PZENA INVESTMENT MANAGEMENT LLC — COGNIZANT TECHNOLOGY SOLUTIO CTSH: Quarterly 13F Position History
PZENA INVESTMENT MANAGEMENT LLC has reported COGNIZANT TECHNOLOGY SOLUTIO (CTSH) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 20,262,362 shares ($1.24B market value, 4.04% of the equity book). Quarter-over-quarter share count change: + 2,633,683 (+14.9%) .
- 20,262,362Shares Held (Latest Filing)
- $1.24BReported Market Value (Latest Filing)
- 4.04%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% | $1.24B | 4.04% | $61.35 |
| Q4 2025 | 17,628,679 | 82,189 | -0.5% | $1.46B | 4.38% | $83.00 |
| Q3 2025 | 17,710,868 | +260,177 | +1.5% | $1.19B | 3.84% | $67.07 |
| Q2 2025 | 17,450,691 | +375,619 | +2.2% | $1.36B | 4.43% | $78.03 |
| Q1 2025 | 17,075,072 | 590,930 | -3.3% | $1.31B | 4.56% | $76.50 |
| Q4 2024 | 17,666,002 | 943,586 | -5.1% | $1.36B | 4.62% | $76.90 |
| Q3 2024 | 18,609,588 | 310 | -0.0% | $1.44B | 4.63% | $77.18 |
| Q2 2024 | 18,609,898 | +1,943,127 | +11.7% | $1.27B | 4.45% | $68.00 |
| Q1 2024 | 16,666,771 | 698,427 | -4.0% | $1.22B | 4.19% | $73.29 |
| Q4 2023 | 17,365,198 | 112,713 | -0.6% | $1.31B | 4.93% | $75.53 |
| Q3 2023 | 17,477,911 | 169,210 | -1.0% | $1.18B | 5.09% | $67.74 |
| Q2 2023 | 17,647,121 | 10,295 | -0.1% | $1.15B | 4.91% | $65.28 |
| Q1 2023 | 17,657,416 | +299,737 | +1.7% | $1.08B | 4.64% | $60.93 |
| Q4 2022 | 17,357,679 | +3,102,695 | +21.8% | $992.7M | 4.39% | $57.19 |
| Q3 2022 | 14,254,984 | +486,853 | +3.5% | $818.8M | 4.07% | $57.44 |
| Q2 2022 | 13,768,131 | +325,537 | +2.4% | $929.2M | 4.16% | $67.49 |
| Q1 2022 | 13,442,594 | 654,475 | -4.6% | $1.21B | 4.56% | $89.67 |
| Q4 2021 | 14,097,069 | 13,846 | -0.1% | $1.25B | 4.71% | $88.72 |
| Q3 2021 | 14,110,915 | +2,044,744 | +16.9% | $1.05B | 4.14% | $74.21 |
| Q2 2021 | 12,066,171 | +1,872,844 | +18.4% | $835.7M | 3.25% | $69.26 |
| Q1 2021 | 10,193,327 | +1,605,316 | +18.7% | $796.3M | 3.24% | $78.12 |
| Q4 2020 | 8,588,011 | 208,919 | -2.4% | $703.8M | 3.32% | $81.95 |
| Q3 2020 | 8,796,930 | +32,921 | +0.4% | $610.7M | 3.81% | $69.42 |
| Q2 2020 | 8,764,009 | 108,341 | -1.2% | $498.0M | 3.25% | $56.82 |
| Q1 2020 | 8,872,350 | +8,136 | +0.1% | $412.3M | 3.12% | $46.47 |
| Q4 2019 | 8,864,214 | +328,217 | +3.8% | $549.8M | 2.57% | $62.02 |
| Q3 2019 | 8,535,997 | +888,599 | +11.6% | $514.4M | 2.80% | $60.27 |
| Q2 2019 | 7,647,398 | +11,179 | +0.1% | $484.8M | 2.56% | $63.39 |
| Q1 2019 | 7,636,219 | +29,090 | +0.4% | $553.2M | 3.01% | $72.45 |
| Q4 2018 | 7,607,129 | +849,544 | +12.6% | $482.9M | 2.82% | $63.48 |
| Q3 2018 | 6,757,585 | +413,436 | +6.5% | $521.3M | 2.54% | $77.15 |
| Q2 2018 | 6,344,149 | 347,835 | -5.2% | $501.1M | 2.52% | $78.99 |
| Q1 2018 | 6,691,984 | 427,650 | -6.0% | $538.7M | 2.74% | $80.50 |
| Q4 2017 | 7,119,634 | +194,583 | +2.8% | $505.6M | 2.48% | $71.02 |
| Q3 2017 | 6,925,051 | 85,829 | -1.2% | $502.3M | 2.66% | $72.54 |
| Q2 2017 | 7,010,880 | +296,899 | +4.4% | $465.5M | 2.55% | $66.40 |
| Q1 2017 | 6,713,981 | +1,981,287 | +41.9% | $399.6M | 2.25% | $59.52 |
| Q4 2016 | 4,732,694 | +3,792,243 | +403.2% | $265.2M | 1.51% | $56.03 |
| Q3 2016 | 940,451 | +387,953 | +70.2% | $44.9M | 0.27% | $47.71 |
| Q2 2016 | 552,498 | — | — | $31.6M | 0.20% | $57.24 |
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 $1.24B.
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.