CDNS CADENCE DESIGN SYSTEMS INC

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed May 27, 2026 Processed 18d 11h ago
Insider cluster: 2 insiders, $1.1M total
Latest settled — T+5d
CDNS ▲ +10.04% at T+5d
NEUTRAL call ✓ call won +10.04% · α vs SPY +9.73% · entry $373.57 → $411.09
Next anchor: T+20d in 10d
Last close $384.96 (close Jun 12) · +3.05% from $373.57 entry
Entry anchored
May 27, 2026
via day open
T+1d
+0.29%
call +0.29% · α +0.05%
$374.67
settled 18d ago
T+5d
+10.04%
call +10.04% · α +9.73%
$411.09
settled 12d ago
T+20d
call — · α —
in 10d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two CDNS senior VPs sold a combined $1.14M in open-market sales over a 5-day window. CEO Devgan also sold $19.2M on May 22 after exercising options, but that trade is excluded from the cluster window. The total cluster value is 0.001% of CDNS's $105B market cap — trivial and routine, likely driven by tax planning or 10b5-1 programs rather than a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.1M
Insiders
2

Actionable Insight

Insider sales are immaterial in both dollar value and proportion to market cap. No bearish signal — these are routine diversification/vesting-related sales. Continue monitoring for any material change in insider selling velocity or C-suite departures.

Key Facts

  • Two senior VPs sold a total of ~3,200 shares for $1.14M in open-market sales between May 18-22, 2026
  • Total cluster value of $1.14M represents ~0.001% of CDNS's $105.3B market cap
  • CEO Devgan exercised options and sold $19.2M on May 22, but this falls outside the 7-day cluster window
  • All sales were open-market (code S); no insider purchases occurred in the cluster
  • CDNS has 91% analyst bullish consensus with 29 buy/strong-buy ratings

Financial Impact

$1.14M in insider sales, negligible relative to $105.3B market cap

insider ownership

Risk Factors

  • CEO's $19.2M sale on May 22 (outside cluster window) could be a larger signal if repeated in coming weeks
  • No insider buying to offset selling pattern

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
91% bullish (32 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CDNS-1779919768265
9 reports for CDNS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CDNS — sortable, filterable
Type Now
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$411.09 $375.88▼ −8.57%▼ −5.97%$384.96 (−6.36%)
May 31, 2026
14d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$304.78 $296.28▼ −2.79%▼ −2.55%$384.96 (+26.31%)
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$373.57 $374.67▲ +0.29%▲ +0.05%$384.96 (+3.05%)
May 1, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$304.78 $296.28▼ −2.79%▼ −2.55%$384.96 (+26.31%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$340.90 $348.70▲ +2.29%▲ +2.63%$384.96 (+12.93%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$340.90 $348.70▲ +2.29%▲ +2.63%$384.96 (+12.93%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$340.90 $348.70▲ +2.29%▲ +2.63%$384.96 (+12.93%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$340.90 $348.70▲ +2.29%▲ +2.63%$384.96 (+12.93%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$280.48 $271.61▼ −3.16%▼ −1.48%$384.96 (+37.25%)
Showing 9 of 9

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