SEC 13F Intelligence

Meritage Portfolio Management / CTSH

Meritage Portfolio Management’s Cognizant Technology Solutio Position

Does Meritage Portfolio Management own Cognizant Technology Solutio (CTSH)? Yes — 185.8K shares worth $15M (+1.02% of its 13F portfolio) as of Q4 2025, down from 189.4K shares the prior filed quarter.

Position Value
$15M
Q4 2025
Shares
185.8K
% of Portfolio
+1.02%
Quarters Held
11
currently held

Position History CTSH

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $3MQ2 ’19Q2 ’20: $3MQ3 ’20: $3MQ3 ’20Q4 ’20: $4MQ1 ’21: $5MQ1 ’21Q3 ’22: $4MQ4 ’22: $4MQ4 ’22Q3 ’25: $13MQ4 ’25: $15MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025185.8K$15M+1.02%
Q3 2025189.4K$13M+0.85%
Q4 202271.3K$4M+0.32%
Q3 202272.6K$4M+0.35%
Q1 202162.4K$5M+0.32%
Q4 202051.6K$4M+0.31%
Q3 202048.4K$3M+0.30%
Q2 202048.0K$3M+0.26%
Q2 201953.8K$3M+0.35%
Q1 201970.9K$5M+0.52%
Q4 201870.8K$4M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of CTSH.