CPL
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Capital & Planning LLC’s Cadence Design Systems CDNS Stock Holding History

Capital & Planning LLC’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 		$13.3K Buy
+48
New +$14.3K 0.01% 92
2025
Q1 		– Sell
-48
Closed -$14.4K – 55
2024
Q4 		$14.4K Buy
+48
New +$14K 0.01% 83

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital & Planning LLC's CDNS Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Cadence Design Systems (CDNS) in Q1 2026: 48 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #92 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in CDNS as recently as Q4 2024.

Capital & Planning LLC first reported a position in CDNS in Q4 2024 and has held it in 2 quarters since. The position peaked at $14.4K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Capital & Planning LLC held 48 shares of Cadence Design Systems worth $13.3K as of Q1 2026.
  • Cadence Design Systems was a new Capital & Planning LLC position in Q1 2026.
  • Cadence Design Systems made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #92 holding.
  • Capital & Planning LLC first reported a position in Cadence Design Systems in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Cadence Design Systems position peaked at $14.4K in Q4 2024.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.