Evelyn Partners Investment Management’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.58M Sell
9,291
-5,922
-39% -$1.77M 0.07% 95
2025
Q4
$4.76M Sell
15,213
-2,437
-14% -$795K 0.13% 78
2025
Q3
$6.2M Sell
17,650
-13,454
-43% -$4.63M 0.18% 73
2025
Q2
$9.58M Sell
31,104
-19,311
-38% -$5.61M 0.29% 59
2025
Q1
$12.8M Buy
50,415
+2,146
+4% +$597K 0.43% 50
2024
Q4
$14.5M Buy
+48,269
New +$14M 0.47% 46

Other funds holding CDNS

Evelyn Partners Investment Management's CDNS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Cadence Design Systems (CDNS) stake by 39% in Q1 2026, selling an estimated $1.77M and leaving 9,291 shares worth $2.58M. The position accounts for 0.07% of the portfolio, ranked #95.

Evelyn Partners Investment Management first reported a position in CDNS in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.5M in Q4 2024. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Evelyn Partners Investment Management held 9,291 shares of Cadence Design Systems worth $2.58M as of Q1 2026.
  • Evelyn Partners Investment Management sold 5,922 Cadence Design Systems shares in Q1 2026, an estimated $1.77M.
  • Cadence Design Systems made up 0.07% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #95 holding.
  • Evelyn Partners Investment Management first reported a position in Cadence Design Systems in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Cadence Design Systems position peaked at $14.5M in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.