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NASDAQ · Technology

CADENCE DESIGN SYSTEM INC CDNS

Cadence Design Systems, Inc. develops computational, AI‑driven software, hardware, and silicon intellectual property products and solutions. The company offers functional verification services, such as Jasper, a formal verification platform; Xcelium, a parallel logic simulation platform; Verisium, a generative AI solution; Palladium, an enterprise emulation platform; and Protium, a prototyping platform for chip verification, as well as digital IC design and sign off products, including In novus platform; and custom IC design and simulation product include Virtuoso, a platform to design and verify analog.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers functional verification services, such as Jasper, a formal verification platform.
  • It also provides Xcelium logic simulator and other front-end verification and virtual prototyping technologies.
  • In addition, the company’s design IP portfolio includes serializer/deserializer, peripheral component interconnect, USB, and other standard protocols; and Secure‑IC, a solution for embedded security IP.
  • Additionally, it provides System Design and Analysis (SD&A) platform, a solution that enables end‑to‑end system‑level design and verification across chips, packages, PCBs, and electronic systems.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 87.68 FCF 1.38% Buyback 0.19%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Alkeon Capital Management 0.8% $450.9M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $34.3M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $3.2M Estimated from net added shares
Reduction amount $334.7M Estimated from net reduced shares
Net share change / base shares -37.1% -1,028,321 / 2,774,580
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 6.6% 13F value change -$2.0M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 3.4% 13F value change -$3.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 111,882 Last 2 periods +11,503 (+10.3%) Total shares 123,385 Value $34.3M
Alkeon Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,622,874 Last 2 periods +0 (0.0%) Total shares 1,622,874 Value $450.9M
Sands Capital Management Frank Sands 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -24.1% 13F value change -$37.8M
13F 2026-03-31 Filed 2026-05-08
Sold out Shares -100.0% 13F value change -$78.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 331,887 Last 2 periods -331,887 (-100.0%) Total shares 0 Value $0
Coatue Management Philippe Laffont 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -33.3% 13F value change -$52.3M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$165.9M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 707,937 Last 2 periods -707,937 (-100.0%) Total shares 0 Value $0
Lone Pine Capital Stephen Mandel 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$309.9M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$309.9M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.