David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Cognizant Technology Solutions Corp. (CTSH)
← All CTSH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q3 0 0.00 Sell 100.00% 0.24 $58.66–67.88 · VW $63.16i SEC
2019   Q2 44,800 0.24 Reduce 91.97% 2.71 $56.73–74.85 · VW $64.93i $2,839,000 SEC
2019   Q1 557,859 2.95 Reduce 19.56% 0.57 $61.01–74.69 · VW $70.17i $40,416,000 SEC
2018   Q4 693,474 2.92 Reduce 9.50% 0.28 $59.47–77.87 · VW $68.71i $44,020,000 SEC
2018   Q3 766,294 2.96 Reduce 8.04% 0.27 $74.02–83.35 · VW $78.49i $59,118,000 SEC
2018   Q2 833,261 3.32 Reduce 11.28% 0.39 $73.97–83.24 · VW $78.79i $65,819,000 SEC
2018   Q1 939,248 3.48 Reduce 15.07% 0.48 $70.54–85.10 · VW $78.92i $75,608,000 SEC
2017   Q4 1,105,870 3.18 Reduce 19.46% 0.66 $69.69–76.51 · VW $72.92i $78,537,000 SEC
2017   Q3 1,373,146 3.40 Reduce 18.72% 0.64 $66.05–73.00 · VW $70.16i $99,607,000 SEC
2017   Q2 1,689,346 3.44 Reduce 27.19% 0.97 $57.50–68.18 · VW $63.91i $112,172,000 SEC
2017   Q1 2,320,261 3.56 Reduce 8.17% 0.28 $51.52–60.39 · VW $56.60i $138,100,000 SEC
2016   Q4 2,526,738 3.46 Reduce 53.00% 2.85 $48.50–58.50 · VW $53.86i $141,571,000 SEC
2016   Q3 5,376,140 5.38 Reduce 4.42% 0.29 $45.44–60.47 · VW $54.46i $256,495,000 SEC
2016   Q2 5,624,679 6.53 Reduce 6.54% 0.45 $55.17–63.23 · VW $59.41i $321,956,000 SEC
2016   Q1 6,018,418 6.85 Reduce 0.11% <0.01 $51.22–63.43 · VW $59.31i $377,354,000 SEC
2015   Q4 6,024,952 6.21 Reduce 12.44% 0.82 $58.15–69.80 · VW $64.22i $361,617,000 SEC
2015   Q3 6,880,764 6.56 Reduce 10.31% 0.68 $57.50–69.35 · VW $62.40i $430,804,000 SEC
2015   Q2 7,672,080 6.61 Reduce 0.49% 0.03 $58.35–65.96 · VW $61.88i $468,687,000 SEC
2015   Q1 7,709,509 6.85 Reduce 22.14% 1.64 $50.71–64.69 · VW $58.51i $480,996,000 SEC
2014   Q4 9,901,736 7.40 Add 10.71% 0.72 $42.94–54.89 · VW $50.20i $521,425,000 SEC
2014   Q3 8,944,176 6.81 Add 26.08% 1.41 $41.51–51.38 · VW $46.45i $400,431,000 SEC
2014   Q2 7,094,047 6.35 Add 6.42% 0.38 $45.73–53.40 · VW $48.71i $346,970,000 SEC
2014   Q1 6,666,189 6.46 Add 2.79% 0.18 $44.96–54.00 · VW $49.83i $337,309,000 SEC
2013   Q4 6,485,548 7.08 Add 3.30% 0.23 $40.62–50.56 · VW $45.55i $327,455,000 SEC
2013   Q3 6,278,184 6.44 Reduce 17.55% 1.58 $31.57–42.08 · VW $37.02i $257,782,000 SEC
2013   Q2 7,614,730 9.00 Buy 9.00 $30.46–38.94 · VW $32.88i $238,493,000 SEC
Price snapshot:
Current price$44.16
52-week low$37.08
52-week high$85.98