Cadence Design Systems (CDNS)
What changed in recent filings
- Revenue +24% YoYQuarter ended Jun 30, 2026
- Institutions — 1 new · 1 added · 4 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Cadence Design Systems recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 27, 2026Revenue +24.2% YoY · EPS $1.33Released after the close: Jul 27 close → Jul 28 close, the stock moved +1.8% · over the same window, market +0.2% · sector -2.6%
- 26Q1Released Apr 27, 2026Revenue +18.7% YoY · EPS $1.23Released after the close: Apr 27 close → Apr 28 close, the stock moved -3.3% · over the same window, market -0.5% · sector -2.2%
- 25Q4Released Feb 17, 2026Revenue +6.2% YoY · EPS $1.42Released after the close: Feb 17 close → Feb 18 close, the stock moved +7.6% · over the same window, market +0.5% · sector +0.5%
- 25Q3Released Oct 27, 2025Revenue +10.1% YoY · EPS $1.05Released after the close: Oct 27 close → Oct 28 close, the stock moved -2.9% · over the same window, market +0.3% · sector -0.8%
The next earnings release is estimated around Oct 26, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Cadence Design Systems
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 5 → 2026 Q2: 8 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Cadence Design Systems
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.18% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Cox0.04% of portfolio · held as of 2019 Q1 or earlier
- Point72 Asset Management0.12% of portfolio · since 2024 Q3
- Temasek Holdings (Singapore)0.68% of portfolio · since 2024 Q3
- Baillie Gifford & Counder 0.01% of portfolio · since 2025 Q1
- Moore Capital Management0.28% of portfolio · since 2025 Q3
- Bridgewater Associatesunder 0.01% of portfolio · since 2025 Q4
- Tudor Investment CorpNew this quarter0.01% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Cadence Design Systems, Inc. is an electronic design automation and computational software company that provides software, hardware, and semiconductor intellectual property for designing and verifying advanced chips and electronic systems. Cadence’s product portfolio covers core EDA tools, functional verification, emulation and prototyping, digital and custom IC design, semiconductor IP, and system design and analysis solutions. These offerings support semiconductor companies and engineering teams working on integrated circuits, system-on-chips, printed circuit boards, packaging, and full electromechanical systems. The company also serves industries such as hyperscale computing, mobile communications, automotive, aerospace, industrial technology, life sciences, telecommunications, and artificial intelligence. Headquartered in San Jose, California, Cadence plays a central role in the electronics design ecosystem by helping customers move from design concepts to manufacturable products.
What is the IT Hardware sector?
PCs, servers, and storage. Benefits from data centers alongside chips.
Cadence Design Systems is classified under the IT Hardware sector. See peers below.
Cadence Design Systems key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Cadence Design Systems vs IT Hardware sector benchmark
Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
CDNS revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $1.6B, +24.2% YoY.
The largest segment is Product and maintenance, 90.3% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Product and maintenance segment (about 84% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
CDNS segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Cadence Design Systems
Per SEC N-PORT · 2026-06-30 · by weight · factual
CDNS on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the IT Hardware average
Peers · IT Hardware
CDNS FAQ
What is Cadence Design Systems (CDNS)?
Cadence Design Systems, Inc. is an electronic design automation and computational software company that provides software, hardware, and semiconductor intellectual property for designing and verifying advanced chips and electronic systems. Cadence’s product portfolio covers core EDA tools, functional verification, emulation and prototyping, digital and custom IC design, semiconductor IP, and system design and analysis solutions. These offerings support semiconductor companies and engineering teams working on integrated circuits, system-on-chips, printed circuit boards, packaging, and full electromechanical systems. The company also serves industries such as hyperscale computing, mobile communications, automotive, aerospace, industrial technology, life sciences, telecommunications, and artificial intelligence. Headquartered in San Jose, California, Cadence plays a central role in the electronics design ecosystem by helping customers move from design concepts to manufacturable products.
What sector is Cadence Design Systems in?
Cadence Design Systems is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.
What are Cadence Design Systems's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 14.7%, Operating margin 28.4%, Net margin 23.6%, ROE 20.3%. Definitions and interpretation are available on Stocklore.
What are Cadence Design Systems's main revenue segments?
The largest segment is Product and maintenance, about 90.3% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Cadence Design Systems (CDNS) stock?
On Stocklore you can see CDNS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.