Which hedge funds own CDNS? CADENCE DESIGN SYSTEM INC, Q2 2026 13F holders
75 tracked hedge funds disclosed a position in CDNS (CADENCE DESIGN SYSTEM INC) in their Q2 2026 13F filings, worth $2.8bn in total. The largest holder by portfolio weight is Settian Capital LP at 11.2% of its book. 12 opened a new position this quarter: Bornite Capital Management LP, Avalon Global Asset Management LLC, Persistent Asset Partners Ltd, Sandler Capital Management. 17 exited: Talos Eurisko Asset Management LP, Meridiem Capital Partners LP, Quantitative Investment Management, LLC.
- 75
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $64.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $243m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.8bn
- Combined value Sum of the holders' reported positions in the security.
- 6.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Talos Eurisko Asset Management LP | 3.4% | $20.0m |
| Meridiem Capital Partners LP | 0.9% | $14.3m |
| Quantitative Investment Management, LLC | 0.4% | $4.2m |
| Holocene Advisors, LP | 0.2% | $67.5m |
| AlphaGrep UK Ltd | 0.1% | $411k |
| Qube Research & Technologies Ltd | 0.1% | $84.8m |
| Dockside LLC | 0.1% | $402k |
| Twin Tree Management, LP | 0.08% | $400k |
| Renaissance Technologies LLC | 0.07% | $44.6m |
| Patton Fund Management, Inc. | 0.04% | $241k |
| Concentric Capital Strategies, LP | 0.04% | $406k |
| ExodusPoint Capital Management, LP | 0.03% | $3.3m |
| Mirabella Financial Services LLP | 0.02% | $253k |
| Magnetar Financial LLC | 0.01% | $1.3m |
| J. Goldman & Co LP | 0.01% | $267k |
| Capstone Investment Advisors, LLC | 0.0% | $583k |
| Verition Fund Management LLC | 0.0% | $455k |
Ownership over time
Who discovered CDNS first? Beta
The run: Q1 2020 → Q2 2026, +468%
| Oribel Capital Management, LP high conviction | Q1 2020 | 1.1% | +3.3 pts |
| Maytus Capital Management, LLC | Q2 2020 | 2.8% | +2.1 pts |
| Twin Tree Management, LP | Q1 2019 | 0.2% | +0.9 pts |
| Brant Point Investment Management LLC | Q2 2020 | 0.9% | +0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.