CTSH β€” COGNIZANT TECHNOLOGY SOLUTIO

Ownership history in GROUP ONE TRADING LLC  Β·  13 quarters on record

This page tracks every 13F SEC filing in which GROUP ONE TRADING LLC reported a position in COGNIZANT TECHNOLOGY SOLUTIO (CTSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

GROUP ONE TRADING LLC Γ— CTSH AI Analytics

πŸ“‰ GROUP ONE TRADING LLC underperformed the S&P 500 by –35.3% annually on this CTSH position. Timing score: 50% (6/12 decisions correct). Average cost basis: $60.17. Maximum drawdown during holding period: –16.7%.

πŸ“ˆ Position Alpha vs SPY
-35.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 35.3% ann.
12 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct

πŸ’° Entry Quality
$60.17
+10.4% vs current ($66.44)

Best entry: $36.22 (2013 Q3)  Β·  Worst: $70.89 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–16.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
62%
buy-side decisions

8 adds Β· 5 trims. Bought during 2 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CTSH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,519 +12,035 +2486.6% 0.00% $840K $66.44
2024 Q2 REDUCED 484 -3,601 -88.2% 0.00% $33K $66.06
2024 Q1 ADDED 4,085 +4,051 +11914.7% 0.00% $299K $70.89
2023 Q4 REDUCED 34 -4,556 -99.3% 0.00% $3K $72.78
2021 Q2 REDUCED 4,590 -1,834 -28.5% 0.00% $318K $64.20
2018 Q1 REDUCED 6,424 -1,805 -21.9% 0.00% $517K $71.64
2016 Q4 ADDED 8,229 +5,658 +220.1% 0.00% $461K $49.42
2016 Q3 ADDED 2,571 +1,971 +328.5% 0.00% $123K $42.08
2016 Q2 ADDED 600 +500 +500.0% 0.00% $34K $50.49
2014 Q4 ADDED 100 +42 +72.4% 0.00% $5K $46.45
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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