Market Thinks Cadence's (CDNS) Moat Is at Risk Due To Kimi K3. We Think it's Not, Here's Why
Cadence Design Systems Inc (NASDAQ:CDNS) stock dropped by more than 10% on July 17. The trigger came from an unlikely place.
Cadence Design Systems Inc (CDNS)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 65,000 | $24,395,800 | 0.56% | |
| 2. | Katamaran Capital Priya Kodeeswaran | 3,922 | $1,472,005 | 1.17% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $256.95 | 54 | $13,875.30 | 1,130 | 2025-03-28 | Filing | |
| $13.78 | 1,000 | $13,780.00 | 26,000 | 2014-02-05 | Filing | |
| $13.76 | 10,000 | $137,600.00 | 709,406 | 2014-02-05 | Filing | |
| $13.89 | 10,000 | $138,900.00 | 699,406 | 2014-02-04 | Filing | |
| $12.81 | 10,000 | $128,100.00 | 688,907 | 2013-10-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $383.36 | 2,000 | $766,720.00 | 125,586 | 2026-07-15 | Filing | |
| $390.92 | 160 | $62,546.80 | 145,281 | 2026-06-22 | Filing | |
| $389.63 | 320 | $124,680.42 | 145,441 | 2026-06-22 | Filing | |
| $388.88 | 220 | $85,552.96 | 145,761 | 2026-06-22 | Filing | |
| $387.43 | 1,281 | $496,295.40 | 145,981 | 2026-06-22 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,165,074 | $812,595,573 | 0.7% | |
| 2. | 235,329 | $88,323,680 | 0.11% | |
| 3. | 151,677 | $56,927,406 | 0.13% | |
| 4. | 129,887 | $48,749,168 | 1.37% | |
| 5. | 119,276 | $44,766,668 | 1.41% |
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