Baer Investment Advisory’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.77M Buy
9,990
+4,662
+88% +$1.63M 3.16% 14
2026
Q1
$1.48M Buy
5,328
+1,950
+58% +$582K 1.48% 25
2025
Q4
$1.06M Buy
+3,378
New +$1.1M 1.01% 30
2025
Q3
– Sell
-10,627
Closed -$3.66M – 42
2025
Q2
$3.11M Buy
10,627
+934
+10% +$272K 3.53% 12
2025
Q1
$3.02M Buy
9,693
+1,077
+13% +$300K 3.9% 16
2024
Q4
$3.51M Buy
+8,616
New +$2.5M 3.79% 14

Other funds holding CDNS

Baer Investment Advisory's CDNS Position: Q2 2026 in Review

Baer Investment Advisory increased its Cadence Design Systems (CDNS) stake by 88% in Q2 2026, buying an estimated $1.63M and bringing the position to 9,990 shares worth $3.77M. The position accounts for 3.16% of the portfolio, ranked #14.

Baer Investment Advisory first reported a position in CDNS in Q4 2024 and has held it in 6 quarters since. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Baer Investment Advisory held 9,990 shares of Cadence Design Systems worth $3.77M as of Q2 2026.
  • Baer Investment Advisory bought 4,662 Cadence Design Systems shares in Q2 2026, an estimated $1.63M.
  • Cadence Design Systems made up 3.16% of Baer Investment Advisory's portfolio in Q2 2026, its #14 holding.
  • Baer Investment Advisory first reported a position in Cadence Design Systems in Q4 2024 and has held it in 6 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.