Cadence Design Systems
CDNS
1,410 hedge funds and large institutions have $65.7B invested in Cadence Design Systems in 2026 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 538 increasing their positions, 567 reducing their positions, and 168 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 538 | Existing positions reduced: 567
7% less first-time investments, than exits
New positions opened: 157 | Existing positions closed: 168
2% less funds holding
Funds holding: 1,441 → 1,410 (-31)
2.32% less ownership
Funds ownership: 87.87% → 85.55% (-2.3%)
12% less capital invested
Capital invested by funds: $74.7B → $65.7B (-$8.99B)
25% less call options, than puts
Call options by funds: $795M | Put options by funds: $1.06B
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.18B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$700M |
| 3 |
JP Morgan Chase
New York
|
+$468M |
| 4 |
Goldman Sachs
New York
|
+$423M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$312M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$583M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$543M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$361M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$269M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$218M |
CDNS Hedge Fund Activity: Q1 2026 in Review
1,410 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Cadence Design Systems (CDNS) for Q1 2026, worth a combined $65.7B — down 12% from $74.7B a quarter earlier.
Sellers outnumbered buyers: 168 funds closed out of CDNS and 157 opened new positions — a net loss of 11 holders — while 567 trimmed existing stakes and 538 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $1.18B. The largest seller was Jennison Associates, cutting an estimated $583M.
- 1,410 institutional investors held Cadence Design Systems (CDNS) as of Q1 2026, down from 1,441 in Q4 2025.
- Funds reported $65.7B of Cadence Design Systems stock for Q1 2026, down 12% quarter-over-quarter.
- 157 funds opened new Cadence Design Systems positions in Q1 2026 and 168 closed out, a net change of -11 holders.
- The largest Cadence Design Systems buyer in Q1 2026 was Capital International Investors, an estimated $1.18B added.
- The largest Cadence Design Systems seller in Q1 2026 was Jennison Associates, an estimated $583M sold.
Based on aggregated 13F filings for Q1 2026.