COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) — Hedge Fund Ownership Q4 2025
CTSH
- COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) is held by 5 of 81 tracked hedge funds, with Pzena Investment Management (4%) and Yacktman Asset Management (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in CTSH holdings came from Causeway Capital Management (+15%), highlighting conviction.
- The biggest decreases in CTSH holdings came from Dodge & Cox (-8%) and Yacktman Asset Management (-10%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to COGNIZANT TECHNOLOGY SOLUTIONS CORP (CTSH) by -4% vs the prior quarter and -9% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Pzena Investment Management Richard Pzena
|
4.38% | 17.6M | -0.46% | -0.21% | $1.46B | $83.00 | — |
| 2 |
Yacktman Asset Management Donald Yacktman
|
3.47% | 3.0M | -9.58% | -26.53% | $247.6M | $83.00 | — |
| 3 |
Causeway Capital Management
|
1.77% | 1.6M | +14.97% | +89.70% | $128.8M | $83.00 | — |
| 4 |
Dodge & Cox
|
0.67% | 15.0M | -7.52% | -18.26% | $1.24B | $83.00 | — |
| 5 |
Jensen Investment Management
|
0.14% | 108K | -12.93% | -14.24% | $8.9M | $83.00 | — |
| 5 | Total | — | 37.3M | -3.70% | -9.13% | $3.09B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.