Stock Markets February 18, 2026

Synopsys Shares Climb After Filing Shows NVIDIA Took $2 Billion Stake

Regulatory disclosure lists NVIDIA as a top-six holder of Synopsys as the EDA vendor’s stock edges higher

By Avery Klein SNPS NVDA
Synopsys Shares Climb After Filing Shows NVIDIA Took $2 Billion Stake
SNPS NVDA

Synopsys shares rose after a regulatory filing disclosed that NVIDIA acquired roughly 4.82 million Synopsys shares, a position valued at just over $2 billion. The move places NVIDIA among the top six shareholders of the electronic design automation company. The announcement came as Synopsys shares have underperformed year-to-date amid broader pressure on software names tied to AI disruption concerns.

Key Points

  • NVIDIA disclosed a position of 4.82 million Synopsys shares, worth just over $2 billion, making it the sixth-largest shareholder.
  • Synopsys stock rose roughly 3% on the news, after sliding about 10% so far this year.
  • The broader software sector has faced downward pressure tied to concerns about potential disruption from AI technologies; this context has weighed on Synopsys shares.

A regulatory filing revealed that NVIDIA has purchased a significant holding in Synopsys, sending the electronic design automation software provider’s stock higher in early trading. The disclosure lists a position of 4.82 million Synopsys shares, with the stake valued at slightly more than $2 billion, according to the filing.

Following the filing, Synopsys stock rose about 3% on Wednesday morning. The new position elevates NVIDIA to the rank of the sixth largest shareholder in the company by reported holdings.

The stake announcement arrives against a backdrop of weakness in Synopsys shares this year. The stock has declined roughly 10% year-to-date, a move the filing notes has occurred as software stocks broadly have encountered selling pressure. That weakness in the software sector has been attributed in the market to concerns about potential disruption from artificial intelligence technologies.

Market participants may read NVIDIA’s purchase as a vote of confidence in Synopsys’ long-term prospects. As a major chip designer, NVIDIA’s investment could be interpreted as an indication that Synopsys’ electronic design automation tools remain important to semiconductor development workflows. The filing itself does not describe any strategic partnership or operational collaboration tied to the stake.

Neither company has issued a public statement about the equity position or about whether the investment is accompanied by any strategic agreement. The filing provides the regulatory disclosure of the position but does not elaborate on NVIDIA’s intentions beyond the ownership reported.

In sum, the filing documents a multi-billion dollar stake that has been reflected in a modest uptick in Synopsys shares, while broader questions about software sector performance and AI-related disruption remain part of the market context for the stock.


Key details

  • NVIDIA reported ownership of 4.82 million shares of Synopsys, valued at over $2 billion.
  • The stake makes NVIDIA the sixth largest shareholder in Synopsys by reported holdings.
  • Synopsys stock rose approximately 3% on the filing; it is down about 10% year-to-date amid sector-wide pressures.

Risks

  • Lack of public statements - Neither company has announced any strategic partnership or clarified NVIDIA’s intentions, leaving uncertainty about the investment’s long-term implications.
  • Sector headwinds - Continued pressure on software stocks related to AI disruption concerns could keep weighing on Synopsys’ share performance.
  • Ownership concentration - A large stake held by a single major chip designer could raise questions about future strategic actions or influence, which are currently undefined.

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