Cliff Asness's CDNS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 87,606 shares of Cadence Design Systems, Inc. (CDNS) worth $30.73 M, representing 0.02% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in CDNS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 2.07 M shares. Largest reduction occurred in Q2 2020, reducing 1.39 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Cadence Design Systems (CDNS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cadence Design Systems (CDNS) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +174,765 | Add 0.00% | 174,764 | $13.51 |
| Q2 2013 | +181,404 | Add 0.00% | 181,403 | $14.48 |
| Q3 2013 | -121,216 | Reduce 66.82% | 60,187 | $13.51 |
| Q4 2013 | +19,911 | Add 33.08% | 80,098 | $14.02 |
| Q1 2014 | -9,700 | Reduce 12.11% | 70,398 | $15.54 |
| Q2 2014 | -14,911 | Reduce 21.18% | 55,487 | $17.48 |
| Q3 2014 | -1,403 | Reduce 2.53% | 54,084 | $17.21 |
| Q4 2014 | -784 | Reduce 1.45% | 53,300 | $18.97 |
| Q1 2015 | +198,680 | Add 372.76% | 251,980 | $18.44 |
| Q2 2015 | +16,764 | Add 6.65% | 268,744 | $19.66 |
| Q3 2015 | +157,692 | Add 58.68% | 426,436 | $20.68 |
| Q4 2015 | +460,735 | Add 108.04% | 887,171 | $20.81 |
| Q1 2016 | +725,430 | Add 81.77% | 1.61 M | $23.58 |
| Q2 2016 | -1,661 | Reduce 0.10% | 1.61 M | $24.30 |
| Q3 2016 | +146,924 | Add 9.12% | 1.76 M | $25.53 |
| Q4 2016 | -313,285 | Reduce 17.82% | 1.44 M | $25.22 |
| Q1 2017 | +109,477 | Add 7.58% | 1.55 M | $31.40 |
| Q2 2017 | +452,381 | Add 29.11% | 2.01 M | $33.49 |
| Q3 2017 | +926,832 | Add 46.19% | 2.93 M | $39.47 |
| Q4 2017 | +1.95 M | Add 66.53% | 4.88 M | $41.82 |
| Q1 2018 | +108,675 | Add 2.22% | 4.99 M | $36.77 |
| Q2 2018 | +388,480 | Add 7.78% | 5.38 M | $43.44 |
| Q3 2018 | -231,284 | Reduce 4.30% | 5.15 M | $45.32 |
| Q4 2018 | -1.33 M | Reduce 25.85% | 3.82 M | $43.48 |
| Q1 2019 | +388,208 | Add 10.17% | 4.21 M | $63.08 |
| Q2 2019 | +2.07 M | Add 49.27% | 6.28 M | $70.19 |
| Q3 2019 | -1 M | Reduce 15.97% | 5.28 M | $65.92 |
| Q4 2019 | -1.23 M | Reduce 23.35% | 4.05 M | $69.36 |
| Q1 2020 | -956,449 | Reduce 23.64% | 3.09 M | $66.04 |
| Q2 2020 | -1.39 M | Reduce 45.16% | 1.69 M | $95.18 |
| Q3 2020 | -728,313 | Reduce 43.00% | 965,584 | $106.52 |
| Q4 2020 | -218,757 | Reduce 22.66% | 746,827 | $136.26 |
| Q1 2021 | -81,452 | Reduce 10.91% | 665,375 | $135.83 |
| Q2 2021 | -181,845 | Reduce 27.33% | 483,530 | $136.82 |
| Q3 2021 | -14,556 | Reduce 3.01% | 468,974 | $151.44 |
| Q4 2021 | -78,373 | Reduce 16.71% | 390,601 | $185.66 |
| Q1 2022 | -9,181 | Reduce 2.35% | 381,420 | $164.46 |
| Q2 2022 | +7,636 | Add 2.00% | 389,056 | $149.29 |
| Q3 2022 | +107,827 | Add 27.72% | 496,883 | $163.43 |
| Q4 2022 | -125,658 | Reduce 25.29% | 371,225 | $159.87 |
| Q1 2023 | -74,311 | Reduce 20.02% | 296,914 | $208.09 |
| Q2 2023 | +109,643 | Add 36.93% | 406,557 | $233.61 |
| Q3 2023 | -9,816 | Reduce 2.41% | 396,741 | $234.30 |
| Q4 2023 | +101,495 | Add 25.58% | 498,236 | $272.37 |
| Q1 2024 | -79,644 | Reduce 15.99% | 418,592 | $310.86 |
| Q2 2024 | -82,594 | Reduce 19.73% | 335,998 | $307.75 |
| Q3 2024 | -130,411 | Reduce 38.81% | 205,587 | $270.29 |
| Q4 2024 | -147,778 | Reduce 71.88% | 57,809 | $300.46 |
| Q1 2025 | -994 | Reduce 1.72% | 56,815 | $251.22 |
| Q2 2025 | +11,006 | Add 19.37% | 67,821 | $308.15 |
| Q3 2025 | +19,785 | Add 29.17% | 87,606 | $350.78 |
Cliff Asness's Cadence Design Systems Investment FAQs
Cliff Asness first purchased Cadence Design Systems, Inc. (CDNS) in Q4 2012, acquiring 174,764 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Cadence Design Systems, Inc. (CDNS) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Cadence Design Systems, Inc. (CDNS) was in Q2 2019, adding 6,280,165 shares worth $440.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 87,606 shares of Cadence Design Systems, Inc. (CDNS), valued at approximately $30.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cadence Design Systems, Inc. (CDNS) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Cadence Design Systems, Inc. (CDNS) was 6,280,165 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.