CDNS
Cadence Design Systems, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +1.3% ·
nuevas posiciones netas +3.8%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 169 | +1 | 193.36M | $72.09B | +8 | −8 |
| 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 | n/a |
| Q3 2024 | 17 | -1 | 17.69M | $4.79B | +2 | −3 |
| Q2 2024 | 18 | n/a | 18.30M | $5.63B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 28.83M | -3.5% | $10.13B | 0.2% | ▼ Trim | 2 | SEC ↗ ×22 |
| 2 | The Vanguard Group ✦ (pasivo) | 26.92M | +1.2% | $9.46B | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | State Street Global Advisors ✦ (pasivo) | 12.47M | +1.2% | $4.38B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 9.90M | n/a | $3.48B | 0.1% | n/c | 1 | SEC ↗ ×40 |
| 5 | Fidelity (FMR) ✦ | 9.43M | +14.0% | $3.31B | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Geode Capital Management ✦ (pasivo) | 7.54M | +18.4% | $2.64B | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 3.60M | n/a | $1.26B | 0.1% | n/c | 1 | SEC ↗ ×18 |
| 8 | Goldman Sachs Group ✦ | 2.92M | n/a | $1.02B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 9 | T. Rowe Price ✦ | 1.62M | -0.7% | $568.95M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 801.93K | +59.5% | $281.69M | 0.0% | ▲ Add | 6 | SEC ↗ ×7 |
| 11 | Coatue Management ✦ | 472.21K | -33.3% | $165.87M | 0.4% | ▼ Trim | 5 | SEC ↗ ×2 |
| 12 | Arrowstreet Capital ✦ | 348.50K | +21.6% | $122.41M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 294.91K | -30.3% | $103.59M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 14 | Dodge & Cox ✦ | 240.53K | -2.4% | $84.49M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 212.50K | -35.0% | $74.64M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 202.84K | +12.6% | $71.25M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 177.71K | -11.9% | $62.42M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 18 | Gotham Asset Management ✦ | 111.88K | -8.8% | $39.30M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 19 | Millennium Management ✦ | 90.90K | -45.5% | $31.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 90.00K | -71.6% | $31.61M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 87.61K | +29.2% | $30.73M | 0.0% | ▲ Add | 6 | SEC ↗ ×7 |
| 22 | Baillie Gifford ✦ | 36.15K | -11.2% | $12.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | GAMCO Investors ✦ | 14.96K | +2.1% | $5.25M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 7.79K | +183.4% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Harris Associates (Oakmark) ✦ | 790 | Nuevo | $277,495 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fisher Asset Management ✦ | 687 | Nuevo | $241,567 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Harris Associates (Oakmark) | $277,495 | 0.0% |
| Fisher Asset Management | $241,567 | 0.0% |
Posición cerrada
| Norges Bank | $1.19B | era 0.1% |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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 · 2.00K acc. · $648,260
Director · 1.25K acc. · $437,590
Officer · 2.00K acc. · $554,240
Director · 6 acc. · $1,727
Director · 33 acc. · $9,386
Director · 127 acc. · $36,268
Director · 14 acc. · $4,011
Officer · 280 acc. · $94,920
Director · 41 acc. · $13,311
Director · 380 acc. · $122,042
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología