John Overdeck’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
2026
Q2
$5.7M Buy
+15,200
New +$5.33M ﹤0.01% 2012
2021
Q3
Sell
-7,100
Closed -$971K 4267
2021
Q2
$971K Buy
+7,100
New +$941K ﹤0.01% 2500
2019
Q4
Sell
-4,900
Closed -$324K 3660
2019
Q3
$324K Buy
+4,900
New +$345K ﹤0.01% 2911

Other funds holding CDNS

John Overdeck's CDNS Position: Q2 2026 in Review

John Overdeck reduced its Cadence Design Systems (CDNS) stake by 33% in Q2 2026, selling an estimated $60.1M and leaving 351,934 shares worth $132M. The position accounts for 0.1% of the portfolio, ranked #235.

John Overdeck first reported a position in CDNS in Q2 2013 and has held it in 44 quarters since. The position peaked at $145M in Q1 2026. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • John Overdeck held 351,934 shares of Cadence Design Systems worth $132M as of Q2 2026.
  • John Overdeck sold 171,431 Cadence Design Systems shares in Q2 2026, an estimated $60.1M.
  • Cadence Design Systems made up 0.1% of John Overdeck's portfolio in Q2 2026, its #235 holding.
  • John Overdeck first reported a position in Cadence Design Systems in Q2 2013 and has held it in 44 quarters since.
  • John Overdeck's Cadence Design Systems position peaked at $145M in Q1 2026.
  • 1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.