What smart money is saying about Cognizant Technology Solutions
CTSH
No fund has written a full thesis on Cognizant Technology Solutions in our archive, but 4 fund letters report a position in it — most recently Brandes IP Global Equity Fund in September 2026.
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4
Reported positions
0
Bought
0
Sold
5
Letters
Position history
Between Q3 2025 and Q3 2026, 4 fund letters reported a position in Cognizant Technology Solutions, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 4 positions
- September 2026
“Several IT services holdings that had declined earlier in the year rebounded during the third quarter, including U.S.-based Cognizant Technology Solutions and EPAM Systems, as well as France-based Capgemini.”
Cognizant Technology Solutions - June 2026
“Cognizant Technology Solutions Corporation was another detractor in the second quarter as the concerns over AI winners and losers continued to unfold.”
Cognizant Technology Solutions - June 2026
“Our holdings in U.S.-based EPAM Systems, Cognizant, and Amdocs were among the largest detractors.”
Cognizant Technology Solutions - September 2025
“Our biggest absolute detractors were Cognizant Technology Solutions, HDFC Bank, and China Merchants Bank.”
Cognizant Technology Solutions
Also mentioned · 1
These funds discuss Cognizant Technology Solutions — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
Cognizant Technology Solutions
Read the letters behind these Cognizant Technology Solutions positions
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