Point72 Asset Management, L.P.
Position in CDNS — Cadence Design Systems Inc
CIK 1603466
STAMFORD, CT
Position in CDNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$106,966,200
-$83,774,049 QoQ
Shares Held
285,000
-58.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#110
of 1,494 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Jun 30, 2026CallValue
$38,132,512
CallShares
101,600
PutValue
$487,916
PutShares
1,300
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 Jun 30, 2026Point72 Asset Management, L.P. holds $2,116,174,399 across 76 Software - Application names. CDNS ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
2,813,766 | $716,103,447 | |
| 2 | U |
Unity Software Inc.
|
6,805,922 | $194,513,250 | |
| 3 | CDNS |
Cadence Design Systems Inc
This page
|
285,000 | $106,966,200 | |
| 4 | ZM |
Zoom Communications, Inc.
|
1,187,308 | $102,476,553 | |
| 5 | FIG |
Figma, Inc.
|
5,411,251 | $97,889,530 | |
| 6 | PCTY |
Paylocity Holding Corp
|
904,674 | $94,565,573 | |
| 7 | TEAM |
Atlassian Corp
|
845,637 | $65,782,102 | |
| 8 | DT |
Dynatrace, Inc.
|
1,412,797 | $62,035,916 |
All Filings in CDNS
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,966,200 | 285,000 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $487,916 | 1,300 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $38,132,512 | 101,600 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $190,740,249 | 686,437 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,345,118 | 17,100 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $7,033,050 | 22,500 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $193,984,647 | 620,592 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,002,182 | 5,700 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $31,613,400 | 90,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $97,539,335 | 316,532 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,756,455 | 5,700 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $62,880,294 | 247,239 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $15,173,230 | 50,500 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $25,539,100 | 85,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,687,177 | 76,328 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $10,345,702 | 33,236 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $163,422 | 600 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $140,580 | 600 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $140,712 | 600 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $39,541,713 | 168,607 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $273,117 | 1,300 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $686,994 | 3,270 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $1,134,486 | 5,400 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $32,131,855 | 200,024 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $96,384 | 600 | Put | Defined | 2023-05-15 | |
| 2022-09-30 | $441,261 | 2,700 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $17,654,852 | 108,027 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $78,930,783 | 526,100 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $63,614,937 | 386,811 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,510,140 | 56,400 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,174,784 | 93,600 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,196,840 | 213,396 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $10,687,205 | 100,227 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,807,596 | 50,100 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,061,035 | 394,625 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||