GENEVA CAPITAL MANAGEMENT LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1009232
MILWAUKEE, WI
Position in CDNS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$24,844,633
-$4,388,160 QoQ
Shares Held
89,411
-4.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 80.46549082327678.ToString("F0")%
Shared 0.ToString("F0")%
None 19.534509176723223.ToString("F0")%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026GENEVA CAPITAL MANAGEMENT LLC holds $498,961,579 across 17 Software - Application names. CDNS ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSGX |
Descartes Systems Group Inc
|
1,328,014 | $95,032,681 | |
| 2 | TYL |
Tyler Technologies Inc
|
247,756 | $84,826,698 | |
| 3 | PLUS |
Eplus Inc
|
759,517 | $57,153,653 | |
| 4 | AGYS |
Agilysys Inc
|
672,470 | $47,839,514 | |
| 5 | ALRM |
Alarm.com Holdings, Inc.
|
1,070,083 | $46,216,884 | |
| 6 | BLKB |
Blackbaud Inc
|
719,100 | $27,764,450 | |
| 7 | VERX |
Vertex, Inc.
|
2,134,691 | $25,381,475 | |
| 8 | CDNS |
Cadence Design Systems Inc
This page
|
89,411 | $24,844,633 |
All Filings in CDNS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,844,633 | 89,411 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,232,793 | 93,521 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $33,435,736 | 95,188 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $30,718,548 | 99,687 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,486,128 | 96,277 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,348,908 | 84,367 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $20,428,614 | 75,374 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $21,847,172 | 70,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,956,730 | 76,962 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $21,372,873 | 78,470 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,027,737 | 81,211 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,730,635 | 84,132 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,846,543 | 89,707 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,481,373 | 90,148 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,772,842 | 72,036 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $11,046,408 | 73,628 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||