JENSEN INVESTMENT MANAGEMENT INC

Position in CDNS — Cadence Design Systems Inc

CIK 1106129 Lake Oswego, OR

Position in CDNS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$115,806,862

-$24,756,734 QoQ

Shares Held

308,555

-39.0% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

2.89%

of 13F equity value

Holder Rank

#103

of 1,494 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

JENSEN INVESTMENT MANAGEMENT INC holds $144,572,118 across 6 Software - Application names. CDNS ranks #1 (80.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc This page	308,555	$115,806,862
2	ADP	Automatic Data Processing Inc	82,492	$18,474,083
3	ADBE	Adobe Inc.	33,545	$6,877,395
4	INTU	Intuit Inc.	7,526	$1,964,286
5	FICO	Fair Isaac Corp	740	$884,137
6	MANH	Manhattan Associates Inc	4,060	$565,355

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,806,862	308,555	-39.0%	Shares	Sole	2026-08-07
2026-03-31	$140,563,596	505,861	-4.5%	Shares	Sole	2026-05-05
2025-12-31	$165,562,685	529,665	-14.6%	Shares	Sole	2026-02-11
2025-09-30	$217,854,964	620,210	-24.7%	Shares	Sole	2025-11-06
2025-06-30	$253,729,477	823,396	+50.5%	Shares	Sole	2025-08-08
2025-03-31	$139,158,185	547,156	+29.9%	Shares	Sole	2025-05-09
2024-12-31	$126,570,878	421,257	+3826.0%	Shares	Sole	2025-02-10
2023-12-31	$2,922,530	10,730	-46.1%	Shares	Sole	2024-02-12
2023-09-30	$4,667,256	19,920	-18.8%	Shares	Sole	2023-11-07
2023-06-30	$5,750,430	24,520	-17.4%	Shares	Sole	2023-08-07
2023-03-31	$6,233,370	29,670	0.0%	Shares	Sole	2023-05-08
2022-12-31	$4,766,188	29,670	-3.3%	Shares	Sole	2023-04-05
2022-09-30	$5,015,666	30,690	-13.6%	Shares	Sole	2022-11-07
2022-06-30	$5,330,565	35,530	0.0%	Shares	Sole	2022-08-12
2022-03-31	$5,843,263	35,530	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.