Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
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
2026   Q1 3,008,138 2.46 Add 0.83% 0.02 $58.84–87.03 · VW $70.25i $184,549,266 SEC
2025   Q4 2,983,431 3.47 Reduce 9.58% 0.29 $65.15–86.94 · VW $76.33i $247,624,773 SEC
2025   Q3 3,299,434 3.05 Reduce 3.26% 0.12 $65.17–81.61 · VW $71.26i $221,293,038 SEC
2025   Q2 3,410,672 3.58 Reduce 2.43% 0.09 $65.52–82.04 · VW $76.32i $266,134,736 SEC
2025   Q1 3,495,625 3.52 Reduce 13.91% 0.51 $74.58–90.82 · VW $81.76i $267,415,312 SEC
2024   Q4 4,060,519 3.65 Reduce 12.03% 0.44 $73.11–82.46 · VW $77.51i $312,253,911 SEC
2024   Q3 4,615,785 3.65 Reduce 5.94% 0.19 $66.55–80.27 · VW $75.25i $356,246,286 SEC
2024   Q2 4,907,141 3.13 Reduce 0.38% 0.01 $63.79–72.81 · VW $67.43i $333,685,588 SEC
2024   Q1 4,925,723 3.25 Reduce 4.79% 0.17 $71.60–80.09 · VW $76.14i $361,006,239 SEC
2023   Q4 5,173,699 3.63 Reduce 3.44% 0.12 $62.14–76.85 · VW $69.24i $390,769,485 SEC
2023   Q3 5,358,073 3.58 Reduce 0.34% 0.01 $64.11–72.71 · VW $68.53i $362,955,865 SEC
2023   Q2 5,376,416 3.33 Add 0.39% 0.01 $58.09–65.58 · VW $62.22i $350,972,436 SEC
2023   Q1 5,355,327 3.23 Add 0.18% <0.01 $56.45–70.86 · VW $63.01i $326,300,074 SEC
2022   Q4 5,345,736 3.05 Reduce 3.03% 0.10 $51.33–63.58 · VW $59.08i $305,722,642 SEC
2022   Q3 5,512,773 3.45 Add 0.18% <0.01 $57.42–70.54 · VW $64.47i $316,654,000 SEC
2022   Q2 5,502,687 3.85 Add 0.29% 0.01 $65.24–90.51 · VW $76.27i $371,376,000 SEC
2022   Q1 5,487,021 4.39 Reduce 7.11% 0.33 $80.97–93.47 · VW $87.55i $492,021,000 SEC
2021   Q4 5,906,710 4.67 Add 1.56% 0.07 $73.05–90.08 · VW $80.92i $524,043,000 SEC
2021   Q3 5,816,135 4.15 Add 31.62% 1.00 $66.19–78.36 · VW $74.25i $431,615,000 SEC
2021   Q2 4,418,767 2.97 Add 0.02% <0.01 $68.21–82.57 · VW $74.29i $306,044,000 SEC
2021   Q1 4,418,032 3.61 Add 1.37% 0.05 $71.56–82.27 · VW $76.59i $345,137,000 SEC
2020   Q4 4,358,152 4.42 Reduce 1.02% 0.05 $67.79–82.73 · VW $75.65i $357,151,000 SEC
2020   Q3 4,403,093 4.53 Add 3.83% 0.17 $54.57–71.81 · VW $66.52i $305,663,000 SEC
2020   Q2 4,240,644 3.84 Reduce 1.21% 0.04 $42.14–59.70 · VW $54.11i $240,953,000 SEC
2020   Q1 4,292,640 3.31 Add 58.63% 1.22 $40.01–71.48 · VW $56.78i $199,479,000 SEC
2019   Q4 2,706,022 2.12 Reduce 0.35% <0.01 $58.89–64.37 · VW $61.87i $167,827,000 SEC
2019   Q3 2,715,515 2.01 Add 1.09% 0.02 $58.66–67.88 · VW $63.16i $163,651,000 SEC
2019   Q2 2,686,111 2.04 Add 98.01% 1.01 $56.73–74.85 · VW $64.93i $170,273,000 SEC
2019   Q1 1,356,552 1.21 Reduce 0.25% <0.01 $61.01–74.69 · VW $70.17i $98,282,000 SEC
2018   Q4 1,360,018 1.10 Add 5.69% 0.06 $59.47–77.87 · VW $68.71i $86,334,000 SEC
2018   Q3 1,286,833 1.19 Add 0.95% 0.01 $74.02–83.35 · VW $78.49i $99,279,000 SEC
2018   Q2 1,274,717 1.25 Reduce 1.47% 0.02 $73.97–83.24 · VW $78.79i $100,690,000 SEC
2018   Q1 1,293,747 1.07 Reduce 0.83% <0.01 $70.54–85.10 · VW $78.92i $104,147,000 SEC
2017   Q4 1,304,510 0.89 Reduce 2.65% 0.02 $69.69–76.51 · VW $72.92i $92,646,000 SEC
2017   Q3 1,339,969 0.94 Reduce 0.32% <0.01 $66.05–73.00 · VW $70.16i $97,201,000 SEC
2017   Q2 1,344,261 0.87 Buy 0.87 $57.50–68.18 · VW $63.91i $89,259,000 SEC
Price snapshot:
Current price$44.16
Avg. buy price$62.85
+/- since buy-29.74%
52-week low$37.08
52-week high$85.98