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Center for Financial Planning’s Cadence Design Systems CDNS Stock Holding History

Center for Financial Planning’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 		$110K Buy
397
+3
+0.8% +$895 0.01% 221
2025
Q4 		$123K Sell
394
-89
-18% -$29K 0.01% 205
2025
Q3 		$170K Buy
483
+158
+49% +$54.4K 0.02% 181
2025
Q2 		$100K Hold
325
– – 0.01% 218
2025
Q1 		$82.7K Buy
325
+130
+67% +$36.2K 0.01% 227
2024
Q4 		$58.6K Buy
+195
New +$56.7K 0.01% 248

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

Center for Financial Planning's CDNS Position: Q1 2026 in Review

Center for Financial Planning increased its Cadence Design Systems (CDNS) stake by 0.76% in Q1 2026, buying an estimated $895 and bringing the position to 397 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #221.

Center for Financial Planning first reported a position in CDNS in Q4 2024 and has held it in 6 quarters since. The position peaked at $170K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Center for Financial Planning held 397 shares of Cadence Design Systems worth $110K as of Q1 2026.
  • Center for Financial Planning bought 3 Cadence Design Systems shares in Q1 2026, an estimated $895.
  • Cadence Design Systems made up 0.01% of Center for Financial Planning's portfolio in Q1 2026, its #221 holding.
  • Center for Financial Planning first reported a position in Cadence Design Systems in Q4 2024 and has held it in 6 quarters since.
  • Center for Financial Planning's Cadence Design Systems position peaked at $170K in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.