Bain Capital Public Equity Management II’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-454,377
Closed -$160M 6
2025
Q3
$160M Buy
454,377
+30,771
+7% +$10.6M 7.46% 5
2025
Q2
$131M Buy
+423,606
New +$123M 6.18% 8
2025
Q1
Sell
-442,018
Closed -$133M 18
2024
Q4
$133M Buy
442,018
+192,429
+77% +$55.9M 6.01% 4
2024
Q3
$67.6M Buy
249,589
+47,969
+24% +$13.3M 2.91% 16
2024
Q2
$62M Sell
201,620
-138,597
-41% -$41M 2.56% 16
2024
Q1
$106M Buy
340,217
+22,372
+7% +$6.62M 4.2% 12
2023
Q4
$86.6M Sell
317,845
-127,827
-29% -$32.9M 3.65% 12
2023
Q3
$104M Sell
445,672
-9,502
-2% -$2.22M 5.03% 9
2023
Q2
$107M Buy
455,174
+66,303
+17% +$14.4M 5.61% 6
2023
Q1
$81.7M Buy
+388,871
New +$73.6M 4.61% 9

Other funds holding CDNS

Bain Capital Public Equity Management II's CDNS Position: Q4 2025 in Review

Bain Capital Public Equity Management II sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 454,377 shares — an estimated $160M sold.

Bain Capital Public Equity Management II first reported a position in CDNS in Q1 2023 and held it in 10 quarters. The position peaked at $160M in Q3 2025. 1,438 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

  • Bain Capital Public Equity Management II reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
  • Bain Capital Public Equity Management II sold 454,377 Cadence Design Systems shares in Q4 2025, an estimated $160M.
  • Bain Capital Public Equity Management II first reported a position in Cadence Design Systems in Q1 2023 and held it in 10 quarters.
  • Bain Capital Public Equity Management II's Cadence Design Systems position peaked at $160M in Q3 2025.
  • 1,438 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Bain Capital Public Equity Management II's 13F filing for Q4 2025, filed 17 Feb 2026.