L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 22 listed it in both
Shares listed
30,486,362
combined, among listed positions
Reported value
$10.7bn
combined, at the quarter end

Among the 95 comparable managers: 14 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing CDNS in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Fidelity (FMR LLC)9,425,270$3.3bn0.17%Added+1,159,66013 Nov 2025 (the filing on sec.gov)
MFS Investment Management5,314,407$1.9bn0.58%Added+731,78829 Oct 2025 (the filing on sec.gov)
AllianceBernstein LP4,618,332$1.6bn0.51%Trimmed-302,48414 Nov 2025 (the filing on sec.gov)
Invesco Ltd2,942,746$1.0bn0.16%Added+499,00913 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,856,308$1.0bn0.46%Added+40,65314 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,619,738$569m0.06%Trimmed-11,12714 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP801,935$282munder 0.1%Added+299,26714 Nov 2025 (the filing on sec.gov)
Coatue Management LLC472,212$166m0.41%Trimmed-235,72514 Nov 2025 (the filing on sec.gov)
Artisan Partners LP443,219$156m0.22%Trimmed-44,00212 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP348,502$122m0.08%Added+61,99613 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP294,912$104m0.15%Trimmed-128,27114 Nov 2025 (the filing on sec.gov)
Man Group PLC291,986$103m0.18%Added+117,90314 Nov 2025 (the filing on sec.gov)
Dodge & Cox240,525$84munder 0.1%Trimmed-5,94713 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP237,480$83m0.19%Added+15,65014 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP212,500$75m0.08%Trimmed-114,58013 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP150,367$53m0.18%Newnew15 Dec 2025 (the filing on sec.gov)
Point72 Asset Management LP90,000$32m0.05%Trimmed-226,53214 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co36,152$13munder 0.1%Trimmed-4,56931 Oct 2025 (the filing on sec.gov)
Woodline Partners LP34,357$12m0.06%Added+4,82214 Nov 2025 (the filing on sec.gov)
Winton Group Ltd18,808$6.6m0.25%Added+12,20913 Nov 2025 (the filing on sec.gov)
GAMCO Investors Inc14,957$5.3m0.05%Added+30212 Nov 2025 (the filing on sec.gov)
Moore Capital Management LP10,000$3.5munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP8,447$3.0munder 0.1%Trimmed-9,31314 Nov 2025 (the filing on sec.gov)
Light Street Capital Management LLC2,412$847k0.14%Trimmed-3,54414 Nov 2025 (the filing on sec.gov)
Harris Associates LP790$277kunder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
27 in Q3 2024 to 22 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CDNS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$1.2bnn.a.n.a.
Q3 201311$1.1bnn.a.n.a.
Q4 20138$1.2bnn.a.n.a.
Q1 20149$1.3bnn.a.n.a.
Q2 201413$1.6bnn.a.n.a.
Q3 201411$1.6bnn.a.n.a.
Q4 201410$1.7bnn.a.n.a.
Q1 201511$1.4bnn.a.n.a.
Q2 201512$1.4bnn.a.n.a.
Q3 201511$1.6bnn.a.n.a.
Q4 201514$1.3bnn.a.n.a.
Q1 201616$1.2bnn.a.n.a.
Q2 201613$1.0bnn.a.n.a.
Q3 201611$1.2bnn.a.n.a.
Q4 20169$1.1bnn.a.n.a.
Q1 201717$1.6bnn.a.n.a.
Q2 201715$2.3bnn.a.n.a.
Q3 201718$2.7bnn.a.n.a.
Q4 201718$2.4bnn.a.n.a.
Q1 201821$2.1bnn.a.n.a.
Q2 201821$2.9bnn.a.n.a.
Q3 201825$2.8bnn.a.n.a.
Q4 201821$2.5bnn.a.n.a.
Q1 201922$3.8bnn.a.n.a.
Q2 201921$3.8bnn.a.n.a.
Q3 201924$3.6bnn.a.n.a.
Q4 201920$3.6bnn.a.n.a.
Q1 202019$3.4bnn.a.n.a.
Q2 202016$4.5bnn.a.n.a.
Q3 202024$4.8bnn.a.n.a.
Q4 202012$5.7bnn.a.n.a.
Q1 202112$6.2bnn.a.n.a.
Q2 202118$6.3bnn.a.n.a.
Q3 202119$6.8bnn.a.n.a.
Q4 202118$8.0bnn.a.n.a.
Q1 202226$7.8bnn.a.n.a.
Q2 202223$6.9bnn.a.n.a.
Q3 202227$7.8bnn.a.n.a.
Q4 202226$7.1bnn.a.n.a.
Q1 202327$9.3bnn.a.n.a.
Q2 202337$11.5bnn.a.n.a.
Q3 202329$11.2bnn.a.n.a.
Q4 202333$11.7bn1320
Q1 202426$12.5bn722
Q2 202425$11.4bn1116
Q3 202427$9.2bn1613
Q4 202424$9.8bn1114
Q1 202526$8.7bn1810
Q2 202526$8.8bn1316
Q3 202525$10.7bn1411
Q4 202529$12.0bn2716
Q1 202628$11.4bn2121
Q2 202622$13.8bn1825

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CDNS and GOOGL →CDNS and AMZN →CDNS and MSFT →Choose a stock to compare with CDNS →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CDNS, latest filings →Back to the 13F Explorer →