Position in CDNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$965,452,082
-$159,347,658 QoQ
Shares Held
3,474,474
-3.4% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.59021423098864.ToString("F0")%
Shared 0.ToString("F0")%
None 15.409785769011366.ToString("F0")%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MORGAN STANLEY holds $35,960,395,211 across 186 Software - Application names. CDNS ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
31,675,603 | $5,912,884,800 | |
| 2 | UBER |
Uber Technologies, Inc
|
77,069,501 | $5,543,609,197 | |
| 3 | SHOP |
Shopify Inc.
|
24,704,666 | $2,930,467,472 | |
| 4 | INTU |
Intuit Inc.
|
5,688,825 | $2,459,734,143 | |
| 5 | NOW |
ServiceNow, Inc.
|
23,347,995 | $2,441,032,867 | |
| 6 | ADBE |
Adobe Inc.
|
5,676,933 | $1,379,948,865 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,394,435 | $1,299,221,293 | |
| 8 | MSTR |
Strategy Inc
|
9,286,014 | $1,158,894,542 |
All Filings in CDNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $965,452,082 | 3,474,474 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,124,799,740 | 3,598,438 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,264,236,719 | 3,599,148 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,188,440,245 | 3,856,694 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $963,652,036 | 3,788,983 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,116,098,322 | 3,714,632 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $966,026,255 | 3,564,278 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,083,490,186 | 3,520,683 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,056,794,970 | 3,394,998 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $931,000,962 | 3,418,148 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $699,528,182 | 2,985,609 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $709,731,855 | 3,026,317 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $607,090,972 | 2,889,671 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $450,981,372 | 2,807,404 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $330,927,276 | 2,024,887 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $294,450,223 | 1,962,609 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $111,319,681 | 676,880 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $116,393,274 | 624,595 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $102,976,621 | 679,983 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $75,143,317 | 549,213 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $117,105,758 | 854,849 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $105,307,174 | 771,877 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $59,327,220 | 556,384 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $53,494,912 | 557,471 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,595,076 | 281,573 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||