Free · no sign-up · Q2 2026

Which funds own CDNS

Cadence Design System Inc in the Q2 2026 filings. At least 14 of the 91 current managers on file reported a position, worth $13.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 10 managers trimmed or sold out against 6 buying.

Managers holding: 14; at least, of 91 current
Combined value: $13.1bn; as reported
Opened: 0; new this quarter
Added to: 6; already held
Trimmed or sold out: 10; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Fidelity (FMR LLC) Long-only · $2304bn book	$3.6bn	0.2%	9,554,947	+$1.0bn+401,741	Added
Invesco Ltd Long-only · $1264bn book	$3.4bn	0.3%	8,980,518	+$921m+163,883	Added
Wellington Management Group LLP Long-only · $580bn book	$1.8bn	0.3%	4,880,334	+$470m-20,895	Trimmed
AllianceBernstein LP Long-only · $302bn book	$1.3bn	0.4%	4,758,484	-$243m-250,181	Trimmed
MFS Investment Management Long-only · $315bn book	$1.1bn	0.4%	2,921,983	+$269m-52,537	Trimmed
Janus Henderson Group Ltd Long-only · $245bn book	$689m	0.3%	1,835,098	+$50m-463,385	Trimmed
Arrowstreet Capital LP Quantitative · $225bn book	$545m	0.2%	1,452,385	+$148m+21,786	Added
Man Group PLC Quantitative · $62.7bn book	$192m	0.3%	510,302	+$42m-29,725	Trimmed
Point72 Asset Management LP Multi-strategy · $90.7bn book	$107m	0.1%	285,000	-$84m-401,437	Trimmed
Marshall Wace LLP Quantitative · $127bn book	$106m	0.1%	282,500	+$47m+70,000	Added
Acadian Asset Management LLC Quantitative · $84.2bn book	$86m	0.1%	230,051	+$50m+99,486	Added
Dodge & Cox Activist · $191bn book	$86m	0.0%	228,012	+$21m-2,887	Trimmed
Artisan Partners LP Long-only · $63.1bn book	$51m	0.1%	136,465	+$4.0m-33,483	Trimmed
Moore Capital Management LP Macro · $6.7bn book	$19m	0.3%	49,968	+$15m+36,934	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Holocene Advisors LP · Long/short equity$68m held before
Renaissance Technologies LLC · Quantitative$45m held before

Ownership through time

At least 22 of the 95 managers whose filings are on file listed CDNS in Q2 2026, against 9 in Q2 2013. 6 managers fewer than in Q1 2026: 1 listed it again; 7 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Fidelity (FMR LLC)9,153,206 to 9,554,947 shares+$151m
T. Rowe Price Associates Inc706,880 to 1,048,772 shares+$128m
Invesco Ltd8,816,635 to 8,980,518 shares+$62m
Acadian Asset Management LLC130,565 to 230,051 shares+$37m
Marshall Wace LLP212,500 to 282,500 shares+$26m

Largest decreases, by shares

Janus Henderson Group Ltd2,298,483 to 1,835,098 shares-$174m
Point72 Asset Management LP686,437 to 285,000 shares-$151m
AllianceBernstein LP5,008,665 to 4,758,484 shares-$70m
Two Sigma Investments LP523,365 to 351,934 shares-$64m
MFS Investment Management2,974,520 to 2,921,983 shares-$20m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q4 2019	$3.6bn	$3.6bn
Invesco Ltd	Q2 2013	$3.4bn	$3.4bn
Wellington Management Group LLP	Q2 2013	$1.8bn	$1.8bn
AllianceBernstein LP	Q2 2013	$1.7bn	$1.3bn
MFS Investment Management	Q2 2015	$3.6bn	$1.1bn
Janus Henderson Group Ltd	Q2 2013	$1.0bn	$689m
Arrowstreet Capital LP	Q1 2017	$624m	$545m
T. Rowe Price Associates Inc	Q2 2018	$1.5bn	$394m
Man Group PLC	Q2 2018	$268m	$192m
Millennium Management LLC	Q3 2013	$272m	$143m
Two Sigma Investments LP	Q2 2013	$145m	$132m
Point72 Asset Management LP	Q4 2019	$194m	$107m
Marshall Wace LLP	Q4 2014	$145m	$106m
Acadian Asset Management LLC	Q1 2017	$312m	$86m
Dodge & Cox	Q2 2013	$336m	$86m
Glenview Capital Management LLC	Q2 2014	$476m	last listed Q1 2016
AQR Capital Management LLC	Q1 2016	$441m	last listed Q3 2024
Viking Global Investors LP	Q3 2022	$410m	last listed Q4 2023
Citadel Advisors LLC	Q1 2016	$369m	last listed Q1 2025
Coatue Management LLC	Q4 2023	$359m	last listed Q3 2025
Lone Pine Capital LLC	Q1 2020	$310m	last listed Q1 2025
Neuberger Berman Group LLC	Q3 2015	$263m	last listed Q4 2024
D. E. Shaw & Co.	Q2 2015	$256m	last listed Q1 2026
Soroban Capital Partners LP	Q4 2013	$248m	last listed Q1 2015
Capital World Investors	Q2 2023	$230m	last listed Q1 2025

What CDNS is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CDNS →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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