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EP Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

EP Wealth Advisors’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 		$1M Sell
3,600
-465
-11% -$139K ﹤0.01% 645
2025
Q4 		$1.27M Buy
+4,065
New +$1.33M 0.01% 553
2025
Q2 		$1.37M Buy
4,443
+646
+17% +$188K 0.01% 502
2025
Q1 		$966K Sell
3,797
-134
-3% -$37.3K 0.01% 514
2024
Q4 		$1.18M Buy
3,931
+145
+4% +$42.2K 0.01% 451
2024
Q3 		$1.03M Buy
3,786
+1,370
+57% +$379K 0.01% 489
2024
Q2 		$743K Buy
2,416
+119
+5% +$35.2K 0.01% 448
2024
Q1 		$715K Sell
2,297
-2
-0.1% -$592 0.01% 438
2023
Q4 		$626K Buy
2,299
+68
+3% +$17.5K 0.01% 452
2023
Q3 		$523K Buy
2,231
+154
+7% +$36K 0.01% 457
2023
Q2 		$503K Sell
2,077
-15,783
-88% -$3.43M 0.01% 463
2023
Q1 		$2.39M Buy
17,860
+15,349
+611% +$2.9M 0.04% 215
2022
Q4 		$403K Buy
+2,511
New +$401K 0.01% 421
2022
Q3 		– Sell
-7,048
Closed -$1.06M – 380
2022
Q2 		$1.06M Buy
7,048
+3,221
+84% +$486K 0.02% 249
2022
Q1 		$629K Buy
3,827
+75
+2% +$11.5K 0.01% 335
2021
Q4 		$699K Buy
3,752
+1,605
+75% +$280K 0.02% 300
2021
Q3 		$325K Buy
+2,147
New +$327K 0.01% 417

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EP Wealth Advisors's CDNS Position: Q1 2026 in Review

EP Wealth Advisors reduced its Cadence Design Systems (CDNS) stake by 11% in Q1 2026, selling an estimated $139K and leaving 3,600 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #645.

EP Wealth Advisors first reported a position in CDNS in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.39M in Q1 2023. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • EP Wealth Advisors held 3,600 shares of Cadence Design Systems worth $1M as of Q1 2026.
  • EP Wealth Advisors sold 465 Cadence Design Systems shares in Q1 2026, an estimated $139K.
  • Cadence Design Systems made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #645 holding.
  • EP Wealth Advisors first reported a position in Cadence Design Systems in Q3 2021 and has held it in 17 quarters since.
  • EP Wealth Advisors's Cadence Design Systems position peaked at $2.39M in Q1 2023.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.