Jeremy Grantham's CDNS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4,115 shares of Cadence Design Systems, Inc. (CDNS) worth $1.29 M, representing 0.00% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CDNS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 227,900 shares. Largest reduction occurred in Q2 2018, reducing 93,495 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Cadence Design Systems (CDNS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cadence Design Systems (CDNS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,115 | New Buy | 4,115 | $312.58 |
| Q4 2023 | -13,840 | Sold Out | 0 | $0.00 |
| Q3 2023 | -8,107 | Reduce 36.94% | 13,840 | $234.30 |
| Q2 2023 | -8,515 | Reduce 27.95% | 21,947 | $234.52 |
| Q1 2023 | -28,200 | Reduce 48.07% | 30,462 | $210.09 |
| Q4 2022 | -15,600 | Reduce 21.01% | 58,662 | $160.64 |
| Q3 2022 | +34,600 | Add 87.24% | 74,262 | $163.43 |
| Q2 2022 | -3,500 | Reduce 8.11% | 39,662 | $150.02 |
| Q1 2022 | -5,200 | Reduce 10.75% | 43,162 | $164.45 |
| Q4 2021 | -2,028 | Reduce 4.02% | 48,362 | $186.34 |
| Q3 2021 | +65 | Add 0.13% | 50,390 | $151.44 |
| Q2 2021 | -7,884 | Reduce 13.54% | 50,325 | $136.81 |
| Q1 2021 | +11,434 | Add 24.44% | 58,209 | $136.99 |
| Q4 2020 | -28,165 | Reduce 37.58% | 46,775 | $136.44 |
| Q3 2020 | -4,694 | Reduce 5.89% | 74,940 | $106.63 |
| Q2 2020 | -19,700 | Reduce 19.83% | 79,634 | $95.96 |
| Q1 2020 | +4,600 | Add 4.86% | 99,334 | $66.04 |
| Q4 2019 | -14,800 | Reduce 13.51% | 94,734 | $69.36 |
| Q3 2019 | -37,000 | Reduce 25.25% | 109,534 | $66.08 |
| Q2 2019 | +42,529 | Add 40.89% | 146,534 | $70.81 |
| Q1 2019 | -8,300 | Reduce 7.39% | 104,005 | $63.51 |
| Q4 2018 | -19,800 | Reduce 14.99% | 112,305 | $43.48 |
| Q3 2018 | -78,800 | Reduce 37.36% | 132,105 | $45.32 |
| Q2 2018 | -93,495 | Reduce 30.71% | 210,905 | $43.31 |
| Q1 2018 | -76,200 | Reduce 20.02% | 304,400 | $36.77 |
| Q4 2017 | +54,500 | Add 16.71% | 380,600 | $41.82 |
| Q3 2017 | +98,200 | Add 43.09% | 326,100 | $39.47 |
| Q2 2017 | +227,900 | New Buy | 227,900 | $33.49 |
| Q3 2016 | -33,000 | Sold Out | 0 | $0.00 |
| Q2 2016 | +33,000 | New Buy | 33,000 | $24.30 |
Jeremy Grantham's Cadence Design Systems Investment FAQs
Jeremy Grantham first purchased Cadence Design Systems, Inc. (CDNS) in Q2 2016, acquiring 33,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Cadence Design Systems, Inc. (CDNS) for 30 quarters since Q2 2016.
Jeremy Grantham's largest addition to Cadence Design Systems, Inc. (CDNS) was in Q2 2017, adding 227,900 shares worth $7.63 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,115 shares of Cadence Design Systems, Inc. (CDNS), valued at approximately $1.29 M.
As of the Q4 2025 filing, Cadence Design Systems, Inc. (CDNS) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Cadence Design Systems, Inc. (CDNS) was 380,600 shares, as reported at the end of Q4 2017.