CADENCE DESIGN SYSTEM INC (CDNS) — Hedge Fund Ownership Q4 2025
CDNS
- CADENCE DESIGN SYSTEM INC (CDNS) is held by 2 of 82 tracked hedge funds, with Jensen Investment Management (3%) and Dodge & Cox (0%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in CDNS holdings came from Jensen Investment Management (-15%) and Dodge & Cox (-1%), suggesting profit-taking or de-risking.
- 1 hedge fund exited CDNS.
- Overall, hedge funds decreased exposure to CADENCE DESIGN SYSTEM INC (CDNS) by -25% vs the prior quarter and -14% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Jensen Investment Management
|
2.60% | 530K | -14.60% | +25.73% | $165.6M | $312.58 | — |
| 2 |
Dodge & Cox
|
0.04% | 237K | -1.31% | -5.40% | $74.2M | $312.58 | — |
| — |
AKO Capital
|
— | — | EXITED | — | — | — | — |
| 2 | Total | — | 767K | -25.50% | -14.41% | $239.8M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.