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SNPS
SHORTSYNOPSYS INC
Funds
3
Score
3.00
vs SPY
+3.6%
Stock return (since Q-end)
+20.0%
SPY return (since Q-end)
+16.3%
Current price
$475.62
News Summary
PositiveSynopsys delivered strong Q2 FY2026 results with 42% YoY revenue growth to $2.276B and raised full-year guidance to $9.665B revenue and $14.76 non-GAAP EPS, demonstrating robust execution across EDA, Design IP, and Ansys segments. The company is actively returning capital ($2.0B repurchase authorization, $250M ASR executed) and making strategic portfolio moves (Processor IP divestiture), while successfully integrating Ansys and advancing AI/multiphysics capabilities.
Funds Reducing / Exiting (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Coatue Management | Philippe Laffont | 762K | -894,600 | $302.0B | -54% | Existing |
| Glenview Capital | Larry Robbins | 0 | — | — | -100% | EXITED |
| D1 Capital | Dan Sundheim | 0 | — | — | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter.