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CADENCE DESIGN SYSTEM INC

CDNS

Holders

1

Combined Value

$44.60M

Combined Shares

160,520

Current Price

$384.96

52W High

$416.69

vs 52W High

−7.6%

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.

$234.94$280.18$325.41$370.65Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q3 2024 · implied price $271.03Q4 2024 · implied price $300.46Q1 2025 · implied price $254.33Q2 2025 · implied price $308.15Q3 2025 · implied price $351.26Q1 2026 · implied price $277.87Philippe Laffont - Coatue Management · bought 1,326,099 shares @ ~$271.03 · Q3 2024 (new position)Philippe Laffont - Coatue Management · sold 524,523 shares @ ~$300.46 · Q4 2024Stephen Mandel - Lone Pine Capital · bought 1,218,389 shares @ ~$254.33 · Q1 2025 (new position)Philippe Laffont - Coatue Management · bought 169,201 shares @ ~$254.33 · Q1 2025Stephen Mandel - Lone Pine Capital · sold 1,218,389 shares @ ~$254.33 · Q2 2025 (sold out)Philippe Laffont - Coatue Management · sold 262,840 shares @ ~$308.15 · Q2 2025Harris Associates (Oakmark Funds) · bought 790 shares @ ~$351.26 · Q3 2025 (new position)Philippe Laffont - Coatue Management · sold 235,725 shares @ ~$351.26 · Q3 2025Philippe Laffont - Coatue Management · sold 472,212 shares @ ~$351.26 · Q4 2025 (sold out)Harris Associates (Oakmark Funds) · sold 790 shares @ ~$351.26 · Q4 2025 (sold out)Jim Simons - Renaissance Technologies · bought 160,520 shares @ ~$277.87 · Q1 2026 (new position)BUYSELLIMPLIED 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
Jim Simons - Renaissance Technologies$44.60M0.07%~$277.87+38.5%BUY Q1 2026Q1 2026

Recent Activity

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

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesNEW BUY+$44.60M~$277.87
Q4 2025Philippe Laffont - Coatue ManagementSOLD OUT−$165.87M~$351.26
Q4 2025Harris Associates (Oakmark Funds)SOLD OUT−$277.5K~$351.26
Q3 2025Philippe Laffont - Coatue ManagementSELL−$82.80M~$351.26
Q3 2025Harris Associates (Oakmark Funds)NEW BUY+$277.5K~$351.26
Q2 2025Stephen Mandel - Lone Pine CapitalSOLD OUT−$309.87M~$254.33
Q2 2025Philippe Laffont - Coatue ManagementSELL−$80.99M~$308.15
Q1 2025Stephen Mandel - Lone Pine CapitalNEW BUY+$309.87M~$254.33
Q1 2025Philippe Laffont - Coatue ManagementBUY+$43.03M~$254.33
Q4 2024Philippe Laffont - Coatue ManagementSELL−$157.60M~$300.46
Q3 2024Philippe Laffont - Coatue ManagementNEW BUY+$359.41M~$271.03

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 20261160,520-66.1%$44.60M$277.87
Q3 20252473,002-33.2%$166.15M$351.26
Q2 20251707,937-67.7%$218.15M$308.15
Q1 202522,189,166+173.1%$556.77M$254.33
Q4 20241801,576-39.6%$240.84M$300.46
Q3 202411,326,099—$359.41M$271.03