CDNS
Cadence Design Systems, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +5.3% ·
flujo de acciones +6.1% ·
nuevas posiciones netas +5.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 171 | +1 | 195.38M | $72.84B | +8 | −6 |
| Q1 2026 | 172 | -2 | 192.16M | $53.53B | +5 | −8 |
| Q4 2025 | 173 | -1 | 204.36M | $63.86B | +2 | −2 |
| Q3 2025 | 26 | +2 | 106.42M | $37.37B | +2 | −1 |
| Q2 2025 | 22 | -1 | 92.54M | $28.51B | +1 | −2 |
| Q1 2025 | 20 | +1 | 31.16M | $7.92B | +2 | −1 |
| Q4 2024 | 19 | +1 | 29.37M | $8.82B | +1 | — |
| Q3 2024 | 17 | -1 | 17.69M | $4.79B | +2 | −3 |
| Q2 2024 | 18 | — | 18.30M | $5.63B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 12.15M | +0.2% | $3.09B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 6.29M | +4.4% | $1.59B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 6.29M | +4.4% | $1.59B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 3.89M | 0.0% | $990.35M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.86M | -36.7% | $472.80M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 1.86M | -36.7% | $472.80M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.45M | +38.5% | $369.41M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.45M | +38.5% | $369.41M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 9 | Lone Pine Capital ✦ | 1.22M | Nuevo | $309.87M | 2.7% | New | 1 | SEC ↗ |
| 10 | Coatue Management ✦ | 970.78K | +21.1% | $246.90M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Coatue Management ✦ | 970.78K | +21.1% | $246.90M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Coatue Management ✦ | 970.78K | +21.1% | $246.90M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Coatue Management ✦ | 970.78K | +21.1% | $246.90M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Coatue Management ✦ | 970.78K | +21.1% | $246.90M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Coatue Management ✦ | 970.78K | +21.1% | $246.90M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Capital World Investors ✦ | 905.63K | +22.0% | $230.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Marshall Wace ✦ | 477.98K | +40.1% | $121.56M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 18 | Marshall Wace ✦ | 477.98K | +40.1% | $121.56M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 477.98K | +40.1% | $121.56M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 20 | Wellington Management ✦ | 463.35K | +14.8% | $117.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Wellington Management ✦ | 463.35K | +14.8% | $117.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Wellington Management ✦ | 463.35K | +14.8% | $117.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Wellington Management ✦ | 463.35K | +14.8% | $117.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 322.93K | +86.7% | $82.13M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 25 | Dodge & Cox ✦ | 247.41K | -1.4% | $62.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Point72 Asset Management ✦ | 247.24K | +190.9% | $62.88M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 27 | Adage Capital Partners ✦ | 220.30K | -14.1% | $56.03M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 28 | Millennium Management ✦ | 183.59K | +77.1% | $46.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 127.97K | +17.3% | $32.55M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 56.81K | -1.7% | $14.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 56.81K | -1.7% | $14.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 56.81K | -1.7% | $14.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 56.81K | -1.7% | $14.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 56.81K | -1.7% | $14.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Baillie Gifford ✦ | 42.82K | Nuevo | $10.89M | 0.0% | New | 1 | SEC ↗ |
| 36 | Baillie Gifford ✦ | 42.82K | Nuevo | $10.89M | 0.0% | New | 1 | SEC ↗ |
| 37 | Baillie Gifford ✦ | 42.82K | Nuevo | $10.89M | 0.0% | New | 1 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 25.92K | +476.0% | $6.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | GAMCO Investors ✦ | 13.34K | +0.3% | $3.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Lone Pine Capital | $309.87M | 2.7% |
| Baillie Gifford | $10.89M | 0.0% |
| Baillie Gifford | $10.89M | 0.0% |
| Baillie Gifford | $10.89M | 0.0% |
Posición cerrada
| D. E. Shaw & Co. | $610,234 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,385 tenedores, 223.74M acciones, $59.92B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 4.73K acc. · $1.49M
Officer · 2.00K acc. · $646,640
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología