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

Baer Investment Advisory’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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Baer Investment Advisory's CDNS Position: Q1 2026 in Review

Baer Investment Advisory increased its Cadence Design Systems (CDNS) stake by 58% in Q1 2026, buying an estimated $582K and bringing the position to 5,328 shares worth $1.48M. The position accounts for 1.48% of the portfolio, ranked #25.

Baer Investment Advisory first reported a position in CDNS in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.51M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Baer Investment Advisory held 5,328 shares of Cadence Design Systems worth $1.48M as of Q1 2026.
  • Baer Investment Advisory bought 1,950 Cadence Design Systems shares in Q1 2026, an estimated $582K.
  • Cadence Design Systems made up 1.48% of Baer Investment Advisory's portfolio in Q1 2026, its #25 holding.
  • Baer Investment Advisory first reported a position in Cadence Design Systems in Q4 2024 and has held it in 5 quarters since.
  • Baer Investment Advisory's Cadence Design Systems position peaked at $3.51M in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.