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What smart money is saying about Synopsys, Inc.United States flag

SNPS · Technology · Software - Infrastructure · Market cap $71.55B

9 funds in our archive have pitched Synopsys, Inc. — most recently Edgewood Large Cap Growth Composite in June 2026.

Company profile

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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Summarize with Warren AI
3
Reported positions
1
Bought
1
Sold
10
Letters

Position history

Between Q1 2025 and Q2 2026, 3 fund letters reported a position in Synopsys, Inc.1 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Synopsys, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20263112
Q3 20250005
Q1 20250002

Fund activity · 3 positions · 2 moves

  • ExitedMD SASS Concentrated Value
    June 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).
    Read the letterSynopsys, Inc.
  • HoldsEdgewood Large Cap Growth Composite
    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.
    Read the letterSynopsys, Inc.
  • AddedEmerald Wealth Partners AG
    May 2026
    Synopsys Increase position
    Read the letterSynopsys, Inc.

Fund coverage · 9 theses

  • Edgewood Large Cap Growth Composite
    June 2026

    Synopsys, Inc. is an existing holding providing exposure to the Physical AI theme.

    Read the full thesis
  • Emerald Wealth Partners AG
    May 2026

    Synopsys is being increased as part of the manager’s focus on long-term AI winners in software.

    Read the full thesis
  • Baron Opportunity Fund
    September 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
  • Bristlemoon Global Fund
    September 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
  • Aristotle Value Equity
    September 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
  • Polen Focus Growth
    September 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
  • Rothschild & Co LongRun Equity
    September 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
  • Clearbridge Large Cap Growth ESG Strategy
    March 2025

    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 Fund
    March 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.

    Read the full thesis

Read every full thesis on Synopsys, Inc.

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