CDW

At a glance

CDW reported 2025 revenue of $22.42B, up 6.8% from $21B in 2024. Over 4 years since 2021 ($20.82B), that is growth of about 1.9% a year. Operating margin was 7.4%, up from 6.8% in 2021. Revenue peaked in 2022 at $23.75B.

In the last 12 months 4 insiders reported 2 open-market purchases ($2.5M) and 2 sales ($4.8M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $3.7M by See Remarks Elizabeth H. Connelly on Aug 11, 2026. Net, insiders were sellers of $2.3M.

CDW filed 13 current reports (Form 8-K) in the last 12 months, most often for officer or director change (4), results of operations (4), material agreement (3) and new financial obligation (2). The latest officer or director change was reported on Oct 19, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.

4 of the 20 investors tracked here held CDW at the last quarter end, worth $8M combined. It is the largest weight for Duquesne Family Office (2.4% of its portfolio), followed by Bridgewater Associates (0%). New this quarter: Duquesne Family Office. Reduced: Bridgewater Associates, Renaissance Technologies and National Pension Service (Korea).

Annual results

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.