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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3K Buy
+8
New +$2.8K ﹤0.01% 352
2026
Q1
Sell
-3
Closed -$938 593
2025
Q4
$938 Buy
3
+1
+50% +$326 ﹤0.01% 337
2025
Q3
$703 Buy
+2
New +$688 ﹤0.01% 369

Other funds holding CDNS

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

Davis Capital Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 8 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Davis Capital Management previously reported a position in CDNS as recently as Q4 2025.

Davis Capital Management first reported a position in CDNS in Q3 2025 and has held it in 3 quarters since. 1,505 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Davis Capital Management held 8 shares of Cadence Design Systems worth $3K as of Q2 2026.
  • Cadence Design Systems was a new Davis Capital Management position in Q2 2026.
  • Cadence Design Systems made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #352 holding.
  • Davis Capital Management first reported a position in Cadence Design Systems in Q3 2025 and has held it in 3 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.