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CENTENE CORP

CNC

Holders

3

Combined Value

$517.23M

Combined Shares

15,798,155

Current Price

$65.19

52W High

$66.55

vs 52W High

−2.0%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$24.23$44.08$63.94$83.79Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $66.30Q3 2024 · implied price $75.28Q4 2024 · implied price $60.58Q1 2025 · implied price $60.71Q2 2025 · implied price $54.28Q3 2025 · implied price $35.68Q4 2025 · implied price $41.15Q1 2026 · implied price $32.74Harris Associates (Oakmark Funds) · bought 24,893,358 shares @ ~$66.30 · Q2 2024 (new position)Harris Associates (Oakmark Funds) · bought 1,420,825 shares @ ~$75.28 · Q3 2024Jim Simons - Renaissance Technologies · bought 729,012 shares @ ~$75.28 · Q3 2024 (new position)Harris Associates (Oakmark Funds) · sold 914,057 shares @ ~$60.58 · Q4 2024Jim Simons - Renaissance Technologies · sold 729,012 shares @ ~$75.28 · Q4 2024 (sold out)Harris Associates (Oakmark Funds) · sold 4,264,187 shares @ ~$60.71 · Q1 2025Jim Simons - Renaissance Technologies · bought 339,612 shares @ ~$54.28 · Q2 2025 (new position)Tweedy, Browne Company · bought 5,024 shares @ ~$54.28 · Q2 2025 (new position)Harris Associates (Oakmark Funds) · sold 717,208 shares @ ~$54.28 · Q2 2025Tweedy, Browne Company · bought 5,296 shares @ ~$35.68 · Q3 2025Harris Associates (Oakmark Funds) · sold 11,290,787 shares @ ~$35.68 · Q3 2025Jim Simons - Renaissance Technologies · sold 339,612 shares @ ~$54.28 · Q3 2025 (sold out)Jim Simons - Renaissance Technologies · bought 1,052,112 shares @ ~$41.15 · Q4 2025 (new position)Tweedy, Browne Company · bought 1,728 shares @ ~$41.15 · Q4 2025Harris Associates (Oakmark Funds) · sold 77,390 shares @ ~$41.15 · Q4 2025Harris Associates (Oakmark Funds) · bought 5,043,977 shares @ ~$32.74 · Q1 2026Jim Simons - Renaissance Technologies · bought 632,557 shares @ ~$32.74 · Q1 2026Tweedy, Browne Company · bought 6,907 shares @ ~$32.74 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Harris Associates (Oakmark Funds)$461.45M0.62%~$54.60+19.4%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$55.16M0.09%~$37.99+71.6%BUY Q1 2026Q1 2026
Tweedy, Browne Company$620.6K0.05%~$40.04+62.8%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Harris Associates (Oakmark Funds)BUY+$165.14M~$32.74
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$20.71M~$32.74
Q1 2026Tweedy, Browne CompanyBUY+$226.1K~$32.74
Q4 2025Jim Simons - Renaissance TechnologiesNEW BUY+$43.29M~$41.15
Q4 2025Harris Associates (Oakmark Funds)SELL−$3.18M~$41.15
Q4 2025Tweedy, Browne CompanyBUY+$71.1K~$41.15
Q3 2025Harris Associates (Oakmark Funds)SELL−$402.86M~$35.68
Q3 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$18.43M~$54.28
Q3 2025Tweedy, Browne CompanyBUY+$189.0K~$35.68
Q2 2025Harris Associates (Oakmark Funds)SELL−$38.93M~$54.28
Q2 2025Jim Simons - Renaissance TechnologiesNEW BUY+$18.43M~$54.28
Q2 2025Tweedy, Browne CompanyNEW BUY+$272.7K~$54.28
Q1 2025Harris Associates (Oakmark Funds)SELL−$258.88M~$60.71
Q4 2024Harris Associates (Oakmark Funds)SELL−$55.37M~$60.58
Q4 2024Jim Simons - Renaissance TechnologiesSOLD OUT−$54.88M~$75.28
Q3 2024Harris Associates (Oakmark Funds)BUY+$106.96M~$75.28
Q3 2024Jim Simons - Renaissance TechnologiesNEW BUY+$54.88M~$75.28
Q2 2024Harris Associates (Oakmark Funds)NEW BUY+$1.65B~$66.30

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026315,798,155+56.2%$517.23M$32.74
Q4 2025310,114,714+10.7%$416.22M$41.15
Q3 202529,138,264-56.0%$326.05M$35.68
Q2 2025320,763,367-1.8%$1.13B$54.28
Q1 2025121,135,939-16.8%$1.28B$60.71
Q4 2024125,400,126-6.1%$1.54B$60.58
Q3 2024227,043,195+8.6%$2.04B$75.28
Q2 2024124,893,358$1.65B$66.30