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Spyglass Capital Management’s Cadence Design Systems CDNS Stock Holding History

Spyglass 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
2026
Q1 		$64.8M Sell
233,347
-38,145
-14% -$11.4M 4.59% 8
2025
Q4 		$84.9M Buy
271,492
+155,523
+134% +$50.7M 4.25% 10
2025
Q3 		$40.7M Sell
115,969
-12,566
-10% -$4.32M 2.17% 22
2025
Q2 		$39.6M Buy
+128,535
New +$37.4M 2.34% 24

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Spyglass Capital Management's CDNS Position: Q1 2026 in Review

Spyglass Capital Management reduced its Cadence Design Systems (CDNS) stake by 14% in Q1 2026, selling an estimated $11.4M and leaving 233,347 shares worth $64.8M. The position accounts for 4.59% of the portfolio, ranked #8.

Spyglass Capital Management first reported a position in CDNS in Q2 2025 and has held it in 4 quarters since. The position peaked at $84.9M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Spyglass Capital Management held 233,347 shares of Cadence Design Systems worth $64.8M as of Q1 2026.
  • Spyglass Capital Management sold 38,145 Cadence Design Systems shares in Q1 2026, an estimated $11.4M.
  • Cadence Design Systems made up 4.59% of Spyglass Capital Management's portfolio in Q1 2026, its #8 holding.
  • Spyglass Capital Management first reported a position in Cadence Design Systems in Q2 2025 and has held it in 4 quarters since.
  • Spyglass Capital Management's Cadence Design Systems position peaked at $84.9M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Spyglass Capital Management's 13F filing for Q1 2026, filed 15 May 2026.