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

Cape 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 Q2	$9.76K	Buy	+26	New	+$9.11K	﹤0.01%	870
2026 Q1	–	Sell	-17	Closed	-$5.31K	–	363
2025 Q4	$5.31K	Buy	17 +16	+1,600%	+$5.22K	﹤0.01%	891
2025 Q3	$351	Sell	1 -17	-94%	-$5.85K	﹤0.01%	795
2025 Q2	$5.55K	Buy	18 +1	+6%	+$291	﹤0.01%	739
2025 Q1	$4.32K	Sell	17 -1	-6%	-$278	﹤0.01%	778
2024 Q4	$5.41K	Buy	18 +4	+29%	+$1.16K	﹤0.01%	718
2024 Q3	$3.79K	Hold	14	–	–	﹤0.01%	756
2024 Q2	$4.31K	Hold	14	–	–	﹤0.01%	688
2024 Q1	$4.36K	Hold	14	–	–	﹤0.01%	668
2023 Q4	$3.81K	Hold	14	–	–	﹤0.01%	820
2023 Q3	$3.28K	Hold	14	–	–	﹤0.01%	729
2023 Q2	$3.28K	Hold	14	–	–	﹤0.01%	724
2023 Q1	$2.94K	Buy	+14	New	+$2.65K	﹤0.01%	768

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Cape Investment Advisory opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 26 shares worth $9.76K. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CDNS as recently as Q4 2025.

Cape Investment Advisory first reported a position in CDNS in Q1 2023 and has held it in 13 quarters since. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Cape Investment Advisory held 26 shares of Cadence Design Systems worth $9.76K as of Q2 2026.
Cadence Design Systems was a new Cape Investment Advisory position in Q2 2026.
Cadence Design Systems made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #870 holding.
Cape Investment Advisory first reported a position in Cadence Design Systems in Q1 2023 and has held it in 13 quarters since.
1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.