Spyglass Capital Management LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1654344
San Francisco, CA
Position in CDNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,050,972
-$5,789,158 QoQ
Shares Held
157,335
-32.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#155
of 1,505 holders
Holding Since
Jun 2025
5 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, 2026Spyglass Capital Management LLC holds $412,892,069 across 6 Software - Application names. CDNS ranks #5 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
74,948 | $89,546,371 | |
| 2 | SNOW |
Snowflake Inc.
|
330,011 | $83,987,799 | |
| 3 | CHYM |
Chime Financial, Inc.
|
3,406,249 | $69,759,979 | |
| 4 | HUBS |
Hubspot Inc
|
371,365 | $67,777,826 | |
| 5 | CDNS |
Cadence Design Systems Inc
This page
|
157,335 | $59,050,972 | |
| 6 | PCOR |
Procore Technologies, Inc.
|
1,052,908 | $42,769,122 |
All Filings in CDNS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,050,972 | 157,335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $64,840,130 | 233,347 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $84,862,969 | 271,492 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,735,270 | 115,969 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,608,060 | 128,535 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||