Nicholas Investment Partners, LP
Position in CDNS — Cadence Design Systems Inc
CIK 1389574
RANCHO SANTA FE, CA
Position in CDNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,575,378
+$1,239,773 QoQ
Shares Held
14,855
-4.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#432
of 1,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Nicholas Investment Partners, LP holds $19,293,634 across 7 Software - Application names. CDNS ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | U |
Unity Software Inc.
|
206,246 | $5,894,510 | |
| 2 | CDNS |
Cadence Design Systems Inc
This page
|
14,855 | $5,575,378 | |
| 3 | IDCC |
InterDigital, Inc.
|
10,300 | $2,916,239 | |
| 4 | APPF |
Appfolio Inc
|
14,071 | $2,256,284 | |
| 5 | DDOG |
Datadog, Inc.
|
3,864 | $1,006,031 | |
| 6 | SNOW |
Snowflake Inc.
|
3,738 | $951,321 | |
| 7 | SHOP |
Shopify Inc.
|
6,077 | $693,871 |
All Filings in CDNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,575,378 | 14,855 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,335,605 | 15,603 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,781,366 | 24,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,744,266 | 24,894 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,671,086 | 24,894 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,331,291 | 24,894 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,673,378 | 28,867 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,823,823 | 28,867 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,068,656 | 32,717 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,017,612 | 32,182 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,700,587 | 31,944 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,501,583 | 32,017 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,545,446 | 32,174 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,966,584 | 33,160 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,342,549 | 39,483 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,396,948 | 33,023 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,276,005 | 28,501 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,518,538 | 27,475 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,384,815 | 23,530 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,483,354 | 9,795 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,261,343 | 9,219 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,571,686 | 11,473 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,294,993 | 9,492 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $946,447 | 8,876 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $353,036 | 3,679 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,120,742 | 32,113 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||