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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

DF Dent & Co's CDNS Position: Q1 2026 in Review

DF Dent & Co reduced its Cadence Design Systems (CDNS) stake by 20% in Q1 2026, selling an estimated $21.1M and leaving 288,044 shares worth $80M. The position accounts for 1.53% of the portfolio, ranked #22.

DF Dent & Co first reported a position in CDNS in Q4 2013 and has held it in 9 quarters since. The position peaked at $134M in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

DF Dent & Co held 288,044 shares of Cadence Design Systems worth $80M as of Q1 2026.
DF Dent & Co sold 70,709 Cadence Design Systems shares in Q1 2026, an estimated $21.1M.
Cadence Design Systems made up 1.53% of DF Dent & Co's portfolio in Q1 2026, its #22 holding.
DF Dent & Co first reported a position in Cadence Design Systems in Q4 2013 and has held it in 9 quarters since.
DF Dent & Co's Cadence Design Systems position peaked at $134M in Q3 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.