Position in CDNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$145,427,432
+$4,977,737 QoQ
Shares Held
523,365
+16.5% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 99.88153583063445.ToString("F0")%
Shared 0.ToString("F0")%
None 0.11846416936554793.ToString("F0")%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Jun 30, 2021CallValue
$971,422
CallShares
7,100
PutValue
$820,920
PutShares
6,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $5,081,391,329 across 116 Software - Application names. CDNS ranks #11 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
3,129,038 | $760,606,557 | |
| 2 | NOW |
ServiceNow, Inc.
|
4,636,219 | $484,716,696 | |
| 3 | HUBS |
Hubspot Inc
|
1,344,621 | $328,221,986 | |
| 4 | TEAM |
Atlassian Corp
|
4,647,650 | $317,202,112 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,282,237 | $260,524,913 | |
| 6 | ALIT |
Alight, Inc. / Delaware
|
21,761,591 | $253,609,581 | |
| 7 | FIG |
Figma, Inc.
|
11,158,349 | $235,887,497 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,747,666 | $212,411,325 |
All Filings in CDNS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,427,432 | 523,365 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $140,449,695 | 449,324 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $103,590,789 | 294,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $130,403,841 | 423,183 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,592,233 | 25,920 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,352,070 | 4,500 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $10,106,202 | 32,839 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $69,434,739 | 254,928 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $120,124,672 | 512,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,955,762 | 93,620 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,058,882 | 9,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,814,558 | 85,997 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $111,470,373 | 682,068 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,117,521 | 334,050 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $42,011,142 | 255,449 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $46,293,067 | 248,420 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,589,528 | 248,214 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $971,422 | 7,100 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $820,920 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $5,896,734 | 43,045 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $27,774,982 | 260,480 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||