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NASDAQ · Technology

SYNOPSYS INC SNPS

Synopsys, Inc. provides design IP solutions in the semiconductor and electronics industries. It operates in two segments, Design Automation and Design IP.

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

Company profile

Business mix

  • It operates in two segments, Design Automation and Design IP.
  • It also provides pre-verified and silicon-proven IP solutions, logic libraries and embedded memories, processor and security solutions, IP Offerings for the automotive market, SOC infrastructure IP, data path and building block IP.
  • Synopsys, Inc. has a strategic collaboration with Arm Holdings plc for development of AGI CPU that provides solutions across its full-stack design portfolio including EDA, interface IP, and hardware-assisted verification (HAV).
  • The company was incorporated in 1986 and is headquartered in Sunnyvale, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • 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 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 110.1 FCF 2.96% Buyback -17.34%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Edgewood Management 5.7% $876.1M 2026-03-31
Alkeon Capital Management 1.0% $622.2M 2026-03-31
Coatue Management Philippe Laffont 1.0% $302.0M 2026-03-31
Polen Capital Management 1.8% $266.1M 2026-03-31
Eminence Capital Ricky Sandler 4.1% $178.1M 2026-03-31
Bridgewater Associates Ray Dalio 0.4% $82.6M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 4 Share count unchanged
Increase amount $1.2B Estimated from net added shares
Reduction amount $280.1M Estimated from net reduced shares
Net share change / base shares +63.8% +2,285,283 / 3,584,218
Coatue Management Philippe Laffont 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$892.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -8.4% 13F value change -$114.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -54.0% 13F value change -$476.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +761,760 (New) Total shares 761,760 Value $302.0M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$36.6M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -63.0% 13F value change -$20.4M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$82.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +208,353 (New) Total shares 208,353 Value $82.6M
Alkeon Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 50.1% 13F value change +$141.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 56.4% 13F value change +$151.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 668,278 Last 3 periods +901,070 (+134.8%) Total shares 1,569,348 Value $622.2M
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$10.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 123.8% 13F value change +$11.9M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$22.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Eminence Capital Ricky Sandler 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$80.6M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 52.5% 13F value change +$36.4M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 80.2% 13F value change +$61.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +449,220 (New) Total shares 449,220 Value $178.1M
Polen Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
New Shares - 13F value change +$515.5M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -19.1% 13F value change -$118.6M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -20.6% 13F value change -$130.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 3 periods +671,233 (New) Total shares 671,233 Value $266.1M
Edgewood Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major increase Shares 26.9% 13F value change +$331.2M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -29.0% 13F value change -$592.5M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -15.9% 13F value change -$357.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,915,940 Last 3 periods -706,353 (-24.2%) Total shares 2,209,587 Value $876.1M
Greenwoods / Jinglin George Jiang 3 filing periods
13F 2025-09-30 Filed 2025-11-10
New Shares - 13F value change +$81.6M
13F 2025-12-31 Filed 2026-02-06
Minor reduction Shares -1.1% 13F value change -$4.8M
13F 2026-03-31 Filed 2026-05-08
Sold out Shares -100.0% 13F value change -$76.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Altimeter Capital Management Brad Gerstner 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$127.4M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$127.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$301.9M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$301.9M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.