CDNS at a glance
Cadence Design Systems (CDNS, SEC CIK 813672) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 27, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Cadence Design Systems (CDNS) reported revenue of $5.3 billion (up 14.1% from FY2024) and net income of $1.1 billion. Diluted EPS was $4.06.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Cadence Design Systems (CDNS) shares worth $43.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SANGIOVANNI VINCENTELLI ALBERTO on October 1, 2026 of 1,250 shares at $350.07 per share.
- In the last 90 days, CDNS insiders reported 0 open-market purchases ($0) and 24 open-market sales ($6.0M) on Form 4, a net sale of $6.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.3B
- +14.1% vs prior year
- Insiders · 90 days
- 0 buys · 24 sells
- Net −$6.0M
- 13F holders
- 45 funds
- $43.2B · +1 vs prior quarter
- Latest 8-K
- Jul 27, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: provider of AI-driven computational software, accelerated hardware, and IP solutions for semiconductor and electronic systems design
- No new products or segments explicitly introduced or emphasized in fiscal 2026 filing
- Continued strategic focus on innovation and complex system design support for technology companies; no major competitive shifts disclosed
- Total revenue $5.297B in 2025, up from $4.641B in 2024; R&D expense increased to $1.769B (up 14% YoY) showing intensified innovation investment
- Adoption of new accounting standards including ASU 2023-09 on income tax disclosures adopted prospectively in 2025 distinguishing this annual report
Management Discussion & Analysis
- Revenue $5.297B, up 14% YoY from $4.641B driven by software, hardware, IP, and acquisitions
- Operating margin 28% vs 29% YoY; decline due to $128.5M loss from BIS and DOJ settlement
- Best segment Core EDA 70% of revenue ($3.707B est), worst growth Services up 11% ($475.2M revenue) but smallest share
- Cash outflows: $140.6M paid for settlement, increased R&D $219.7M to $1.769B, capex not detailed, no buyback/dividend specifics given
- Outlook cautious on geopolitical/export controls in China, ongoing monitoring of trade, global conflicts, and revenue mix impact
Risk Factors
- Regulatory risk from Exchange Act Rule 10b5-1 compliance tied to share repurchase trading plans
- Macroeconomic exposure through $1.5B share repurchase authorization impacted by market and business conditions
- Operational reliance on employee stock vesting tied to share surrender for tax withholding, impacting share liquidity
- Market disruption risk from Nasdaq Information Technology Index outperforming Cadence (258.38 vs 229.11 on 12/31/25)
- Financial risk due to $1.5B incremental share repurchase authorization increasing leverage on balance sheet
AI summary of the CDNS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,584.5M, up 24% YoY from $1,275.4M
- Services revenue $153.8M, up 47% YoY; product and maintenance $1,430.7M, up 22%
- Core EDA largest category at 68% of revenue; Semiconductor IP strongest mix gain at 15% vs 13% YoY
- Recurring revenue 78% vs 78% YoY; operating expenses 54% vs 55% of revenue
- Fiscal 2026 expense headwinds from acquisitions; expanded trade controls, tariffs and geopolitical risks monitored
Risk Factors
- Newly updated cyber risk triggered by disclosed theft of limited test files, configuration files, and source-code files
- Cybersecurity exposure heightened by AI-enabled attacks and third-party cloud dependencies
- Geopolitical risk increased through U.S.-China tensions, tariffs, trade restrictions, and Taiwan supply-chain exposure
- Near-term demand risk from weaker customer chip-design activity and reduced research-and-development spending
- Financial-market risk from bank failures, credit downgrades, and market-wide liquidity problems affecting customers and counterparties
AI summary of the CDNS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results covered quarter ended June 30, 2026
- Press release and CFO commentary attached as Exhibits 99.01 and 99.02
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.584B, up from $1.275B; GAAP diluted EPS $1.33 versus $0.59
- Record backlog $8.1B, including $4.2B expected revenue recognition within 12 months
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees re-elected, preserving board continuity through the 2027 annual meeting
- Omnibus Equity Incentive Plan amendment approved, supporting continued employee and executive equity awards
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Dr. Luc Van den hove appointed to Cadence’s Compensation Committee effective May 7, 2026
- Board appointment had been effective January 1, 2026
AI summaries of CDNS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CDNS
Don't miss the next CDNS filing
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- Fund moves. Which tracked funds opened, added or cut CDNS, by share count.
- Ask anything. An AI agent that reads every CDNS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SANGIOVANNI VINCENTELLI ALBERTO | Sell | Oct 1, 2026 | 1,250 | $350.07 |
| WALL JOHN M | F | Sep 17, 2026 | 1,433 | $280.76 |
| Cunningham Paul | F | Sep 17, 2026 | 1,181 | $280.76 |
| TENG CHIN-CHI | F | Sep 17, 2026 | 1,181 | $280.76 |
| Scannell Paul | F | Sep 17, 2026 | 937 | $280.76 |
| DEVGAN ANIRUDH | F | Sep 17, 2026 | 3,779 | $280.76 |
| DEVGAN ANIRUDH | F | Sep 15, 2026 | 2,539 | $273.96 |
| Cunningham Paul | M | Sep 15, 2026 | 1,000 | $138.02 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.6B | $5.3B |
| Operating Income | - | $1.4B | $1.5B |
| Net Income | $1.0B | $1.1B | $1.1B |
| Op. Margin | - | 29.1% | 28.2% |
| Net Margin | - | 22.7% | 20.9% |
| Balance Sheet | |||
| Total Assets | $5.7B | $9.0B | $10.2B |
| Equity | - | $4.7B | $5.5B |
| ROE | - | 22.6% | 20.3% |
| Per Share | |||
| EPS | $3.82 | $3.85 | $4.06 |
| Cash Flow | |||
| Operating CF | - | $1.3B | $1.7B |
| CapEx | $102.3M | $142.5M | $141.9M |
Source: XBRL data in Cadence Design Systems (CDNS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CDNS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $43.25B |
| Q1 2026 | 44 | $31.17B |
| Q4 2025 | 43 | $34.80B |
| Q3 2025 | 43 | $41.18B |
| Q2 2025 | 40 | $33.81B |
| Q1 2025 | 39 | $19.66B |
| Q4 2024 | 35 | $19.71B |
| Q3 2024 | 28 | $8.48B |
- JPMorgan Chase & Co+1.32M (+20%)
- BlackRock+1.21M (+5%)
- State Street Corp+539.4K (+4%)
- FMR LLC (Fidelity)+401.7K (+4%)
- T. Rowe Price Group+341.9K (+48%)
- D.E. Shaw & Co−769.8K (-84%)
- Principal Financial Group−554.4K (-29%)
- Two Sigma Investments−171.4K (-33%)
- Ameriprise Financial−132.3K (-20%)
- Vanguard Portfolio Management LLC−70.1K (-1%)
- Renaissance Technologies LLC−160.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 317 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CDNS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
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CDNS SEC filings: frequently asked questions
Are CDNS insiders buying or selling?
In the last 90 days, Cadence Design Systems (CDNS) officers, directors and 10% owners reported no open-market purchases and 24 open-market sales worth $6.0 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CDNS stock?
As of June 30, 2026, the largest Cadence Design Systems (CDNS) holders among the 13F filers tracked by SignalX were BlackRock ($10.0 billion), Vanguard Capital Management LLC ($6.8 billion), State Street Corp ($4.9 billion), FMR LLC (Fidelity) ($3.6 billion), Invesco Ltd ($3.4 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CDNS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Cadence Design Systems (CDNS) reported revenue of $5.3 billion (up 14.1% from FY2024) and net income of $1.1 billion. Diluted EPS was $4.06. The figures come from the XBRL data in the 10-K.
What are the main risks in CDNS's latest 10-K?
In the 10-K filed February 19, 2026, Cadence Design Systems (CDNS) flagged: Regulatory risk from Exchange Act Rule 10b5-1 compliance tied to share repurchase trading plans. Macroeconomic exposure through $1.5B share repurchase authorization impacted by market and business conditions. (AI summary of the Risk Factors section.)
What did CDNS report in its latest 8-K?
Cadence Design Systems (CDNS) filed an 8-K on July 27, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 FY2026 results covered quarter ended June 30, 2026.
What are the latest CDNS SEC filings?
Cadence Design Systems (CDNS) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 27, 2026 and a Form 4 insider filing on October 5, 2026.
What is CDNS's SEC CIK number?
Cadence Design Systems (CDNS)'s SEC Central Index Key (CIK) is 813672. EDGAR lists every CDNS filing under that number.
Ask anything about CDNS
The research agent reads CDNS's filings, financials, insider trades and 13F holders, then answers with sources.