InvestorLens

CDNS — CADENCE DESIGN SYSTEMS INC - US

Information Technology

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CDNS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 4 buying vs 0 selling last quarter
72
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
0 congressional purchases, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their CDNS position last quarter, 4 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 0 congressional purchases, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Ray Dalio, …)
  • +4 tracked investors reported holding CDNS at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −Congressional disclosures lean toward selling (2 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About CADENCE DESIGN SYSTEMS INC - US (CDNS)

CADENCE DESIGN SYSTEMS INC - US (CDNS) appears in the most recent 13F filings of 4 tracked institutional investors. CADENCE DESIGN SYSTEMS INC - US is classified in the Information Technology sector. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $513M. Across recent filings, tracked investors recorded 12 new positions, 10 increased, 11 reduced, and 8 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CDNS

54
/100
Mixed Activity
Added / Increased22
Reduced11
Exited8
BearishBullish
Crowded Trade Score™

How many top investors track CDNS

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CDNS Ownership Composition

How CADENCE DESIGN SYSTEMS INC - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
98% of tracked value
Institutions
4
tracked investors
Total Reported
$728.9M
combined 13F value
Types2
  • Multi-Strategy / Quant98.3%
  • Macro1.7%
Multi-Strategy / Quant(2)
98.3%
Macro(2)
1.7%

Tracked investors currently reporting CDNS

3 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.3M
    Value
    $485.1M
    % Portfolio
    0.06%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    616.5K
    Value
    $231.4M
    % Portfolio
    0.08%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    31.9K
    Value
    $12M
    % Portfolio
    0.02%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    1.1K
    Value
    $421.9K
    % Portfolio
    0.00%

Previously held CDNS

These investors reported CDNS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Philippe LaffontCoatue Management472.2K$165.9MSep 30, 2025
Steve MandelLone Pine Capital1.2M$309.9MMar 31, 2025
Steve CohenPoint72 Asset Management95.7K$33.6MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold CDNS?
4 tracked institutional investors disclosed a position in CDNS (CADENCE DESIGN SYSTEMS INC - US) in their most recent 13F filing.
Who is the largest institutional holder of CDNS?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in CDNS, valued at $513M.
Did institutional ownership of CDNS increase or decrease?
Across recent 13F filings, tracked investors recorded 12 new positions, 10 increased, 11 reduced, and 8 fully exited CDNS.
What sector is CDNS in?
CADENCE DESIGN SYSTEMS INC - US is classified in the Information Technology GICS sector.
Where does this CDNS ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.