NASDAQ · Technology

Cognizant Technology Solutions Corporation Class A CTSH

Cognizant Technology Solutions Corporation, a professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally. It operates through four segments: Financial Services; Health Sciences; Products and Resources; and Communications, Media and Technology.

EDP Services

Company profile

Business mix

  • It operates through four segments: Financial Services; Health Sciences; Products and Resources; and Communications, Media and Technology.
  • The company provides services including artificial intelligence (AI) and other technology services and solutions, consulting, application development, systems integration, quality engineering and assurance, engineering research and development.
  • It also offers AI-led automation, which includes advisory, and process and IT automation solutions designed to simplify and accelerate automation adoption.
  • In addition, the company develops, licenses, implements, and supports proprietary and third-party software products and platforms; and develops industry-specific products and services.

Current key questions

  • Can demand for the company's products and platforms keep growing within information technology services?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 11.56 FCF 9.8% Buyback 2.37%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 2.5% $184.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $14.0M Estimated from net added shares
Reduction amount $24.7M Estimated from net reduced shares
Net share change / base shares -6.8% -233,516 / 3,449,354
GQG Partners Rajiv Jain 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$673.7M
13F 2026-03-31 Filed 2026-05-12
Sold out Shares -100.0% 13F value change -$673.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Yacktman Asset Management Stephen Yacktman 3 filing periods
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -3.3% 13F value change -$44.8M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -9.6% 13F value change +$26.3M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.8% 13F value change -$63.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 3,410,672 Last 3 periods -402,534 (-11.8%) Total shares 3,008,138 Value $184.5M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 898.3% 13F value change +$27.2M
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 8.9% 13F value change -$1.9M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -50.6% 13F value change -$11.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 38,682 Last 3 periods +169,018 (+436.9%) Total shares 207,700 Value $17.2M

Recent mentions

No public mentions.