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$CDNS:NASDAQ · CADENCE DESIGN SYSTEM INC

Sector: saas

Conviction from: NASDAQS&P

Cadence Design Systems makes electronic-design-automation (EDA) software, hardware, and intellectual property used by engineers to design semiconductors and electronic systems.

2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 56 — mean of 2 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Louis Bacon / Moore56Added +96%13,034$3,621,7580.1%
Bridgewater55Trimmed -39%25,436$7,067,9010.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

3 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-06-05Byron Donalds FL19SELL$1,001 - $15,000PTR
2026-06-05Byron Donalds FL19SELL$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateSELL$50,001 - $100,000PTR

Trump & executive branch trades all Trump/exec trades →

16 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentSELL$100,001 - $250,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 -$15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,000,001 - $5,000,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2026-04-25Trump, Donald J PresidentBUY$250,001 - $500,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 1 mention(s), 0 personal-position post(s) · first 2026-04-20 · last 2026-04-20

“Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE - $63.8B 10. $SIVE - $950m 11. $FN - $24.7B 12. $ASX - $63.3B For publicly traded names. Equal weighted long on the ecosystem from their presentation might not be a bad idea? I…” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2026-04-20Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE - $63.8B 10. $SIVE - $950m 11. $FN - $24.7B 12. $ASX - $63.3B For publicly trad… → · 1135 likes · 207,635 views

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.