DF Dent & Co’s Cadence Design Systems CDNS Stock Holding History

DF Dent & Co’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	$97.3M	Sell	259,282 -28,762	-10%	-$10.1M	1.85%	16
2026 Q1	$80M	Sell	288,044 -70,709	-20%	-$21.1M	1.53%	22
2025 Q4	$112M	Sell	358,753 -23,916	-6%	-$7.8M	1.61%	22
2025 Q3	$134M	Sell	382,669 -43,680	-10%	-$15M	1.74%	21
2025 Q2	$131M	Buy	426,349 +25,395	+6%	+$7.38M	1.67%	21
2025 Q1	$102M	Buy	400,954 +78,037	+24%	+$21.7M	1.36%	28
2024 Q4	$97M	Buy	322,917 +127,000	+65%	+$36.9M	1.23%	31
2024 Q3	$53.1M	Buy	+195,917	New	+$54.2M	0.65%	45
2022 Q4	–	Sell	-3,630	Closed	-$593K	–	243
2022 Q3	$593K	Buy	+3,630	New	+$624K	0.01%	169
2014 Q1	–	Sell	-17,760	Closed	-$249K	–	181
2013 Q4	$249K	Buy	+17,760	New	+$238K	0.01%	219

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DF Dent & Co's CDNS Position: Q2 2026 in Review

DF Dent & Co reduced its Cadence Design Systems (CDNS) stake by 10% in Q2 2026, selling an estimated $10.1M and leaving 259,282 shares worth $97.3M. The position accounts for 1.85% of the portfolio, ranked #16.

DF Dent & Co first reported a position in CDNS in Q4 2013 and has held it in 10 quarters since. The position peaked at $134M in Q3 2025. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

DF Dent & Co held 259,282 shares of Cadence Design Systems worth $97.3M as of Q2 2026.
DF Dent & Co sold 28,762 Cadence Design Systems shares in Q2 2026, an estimated $10.1M.
Cadence Design Systems made up 1.85% of DF Dent & Co's portfolio in Q2 2026, its #16 holding.
DF Dent & Co first reported a position in Cadence Design Systems in Q4 2013 and has held it in 10 quarters since.
DF Dent & Co's Cadence Design Systems position peaked at $134M in Q3 2025.
1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.