Williams & Novak, LLC CNDT — CONDUENT INC

Ownership history in Williams & Novak, LLC  ·  8 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported CONDUENT INC (CNDT) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows CNDT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CNDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams & Novak, LLC's position in CONDUENT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CNDT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CNDT stock page Williams & Novak, LLC fund profile Williams & Novak, LLC full holdings
How Williams & Novak, LLC held CNDT — position size vs. price
% of Fund (quarterly)    CNDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 15,265 +3,260 +27.2% 0.02% $20K 2026-04-21 $1.72
2025 Q4 REDUCED 13.5% -33.3% ✅ 12,005 -1,875 -13.5% 0.02% $23K 2026-02-05 $1.37
2025 Q3 REDUCED 6.7% -33.2% ✅ 13,880 -1,000 -6.7% 0.03% $39K 2025-10-30 $2.40
2025 Q2 ADDED — — — 14,880 +305 +2.1% 0.03% $39K 2025-07-24 $2.76
2025 Q1 REDUCED 10.8% -2.2% ✅ 14,575 -1,765 -10.8% 0.04% $39K 2025-05-15 $2.23
2024 Q4 REDUCED — — — 16,340 -375 -2.2% 0.06% $66K 2025-01-23 $4.02
2024 Q3 REDUCED 16.3% +0.2% ❌ 16,715 -3,260 -16.3% 0.06% $67K 2024-10-07 $4.05
2024 Q2 INITIATED — — — 19,975 — — 0.06% $65K 2024-07-12 $3.55

🏢 Other funds also holding CNDT

As of 2026 Q1 — sorted by position size

Investors Research Corp 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Horizon Wealth Management, LLC 3Y 0.0% Diversified Trust Co 3Y 7Y 0.0% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About Williams & Novak, LLC and CNDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williams & Novak, LLC reported owning CNDT?

Williams & Novak, LLC reported CNDT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CNDT position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for CNDT was 0.06% in 2024 Q4.

What is the latest reported CNDT position on this page?

The most recent filing on this page is 2026 Q1, when Williams & Novak, LLC reported 15,265 shares, equal to 0.02% of portfolio, with an estimated market value of $20K.

What does the chart on this CNDT ownership page compare?

The chart compares Williams & Novak, LLC's quarterly CNDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Williams & Novak, LLC time their CNDT position?

Based on 13F filing dates vs. subsequent CNDT price moves, Williams & Novak, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on CNDT relative to SPY over the holding period was -36.5%.

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