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Carderock Capital Management’s Cadence Design Systems CDNS Stock Holding History

Carderock Capital Management’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 		$9.35M Sell
24,899
-2,409
-9% -$844K 2.05% 20
2026
Q1 		$7.59M Buy
27,308
+147
+0.5% +$43.9K 1.87% 25
2025
Q4 		$8.49M Sell
27,161
-200
-0.7% -$65.3K 2.06% 25
2025
Q3 		$9.61M Buy
27,361
+60
+0.2% +$20.6K 2.34% 12
2025
Q2 		$8.41M Sell
27,301
-1,327
-5% -$386K 2.16% 22
2025
Q1 		$7.28M Sell
28,628
-3,561
-11% -$990K 1.93% 29
2024
Q4 		$9.67M Sell
32,189
-1,130
-3% -$328K 2.43% 13
2024
Q3 		$9.03M Buy
33,319
+528
+2% +$146K 2.13% 20
2024
Q2 		$10.1M Buy
32,791
+696
+2% +$206K 2.64% 9
2024
Q1 		$9.99M Sell
32,095
-4,907
-13% -$1.45M 2.8% 6
2023
Q4 		$10.1M Buy
37,002
+1,808
+5% +$466K 2.78% 8
2023
Q3 		$8.25M Sell
35,194
-907
-3% -$212K 2.77% 5
2023
Q2 		$8.47M Buy
36,101
+6,997
+24% +$1.52M 2.63% 7
2023
Q1 		$6.11M Buy
29,104
+37
+0.1% +$7K 2.13% 16
2022
Q4 		$4.67M Sell
29,067
-180
-0.6% -$28.8K 1.94% 22
2022
Q3 		$4.78M Sell
29,247
-5,109
-15% -$879K 2.44% 14
2022
Q2 		$5.15M Sell
34,356
-2,950
-8% -$445K 2.15% 15
2022
Q1 		$6.13M Sell
37,306
-1,283
-3% -$197K 1.98% 15
2021
Q4 		$7.19M Buy
38,589
+4,792
+14% +$835K 1.73% 25
2021
Q3 		$5.12M Buy
33,797
+116
+0.3% +$17.7K 1.44% 29
2021
Q2 		$4.61M Buy
33,681
+248
+0.7% +$32.9K 1.26% 37
2021
Q1 		$4.58M Buy
33,433
+216
+0.7% +$29K 1.37% 38
2020
Q4 		$4.53M Buy
+33,217
New +$3.9M 1.37% 36

Other funds holding CDNS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Carderock Capital Management's CDNS Position: Q2 2026 in Review

Carderock Capital Management reduced its Cadence Design Systems (CDNS) stake by 8.8% in Q2 2026, selling an estimated $844K and leaving 24,899 shares worth $9.35M. The position accounts for 2.05% of the portfolio, ranked #20.

Carderock Capital Management first reported a position in CDNS in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q2 2024. 588 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Carderock Capital Management held 24,899 shares of Cadence Design Systems worth $9.35M as of Q2 2026.
  • Carderock Capital Management sold 2,409 Cadence Design Systems shares in Q2 2026, an estimated $844K.
  • Cadence Design Systems made up 2.05% of Carderock Capital Management's portfolio in Q2 2026, its #20 holding.
  • Carderock Capital Management first reported a position in Cadence Design Systems in Q4 2020 and has held it in 23 quarters since.
  • Carderock Capital Management's Cadence Design Systems position peaked at $10.1M in Q2 2024.
  • 588 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.