Allred Capital Management’s Cadence Design Systems CDNS Stock Holding History

Allred Capital 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	$480K	Buy	1,726 +75	+5%	+$22.4K	0.17%	103
2025 Q4	$516K	Buy	1,651 +6	+0.4%	+$1.96K	0.19%	101
2025 Q3	$578K	Buy	1,645 +233	+17%	+$80.2K	0.2%	102
2025 Q2	$435K	Buy	1,412 +49	+4%	+$14.2K	0.16%	108
2025 Q1	$347K	Buy	1,363 +567	+71%	+$158K	0.14%	129
2024 Q4	$239K	Buy	+796	New	+$231K	0.09%	159
2020 Q1	–	Sell	-300	Closed	-$20.8K	–	228
2019 Q4	$20.8K	Buy	+300	New	+$20.1K	0.01%	478

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

Allred Capital Management's CDNS Position: Q1 2026 in Review

Allred Capital Management increased its Cadence Design Systems (CDNS) stake by 4.5% in Q1 2026, buying an estimated $22.4K and bringing the position to 1,726 shares worth $480K. The position accounts for 0.17% of the portfolio, ranked #103.

Allred Capital Management first reported a position in CDNS in Q4 2019 and has held it in 7 quarters since. The position peaked at $578K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Allred Capital Management held 1,726 shares of Cadence Design Systems worth $480K as of Q1 2026.
Allred Capital Management bought 75 Cadence Design Systems shares in Q1 2026, an estimated $22.4K.
Cadence Design Systems made up 0.17% of Allred Capital Management's portfolio in Q1 2026, its #103 holding.
Allred Capital Management first reported a position in Cadence Design Systems in Q4 2019 and has held it in 7 quarters since.
Allred Capital Management's Cadence Design Systems position peaked at $578K in Q3 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.