CDW
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.7 | P/B | 6.80 |
| EPS (TTM) | 8.32 | Dividend | 1.14% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 14.7M | 0.0% | +8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.4M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.2M | n/a | n/a |
| State Street | 5.7M | 0.0% | −1% |
| HARRIS ASSOCIATES L P | 5.4M | 0.9% | +19% |
| Boston Partners | 3.9M | 0.5% | +4% |
Top institutional owners for CDW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 11 | CONNELLY ELIZABETH H. | SELL | 27K | −$4M |
| MAY 29 | NELMS DAVID W | BUY | 18K | +$2M |
| MAY 19 | LEAHY CHRISTINE A | BUY | 5K | +$499K |
2 insider buys, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CDW yet.