LOUNTZIS ASSET MANAGEMENT, LLC CDNS — Cadence Design

Ownership history in LOUNTZIS ASSET MANAGEMENT, LLC  ·  5 quarters on record

AI Ownership Summary

LOUNTZIS ASSET MANAGEMENT, LLC reported Cadence Design (CDNS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 5.09% in 2025 Q3. The latest visible filing shows CDNS at 4.51% 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 LOUNTZIS ASSET MANAGEMENT, LLC's position in Cadence Design, 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 4.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.09% 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 Q1 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.

CDNS stock page LOUNTZIS ASSET MANAGEMENT, LLC fund profile LOUNTZIS ASSET MANAGEMENT, LLC full holdings
How LOUNTZIS ASSET MANAGEMENT, LLC held CDNS — position size vs. price
% of Fund (quarterly)    CDNS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 44,229 -1 -0.0% 4.51% $12.3M 2026-05-07 $356.90
2025 Q4 REDUCED — — — 44,230 -199 -0.4% 4.91% $13.8M 2026-02-06 $283.52
2025 Q3 UNCHANGED — — — 44,429 — 0% 5.09% $15.6M 2025-10-30 $336.09
2025 Q2 ADDED — — — 44,429 +16 +0.0% 4.82% $13.7M 2025-07-31 $364.57
2025 Q1 INITIATED — — — 44,413 — — 4.79% $12.7M 2025-04-30 $297.74

🏢 Other funds also holding CDNS

As of 2026 Q1 — sorted by position size

Settian Capital LP 3Y 9.01% Navera Investment Management Ltd. 3Y 5.34% NZS Capital, LLC 3Y 4.89% Spyglass Capital Management LLC 3Y 7Y 4.88% Seilern Investment Management Ltd 4.83% Tensor Edge Capital, LLC 4.8% Stonehage Fleming Financial Services Holdings Ltd 3Y 4.65% Local Pensions Partnership Investment Ltd 4.01% Manchester Global Management (UK) Ltd 3Y 3.46% Talos Eurisko Asset Management LP 3.42%

FAQ About LOUNTZIS ASSET MANAGEMENT, LLC and CDNS

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

How long has LOUNTZIS ASSET MANAGEMENT, LLC reported owning CDNS?

LOUNTZIS ASSET MANAGEMENT, LLC reported CDNS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CDNS position in LOUNTZIS ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CDNS was 5.09% in 2025 Q3.

What is the latest reported CDNS position on this page?

The most recent filing on this page is 2026 Q1, when LOUNTZIS ASSET MANAGEMENT, LLC reported 44,229 shares, equal to 4.51% of portfolio, with an estimated market value of $12.3M.

What does the chart on this CDNS ownership page compare?

The chart compares LOUNTZIS ASSET MANAGEMENT, LLC'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.

How well did LOUNTZIS ASSET MANAGEMENT, LLC time their CDNS position?

Based on 13F filing dates vs. subsequent CDNS price moves, LOUNTZIS ASSET MANAGEMENT, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CDNS relative to SPY over the holding period was -10.0%.

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