Position in CDNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,038,786
-$32,100,226 QoQ
Shares Held
288,044
-19.7% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
8 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, 2026DF DENT & CO INC holds $581,831,248 across 19 Software - Application names. CDNS ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
|
618,275 | $92,469,209 | |
| 2 | CDNS |
Cadence Design Systems Inc
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|
288,044 | $80,038,786 | |
| 3 | TYL |
Tyler Technologies Inc
|
169,677 | $58,094,011 | |
| 4 | UBER |
Uber Technologies, Inc
|
755,581 | $54,348,941 | |
| 5 | MANH |
Manhattan Associates Inc
|
388,625 | $51,733,760 | |
| 6 | APPF |
Appfolio Inc
|
320,512 | $50,583,203 | |
| 7 | PCOR |
Procore Technologies, Inc.
|
860,181 | $49,030,317 | |
| 8 | NOW |
ServiceNow, Inc.
|
349,563 | $36,546,811 |
All Filings in CDNS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,038,786 | 288,044 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $112,139,012 | 358,753 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134,416,312 | 382,669 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $131,379,444 | 426,349 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $101,974,630 | 400,954 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $97,023,641 | 322,917 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $53,099,384 | 195,917 | Shares | Sole | 2024-11-15 | |
| 2022-09-30 | $593,250 | 3,630 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||