CDNS
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 70.7 | P/B | 15.54 |
| EPS (TTM) | 5.03 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 25.5M | 0.1% | −3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 17.8M | n/a | n/a |
| State Street | 12.5M | 0.1% | −1% |
| Fidelity Management | 9.2M | 0.1% | −7% |
| Geode Capital Management | 7.9M | 0.1% | +3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.0M | n/a | n/a |
Top institutional owners for CDNS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 17 | Cunningham Paul | SELL | 2K | −$554K |
| SEP 14 | Brennan Ita M | SELL | 6 | −$2K |
| AUG 27 | Scannell Paul | SELL | 280 | −$95K |
| AUG 27 | SANGIOVANNI VINCENTELLI ALBERTO | SELL | 41 | −$13K |
| AUG 25 | TENG CHIN-CHI | SELL | 5K | −$1M |
| JUL 23 | TENG CHIN-CHI | SELL | 80 | −$28K |
0 insider buys, 18 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CDNS yet.