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

Donaldson Capital 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 Q1	$2.03M	Sell	7,304 -2,019	-22%	-$602K	0.07%	106
2025 Q4	$2.91M	Sell	9,323 -2,907	-24%	-$949K	0.09%	93
2025 Q3	$4.3M	Sell	12,230 -2,381	-16%	-$819K	0.14%	80
2025 Q2	$4.5M	Sell	14,611 -252	-2%	-$73.3K	0.17%	69
2025 Q1	$3.78M	Buy	14,863 +759	+5%	+$211K	0.14%	74
2024 Q4	$4.24M	Buy	14,104 +218	+2%	+$63.4K	0.16%	68
2024 Q3	$3.76M	Buy	13,886 +613	+5%	+$169K	0.14%	70
2024 Q2	$4.08M	Buy	+13,273	New	+$3.93M	0.17%	64
2023 Q1	–	Sell	-2,029	Closed	-$326K	–	224
2022 Q4	$326K	Sell	2,029 -510	-20%	-$81.5K	0.02%	187
2022 Q3	$415K	Sell	2,539 -288	-10%	-$49.5K	0.02%	159
2022 Q2	$424K	Buy	2,827 +270	+11%	+$40.8K	0.02%	172
2022 Q1	$420K	Sell	2,557 -228	-8%	-$35K	0.02%	193
2021 Q4	$519K	Sell	2,785 -93	-3%	-$16.2K	0.02%	181
2021 Q3	$436K	Buy	+2,878	New	+$439K	0.02%	189
2020 Q3	–	Sell	-6,972	Closed	-$669K	–	224
2020 Q2	$669K	Buy	6,972 +313	+5%	+$26.2K	0.05%	105
2020 Q1	$440K	Buy	+6,659	New	+$462K	0.04%	124

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

Donaldson Capital Management's CDNS Position: Q1 2026 in Review

Donaldson Capital Management reduced its Cadence Design Systems (CDNS) stake by 22% in Q1 2026, selling an estimated $602K and leaving 7,304 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #106.

Donaldson Capital Management first reported a position in CDNS in Q1 2020 and has held it in 16 quarters since. The position peaked at $4.5M in Q2 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Donaldson Capital Management held 7,304 shares of Cadence Design Systems worth $2.03M as of Q1 2026.
Donaldson Capital Management sold 2,019 Cadence Design Systems shares in Q1 2026, an estimated $602K.
Cadence Design Systems made up 0.07% of Donaldson Capital Management's portfolio in Q1 2026, its #106 holding.
Donaldson Capital Management first reported a position in Cadence Design Systems in Q1 2020 and has held it in 16 quarters since.
Donaldson Capital Management's Cadence Design Systems position peaked at $4.5M in Q2 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.