CDNS β€” CADENCE DESIGN SYS INC

Ownership history in BDF-GESTION  Β·  3 quarters on record

AI Ownership Summary

BDF-GESTION reported CADENCE DESIGN SYS INC (CDNS) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.49% in 2025 Q3. The latest visible filing shows CDNS at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDNS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BDF-GESTION's position in CADENCE DESIGN SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CDNS was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BDF-GESTION held CDNS β€” position size vs. price
% of Fund (quarterly)    CDNS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,112 β€” 0% 0.41% $3.1M 2026-04-10 $265.66
2025 Q4 REDUCED 11,112 -741 -6.3% 0.42% $3.5M 2026-01-09 $327.31
2025 Q3 INITIATED 11,853 β€” β€” 0.49% $4.2M 2025-10-09 $348.67

FAQ About BDF-GESTION and CDNS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BDF-GESTION reported owning CDNS?

BDF-GESTION reported CDNS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CDNS position in BDF-GESTION's portfolio?

The largest reported portfolio weight for CDNS was 0.49% in 2025 Q3.

What is the latest reported CDNS position on this page?

The most recent filing on this page is 2026 Q1, when BDF-GESTION reported 11,112 shares, equal to 0.41% of portfolio, with an estimated market value of $3.1M.

What does the chart on this CDNS ownership page compare?

The chart compares BDF-GESTION's quarterly CDNS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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