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Disclosery

Thematics Asset Management: CDNS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thematics Asset Management on CDNS, newest first. How the timeline and the estimate are built.

Thematics Asset Management held 146,965 CDNS shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 146,965 shares
    Change vs previous 13F -17,491 shares

    2.34% of the 13F portfolio, value $51,622,926.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 164,456 shares
    Change vs previous 13F -18,593 shares

    2.28% of the 13F portfolio, value $50,677,116.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 183,049 shares
    Change vs previous 13F +12,396 shares

    2.35% of the 13F portfolio, value $46,554,852.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 170,653 shares
    Change vs previous 13F +13,133 shares

    2.24% of the 13F portfolio, value $51,274,400.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 157,520 shares
    Change vs previous 13F +11,445 shares

    1.69% of the 13F portfolio, value $42,692,646.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 146,075 shares
    Change vs previous 13F +7,035 shares

    1.84% of the 13F portfolio, value $44,954,581.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 139,040 shares
    Change vs previous 13F +12,880 shares

    1.8% of the 13F portfolio, value $43,280,371.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 126,160 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $34,362,199.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).