Annex Advisory Services’s Cadence Design Systems CDNS Stock Holding History

Annex Advisory Services’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
2025 Q2	–	Sell	-1,350	Closed	-$343K	–	326
2025 Q1	$343K	Sell	1,350 -30	-2%	-$8.34K	0.01%	241
2024 Q4	$415K	Buy	1,380 +30	+2%	+$8.72K	0.01%	224
2024 Q3	$366K	Sell	1,350 -5	-0.4%	-$1.38K	0.01%	213
2024 Q2	$417K	Sell	1,355 -995	-42%	-$295K	0.01%	194
2024 Q1	$732K	Buy	2,350 +1,000	+74%	+$296K	0.03%	150
2023 Q4	$368K	Hold	1,350	–	–	0.02%	192
2023 Q3	$316K	Hold	1,350	–	–	0.02%	182
2023 Q2	$317K	Hold	1,350	–	–	0.02%	183
2023 Q1	$284K	Sell	1,350 -4	-0.3%	-$757	0.02%	189
2022 Q4	$218K	Hold	1,354	–	–	0.01%	229
2022 Q3	$221K	Buy	1,354 +4	+0.3%	+$688	0.01%	209
2022 Q2	$203K	Hold	1,350	–	–	0.01%	240
2022 Q1	$222K	Hold	1,350	–	–	0.02%	230
2021 Q4	$252K	Hold	1,350	–	–	0.02%	209
2021 Q3	$204K	Buy	+1,350	New	+$206K	0.02%	201

Other funds holding CDNS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Annex Advisory Services's CDNS Position: Q2 2025 in Review

Annex Advisory Services sold out of Cadence Design Systems (CDNS) in Q2 2025, closing a stake of 1,350 shares — an estimated $343K sold.

Annex Advisory Services first reported a position in CDNS in Q3 2021 and held it in 15 quarters. The position peaked at $732K in Q1 2024. 1,329 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

Annex Advisory Services reported no remaining Cadence Design Systems position as of Q2 2025 after selling out during the quarter.
Annex Advisory Services sold 1,350 Cadence Design Systems shares in Q2 2025, an estimated $343K.
Annex Advisory Services first reported a position in Cadence Design Systems in Q3 2021 and held it in 15 quarters.
Annex Advisory Services's Cadence Design Systems position peaked at $732K in Q1 2024.
1,329 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on Annex Advisory Services's 13F filing for Q2 2025, filed 11 Jul 2025.