SEC 13F Intelligence

Wedge Capital Management L L P/Nc / CDNS

Wedge Capital Management L L P/Nc’s Cadence Design System Inc Position

Does Wedge Capital Management L L P/Nc own Cadence Design System Inc (CDNS)? Yes — 194.1K shares worth $54M (+1.00% of its 13F portfolio) as of Q1 2026, up from 172.4K shares the prior filed quarter.

Position Value
$54M
Q1 2026
Shares
194.1K
% of Portfolio
+1.00%
Quarters Held
30
currently held

Position History CDNS

Reported value by quarter
Q4 ’18: $41MQ4 ’18Q1 ’19: $45MQ2 ’19: $44MQ3 ’19: $43MQ4 ’19: $45MQ4 ’19Q1 ’20: $37MQ2 ’20: $55MQ3 ’20: $73MQ4 ’20: $79MQ4 ’20Q1 ’21: $66MQ2 ’21: $62MQ3 ’21: $65MQ4 ’21: $71MQ4 ’21Q1 ’22: $57MQ2 ’22: $47MQ3 ’22: $53MQ4 ’22: $63,239Q4 ’22Q1 ’23: $78MQ2 ’23: $79MQ3 ’23: $73MQ4 ’23: $76MQ4 ’23Q1 ’24: $84MQ2 ’24: $68MQ3 ’24: $59MQ4 ’24: $66MQ4 ’24Q1 ’25: $56MQ2 ’25: $64MQ3 ’25: $64MQ4 ’25: $54MQ4 ’25Q1 ’26: $54Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026194.1K$54M+1.00%
Q4 2025172.4K$54M+0.97%
Q3 2025182.4K$64M+1.09%
Q2 2025206.6K$64M+1.14%
Q1 2025218.8K$56M+1.08%
Q4 2024219.3K$66M+1.19%
Q3 2024219.2K$59M+1.03%
Q2 2024219.9K$68M+1.20%
Q1 2024270.4K$84M+1.36%
Q4 2023280.2K$76M+1.36%
Q3 2023313.5K$73M+1.45%
Q2 2023337.8K$79M+1.26%
Q1 2023372.5K$78M+1.32%
Q4 2022393.7K$63,239+1.02%
Q3 2022326.6K$53M+0.90%
Q2 2022309.9K$47M+0.74%
Q1 2022343.6K$57M+0.76%
Q4 2021382.0K$71M+0.88%
Q3 2021428.4K$65M+0.84%
Q2 2021453.0K$62M+0.76%
Q1 2021480.8K$66M+0.78%
Q4 2020580.9K$79M+0.92%
Q3 2020681.5K$73M+0.97%
Q2 2020575.0K$55M+0.76%
Q1 2020562.1K$37M+0.64%
Q4 2019650.7K$45M+0.50%
Q3 2019655.5K$43M+0.50%
Q2 2019620.6K$44M+0.50%
Q1 2019710.6K$45M+0.51%
Q4 2018946.8K$41M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of CDNS.