Position in CDNS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$125,330,206
-$78,762,653 QoQ
Shares Held
451,039
-30.9% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 20261832 Asset Management L.P. holds $3,130,706,716 across 25 Software - Application names. CDNS ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,187,742 | $1,208,469,956 | |
| 2 | OTEX |
Open Text Corp
|
27,238,523 | $605,784,751 | |
| 3 | DSGX |
Descartes Systems Group Inc
|
3,833,793 | $274,346,227 | |
| 4 | INTU |
Intuit Inc.
|
540,214 | $233,577,729 | |
| 5 | DDOG |
Datadog, Inc.
|
1,529,500 | $180,557,475 | |
| 6 | SNOW |
Snowflake Inc.
|
876,900 | $132,254,058 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
451,039 | $125,330,206 | |
| 8 | GWRE |
Guidewire Software, Inc.
|
561,952 | $84,045,541 |
All Filings in CDNS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,330,206 | 451,039 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $204,092,859 | 652,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,863,722 | 349,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,993,507 | 301,780 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $71,493,688 | 281,106 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $79,821,104 | 265,663 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $77,104,240 | 284,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $215,946,944 | 701,696 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $266,583,304 | 856,410 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $110,277,165 | 404,880 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $97,328,454 | 415,401 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,217,666 | 278,090 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,325,509 | 120,546 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,184,816 | 32,276 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,736,809 | 90,172 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,010,101 | 93,382 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,431,610 | 93,832 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $188,804,974 | 1,013,174 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $10,795,097 | 71,283 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,808,795 | 27,838 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $3,087,480 | 22,538 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $210,973,714 | 1,546,388 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $143,374,698 | 1,344,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $124,343,144 | 1,295,781 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,854,709 | 134,081 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||