Hudson Bay Capital Management
CDNS icon

Hudson Bay Capital Management’s Cadence Design Systems CDNS Stock Holding History

Hudson Bay Capital Management’s Portfolio CDNS Stock Details CDNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$2.54M – 1413
2025
Q1 		$2.54M Sell
10,000
-27,000
-73% -$7.51M 0.01% 772
2024
Q4 		$11.1M Buy
+37,000
New +$10.8M 0.04% 343

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hudson Bay Capital Management's CDNS Position: Q1 2026 in Review

Hudson Bay Capital Management reduced its Cadence Design Systems (CDNS) stake by 97% in Q1 2026, selling an estimated $72.4M and leaving 7,160 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #765.

Hudson Bay Capital Management first reported a position in CDNS in Q4 2022 and has held it in 6 quarters since. The position peaked at $78.1M in Q4 2025. 1,399 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Hudson Bay Capital Management held 7,160 shares of Cadence Design Systems worth $1.99M as of Q1 2026.
  • Hudson Bay Capital Management sold 242,840 Cadence Design Systems shares in Q1 2026, an estimated $72.4M.
  • Cadence Design Systems made up 0.01% of Hudson Bay Capital Management's portfolio in Q1 2026, its #765 holding.
  • Hudson Bay Capital Management first reported a position in Cadence Design Systems in Q4 2022 and has held it in 6 quarters since.
  • Hudson Bay Capital Management's Cadence Design Systems position peaked at $78.1M in Q4 2025.
  • 1,399 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.