Spyglass Capital Management LLC CDNS — CADENCE DESIGN SYSTEM INC

Ownership history in Spyglass Capital Management LLC  ·  4 quarters on record

AI Ownership Summary

Spyglass Capital Management LLC reported CADENCE DESIGN SYSTEM INC (CDNS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 4.88% in 2026 Q1. The latest visible filing shows CDNS at 4.88% 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 Spyglass Capital Management LLC'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
2026 Q1

CDNS was reported at 4.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.88% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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 Spyglass Capital Management LLC fund profile Spyglass Capital Management LLC full holdings
How Spyglass Capital 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 233,347 -38,145 -14.1% 4.88% $64.8M 2026-05-15 $347.24
2025 Q4 ADDED — — — 271,492 +155,523 +134.1% 4.25% $84.9M 2026-02-17 $283.46
2025 Q3 REDUCED 9.8% -9.6% ✅ 115,969 -12,566 -9.8% 2.17% $40.7M 2025-11-14 $314.93
2025 Q2 INITIATED — — — 128,535 — — 2.34% $39.6M 2025-08-13 $349.12

🏢 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% 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% Talos Eurisko Asset Management LP 3.42%

FAQ About Spyglass Capital 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 Spyglass Capital Management LLC reported owning CDNS?

Spyglass Capital Management LLC reported CDNS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CDNS position in Spyglass Capital Management LLC's portfolio?

The largest reported portfolio weight for CDNS was 4.88% in 2026 Q1.

What is the latest reported CDNS position on this page?

The most recent filing on this page is 2026 Q1, when Spyglass Capital Management LLC reported 233,347 shares, equal to 4.88% of portfolio, with an estimated market value of $64.8M.

What does the chart on this CDNS ownership page compare?

The chart compares Spyglass Capital 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 Spyglass Capital Management LLC time their CDNS position?

Based on 13F filing dates vs. subsequent CDNS price moves, Spyglass Capital Management LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CDNS relative to SPY over the holding period was -18.1%.

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