUCEDJensen Investment Management$8.9M

Q3 '256 owners · $2.62B

INCREASEDRichard Pzena$1.19B

REDUCEDDodge & Cox$1.09B

REDUCEDDonald Yacktman$221.3M

INCREASEDSarah Ketterer$90.6M

INCREASEDRay Dalio$28.2M

Q2 '256 owners · $3.03B

INCREASEDRichard Pzena$1.36B

REDUCEDDodge & Cox$1.27B

REDUCEDDonald Yacktman$266.1M

REDUCEDSarah Ketterer$92.2M

REDUCEDRay Dalio$30.1M

REDUCEDJensen Investment Management$9.7M

Q1 '256 owners · $3.05B

REDUCEDDodge & Cox$1.40B

NEWRichard Pzena$1.31B

REDUCEDDonald Yacktman$267.4M

NEWSarah Ketterer$70.2M

NEWJensen Investment Management$9.6M

REDUCEDRay Dalio$3.0M

Q4 '243 owners · $1.73B

REDUCEDDodge & Cox$1.41B

REDUCEDDonald Yacktman$312.3M

INCREASEDRay Dalio$5.4M

Q3 '243 owners · $1.78B

REDUCEDDodge & Cox$1.42B

REDUCEDDonald Yacktman$356.2M

REDUCEDRay Dalio$3.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 5.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

9.1%current: 9.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CTSH: Held by 6 superinvestors · 11 congress member trades

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-25

SELLLisa McClainR

$1,001 - $15,0002025-07-16

BUYLisa McClainR

$1,001 - $15,0002025-07-10

$15,001 - $50,0002025-06-23

$1,001 - $15,0002025-04-23

$15,001 - $50,0002025-04-09

$1,001 - $15,0002025-01-17

CTSH Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker