L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 21 listed it in both
Shares listed
34,088,474
combined, among listed positions
Reported value
$8.7bn
combined, at the quarter end

Among the 95 comparable managers: 18 buyers (opened or added shares) and 10 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)8,378,218$2.1bn0.14%Added+399,5665 Nov 2026 (the filing on sec.gov)
AllianceBernstein LP5,421,226$1.4bn0.50%Trimmed-254,96815 May 2025 (the filing on sec.gov)
MFS Investment Management4,859,517$1.2bn0.41%Trimmed-388,6352 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,898,560$744m0.41%Added+368,26715 May 2025 (the filing on sec.gov)
Invesco Ltd2,416,284$615m0.12%Added+296,98312 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,859,000$473m0.06%Trimmed-1,078,67514 May 2025 (the filing on sec.gov)
Citadel Advisors LLC1,452,464$369m0.07%Added+403,67315 May 2025 (the filing on sec.gov)
Lone Pine Capital LLC1,218,389$310m2.68%Newnew15 May 2025 (the filing on sec.gov)
Coatue Management LLC970,777$247m1.09%Added+169,20115 May 2025 (the filing on sec.gov)
Capital World Investors905,631$230munder 0.1%Added+163,54812 May 2025 (the filing on sec.gov)
Holocene Advisors LP615,064$156m0.46%Trimmed-151,10715 May 2025 (the filing on sec.gov)
Artisan Partners LP493,457$126m0.20%Added+73,13114 May 2025 (the filing on sec.gov)
Marshall Wace LLP477,979$122m0.15%Added+136,74315 May 2025 (the filing on sec.gov)
Wellington Management Group LLP463,353$118munder 0.1%Added+59,67113 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP322,926$82m0.07%Added+149,93614 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP281,584$72m0.22%Newnew14 May 2025 (the filing on sec.gov)
Dodge & Cox247,415$63munder 0.1%Trimmed-3,50214 May 2025 (the filing on sec.gov)
Point72 Asset Management LP247,239$63m0.14%Added+162,23921 Jul 2025 (the filing on sec.gov)
D1 Capital Partners LP198,000$50m0.77%Newnew15 May 2025 (the filing on sec.gov)
Woodline Partners LP112,719$29m0.19%Trimmed-63,67815 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP96,887$25m0.25%Trimmed-32,13515 May 2025 (the filing on sec.gov)
Man Group PLC87,404$22m0.06%Trimmed-6,80715 May 2025 (the filing on sec.gov)
Baillie Gifford & Co42,817$11munder 0.1%Newnew7 May 2025 (the filing on sec.gov)
GAMCO Investors Inc13,337$3.4munder 0.1%Added+3614 May 2025 (the filing on sec.gov)
Light Street Capital Management LLC5,911$1.5m0.42%Added+5,13115 May 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2024 to Q1 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.

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.

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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 →