1248 Management’s Cadence Design Systems CDNS Stock Holding History

1248 Management’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$793K	Hold	2,854	–	–	0.37%	34
2025 Q4	$892K	Buy	2,854 +27	+1%	+$8.81K	0.48%	28
2025 Q3	$993K	Buy	2,827 +2,038	+258%	+$701K	0.56%	31
2025 Q2	$243K	Buy	789 +297	+60%	+$86.4K	0.09%	85
2025 Q1	$125K	Buy	+492	New	+$137K	0.05%	88

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

1248 Management's CDNS Position: Q1 2026 in Review

1248 Management held its Cadence Design Systems (CDNS) position steady in Q1 2026 at 2,854 shares worth $793K. The position accounts for 0.37% of the portfolio, ranked #34.

1248 Management first reported a position in CDNS in Q1 2025 and has held it in 5 quarters since. The position peaked at $993K in Q3 2025. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

1248 Management held 2,854 shares of Cadence Design Systems worth $793K as of Q1 2026.
1248 Management left its Cadence Design Systems share count unchanged in Q1 2026.
Cadence Design Systems made up 0.37% of 1248 Management's portfolio in Q1 2026, its #34 holding.
1248 Management first reported a position in Cadence Design Systems in Q1 2025 and has held it in 5 quarters since.
1248 Management's Cadence Design Systems position peaked at $993K in Q3 2025.
1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on 1248 Management's 13F filing for Q1 2026, filed 15 May 2026.