Cadence Design Systems(CDNS)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

CDNS iron condor setups CDNS expected move CDNS IV rank history CDNS Fibonacci levels CDNS insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

CDNS $325.86 —
Snapshot
$325.86
52-Week Range
$262.75 – $416.69
YTD
+4.98%
IV Rank (30D)
13.89
Straddle Price
$29.85
P/C Vol Ratio
1.11
Market Cap
$88.7B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.24
Cost of Equity (CAPM)11.27% (VRP-adj)
WACC11.18%
Volatility Risk Premium+5.1pp (IV − HV30), ERP adj +11bps
Effective Tax Rate24.5%
Rev. Growth (YoY, DCF input)+18.3%
DCF Horizon15 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$1.7B
Return on Equity (TTM)20.1%
Book / Price7.8%
Gross Margin (TTM)85.9%
FCF Margin (TTM)28.8%
Debt / Equity0.36
Quality Score6/6 — compounder (15y DCF)
Market-Implied Growth+24.7% (reverse-DCF on current price)
SMA 50$319.15 (Market Anchor value)
SMA 20 / Bollinger Mid$300.63
Bollinger Width / SMA209.5% (drives anchor stability)
Net Debt$1.0B
Market Cap$88B
Peers used for multiples: AAPL, AMD, AVGO, GOOG, GOOGL, META, MSFT, NVDA
Model Conviction
58%
20-Day Fair Value
≈ by Oct 26, 2026
$328.97
α +0.9% rank 8%
40-Day Fair Value
≈ by Nov 24, 2026
$335.38
α +2.9% rank 9%
60-Day Fair Value
≈ by Dec 23, 2026
$349.76
α +7.3% rank 25%
MethodImplied PriceWeightDetail
DCF $206.10 19%
DDM (Gordon) n/a 0%
Peer P/E $155.12 9% median 28.0× · 8 peers
Peer EV/EBITDA $214.36 9% median 25.6× · 8 peers
Peer P/B $291.70 2% median 11.7× · 8 peers
Peer P/S $254.51 6% median 10.9× · 8 peers
Market Anchor (SMA50) $319.15 38% stability 100% (BB-width)
Options Expected (B-L 30d) $322.35 19% 45 strikes · skew +0.14
As of 2026-09-25 · updated
Info
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372)
Exchange
XNAS
Market Cap
$88.7B

Cadence Design Systems is a provider of electronic design automation software, intellectual property, and system design and analysis products. EDA software automates and aids in the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution. Cadence offers a portfolio of design IP, as well as system design and analysis products, which enables system-level analysis and verification solutions.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -0.46% 21
Feb +5.03% 21
Mar +2.44% 21
Apr +5.86% 21
May +2.60% 21
Jun +0.26% 21
Jul +2.05% 21
Aug +1.46% 21
Sep +0.12% 21
Oct -0.60% 21
Nov +1.66% 21
Dec +0.51% 21
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $299.55
SMA 50: $318.37
SMA 200: $325.54
Current: $326.00
EMA 12: $303.23
EMA 26: $306.67
MACD: -3.4472 | Signal: 5.8436
BEARISH
ADX (14): 23.60
WEAK TREND
+DI: 37.33
−DI: 20.19

Momentum Oscillators

RSI (14): 61.21
NEUTRAL
Stoch %K: 91.72
Stoch %D: 80.95
Williams %R: -8.34

Volume & Volatility

BB Upper: $338.82
BB Lower: $260.28
NEUTRAL
OBV: 31,695,779
Vol SMA 20: 2,613,361
Vol ROC: -50.88%
ATR: $10.83
True Range: $8.81
HV 20: 46.9%
HV 30: 43.4%
HV 60: 42.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

Here is the stock analysis report for CDNS:

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers: Technical indicators are bearish, with a trend reversal signal from MACD. The recent news headlines have been positive, but the technical signals override the news sentiment.

Primary Risks: High volatility, negative momentum signal from MACD, and potential for further downside movement based on technical analysis.

Investment Thesis: CDNS is at risk of further decline due to bearish technical indicators and high volatility. However, if the stock can close above the upper Bollinger Band ($346.20), it could indicate a reversal in trend.

Recent News Sentiment Impact: The positive news headlines have had some impact on the sentiment, but the technical signals remain bearish.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Downtrend
  • Medium-term (1-3 months): Range-bound
  • Long-term (3-12 months): Uptrend

Support/Resistance Levels:

  • Support: $320.58 (lower Bollinger Band)
  • Resistance: $333.39 (SMA 20), $341.50 (EMA 26)

Momentum Signals:

  • RSI interpretation: Oversold (<30) - potential buy signal
  • MACD signal: Bearish - continues to suggest a downtrend
  • Bollinger Bands position: Mean reversion - suggests the stock could rebound

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines have been positive, with articles highlighting NVIDIA's expansion of their toolkit and Cadence Design Systems' performance. However, these positive sentiments are being overridden by the bearish technical signals.

Sentiment Assessment: Neutral - the positive news headlines are cancelled out by the negative momentum signal from MACD.

Catalyst Identification: No significant catalysts identified in the recent news headlines.

Risk & Volatility Assessment

Beta Interpretation: High risk (beta >1.5) - the stock is more volatile than the market.

Volatility Regime: High volatility - the stock has moved significantly in recent days.

Options Market Signals:

  • IV rank: 0.0% (low) - shows historically low volatility
  • Current IV: 46.5%
  • Expected Move: $23.75 (28 DTE), 7-DTE: $10.75

Market Context & Positioning

Sector Performance: The semiconductor sector has been performing well, with CDNS underperforming.

Institutional Activity: Institutional investors are buying, but the volume is not significant enough to impact the price.

Correlation Analysis: The stock has a moderate correlation (0.52) with the SPY index, suggesting it may be influenced by broader market trends.

Key Levels & Action Items

Critical Price Levels:

  • Support: $320.58
  • Resistance: $333.39

Breakout/Breakdown Levels:

  • Breakout level: $346.20 (upper Bollinger Band)
  • Breakdown level: $303.16 (lower Bollinger Band)

Time-Sensitive Catalysts: No significant catalysts identified.

Risk Management: Consider setting a stop-loss at the lower Bollinger Band ($320.58) to limit potential losses if the stock continues to decline.

Generated
Earnings History
7 of 8 under expected move
Avg Expected Move
8.77%
Avg Actual Move
5.89%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-28 After-Close 9.36% 12.53% 1.34x Exceeded
2025-02-18 After-Close 8.37% 4.54% 0.54x Within
2025-04-28 After-Close 8.49% 7.18% 0.85x Within
2025-07-28 After-Close 10.34% 9.74% 0.94x Within
2025-10-27 After-Close 8.88% 0.64% 0.07x Within
2026-02-17 After-Close 7.91% 6.92% 0.87x Within
2026-04-27 After-Close 8.77% 3.79% 0.43x Within
2026-07-27 After-Close 8.06% 1.80% 0.22x Within
Options Activity
IV Rank (30D)
13.89
IV Rank (7D)
100
Avg IV
48.2%
Straddle (30D)
$29.85
Straddle (7D)
$14.40
P/C Volume
1.11
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.60
Correlation (SPY)
51.6%
R²
0.27
Ann. Volatility
40.3%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 274,249,500 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,559 filers268,744,310 shares$96.17B value97.99% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 26,660,845 $10.01B 10.41% 9.72% 2026-06-30
2 VANGUARD GROUP INC Custodian 27,231,070 $8.51B 8.85% 9.93% 2025-12-31
3 VANGUARD CAPITAL MANAGEMENT LLC 18,016,381 $6.76B 7.03% 6.57% 2026-06-30
4 STATE STREET CORP (STT, STT-PG) 13,031,391 $4.89B 5.09% 4.75% 2026-06-30
5 FMR LLC Custodian 9,554,947 $3.59B 3.73% 3.48% 2026-06-30
6 JPMORGAN CHASE & CO Custodian 7,865,907 $2.93B 3.05% 2.87% 2026-06-30
7 GEODE CAPITAL MANAGEMENT, LLC Custodian 7,184,139 $2.69B 2.80% 2.62% 2026-06-30
8 VANGUARD PORTFOLIO MANAGEMENT LLC 6,961,873 $2.61B 2.72% 2.54% 2026-06-30
9 VAN ECK ASSOCIATES CORP 4,889,765 $1.84B 1.91% 1.78% 2026-06-30
10 Capital International Investors 4,886,202 $1.83B 1.91% 1.78% 2026-06-30
11 WELLINGTON MANAGEMENT GROUP LLP Custodian 4,880,334 $1.83B 1.90% 1.78% 2026-06-30
12 JENNISON ASSOCIATES LLC 4,503,061 $1.69B 1.76% 1.64% 2026-06-30
13 Invesco Ltd. 5,794,512 $1.61B 1.67% 2.11% 2026-03-31
14 GOLDMAN SACHS GROUP INC Custodian 4,243,582 $1.59B 1.66% 1.55% 2026-06-30
15 MORGAN STANLEY Custodian 3,585,961 $1.35B 1.40% 1.31% 2026-06-30
16 ALLIANCEBERNSTEIN L.P. 4,758,484 $1.32B 1.37% 1.74% 2026-06-30
17 NORGES BANK 3,395,031 $1.27B 1.32% 1.24% 2026-06-30
18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 3,385,655 $1.27B 1.32% 1.23% 2026-06-30
19 PeakShares LLC 3,017 $1.13B 1.18% <0.01% 2026-06-30
20 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,921,983 $1.11B 1.15% 1.07% 2026-06-30
21 NORTHERN TRUST CORP Custodian 2,853,719 $1.07B 1.11% 1.04% 2026-06-30
22 FRANKLIN RESOURCES INC Custodian 2,820,743 $1.06B 1.10% 1.03% 2026-06-30
23 SCHRODER INVESTMENT MANAGEMENT GROUP 2,485,742 $932.95M 0.97% 0.91% 2026-06-30
24 AMERICAN CENTURY COMPANIES INC 2,288,432 $858.90M 0.89% 0.83% 2026-06-30
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,192,940 $823.05M 0.86% 0.80% 2026-06-30
50 filers$1.70B notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $589.18M 34.57% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $291.06M 17.08% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $161.31M 9.46% 2026-06-30
4 BARCLAYS PLC Custodian $150.35M 8.82% 2026-06-30
5 IMC-Chicago, LLC Custodian $99.91M 5.86% 2026-06-30
6 NOMURA HOLDINGS INC $60.05M 3.52% 2026-06-30
7 WOLVERINE TRADING, LLC Custodian $43.77M 2.57% 2025-09-30
8 MILLENNIUM MANAGEMENT LLC Custodian $38.88M 2.28% 2026-06-30
9 Point72 Asset Management, L.P. $38.13M 2.24% 2026-06-30
10 Walleye Trading LLC $35.62M 2.09% 2026-06-30
11 Allianz Asset Management GmbH $28.64M 1.68% 2026-06-30
12 TORONTO DOMINION BANK $18.39M 1.08% 2026-06-30
13 GOLDMAN SACHS GROUP INC Custodian $18.28M 1.07% 2026-06-30
14 BlackRock, Inc. Custodian $15.76M 0.92% 2026-06-30
15 PEAK6 LLC $14.37M 0.84% 2026-06-30
16 SIMPLEX TRADING, LLC Custodian $12.72M 0.75% 2026-06-30
17 NATIONAL BANK OF CANADA /FI/ Custodian $12.39M 0.73% 2026-06-30
18 CITIGROUP INC Custodian $11.26M 0.66% 2026-06-30
19 GROUP ONE TRADING LLC Custodian $10.58M 0.62% 2026-06-30
20 JPMORGAN CHASE & CO Custodian $9.32M 0.55% 2026-06-30
21 Cubist Systematic Strategies, LLC $6.46M 0.38% 2025-09-30
22 TWO SIGMA INVESTMENTS, LP Custodian $5.70M 0.33% 2026-06-30
23 BALYASNY ASSET MANAGEMENT L.P. $4.65M 0.27% 2026-06-30
24 HSBC HOLDINGS PLC Custodian $2.36M 0.14% 2026-06-30
25 Marex Group Ltd $2.33M 0.14% 2026-06-30
38 filers$2.31B notional
# Filer Notional Value % of Total Period
1 NOMURA HOLDINGS INC $688.64M 29.78% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $607.94M 26.29% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $321.57M 13.91% 2026-06-30
4 BARCLAYS PLC Custodian $132.19M 5.72% 2026-06-30
5 CITADEL ADVISORS LLC Custodian $117.14M 5.07% 2026-06-30
6 IMC-Chicago, LLC Custodian $111.32M 4.81% 2026-06-30
7 MARSHALL WACE, LLP Custodian $97.58M 4.22% 2026-06-30
8 MILLENNIUM MANAGEMENT LLC Custodian $49.80M 2.15% 2026-06-30
9 Allianz Asset Management GmbH $39.11M 1.69% 2026-06-30
10 Capula Management Ltd $21.06M 0.91% 2026-06-30
11 WOLVERINE TRADING, LLC Custodian $18.96M 0.82% 2025-09-30
12 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC $11.26M 0.49% 2026-06-30
13 Alphadyne Asset Management LP $10.85M 0.47% 2026-06-30
14 JPMORGAN CHASE & CO Custodian $9.32M 0.40% 2026-06-30
15 SIMPLEX TRADING, LLC Custodian $9.31M 0.40% 2026-06-30
16 Cubist Systematic Strategies, LLC $9.24M 0.40% 2025-09-30
17 Walleye Trading LLC $7.58M 0.33% 2026-06-30
18 TWO SIGMA INVESTMENTS, LP Custodian $6.08M 0.26% 2026-06-30
19 Banco BTG Pactual S.A. $5.67M 0.25% 2026-06-30
20 Twin Tree Management, LP $5.63M 0.24% 2026-06-30
21 CAPSTONE INVESTMENT ADVISORS, LLC $5.33M 0.23% 2026-06-30
22 MAI Capital Management $5.18M 0.22% 2026-06-30
23 Squarepoint Ops LLC $3.60M 0.16% 2026-06-30
24 BALYASNY ASSET MANAGEMENT L.P. $3.49M 0.15% 2026-06-30
25 Qube Research & Technologies Ltd $2.66M 0.12% 2026-06-30
Insider Activity
Latest: 2026-09-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-21 JOHN M WALL Sr. VP & CFO Tax (F) −1,433 $280.76 -$402.3K EDGAR
2026-09-21 Paul Cunningham Sr. Vice President Tax (F) −1,181 $280.76 -$331.6K EDGAR
2026-09-21 Paul Scannell Sr. Vice President Tax (F) −937 $280.76 -$263.1K EDGAR
2026-09-21 CHIN-CHI TENG Sr. Vice President Tax (F) −1,181 $280.76 -$331.6K EDGAR
2026-09-21 ANIRUDH DEVGAN President and CEO Tax (F) −3,779 $280.76 -$1.06M EDGAR
2026-09-17 ANIRUDH DEVGAN President and CEO Tax (F) −2,539 $273.96 -$695.6K EDGAR
2026-09-17 JOHN M WALL Sr. VP & CFO Tax (F) −983 $273.96 -$269.3K EDGAR
2026-09-17 Paul Cunningham Sr. Vice President Mixed −1,793 $239.79 -$633.5K EDGAR
2026-09-17 CHIN-CHI TENG Sr. Vice President Tax (F) −793 $273.96 -$217.3K EDGAR
2026-09-14 Ita M Brennan Director Sell (S) −180 $285.51 -$51.4K EDGAR
2026-08-27 Paul Cunningham Sr. Vice President Gift (G) −1,000 — EDGAR
2026-08-27 Paul Scannell Sr. Vice President Sell (S) −280 $339.00 -$94.9K EDGAR
2026-08-27 VINCENTELLI ALBERTO SANGIOVANNI Director Sell (S) −1,250 $320.88 -$401.1K EDGAR
2026-08-25 CHIN-CHI TENG Sr. Vice President Mixed −3,732 $295.03 -$1.29M EDGAR
2026-08-19 Paul Scannell Sr. Vice President Tax (F) −181 $323.47 -$58.5K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
44 insiders · @ $326.00
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 MICHAEL J FISTER President, CEO 886,145 $288.88M $0 5 2008-02-11
2 LIP BU TAN Director 652,089 $212.58M -$479.98M 137 2023-05-18
3 WILLIAM PORTER EVP, Chief Financial Officer 439,150 $143.16M -$1.48M 16 2008-02-08
4 James S Miller JR Executive Vice President, PTO 309,968 $101.05M -$4.11M 11 2008-10-09
5 KEVIN BUSHBY Exec VP - WW Field Operations 285,627 $93.11M -$4.97M 17 2008-02-08
6 Kevin S. Palatnik Sr.VP, CFO 273,827 $89.27M $271.1K 7 2010-08-10
7 ANIRUDH DEVGAN President and CEO 247,201 $80.59M -$208.24M 116 2026-09-21
8 Chi-Ping Hsu Sr. Vice President 241,869 $78.85M -$19.12M 52 2016-08-10
9 Charlie X. Huang Executive Vice President 234,637 $76.49M -$4.65M 66 2015-10-19
10 SURENDRA BABU MANDAVA Sr. Vice President 205,149 $66.88M -$21.53M 27 2021-03-17
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-09-15
Last 30d: 3 filings · $2.4M notice value  ·  Last 90d: 3 filings · $2.4M notice value · 3 unique filers · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: PAUL CUNNINGHAM (1, $1.7M) · SANGIOVANNI VINCENTELLI ALBERTO (1, $401K) · Ita Brennan (1, $286K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-15 PAUL CUNNINGHAM Officer 6,000 $1.67M 2026-09-15 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-10 Ita Brennan Board Member 180 $285.5K 2026-09-10 J.P. Morgan Securities LLC 10b5-1 EDGAR
2026-08-25 SANGIOVANNI VINCENTELLI ALBERTO Director 1,250 $401.1K 2026-08-25 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-06-15 PAUL CUNNINGHAM Officer 6,000 $2.31M 2026-06-15 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-11 PLUMMER FAMILY TRUST Director 1,511 $581.9K 2026-06-11 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-02 ANIRUDH DEVGAN Officer, Director 25,005 $10.38M 2026-06-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-01 PAUL SCANNELL Officer 7,966 $2.99M 2026-06-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-01 ANIRUDH DEVGAN Officer, Director 51,822 $20.47M 2026-06-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-05-22 CHIN-CHI TENG Officer 18,232 $6.54M 2026-05-22 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-05-22 ANIRUDH DEVGAN Officer, Director 51,887 $19.20M 2026-05-22 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-12 0000813672-26-000067 EDGAR
2026-04-27 0000813672-26-000044 EDGAR
2026-02-23 0000813672-26-000019 EDGAR
2026-02-17 0000813672-26-000013 EDGAR
2025-11-17 0000813672-25-000157 EDGAR
2025-10-27 0000813672-25-000144 EDGAR
2025-09-04 0000813672-25-000126 EDGAR
2025-07-28 0000813672-25-000108 EDGAR
2025-07-28 0000813672-25-000109 EDGAR
2025-07-03 0000813672-25-000093 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-19 0000813672-26-000016 EDGAR
2025-02-21 0000813672-25-000024 EDGAR
2024-02-14 0000813672-24-000034 EDGAR
2023-02-13 0000813672-23-000011 EDGAR
2022-02-22 0000813672-22-000012 EDGAR
2021-02-22 0000813672-21-000009 EDGAR
2020-02-24 0000813672-20-000007 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-01 0000813672-26-000047 EDGAR
2025-10-29 0000813672-25-000148 EDGAR
2025-07-30 0000813672-25-000113 EDGAR
2025-04-30 0000813672-25-000051 EDGAR
2024-10-30 0000813672-24-000192 EDGAR
2024-07-24 0000813672-24-000155 EDGAR
2024-04-24 0000813672-24-000092 EDGAR
2023-10-23 0000813672-23-000068 EDGAR
2023-07-24 0000813672-23-000041 EDGAR
2023-04-24 0000813672-23-000025 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio64.8
P/B Ratio12.4
P/S Ratio14.6
EV/EBITDA40.6
TTM Revenue$5.8B
TTM Net Income$1.4B
TTM EPS$5.03
ROE20.1%
Debt/Equity0.36