Joel Greenblatt's CDNS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 119,278 shares of Cadence Design Systems, Inc. (CDNS) worth $37.28 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in CDNS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 189,771 shares. Largest reduction occurred in Q2 2014, reducing 218,148 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Cadence Design Systems (CDNS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cadence Design Systems (CDNS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +7,396 | Add 6.61% | 119,278 | $312.58 |
| Q3 2025 | -10,852 | Reduce 8.84% | 111,882 | $351.26 |
| Q2 2025 | -5,241 | Reduce 4.10% | 122,734 | $308.15 |
| Q1 2025 | +18,851 | Add 17.27% | 127,975 | $254.33 |
| Q4 2024 | +34,905 | Add 47.03% | 109,124 | $300.46 |
| Q3 2024 | +34,621 | Add 87.43% | 74,219 | $271.03 |
| Q2 2024 | +8,944 | Add 29.18% | 39,598 | $307.75 |
| Q1 2024 | -104 | Reduce 0.34% | 30,654 | $311.28 |
| Q4 2023 | +1,551 | Add 5.31% | 30,758 | $272.37 |
| Q3 2023 | +3,567 | Add 13.91% | 29,207 | $234.30 |
| Q2 2023 | +4,866 | Add 23.42% | 25,640 | $234.52 |
| Q1 2023 | +813 | Add 4.07% | 20,774 | $210.09 |
| Q4 2022 | -10,238 | Reduce 33.90% | 19,961 | $160.64 |
| Q3 2022 | +8,821 | Add 41.26% | 30,199 | $163.42 |
| Q2 2022 | -4,080 | Reduce 16.03% | 21,378 | $150.01 |
| Q1 2022 | -3,096 | Reduce 10.84% | 25,458 | $164.47 |
| Q4 2021 | +1,632 | Add 6.06% | 28,554 | $186.35 |
| Q3 2021 | -6,492 | Reduce 19.43% | 26,922 | $151.44 |
| Q2 2021 | -6,372 | Reduce 16.02% | 33,414 | $136.83 |
| Q1 2021 | -9,551 | Reduce 19.36% | 39,786 | $136.98 |
| Q4 2020 | -4,256 | Reduce 7.94% | 49,337 | $136.43 |
| Q3 2020 | +13,030 | Add 32.12% | 53,593 | $106.64 |
| Q2 2020 | +35,813 | Add 753.96% | 40,563 | $95.95 |
| Q1 2020 | -18,911 | Reduce 79.92% | 4,750 | $66.11 |
| Q4 2019 | -132,064 | Reduce 84.81% | 23,661 | $69.35 |
| Q3 2019 | +35,542 | Add 29.57% | 155,725 | $66.08 |
| Q2 2019 | +73,813 | Add 159.18% | 120,183 | $70.81 |
| Q1 2019 | +23,507 | Add 102.82% | 46,370 | $63.51 |
| Q4 2018 | -47,214 | Reduce 67.37% | 22,863 | $43.48 |
| Q3 2018 | -5,425 | Reduce 7.19% | 70,077 | $45.32 |
| Q2 2018 | -215,423 | Reduce 74.05% | 75,502 | $43.31 |
| Q1 2018 | +22,209 | Add 8.26% | 290,925 | $36.77 |
| Q4 2017 | +186,603 | Add 227.25% | 268,716 | $41.82 |
| Q3 2017 | +47,060 | Add 134.25% | 82,113 | $39.47 |
| Q2 2017 | -12,163 | Reduce 25.76% | 35,053 | $33.49 |
| Q1 2017 | -24,245 | Reduce 33.93% | 47,216 | $31.41 |
| Q4 2016 | +60,480 | Add 550.77% | 71,461 | $25.22 |
| Q3 2016 | -7,386 | Reduce 40.21% | 10,981 | $25.50 |
| Q2 2016 | -95,194 | Reduce 83.83% | 18,367 | $24.28 |
| Q1 2016 | +113,561 | New Buy | 113,561 | $23.58 |
| Q2 2015 | -54,626 | Sold Out | 0 | $0.00 |
| Q1 2015 | +54,626 | New Buy | 54,626 | $18.43 |
| Q4 2014 | -31,556 | Sold Out | 0 | $0.00 |
| Q3 2014 | +417 | Add 1.34% | 31,556 | $17.21 |
| Q2 2014 | -218,148 | Reduce 87.51% | 31,139 | $17.50 |
| Q1 2014 | -81,136 | Reduce 24.56% | 249,287 | $15.54 |
| Q4 2013 | -116,025 | Reduce 25.99% | 330,423 | $14.02 |
| Q3 2013 | +189,771 | Add 73.93% | 446,448 | $13.51 |
| Q2 2013 | +256,678 | Add 0.00% | 256,677 | $14.48 |
Joel Greenblatt's Cadence Design Systems Investment FAQs
Joel Greenblatt first purchased Cadence Design Systems, Inc. (CDNS) in Q2 2013, acquiring 256,677 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Cadence Design Systems, Inc. (CDNS) for 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to Cadence Design Systems, Inc. (CDNS) was in Q2 2013, adding 256,677 shares worth $3.72 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 119,278 shares of Cadence Design Systems, Inc. (CDNS), valued at approximately $37.28 M.
As of the Q4 2025 filing, Cadence Design Systems, Inc. (CDNS) represents approximately 0.14% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Cadence Design Systems, Inc. (CDNS) was 446,448 shares, as reported at the end of Q3 2013.