L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 6 Aug 2025
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 20 listed it in both
Shares listed
28,666,045
combined, among listed positions
Reported value
$8.8bn
combined, at the quarter end

Among the 95 comparable managers: 13 buyers (opened or added shares) and 16 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, 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)8,265,610$2.5bn0.14%Trimmed-112,60814 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP4,920,816$1.5bn0.49%Trimmed-500,41014 Aug 2025 (the filing on sec.gov)
MFS Investment Management4,582,619$1.4bn0.45%Trimmed-276,8988 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd2,815,655$868m0.43%Trimmed-82,90514 Aug 2025 (the filing on sec.gov)
Invesco Ltd2,443,737$753m0.13%Added+27,45313 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,630,865$503m0.06%Trimmed-228,13514 Aug 2025 (the filing on sec.gov)
Coatue Management LLC707,937$218m0.61%Trimmed-262,84014 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP502,668$155munder 0.1%Added+39,31514 Aug 2025 (the filing on sec.gov)
Artisan Partners LP487,221$150m0.22%Trimmed-6,23612 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP423,183$130m0.23%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP327,080$101m0.11%Trimmed-150,89913 Aug 2025 (the filing on sec.gov)
Point72 Asset Management LP316,532$98m0.19%Added+69,29314 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP286,506$88m0.06%Trimmed-36,42013 Aug 2025 (the filing on sec.gov)
Dodge & Cox246,472$76munder 0.1%Trimmed-94313 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP221,830$68m0.17%Trimmed-393,23414 Aug 2025 (the filing on sec.gov)
Man Group PLC174,083$54m0.10%Added+86,67914 Aug 2025 (the filing on sec.gov)
Tudor Investment Corp93,622$29m0.06%Newnew14 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP78,000$24munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co40,721$13munder 0.1%Trimmed-2,0966 Aug 2025 (the filing on sec.gov)
Woodline Partners LP29,535$9.1munder 0.1%Trimmed-83,18414 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP18,492$5.7munder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP17,760$5.5munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
GAMCO Investors Inc14,655$4.5munder 0.1%Added+1,31813 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP7,891$2.4m0.06%Newnew13 Aug 2025 (the filing on sec.gov)
Winton Group Ltd6,599$2.0m0.10%Added+4,28314 Aug 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2025 to Q2 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.

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 →