DSM Capital Partners’s Cadence Design Systems CDNS Stock Holding History

DSM Capital Partners’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	$93.9M	Sell	250,103 -21,755	-8%	-$7.62M	1.61%	17
2026 Q1	$75.5M	Sell	271,858 -6,292	-2%	-$1.88M	1.34%	21
2025 Q4	$86.9M	Buy	278,150 +14,682	+6%	+$4.79M	1.29%	22
2025 Q3	$92.5M	Sell	263,468 -2,453	-0.9%	-$844K	1.32%	22
2025 Q2	$81.9M	Sell	265,921 -13,277	-5%	-$3.86M	1.21%	24
2025 Q1	$71M	Sell	279,198 -4,880	-2%	-$1.36M	1.24%	23
2024 Q4	$85.4M	Buy	284,078 +54,030	+23%	+$15.7M	1.32%	22
2024 Q3	$62.3M	Buy	230,048 +229,794	+90,470%	+$63.5M	0.95%	22
2024 Q2	$78.2K	Hold	254	–	–	﹤0.01%	52
2024 Q1	$79.1K	Hold	254	–	–	﹤0.01%	59
2023 Q4	$69.2K	Buy	+254	New	+$65.4K	﹤0.01%	57
2014 Q4	–	Sell	-65,570	Closed	-$1.13M	–	50
2014 Q3	$1.13M	Sell	65,570 -15,760	-19%	-$274K	0.02%	53
2014 Q2	$1.42M	Sell	81,330 -20,625	-20%	-$330K	0.03%	46
2014 Q1	$1.58M	Buy	101,955 +890	+0.9%	+$13.2K	0.03%	40
2013 Q4	$1.42M	Buy	101,065 +13,025	+15%	+$175K	0.03%	47
2013 Q3	$1.19M	Buy	88,040 +35,475	+67%	+$509K	0.03%	54
2013 Q2	$761K	Buy	+52,565	New	+$740K	0.02%	65

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

DSM Capital Partners's CDNS Position: Q2 2026 in Review

DSM Capital Partners reduced its Cadence Design Systems (CDNS) stake by 8% in Q2 2026, selling an estimated $7.62M and leaving 250,103 shares worth $93.9M. The position accounts for 1.61% of the portfolio, ranked #17.

DSM Capital Partners first reported a position in CDNS in Q2 2013 and has held it in 17 quarters since. 1,501 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

DSM Capital Partners held 250,103 shares of Cadence Design Systems worth $93.9M as of Q2 2026.
DSM Capital Partners sold 21,755 Cadence Design Systems shares in Q2 2026, an estimated $7.62M.
Cadence Design Systems made up 1.61% of DSM Capital Partners's portfolio in Q2 2026, its #17 holding.
DSM Capital Partners first reported a position in Cadence Design Systems in Q2 2013 and has held it in 17 quarters since.
1,501 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.