John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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 14,272,907 0.48 Reduce 4.74% 0.03 $58.84–87.03 · VW $70.25i $875,642,844 SEC
2025   Q4 14,983,337 0.67 Reduce 7.52% 0.04 $65.15–86.94 · VW $76.33i $1,243,616,971 SEC
2025   Q3 16,201,642 0.59 Reduce 0.40% <0.01 $65.17–81.61 · VW $71.26i $1,086,644,129 SEC
2025   Q2 16,267,302 0.71 Reduce 10.96% 0.09 $65.52–82.04 · VW $76.32i $1,269,337,575 SEC
2025   Q1 18,270,347 0.80 Reduce 0.33% <0.01 $74.58–90.82 · VW $81.76i $1,397,681,546 SEC
2024   Q4 18,330,397 0.82 Reduce 0.10% <0.01 $73.11–82.46 · VW $77.51i $1,409,607,529 SEC
2024   Q3 18,349,574 0.80 Reduce 0.59% <0.01 $66.55–80.27 · VW $75.25i $1,416,220,121 SEC
2024   Q2 18,458,724 0.75 Reduce 0.22% <0.01 $63.79–72.81 · VW $67.43i $1,255,193,232 SEC
2024   Q1 18,498,499 0.79 Reduce 0.40% <0.01 $71.60–80.09 · VW $76.14i $1,355,754,992 SEC
2023   Q4 18,572,637 0.89 Reduce 4.59% 0.04 $62.14–76.85 · VW $69.24i $1,402,791,273 SEC
2023   Q3 19,466,697 0.89 Reduce 0.89% <0.01 $64.11–72.71 · VW $68.53i $1,318,674,055 SEC
2023   Q2 19,640,747 0.86 Reduce 1.94% 0.02 $58.09–65.58 · VW $62.22i $1,282,147,964 SEC
2023   Q1 20,030,272 0.83 Reduce 1.54% 0.01 $56.45–70.86 · VW $63.01i $1,220,444,473 SEC
2022   Q4 20,343,757 0.80 Reduce 15.61% 0.16 $51.33–63.58 · VW $59.08i $1,163,459,463 SEC
2022   Q3 24,105,846 1.05 Reduce 12.53% 0.16 $57.42–70.54 · VW $64.47i $1,384,640,000 SEC
2022   Q2 27,559,889 1.29 Reduce 4.65% 0.07 $65.24–90.51 · VW $76.27i $1,860,017,000 SEC
2022   Q1 28,902,889 1.58 Reduce 1.14% 0.02 $80.97–93.47 · VW $87.55i $2,591,722,000 SEC
2021   Q4 29,235,581 1.61 Reduce 1.64% 0.02 $73.05–90.08 · VW $80.92i $2,593,781,000 SEC
2021   Q3 29,722,173 1.44 Add 1.24% 0.02 $66.19–78.36 · VW $74.25i $2,205,682,000 SEC
2021   Q2 29,359,124 1.33 Add 39.10% 0.37 $68.21–82.57 · VW $74.29i $2,033,413,000 SEC
2021   Q1 21,106,780 1.18 Reduce 2.97% 0.04 $71.56–82.27 · VW $76.59i $1,648,862,000 SEC
2020   Q4 21,752,645 1.41 Reduce 7.25% 0.11 $67.79–82.73 · VW $75.65i $1,782,629,000 SEC
2020   Q3 23,452,431 1.49 Reduce 1.09% 0.01 $54.57–71.81 · VW $66.52i $1,628,068,000 SEC
2020   Q2 23,710,739 1.24 Add 0.14% <0.01 $42.14–59.70 · VW $54.11i $1,347,244,000 SEC
2020   Q1 23,678,565 1.19 Add 38.36% 0.33 $40.01–71.48 · VW $56.78i $1,100,343,000 SEC
2019   Q4 17,113,758 0.82 Reduce 0.46% <0.01 $58.89–64.37 · VW $61.87i $1,061,395,000 SEC
2019   Q3 17,192,859 0.86 Reduce 0.37% <0.01 $58.66–67.88 · VW $63.16i $1,036,128,000 SEC
2019   Q2 17,257,544 0.89 Buy 0.89 $56.73–74.85 · VW $64.93i $1,093,956,000 SEC
Price snapshot:
Current price$44.16
Avg. buy price$61.82
+/- since buy-28.57%
52-week low$37.08
52-week high$85.98