This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CDNS/capital-change-brief"
Use Arkolith's capital_change_brief for CDNS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $7.1B | 25.5M | ▼−2.6% Reduced · −694K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.9B | 17.8M | ▲New +17.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $3.5B | 12.5M | ▼−0.9% Reduced · −111K sh | Q1 2026 | |
| 4 | FMR LLC | $2.5B | 9.2M | ▼−7.4% Reduced · −731K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $2.2B | 7.9M | ▲+3.3% Added · +248K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 7.0M | ▲New +7.0M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $1.8B | 6.5M | ▲+32% Added · +1.6M sh | Q1 2026 | |
| 8 | JENNISON ASSOCIATES LLC | $1.6B | 5.8M | ▼−25% Reduced · −2.0M sh | Q1 2026 | |
| 9 | ALLIANCEBERNSTEIN L.P. | $1.6B | 5.0M | ▲+26% Added · +1.0M sh | Q1 2026 | |
| 10 | NORGES BANK | $1.4B | 4.3M | ▲+12% Added · +464K sh | Q4 2025 | |
| 11 | GOLDMAN SACHS GROUP INC | $1.1B | 4.0M | ▲+54% Added · +1.4M sh | Q1 2026 | |
| 12 | VAN ECK ASSOCIATES CORP | Withheld | 4.0M | ▲+14% Added · +481K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $965.5M | 3.5M | ▼−3.4% Reduced · −124K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $927.2M | 3.3M | ▼−10% Reduced · −371K sh | Q1 2026 | |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $838.7M | 3.0M | ▼−38% Reduced · −1.8M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $803.5M | 2.9M | ▼−0.8% Reduced · −22K sh | Q1 2026 | |
| 17 | FRANKLIN RESOURCES INC | $747.6M | 2.7M | ▼−13% Reduced · −391K sh | Q1 2026 | |
| 18 | JANUS HENDERSON GROUP PLC | $638.7M | 2.3M | ▼−14% Reduced · −363K sh | Q1 2026 | |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | $610.9M | 2.2M | ▲+3.4% Added · +72K sh | Q1 2026 | |
| 20 | Amundi | $572.5M | 2.1M | ▲+3.8% Added · +75K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $559.4M | 2.0M | ▲+3.2% Added · +62K sh | Q1 2026 | |
| 22 | Legal & General Group Plc | $546.9M | 2.0M | ▼−0.9% Reduced · −18K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $524.9M | 1.9M | ▼−15% Reduced · −324K sh | Q1 2026 | |
| 24 | Swedbank AB | $510.1M | 1.8M | ▼−8.7% Reduced · −175K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $452.1M | 1.6M | ▼−3.1% Reduced · −53K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Cunningham Paul | Sr. Vice President | Option exercise (M) | 1K | $0 |
| Jul 15, 2026 | Cunningham Paul | Sr. Vice President | Sell (S) | 2K | $767K |
| Jul 15, 2026 | Cunningham Paul | Sr. Vice President | Option exercise (M) | 1K | $138K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Option exercise (M) | 1K | $0 |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 160 | $63K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 320 | $125K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 220 | $86K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 1K | $496K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 240 | $93K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 241 | $93K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 160 | $61K |
| Jun 22, 2026 | TENG CHIN-CHI | Sr. Vice President | Sell (S) | 998 | $382K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 446 funds | $313.3B |
| AMAZON.COM INCAMZN | 442 funds | $242.5B |
| NVIDIA CORPNVDA | 440 funds | $425.8B |
| ALPHABET INC-CL AGOOGL | 440 funds | $203.7B |
| APPLE INCAAPL | 439 funds | $321.8B |
| META PLATFORMS INC-CLASS AMETA | 438 funds | $128.3B |
| VISA INC-CLASS A SHARESV | 437 funds | $68.6B |
| BROADCOM INCAVGO | 435 funds | $169.3B |
| ELI LILLY & COLLY | 433 funds | $82.0B |
| MASTERCARD INC - AMA | 431 funds | $65.2B |
| JPMORGAN CHASE & COJPM | 420 funds | $77.0B |
| ALPHABET INC-CL CGOOG | 419 funds | $137.9B |
Ranked by how many of CDNS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CDNS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.