Spyglass Capital Management LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1654344
San Francisco, CA
Position in CDNS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$64,840,130
-$20,022,839 QoQ
Shares Held
233,347
-14.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
4.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Spyglass Capital Management LLC holds $382,572,831 across 7 Software - Application names. CDNS ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
|
313,922 | $76,628,360 | |
| 2 | CDNS |
Cadence Design Systems Inc
This page
|
233,347 | $64,840,130 | |
| 3 | FICO |
Fair Isaac Corp
|
56,350 | $60,155,879 | |
| 4 | PCOR |
Procore Technologies, Inc.
|
1,005,371 | $57,306,147 | |
| 5 | SNOW |
Snowflake Inc.
|
352,268 | $53,129,059 | |
| 6 | NCNO |
nCino, Inc.
|
3,085,237 | $46,216,850 | |
| 7 | CHYM |
Chime Financial, Inc.
|
1,297,192 | $24,296,406 |
All Filings in CDNS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||