Cliff Asness's CDNS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 92,015 shares of Cadence Design Systems, Inc. (CDNS) worth $28.76 M, representing 0.02% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,409 | Add 5.03% | 92,015 | $312.58 |
| Q3 2025 | +19,785 | Add 29.17% | 87,606 | $350.78 |
| Q2 2025 | +11,006 | Add 19.37% | 67,821 | $308.15 |
| Q1 2025 | -994 | Reduce 1.72% | 56,815 | $251.22 |
| Q4 2024 | -147,778 | Reduce 71.88% | 57,809 | $300.46 |
| Q3 2024 | -130,411 | Reduce 38.81% | 205,587 | $270.29 |
| Q2 2024 | -82,594 | Reduce 19.73% | 335,998 | $307.75 |
| Q1 2024 | -79,644 | Reduce 15.99% | 418,592 | $310.86 |
| Q4 2023 | +101,495 | Add 25.58% | 498,236 | $272.37 |
| Q3 2023 | -9,816 | Reduce 2.41% | 396,741 | $234.30 |
| Q2 2023 | +109,643 | Add 36.93% | 406,557 | $233.61 |
| Q1 2023 | -74,311 | Reduce 20.02% | 296,914 | $208.09 |
| Q4 2022 | -125,658 | Reduce 25.29% | 371,225 | $159.87 |
| Q3 2022 | +107,827 | Add 27.72% | 496,883 | $163.43 |
| Q2 2022 | +7,636 | Add 2.00% | 389,056 | $149.29 |
| Q1 2022 | -9,181 | Reduce 2.35% | 381,420 | $164.46 |
| Q4 2021 | -78,373 | Reduce 16.71% | 390,601 | $185.66 |
| Q3 2021 | -14,556 | Reduce 3.01% | 468,974 | $151.44 |
| Q2 2021 | -181,845 | Reduce 27.33% | 483,530 | $136.82 |
| Q1 2021 | -81,452 | Reduce 10.91% | 665,375 | $135.83 |
| Q4 2020 | -218,757 | Reduce 22.66% | 746,827 | $136.26 |
| Q3 2020 | -728,313 | Reduce 43.00% | 965,584 | $106.52 |
| Q2 2020 | -1.39 M | Reduce 45.16% | 1.69 M | $95.18 |
| Q1 2020 | -956,449 | Reduce 23.64% | 3.09 M | $66.04 |
| Q4 2019 | -1.23 M | Reduce 23.35% | 4.05 M | $69.36 |
| Q3 2019 | -1 M | Reduce 15.97% | 5.28 M | $65.92 |
| Q2 2019 | +2.07 M | Add 49.27% | 6.28 M | $70.19 |
| Q1 2019 | +388,208 | Add 10.17% | 4.21 M | $63.08 |
| Q4 2018 | -1.33 M | Reduce 25.85% | 3.82 M | $43.48 |
| Q3 2018 | -231,284 | Reduce 4.30% | 5.15 M | $45.32 |
| Q2 2018 | +388,480 | Add 7.78% | 5.38 M | $43.44 |
| Q1 2018 | +108,675 | Add 2.22% | 4.99 M | $36.77 |
| Q4 2017 | +1.95 M | Add 66.53% | 4.88 M | $41.82 |
| Q3 2017 | +926,832 | Add 46.19% | 2.93 M | $39.47 |
| Q2 2017 | +452,381 | Add 29.11% | 2.01 M | $33.49 |
| Q1 2017 | +109,477 | Add 7.58% | 1.55 M | $31.40 |
| Q4 2016 | -313,285 | Reduce 17.82% | 1.44 M | $25.22 |
| Q3 2016 | +146,924 | Add 9.12% | 1.76 M | $25.53 |
| Q2 2016 | -1,661 | Reduce 0.10% | 1.61 M | $24.30 |
| Q1 2016 | +725,430 | Add 81.77% | 1.61 M | $23.58 |
| Q4 2015 | +460,735 | Add 108.04% | 887,171 | $20.81 |
| Q3 2015 | +157,692 | Add 58.68% | 426,436 | $20.68 |
| Q2 2015 | +16,764 | Add 6.65% | 268,744 | $19.66 |
| Q1 2015 | +198,680 | Add 372.76% | 251,980 | $18.44 |
| Q4 2014 | -784 | Reduce 1.45% | 53,300 | $18.97 |
| Q3 2014 | -1,403 | Reduce 2.53% | 54,084 | $17.21 |
| Q2 2014 | -14,911 | Reduce 21.18% | 55,487 | $17.48 |
| Q1 2014 | -9,700 | Reduce 12.11% | 70,398 | $15.54 |
| Q4 2013 | +19,911 | Add 33.08% | 80,098 | $14.02 |
| Q3 2013 | -121,216 | Reduce 66.82% | 60,187 | $13.51 |
| Q2 2013 | +181,403 | Add 0.00% | 181,403 | $14.48 |
| Q4 2012 | +174,764 | Add 0.00% | 174,764 | $13.51 |
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 53 quarters since Q4 2012.
Cliff Asness's largest addition to Cadence Design Systems, Inc. (CDNS) was in Q2 2019, adding 6,280,165 shares worth $440.8 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 92,015 shares of Cadence Design Systems, Inc. (CDNS), valued at approximately $28.76 M.
As of the Q4 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.
Cliff Asness's peak holding in Cadence Design Systems, Inc. (CDNS) was 6,280,165 shares, as reported at the end of Q2 2019.