Cavalier Investments’s Cadence Design Systems CDNS Stock Holding History

Cavalier Investments’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
2024 Q4	–	Sell	-5,323	Closed	-$1.44M	–	78
2024 Q3	$1.44M	Buy	5,323 +276	+5%	+$76.3K	0.44%	52
2024 Q2	$1.55M	Buy	5,047 +124	+3%	+$36.7K	0.48%	50
2024 Q1	$1.53M	Buy	4,923 +233	+5%	+$68.9K	0.56%	48
2023 Q4	$1.28M	Buy	4,690 +96	+2%	+$24.7K	0.47%	55
2023 Q3	$1.08M	Buy	4,594 +139	+3%	+$32.5K	0.42%	61
2023 Q2	$1.04M	Buy	+4,455	New	+$970K	0.38%	64
2021 Q1	–	Sell	-10,802	Closed	-$1.47M	–	106
2020 Q4	$1.47M	Buy	10,802 +2,701	+33%	+$317K	0.67%	53
2020 Q3	$864K	Buy	+8,101	New	+$852K	0.59%	47
2020 Q2	–	Sell	-32,100	Closed	-$2.12M	–	77
2020 Q1	$2.12M	Hold	32,100	–	–	1.25%	17
2019 Q4	$2.23M	Hold	32,100	–	–	0.96%	40
2019 Q3	$2.12M	Hold	32,100	–	–	0.92%	36
2019 Q2	$2.27M	Buy	32,100 +18,000	+128%	+$1.2M	0.95%	31
2019 Q1	$895K	Buy	+14,100	New	+$747K	0.37%	70

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cavalier Investments's CDNS Position: Q4 2024 in Review

Cavalier Investments sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 5,323 shares — an estimated $1.44M sold.

Cavalier Investments first reported a position in CDNS in Q1 2019 and held it in 13 quarters. The position peaked at $2.27M in Q2 2019. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

Cavalier Investments reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
Cavalier Investments sold 5,323 Cadence Design Systems shares in Q4 2024, an estimated $1.44M.
Cavalier Investments first reported a position in Cadence Design Systems in Q1 2019 and held it in 13 quarters.
Cavalier Investments's Cadence Design Systems position peaked at $2.27M in Q2 2019.
1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.