Follow-The-Filings

Security

CDNS

Cadence Design System Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 new 1 exit max 2.8% (Jensen Investment Managem...)

grid → activity → earnings →
owners 17
max % 2.8%
tracked value $11.1B
qoq N 1 A 7 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Jensen Investment Management Inc. 2026 Q1 2.8% Reduce +0.17 pp 505,861 $141M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.03 pp 686,437 $191M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.20 pp 449,324 $140M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.10 pp 921,690 $256M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.14 pp 4,328,242 $1.4B hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.02 pp 27,231,070 $8.5B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.03 pp 123,385 $34M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.01 pp 206,369 $57M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 160,520 $45M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% — 212,500 $59M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.04 pp 427,458 $119M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 230,899 $64M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 25,436 $7M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 400,795 $111M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 92,256 $25M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 4,063 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 237 $66 hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 683 $214 hist

17 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4/A FORM 4/A Filing Doc
4 FORM 4 Filing Doc
8-K/A 5.02 Filing Doc
8-K 5.02,5.07 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 2 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.09B $4.64B $5.3B
Gross profit — — —
Gross margin — — —
Net income $1.04B $1.06B $1.11B
Net margin * 25.5% 22.7% 20.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.98B $4.02B $4.67B
Total non-current assets * $3.69B $4.96B $5.48B
Total assets $5.67B $8.97B $10.15B
Total current liabilities $1.59B $1.37B $1.64B
Total non-current liabilities $674.35M $2.93B $3.04B
Total equity $3.4B $4.67B $5.47B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.35B $1.26B $1.73B
Cash from investing -$412.25M -$837.12M -$460.52M
Cash from financing -$803.57M $1.24B -$948.98M
Net change in cash $125.83M $1.64B $357.29M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders