Freestone Grove Partners LP
Position in CDNS — Cadence Design Systems Inc
CIK 2007591
San Francisco, CA
Position in CDNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$75,012,117
+$69,123,423 QoQ
Shares Held
269,954
+1333.0% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Freestone Grove Partners LP holds $738,940,114 across 41 Software - Application names. CDNS ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
1,085,198 | $128,107,623 | |
| 2 | ESTC |
Elastic N.V.
|
2,264,806 | $113,217,651 | |
| 3 | DT |
Dynatrace, Inc.
|
2,822,808 | $104,387,439 | |
| 4 | NOW |
ServiceNow, Inc.
|
801,689 | $83,816,584 | |
| 5 | CDNS |
Cadence Design Systems Inc
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|
269,954 | $75,012,117 | |
| 6 | MNDY |
monday.com Ltd.
|
888,584 | $61,410,040 | |
| 7 | ADP |
Automatic Data Processing Inc
|
141,784 | $28,807,673 | |
| 8 | ADSK |
Autodesk, Inc.
|
113,105 | $27,077,337 |
All Filings in CDNS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,012,117 | 269,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,888,694 | 18,839 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $24,641,270 | 96,887 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,765,950 | 129,022 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||