OBERWEIS ASSET MANAGEMENT INC/ CDNS — Cadence Design System, Inc.

Ownership history in OBERWEIS ASSET MANAGEMENT INC/  ·  22 quarters on record

AI Ownership Summary

OBERWEIS ASSET MANAGEMENT INC/ reported Cadence Design System, Inc. (CDNS) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows CDNS at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CDNS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OBERWEIS ASSET MANAGEMENT INC/'s position in Cadence Design System, 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
2025 Q3

CDNS was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 OBERWEIS ASSET MANAGEMENT INC/ fund profile OBERWEIS ASSET MANAGEMENT INC/ full holdings
How OBERWEIS ASSET MANAGEMENT INC/ 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 7,400 — 0% 0.10% $2.6M 2025-11-17 $311.29
2025 Q2 ADDED — — — 7,400 +100 +1.4% 0.10% $2.3M 2025-08-14 $348.92
2025 Q1 REDUCED 11.0% +21.2% ❌ 7,300 -900 -11.0% 0.09% $1.9M 2025-05-15 $318.77
2024 Q4 REDUCED 10.9% -15.3% ✅ 8,200 -1,000 -10.9% 0.12% $2.5M 2025-02-14 $295.19
2024 Q3 REDUCED 28.1% +11.4% ❌ 9,200 -3,600 -28.1% 0.13% $2.5M 2024-11-14 $303.04
2024 Q2 REDUCED — — — 12,800 -300 -2.3% 0.24% $3.9M 2024-08-14 $271.78
2024 Q1 ADDED — — — 13,100 +500 +4.0% 0.29% $4.1M 2024-05-15 $293.10
2023 Q4 REDUCED 26.7% +14.6% ❌ 12,600 -4,600 -26.7% 0.32% $3.4M 2024-02-14 $300.74
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 4.51% Local Pensions Partnership Investment Ltd 4.01% Manchester Global Management (UK) Ltd 3Y 3.46%

FAQ About OBERWEIS ASSET MANAGEMENT INC/ and CDNS

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

How long has OBERWEIS ASSET MANAGEMENT INC/ reported owning CDNS?

OBERWEIS ASSET MANAGEMENT INC/ reported CDNS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CDNS position in OBERWEIS ASSET MANAGEMENT INC/'s portfolio?

The largest reported portfolio weight for CDNS was 0.32% in 2023 Q4.

What is the latest reported CDNS position on this page?

The most recent filing on this page is 2025 Q3, when OBERWEIS ASSET MANAGEMENT INC/ reported 7,400 shares, equal to 0.10% of portfolio, with an estimated market value of $2.6M.

What does the chart on this CDNS ownership page compare?

The chart compares OBERWEIS ASSET MANAGEMENT INC/'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 OBERWEIS ASSET MANAGEMENT INC/ time their CDNS position?

Based on 13F filing dates vs. subsequent CDNS price moves, OBERWEIS ASSET MANAGEMENT INC/ correctly timed 7 out of 21 reported position changes (33%). The annualised alpha on CDNS relative to SPY over the holding period was +5.9%.

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