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
$1.79M Hold
183
– – 1.5% 25
2026
Q1
$652K Sell
183
-61
-25% -$18.2K 0.65% 33
2025
Q4
$1.2M Sell
244
-95
-28% -$31K 1.14% 29
2025
Q3
$2.41M Buy
+339
New +$117K 2.07% 23
2025
Q2
– Hold
0
– – – 33

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.