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

Dudley 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 Q2	$262K	Buy	+697	New	+$244K	0.1%	132
2026 Q1	–	Sell	-697	Closed	-$218K	–	142
2025 Q4	$218K	Sell	697 -315	-31%	-$103K	0.09%	123
2025 Q3	$355K	Sell	1,012 -5	-0.5%	-$1.72K	0.16%	98
2025 Q2	$313K	Hold	1,017	–	–	0.16%	99
2025 Q1	$259K	Sell	1,017 -44	-4%	-$12.2K	0.14%	105
2024 Q4	$319K	Buy	1,061 +113	+12%	+$32.8K	0.16%	96
2024 Q3	$257K	Buy	948 +39	+4%	+$10.8K	0.13%	101
2024 Q2	$280K	Buy	909 +208	+30%	+$61.6K	0.15%	92
2024 Q1	$219K	Buy	+701	New	+$207K	0.13%	99

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

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

Dudley Capital Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 697 shares worth $262K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings. This is a return to the name: Dudley Capital Management previously reported a position in CDNS as recently as Q4 2025.

Dudley Capital Management first reported a position in CDNS in Q1 2024 and has held it in 9 quarters since. The position peaked at $355K in Q3 2025. 588 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Dudley Capital Management held 697 shares of Cadence Design Systems worth $262K as of Q2 2026.
Cadence Design Systems was a new Dudley Capital Management position in Q2 2026.
Cadence Design Systems made up 0.1% of Dudley Capital Management's portfolio in Q2 2026, its #132 holding.
Dudley Capital Management first reported a position in Cadence Design Systems in Q1 2024 and has held it in 9 quarters since.
Dudley Capital Management's Cadence Design Systems position peaked at $355K in Q3 2025.
588 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.