
What smart money is saying about Synopsys, Inc.
9 funds in our archive have pitched Synopsys, Inc. — most recently Edgewood Large Cap Growth Composite in June 2026.
Synopsys, Inc. is a leading provider of electronic design automation (EDA) software, instrumental in the creation and validation of integrated circuits. The company offers a robust portfolio of platforms, including the Fusion Design Platform for digital implementation, and the comprehensive Verification Continuum Platform. The latter provides a suite of solutions such as virtual prototyping, static and formal verification, simulation, emulation, and FPGA-based prototyping with integrated debugging tools. Synopsys also develops FPGA design products, which enable programming for specific functions. A significant part of its business involves intellectual property (IP) solutions. This encompasses IP for widely adopted communication standards like USB, PCI Express, DDR, Ethernet, SATA, MIPI, HDMI, and Bluetooth Low Energy. They also furnish analog IP, including data converters and audio codecs, alongside system-on-chip (SoC) infrastructure IP, specialized datapath and building block IP, and verification IP products. Furthermore, their offerings include mathematical and floating-point components, as well as Arm AMBA interconnect fabric and peripherals. Beyond core IP, Synopsys supplies logic libraries, embedded memories, and configurable processor cores, complemented by application-specific instruction-set processor tools for embedded applications. They also develop IP subsystems for audio, sensor, and data fusion functionalities, in addition to specialized security IP solutions. For advanced system design and analysis, Synopsys provides Platform Architect solutions for SoC architecture optimization, along with general virtual prototyping tools and HAPS FPGA-based prototyping systems. Their expertise extends to tools designed for optical systems and photonic devices. In addition to software and IP, the company delivers a range of services, including security testing, managed services, professional programs, and training. These services are designed to help customers identify and resolve security vulnerabilities and defects across the software development lifecycle. Manufacturing solutions are also part of their extensive offerings. Synopsys serves a diverse global client base, with applications across electronics, financial services, automotive, medicine, energy, and various industrial sectors. The company was founded in 1986 and is headquartered in Mountain View, California.
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Position history
Between Q1 2025 and Q3 2026, 6 fund letters reported a position in Synopsys, Inc. — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 5 | 1 | 2 | 2 |
| Q3 2025 | 0 | 0 | 0 | 5 |
| Q1 2025 | 0 | 0 | 0 | 2 |
Fund activity · 6 positions · 3 moves
- HoldsBlueBox Global Technology FundAugust 2026
Listed in BlueBox Global Technology Fund’s reported holdings.
Synopsys, Inc. - ExitedMD SASS Concentrated ValueJune 2026
“During the quarter, we also exited our positions in Aon (AON), CBRE Group (CBRE), Danaher (DHR), Gildan Activewear (GIL), Quanta Services (PWR), and Synopsys (SNPS).”
Synopsys, Inc. - June 2026
“These new positions complement existing holdings such as Synopsys, Amphenol, NVIDIA, Intuitive Surgical, and Axon, which already give us exposure to this theme.”
Synopsys, Inc. Listed in Sustainable Growth Advisers U.S. Large Cap Growth Strategy’s reported holdings.
Synopsys, Inc.- June 2026
“Synopsys We sold Synopsys and see its core electronic design automation (EDA) software business growth decelerating, with the business ex-Ansys growing only high single digits, and fiscal year 2026 remains a “transition year” that could slow into the low single digits.”
Synopsys, Inc. - May 2026
“Portfolio activity (Q2/2026) In Q2 we continued to concentrate our software holdings on companies and market segments that we consider long-term winners from AI. While some investors had worried that artificial-intelligence tools would displace traditional cybersecurity players, we have been of the opposite opinion for some time. The strong results reported by leading Cyber Security players and their enlisting as key partners to the Glasswing project by Anthropic Initiation/Increase SAP Increase position Booking Increase position Zscaler Increase position ServiceNow Increase position Synopsys Increase position Exit/Reduction Adobe Exit position Intuit Exit position Siemens Healthineers Exit position BYD Exit position Salesforce Exit position Quarterly Commentary – Growth Equity Strategy | June 2026 Emerald Wealth Partners AG |Weinbergstrasse 100 |CH-8802 Kilchberg |Switzerland Page 2 killed those fears and triggered a steep rally in the sub-sector. We will maintain our overweight in Cyber Security,”
Synopsys, Inc.
Fund coverage · 9 theses
- Edgewood Large Cap Growth CompositeJune 2026
Synopsys, Inc. is an existing holding providing exposure to the Physical AI theme.
Read the full thesis - Emerald Wealth Partners AGMay 2026
Synopsys is being increased as part of the manager’s focus on long-term AI winners in software.
Read the full thesis - Bristlemoon Global FundSeptember 2025
Synopsys Inc is a leading electronic design automation software vendor that presents a compelling investment opportunity after a recent stock decline, despite temporary headwinds in its chip design IP segment due to US export restrictions and challenges with Intel.
Read the full thesis - Baron Opportunity FundSeptember 2025
**Synopsys, Inc.** is a leading electronic design automation software vendor poised for significant growth following its acquisition of ANSYS, despite current challenges in its intellectual property business.
Read the full thesis - Polen Focus GrowthSeptember 2025
Synopsys is a market leader in electronic design automation (EDA) that we opportunistically added to our portfolio following a temporary revenue miss that caused a 30% share price decline, positioning it for strong long-term earnings growth driven by the democratization of chips and Gen AI capital expenditures.
Read the full thesis - Aristotle Value EquitySeptember 2025
Synopsys is a leading electronic design automation company whose recent acquisition of ANSYS enhances its capabilities, positioning it for long-term growth in critical industries due to its strong market presence, high recurring revenue, and attractive valuation.
Read the full thesis - Rothschild & Co LongRun EquitySeptember 2025
Synopsys is a leading chip design company with a strong foundation for long-term growth, despite near-term challenges in its Intellectual Property business.
Read the full thesis Synopsys is a leading EDA software provider well-positioned to benefit from AI infrastructure spending despite recent revenue growth challenges due to market softness.
Read the full thesis- Parnassus Growth Equity FundMarch 2025
Synopsys is poised to strengthen its competitive edge in the electronic design automation market through its acquisition of Ansys and robust intellectual property, amidst the growing complexity of semiconductor design and the rise of AI accelerators.
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