Covea Finance

Position in CDNS — Cadence Design Systems Inc

CIK 1636948 PARIS, I0

Position in CDNS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$44,766,668

+$30,226,287 QoQ

Shares Held

119,276

+127.9% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#187

of 1,494 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Covea Finance holds $80,364,866 across 7 Software - Application names. CDNS ranks #1 (55.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc This page	119,276	$44,766,668
2	DDOG	Datadog, Inc.	65,300	$17,001,508
3	SNOW	Snowflake Inc.	20,300	$5,166,350
4	UBER	Uber Technologies, Inc	67,700	$4,885,232
5	DT	Dynatrace, Inc.	78,500	$3,446,935
6	ROP	Roper Technologies Inc	9,828	$3,325,696
7	BSY	Bentley Systems Inc	59,300	$1,772,477

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,766,668	119,276	+127.9%	Shares	Sole	2026-07-13
2026-03-31	$14,540,381	52,328	-7.5%	Shares	Sole	2026-04-15
2025-12-31	$17,679,837	56,561	0.0%	Shares	Sole	2026-01-07
2025-09-30	$19,867,616	56,561	+0.9%	Shares	Sole	2025-10-16
2025-06-30	$17,275,197	56,061	+9.4%	Shares	Sole	2025-07-15
2025-03-31	$13,037,210	51,261	-8.5%	Shares	Sole	2025-04-22
2024-12-31	$16,825,159	55,998	+28.4%	Shares	Sole	2025-01-14
2024-09-30	$11,816,365	43,598	-4.5%	Shares	Sole	2024-10-10
2024-06-30	$14,049,403	45,652	0.0%	Shares	Sole	2024-07-16
2024-03-31	$14,210,554	45,652	-13.1%	Shares	Sole	2024-04-19
2023-12-31	$14,311,409	52,544	0.0%	Shares	Sole	2024-01-08
2023-09-30	$12,311,059	52,544	0.0%	Shares	Sole	2023-10-10
2023-06-30	$12,322,618	52,544	0.0%	Shares	Sole	2023-07-07
2023-03-31	$11,038,968	52,544	0.0%	Shares	Sole	2023-04-17
2022-12-31	$8,440,668	52,544	-31.6%	Shares	Sole	2023-02-02
2022-09-30	$12,556,326	76,830	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.