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CDNS · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CDNSMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CDNS
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterCDNSMSFT
Q3 202024 holders, $4.8bn63 holders, $218bn
Q4 202012 holders, $5.7bn66 holders, $228bn
Q1 202112 holders, $6.2bn65 holders, $241bn
Q2 202118 holders, $6.3bn62 holders, $273bn
Q3 202119 holders, $6.8bn64 holders, $283bn
Q4 202118 holders, $8.0bn65 holders, $336bn
Q1 202226 holders, $7.8bn63 holders, $297bn
Q2 202223 holders, $6.9bn67 holders, $245bn
Q3 202227 holders, $7.8bn68 holders, $216bn
Q4 202226 holders, $7.1bn62 holders, $217bn
Q1 202327 holders, $9.3bn65 holders, $254bn
Q2 202337 holders, $11.5bn69 holders, $304bn
Q3 202329 holders, $11.2bn71 holders, $281bn
Q4 202333 holders, $11.7bn66 holders, $333bn
Q1 202426 holders, $12.5bn68 holders, $361bn
Q2 202425 holders, $11.4bn67 holders, $374bn
Q3 202427 holders, $9.2bn69 holders, $356bn
Q4 202424 holders, $9.8bn70 holders, $338bn
Q1 202526 holders, $8.7bn67 holders, $294bn
Q2 202526 holders, $8.8bn65 holders, $401bn
Q3 202525 holders, $10.7bn70 holders, $427bn
Q4 202529 holders, $12.0bn68 holders, $411bn
Q1 202628 holders, $11.4bn64 holders, $312bn
Q2 202622 holders, $13.8bn60 holders, $291bn
CDNS

Cadence Design System Inc

Holders
33
Reported value
$11.7bn
Buyers
13
Sellers
20

Breadth -7 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
66
Reported value
$333bn
Buyers
20
Sellers
48

Breadth -28 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2023

Among the 69 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CDNS (3)

PDT Partners LLC, Viking Global Investors LP, Winton Group Ltd

Only MSFT (36)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 11 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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