CPM
CDNS icon

Connective Portfolio Management’s Cadence Design Systems CDNS Stock Holding History

Connective Portfolio 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 		$1.01M Buy
+2,700
New +$946K 1.69% 25
2022
Q1 		– Sell
-4,450
Closed -$829K – 46
2021
Q4 		$829K Buy
+4,450
New +$776K 1.46% 28

Other funds holding CDNS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Connective Portfolio Management's CDNS Position: Q2 2026 in Review

Connective Portfolio Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 2,700 shares worth $1.01M. The stake represents 1.69% of the portfolio and ranks #25 among its holdings. This is a return to the name: Connective Portfolio Management previously reported a position in CDNS as recently as Q4 2021.

Connective Portfolio Management first reported a position in CDNS in Q4 2021 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Connective Portfolio Management held 2,700 shares of Cadence Design Systems worth $1.01M as of Q2 2026.
  • Cadence Design Systems was a new Connective Portfolio Management position in Q2 2026.
  • Cadence Design Systems made up 1.69% of Connective Portfolio Management's portfolio in Q2 2026, its #25 holding.
  • Connective Portfolio Management first reported a position in Cadence Design Systems in Q4 2021 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

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