# Cadence Design Systems (CDNS): value investors who own it

2 value investors held Cadence Design Systems in their Q3 2026 13F, led by Jensen Investment Management, Dodge & Cox.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Jensen Investment Management | 2.8% | $116m | Trimmed -39% | 7 |
| Dodge & Cox | 0.0% | $85.6m | Trimmed -1.3% | 53 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Cunningham Paul | Sr. Vice President | Sold | 2000 | $648k |
| 2026-10-01 | SANGIOVANNI VINCENTELLI ALBERTO | Director | Sold | 1250 | $438k |
| 2026-09-15 | Cunningham Paul | Sr. Vice President | Sold | 2000 | $554k |
| 2026-09-10 | Brennan Ita M | Director | Sold | 127 | $36k |
| 2026-09-10 | Brennan Ita M | Director | Sold | 33 | $9k |
| 2026-09-10 | Brennan Ita M | Director | Sold | 14 | $4k |
| 2026-09-10 | Brennan Ita M | Director | Sold | 6 | $2k |
| 2026-08-26 | Scannell Paul | Sr. Vice President | Sold | 280 | $95k |
| 2026-08-25 | SANGIOVANNI VINCENTELLI ALBERTO | Director | Sold | 380 | $122k |
| 2026-08-25 | SANGIOVANNI VINCENTELLI ALBERTO | Director | Sold | 309 | $100k |
| 2026-08-25 | SANGIOVANNI VINCENTELLI ALBERTO | Director | Sold | 280 | $89k |
| 2026-08-25 | SANGIOVANNI VINCENTELLI ALBERTO | Director | Sold | 240 | $77k |
| 2026-08-25 | SANGIOVANNI VINCENTELLI ALBERTO | Director | Sold | 41 | $13k |
| 2026-08-21 | TENG CHIN-CHI | Sr. Vice President | Sold | 4732 | $1.5m |
| 2026-08-17 | Cunningham Paul | Sr. Vice President | Sold | 2000 | $647k |
| 2026-07-22 | TENG CHIN-CHI | Sr. Vice President | Sold | 1968 | $667k |
| 2026-07-22 | TENG CHIN-CHI | Sr. Vice President | Sold | 720 | $242k |
| 2026-07-22 | TENG CHIN-CHI | Sr. Vice President | Sold | 440 | $151k |
| 2026-07-22 | TENG CHIN-CHI | Sr. Vice President | Sold | 399 | $137k |
| 2026-07-22 | TENG CHIN-CHI | Sr. Vice President | Sold | 252 | $85k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 3.7% | $110m | 2026-05-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/cdns). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.