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Paul Lountzis

Lountzis Asset Management

Paul Lountzis Cadence Design Systems Inc stake

total: 139

Lountzis Asset Management CDNS trades

Total transactions:
5
New positions:
1
Added:
1
Reduced:
3
Held since:
2025 Q1
Held for:
6 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Paul Lountzis holds 43,843 Cadence Design Systems Inc (CDNS) shares with a market value of roughly $16.46M accounting for 5.21% of the overall portfolio. To date, the estimated cost basis is nearly $285.75 for "buy" trades and estimated average "sell" price is $353.85. Lountzis Asset Management first purchased CDNS in 2025 Q1, initially acquiring 44,413 shares. Since the initial investment in Cadence Design Systems Inc (CDNS), Lountzis Asset Management has made 4 more transactions.

How many CDNS shares does Paul Lountzis currently hold?

According to 2026 Q2 report, Paul Lountzis holds 43,843 shares of Cadence Design Systems Inc (CDNS), valued at around $16.46M.

When did Paul Lountzis buy Cadence Design Systems Inc (CDNS)?

Paul Lountzis first invested in Cadence Design Systems Inc (CDNS) in 2025 Q1 at the reported quarter-end price of $285.74 per share.

What's the cost basis of Lountzis Asset Management's CDNS stake?

The estimated cost basis for Cadence Design Systems Inc (CDNS) stake is around $285.75 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$285.75
Weighted AVG sell price:
$353.85

Paul Lountzis's historical trades in Cadence Design Systems Inc

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
5.21%
43,843
$375.32
$16,455,155
-0.87% (-386)
-0.05%
2026 Q1
4.51%
44,229
$277.87
$12,289,912
-0.00% (-1)
-0%
2025 Q4
4.91%
44,230
$312.58
$13,825,413
-0.45% (-199)
-0.02%
2025 Q2
4.82%
44,429
$308.15
$13,690,796
+0.04% (+16)
+0%
2025 Q1
4.79%
44,413
$285.74
$12,690,571
new
+4.79%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.