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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
Q2 		$4.27M Buy
11,383
+7,783
+216% +$2.73M 0.02% 411
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EP Wealth Advisors's CDNS Position: Q2 2026 in Review

EP Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 216% in Q2 2026, buying an estimated $2.73M and bringing the position to 11,383 shares worth $4.27M. The position accounts for 0.02% of the portfolio, ranked #411.

EP Wealth Advisors first reported a position in CDNS in Q3 2021 and has held it in 18 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • EP Wealth Advisors held 11,383 shares of Cadence Design Systems worth $4.27M as of Q2 2026.
  • EP Wealth Advisors bought 7,783 Cadence Design Systems shares in Q2 2026, an estimated $2.73M.
  • Cadence Design Systems made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #411 holding.
  • EP Wealth Advisors first reported a position in Cadence Design Systems in Q3 2021 and has held it in 18 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.