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 Q2	$59.1M	Sell	157,335 -76,012	-33%	-$26.6M	3.2%	19
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Spyglass Capital Management's CDNS Position: Q2 2026 in Review

Spyglass Capital Management reduced its Cadence Design Systems (CDNS) stake by 33% in Q2 2026, selling an estimated $26.6M and leaving 157,335 shares worth $59.1M. The position accounts for 3.2% of the portfolio, ranked #19.

Spyglass Capital Management first reported a position in CDNS in Q2 2025 and has held it in 5 quarters since. The position peaked at $84.9M in Q4 2025. 1,508 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Spyglass Capital Management held 157,335 shares of Cadence Design Systems worth $59.1M as of Q2 2026.
Spyglass Capital Management sold 76,012 Cadence Design Systems shares in Q2 2026, an estimated $26.6M.
Cadence Design Systems made up 3.2% of Spyglass Capital Management's portfolio in Q2 2026, its #19 holding.
Spyglass Capital Management first reported a position in Cadence Design Systems in Q2 2025 and has held it in 5 quarters since.
Spyglass Capital Management's Cadence Design Systems position peaked at $84.9M in Q4 2025.
1,508 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Spyglass Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.