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CDNS · GOOGL 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.

CDNSGOOGL
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
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterCDNSGOOGL
Q3 202024 holders, $4.8bn52 holders, $65.2bn
Q4 202012 holders, $5.7bn57 holders, $83.4bn
Q1 202112 holders, $6.2bn56 holders, $96.9bn
Q2 202118 holders, $6.3bn59 holders, $113bn
Q3 202119 holders, $6.8bn59 holders, $123bn
Q4 202118 holders, $8.0bn56 holders, $130bn
Q1 202226 holders, $7.8bn56 holders, $117bn
Q2 202223 holders, $6.9bn49 holders, $88.7bn
Q3 202227 holders, $7.8bn53 holders, $76.8bn
Q4 202226 holders, $7.1bn55 holders, $122bn
Q1 202327 holders, $9.3bn54 holders, $79.8bn
Q2 202337 holders, $11.5bn55 holders, $93.0bn
Q3 202329 holders, $11.2bn59 holders, $103bn
Q4 202333 holders, $11.7bn57 holders, $105bn
Q1 202426 holders, $12.5bn58 holders, $112bn
Q2 202425 holders, $11.4bn56 holders, $132bn
Q3 202427 holders, $9.2bn58 holders, $119bn
Q4 202424 holders, $9.8bn58 holders, $141bn
Q1 202526 holders, $8.7bn61 holders, $106bn
Q2 202526 holders, $8.8bn57 holders, $117bn
Q3 202525 holders, $10.7bn61 holders, $174bn
Q4 202529 holders, $12.0bn62 holders, $236bn
Q1 202628 holders, $11.4bn65 holders, $233bn
Q2 202622 holders, $13.8bn64 holders, $309bn
CDNS

Cadence Design System Inc

Holders
29
Reported value
$12.0bn
Buyers
27
Sellers
16

Breadth +11 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
GOOGL

Alphabet Inc

Holders
62
Reported value
$236bn
Buyers
32
Sellers
31

Breadth +1 among 92 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q4 2025

Among the 65 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, Quantbot Technologies LP, Two Sigma Investments LP

Only GOOGL (36)

Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, 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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