Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 106,417 0.13 Reduce 1.22% <0.01 $58.84–87.03 · VW $70.25i $6,528,683 SEC
2025   Q4 107,726 0.14 Reduce 12.93% 0.01 $65.15–86.94 · VW $76.33i $8,941,258 SEC
2025   Q3 123,726 0.10 $67.07 $8,298,303 SEC
2025   Q2 123,726 0.11 Reduce 1.03% <0.01 $65.52–82.04 · VW $76.32i $9,654,340 SEC
2025   Q1 125,009 0.11 Reduce 0.48% <0.01 $74.58–90.82 · VW $81.76i $9,563,189 SEC
2024   Q4 125,609 0.09 $76.90 $9,659,332 SEC
2024   Q3 125,609 0.08 Reduce 0.04% $66.55–80.27 · VW $75.25i $9,694,503 SEC
2024   Q2 125,664 0.07 Reduce 3.53% <0.01 $63.79–72.81 · VW $67.43i $8,545,152 SEC
2024   Q1 130,260 0.07 Reduce 0.61% <0.01 $71.60–80.09 · VW $76.14i $9,546,755 SEC
2023   Q4 131,060 0.07 Reduce 0.51% <0.01 $62.14–76.85 · VW $69.24i $9,898,962 SEC
2023   Q3 131,734 0.07 Reduce 0.24% <0.01 $64.11–72.71 · VW $68.53i $8,923,661 SEC
2023   Q2 132,054 0.06 Reduce 5.43% <0.01 $58.09–65.58 · VW $62.22i $8,620,485 SEC
2023   Q1 139,640 0.07 Reduce 19.63% 0.02 $56.45–70.86 · VW $63.01i $8,351,868 SEC
2022   Q4 173,743 0.08 Reduce 95.74% 1.95 $51.33–63.58 · VW $59.08i $9,936,362 SEC
2022   Q3 4,076,186 2.04 Reduce 0.39% <0.01 $57.42–70.54 · VW $64.47i $234,136,000 SEC
2022   Q2 4,092,081 2.29 Reduce 18.34% 0.61 $65.24–90.51 · VW $76.27i $276,175,000 SEC
2022   Q1 5,011,274 3.35 Add 0.70% 0.02 $80.97–93.47 · VW $87.55i $449,361,000 SEC
2021   Q4 4,976,601 3.10 Reduce 0.77% 0.02 $73.05–90.08 · VW $80.92i $441,524,000 SEC
2021   Q3 5,015,466 2.95 Reduce 6.12% 0.17 $66.19–78.36 · VW $74.25i $372,198,000 SEC
2021   Q2 5,342,630 2.80 Reduce 0.88% 0.03 $68.21–82.57 · VW $74.29i $370,031,000 SEC
2021   Q1 5,390,294 3.37 Add 1.56% 0.05 $71.56–82.27 · VW $76.59i $421,090,000 SEC
2020   Q4 5,307,556 3.60 Add 0.43% 0.02 $67.79–82.73 · VW $75.65i $434,954,000 SEC
2020   Q3 5,284,820 3.25 Reduce 0.00% $54.57–71.81 · VW $66.52i $366,872,000 SEC
2020   Q2 5,284,840 2.87 Reduce 0.13% <0.01 $42.14–59.70 · VW $54.11i $300,285,000 SEC
2020   Q1 5,291,716 2.75 Add 10.59% 0.26 $40.01–71.48 · VW $56.78i $245,906,000 SEC
2019   Q4 4,784,801 2.94 Add 6.95% 0.19 $58.89–64.37 · VW $61.87i $296,753,000 SEC
2019   Q3 4,473,761 2.88 Add 2.09% 0.06 $58.66–67.88 · VW $63.16i $269,611,000 SEC
2019   Q2 4,382,086 3.17 Add 23.10% 0.59 $56.73–74.85 · VW $64.93i $277,780,000 SEC
2019   Q1 3,559,654 3.07 Add 24.96% 0.61 $61.01–74.69 · VW $70.17i $257,897,000 SEC
2018   Q4 2,848,740 2.56 Add 0.33% <0.01 $59.47–77.87 · VW $68.71i $180,838,000 SEC
2018   Q3 2,839,255 2.73 Reduce 0.02% <0.01 $74.02–83.35 · VW $78.49i $219,049,000 SEC
2018   Q2 2,839,720 3.01 Reduce 3.29% 0.10 $73.97–83.24 · VW $78.79i $224,309,000 SEC
2018   Q1 2,936,230 3.09 Add 0.10% <0.01 $70.54–85.10 · VW $78.92i $236,367,000 SEC
2017   Q4 2,933,285 2.66 Add 21.91% 0.48 $69.69–76.51 · VW $72.92i $208,322,000 SEC
2017   Q3 2,406,046 2.36 Reduce 0.55% 0.01 $66.05–73.00 · VW $70.16i $174,535,000 SEC
2017   Q2 2,419,306 2.20 Reduce 2.72% 0.06 $57.50–68.18 · VW $63.91i $160,642,000 SEC
2017   Q1 2,486,891 2.07 Reduce 0.23% <0.01 $51.52–60.39 · VW $56.60i $148,020,000 SEC
2016   Q4 2,492,566 2.04 Reduce 0.06% <0.01 $48.50–58.50 · VW $53.86i $139,658,000 SEC
2016   Q3 2,494,126 1.78 Reduce 17.09% 0.46 $45.44–60.47 · VW $54.46i $118,995,000 SEC
2016   Q2 3,008,364 2.67 Reduce 1.85% 0.06 $55.17–63.23 · VW $59.41i $172,199,000 SEC
2016   Q1 3,065,003 3.06 Add 20.23% 0.52 $51.22–63.43 · VW $59.31i $192,176,000 SEC
2015   Q4 2,549,203 2.57 Add 0.01% <0.01 $58.15–69.80 · VW $64.22i $153,003,000 SEC
2015   Q3 2,548,963 2.81 Add 0.60% 0.02 $57.50–69.35 · VW $62.40i $159,591,000 SEC
2015   Q2 2,533,683 2.47 Reduce 8.52% 0.23 $58.35–65.96 · VW $61.88i $154,783,000 SEC
2015   Q1 2,769,734 2.64 Add 0.27% <0.01 $50.71–64.69 · VW $58.51i $172,804,000 SEC
2014   Q4 2,762,197 2.25 Reduce 19.94% 0.49 $42.94–54.89 · VW $50.20i $145,457,000 SEC
2014   Q3 3,450,156 2.45 Reduce 3.06% 0.08 $41.51–51.38 · VW $46.45i $154,463,000 SEC
2014   Q2 3,559,116 2.62 Reduce 3.96% 0.11 $45.73–53.40 · VW $48.71i $174,076,000 SEC
2014   Q1 3,705,810 2.70 Reduce 30.85% 1.18 $44.96–54.00 · VW $49.83i $187,551,000 SEC
2013   Q4 5,359,410 3.84 Reduce 1.35% 0.05 $40.62–50.56 · VW $45.55i $270,597,000 SEC
2013   Q3 5,432,786 3.45 Add 1.18% 0.04 $31.57–42.08 · VW $37.02i $223,070,000 SEC
2013   Q2 5,369,468 2.76 Add 14.23% 0.34 $30.46–38.94 · VW $32.88i $168,091,000 SEC
2013   Q1 4,700,748 3.01 Reduce 4.13% 0.14 $37.01–40.54 · VW $38.60i $180,062,000 SEC
2012   Q4 4,903,040 3.40 Reduce 18.66% 0.70 $32.10–37.44 · VW $34.42i $181,535,000 SEC
2012   Q3 6,028,130 3.77 Reduce 16.80% 0.66 $26.96–35.72 · VW $31.21i $210,743,000 SEC
2012   Q2 7,245,130 3.96 Add 16.49% 0.56 $27.63–38.92 · VW $31.98i $217,353,000 SEC
2012   Q1 6,219,284 4.13 Reduce 1.08% 0.04 $32.46–39.00 · VW $36.00i $239,286,000 SEC
2011   Q4 6,287,478 3.79 Add 2.23% 0.08 $29.98–38.72 · VW $33.88i $202,173,000 SEC
2011   Q3 6,150,258 1.97 Add 24.09% 0.38 $26.77–38.85 · VW $32.58i $192,810,000 SEC
2011   Q2 4,956,338 3.17 Add 8.91% 0.26 $32.20–41.74 · VW $37.79i $181,748,000 SEC
2011   Q1 4,550,668 3.39 Add 1.17% 0.04 $35.26–40.92 · VW $37.93i $185,212,000 SEC
2010   Q4 4,498,138 3.43 Add 1.96% 0.07 $30.63–37.40 · VW $33.35i $164,834,000 SEC
2010   Q3 4,411,732 1.76 Reduce 5.42% 0.09 $24.49–32.88 · VW $29.01i $142,212,000 SEC
2010   Q2 4,664,690 1.65 Reduce 4.10% 0.07 $22.92–27.41 · VW $25.39i $116,757,000 SEC
2010   Q1 4,863,920 1.73 Reduce 5.42% 0.20 $21.04–26.34 · VW $23.68i $123,981,000 SEC
2009   Q4 5,142,820 3.69 Reduce 6.29% 0.12 $18.34–23.31 · VW $20.99i $116,485,000 SEC
2009   Q3 5,487,840 1.91 Reduce 20.87% 0.41 $12.51–19.70 · VW $16.36i $106,080,000 SEC
2009   Q2 6,935,100 1.95 Reduce 8.97% 0.17 $10.18–13.95 · VW $12.55i $92,584,000 SEC
2009   Q1 7,618,240 1.86 Add 8.57% 0.15 $8.63–11.09 · VW $9.82i $79,192,000 SEC
2008   Q4 7,017,160 1.33 Add 40.60% 0.39 $7.19–11.35 · VW $9.22i $63,365,000 SEC
2008   Q3 4,990,860 0.96 Buy 0.96 $10.34–16.26 · VW $13.82i $56,971,000 SEC
Price snapshot:
Current price$44.16
Avg. buy price$49.03
+/- since buy-9.93%
52-week low$37.08
52-week high$85.98