PZENA INVESTMENT MANAGEMENT LLC: COGNIZANT TECHNOLOGY SOLUTIO (CTSH): Quarterly 13F Position History
As of Q1 2026, PZENA INVESTMENT MANAGEMENT LLC reported 20,262,362 shares of COGNIZANT TECHNOLOGY SOLUTIO (CTSH), worth $1.2B and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: + 2,633,683 (+14.9%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 20,262,362Shares Held (Latest Filing)
- $1.2BReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- +2,633,683Quarter-over-Quarter Share Change
- -$220.1MQuarter-over-Quarter Value Change
- 20,262,362Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 20,262,362 | +2,633,683 | +14.9% | $1.2B | 4.0% | $61.4 |
| Q4 2025 | 17,628,679 | 82,189 | -0.5% | $1.5B | 4.4% | $83.0 |
| Q3 2025 | 17,710,868 | +260,177 | +1.5% | $1.2B | 3.8% | $67.1 |
| Q2 2025 | 17,450,691 | +375,619 | +2.2% | $1.4B | 4.4% | $78.0 |
| Q1 2025 | 17,075,072 | 590,930 | -3.3% | $1.3B | 4.6% | $76.5 |
| Q4 2024 | 17,666,002 | 943,586 | -5.1% | $1.4B | 4.6% | $76.9 |
| Q3 2024 | 18,609,588 | 310 | -0.0% | $1.4B | 4.6% | $77.2 |
| Q2 2024 | 18,609,898 | +1,943,127 | +11.7% | $1.3B | 4.4% | $68.0 |
| Q1 2024 | 16,666,771 | 698,427 | -4.0% | $1.2B | 4.2% | $73.3 |
| Q4 2023 | 17,365,198 | 112,713 | -0.6% | $1.3B | 4.9% | $75.5 |
| Q3 2023 | 17,477,911 | 169,210 | -1.0% | $1.2B | 5.1% | $67.7 |
| Q2 2023 | 17,647,121 | 10,295 | -0.1% | $1.2B | 4.9% | $65.3 |
| Q1 2023 | 17,657,416 | +299,737 | +1.7% | $1.1B | 4.6% | $60.9 |
| Q4 2022 | 17,357,679 | +3,102,695 | +21.8% | $992.7M | 4.4% | $57.2 |
| Q3 2022 | 14,254,984 | +486,853 | +3.5% | $818.8M | 4.1% | $57.4 |
| Q2 2022 | 13,768,131 | +325,537 | +2.4% | $929.2M | 4.2% | $67.5 |
| Q1 2022 | 13,442,594 | 654,475 | -4.6% | $1.2B | 4.6% | $89.7 |
| Q4 2021 | 14,097,069 | 13,846 | -0.1% | $1.3B | 4.7% | $88.7 |
| Q3 2021 | 14,110,915 | +2,044,744 | +16.9% | $1.0B | 4.1% | $74.2 |
| Q2 2021 | 12,066,171 | +1,872,844 | +18.4% | $835.7M | 3.3% | $69.3 |
| Q1 2021 | 10,193,327 | +1,605,316 | +18.7% | $796.3M | 3.2% | $78.1 |
| Q4 2020 | 8,588,011 | 208,919 | -2.4% | $703.8M | 3.3% | $82.0 |
| Q3 2020 | 8,796,930 | +32,921 | +0.4% | $610.7M | 3.8% | $69.4 |
| Q2 2020 | 8,764,009 | 108,341 | -1.2% | $498.0M | 3.2% | $56.8 |
| Q1 2020 | 8,872,350 | +8,136 | +0.1% | $412.3M | 3.1% | $46.5 |
| Q4 2019 | 8,864,214 | +328,217 | +3.8% | $549.8M | 2.6% | $62.0 |
| Q3 2019 | 8,535,997 | +888,599 | +11.6% | $514.4M | 2.8% | $60.3 |
| Q2 2019 | 7,647,398 | +11,179 | +0.1% | $484.8M | 2.6% | $63.4 |
| Q1 2019 | 7,636,219 | +29,090 | +0.4% | $553.2M | 3.0% | $72.5 |
| Q4 2018 | 7,607,129 | +849,544 | +12.6% | $482.9M | 2.8% | $63.5 |
| Q3 2018 | 6,757,585 | +413,436 | +6.5% | $521.3M | 2.5% | $77.2 |
| Q2 2018 | 6,344,149 | 347,835 | -5.2% | $501.1M | 2.5% | $79.0 |
| Q1 2018 | 6,691,984 | 427,650 | -6.0% | $538.7M | 2.7% | $80.5 |
| Q4 2017 | 7,119,634 | +194,583 | +2.8% | $505.6M | 2.5% | $71.0 |
| Q3 2017 | 6,925,051 | 85,829 | -1.2% | $502.3M | 2.7% | $72.5 |
| Q2 2017 | 7,010,880 | +296,899 | +4.4% | $465.5M | 2.5% | $66.4 |
| Q1 2017 | 6,713,981 | +1,981,287 | +41.9% | $399.6M | 2.3% | $59.5 |
| Q4 2016 | 4,732,694 | +3,792,243 | +403.2% | $265.2M | 1.5% | $56.0 |
| Q3 2016 | 940,451 | +387,953 | +70.2% | $44.9M | 0.3% | $47.7 |
| Q2 2016 | 552,498 | — | — | $31.6M | 0.2% | $57.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did PZENA INVESTMENT MANAGEMENT LLC first disclose a CTSH position in 13F-HR filings?
PZENA INVESTMENT MANAGEMENT LLC first reported COGNIZANT TECHNOLOGY SOLUTIO (CTSH) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was PZENA INVESTMENT MANAGEMENT LLC's most recent quarter-over-quarter share-count change in CTSH?
Between Q4 2025 and Q1 2026, PZENA INVESTMENT MANAGEMENT LLC added 2,633,683 shares of CTSH (+14.9%), bringing the total reported position to 20,262,362 shares at a market value of $1.2B.
Does the implied price-per-share represent PZENA INVESTMENT MANAGEMENT LLC's cost basis in CTSH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.