EFG
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Everhart Financial Group’s Cadence Design Systems CDNS Stock Holding History

Everhart Financial Group’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
Q3 		$1.89M Sell
5,718
-365
-6% -$120K 0.12% 85
2026
Q2 		$2.28M Buy
6,083
+169
+3% +$59.2K 0.15% 72
2026
Q1 		$1.64M Sell
5,914
-27
-0.5% -$8.05K 0.14% 95
2025
Q4 		$1.86M Buy
5,941
+288
+5% +$94K 0.17% 78
2025
Q3 		$1.99M Buy
5,653
+104
+2% +$35.8K 0.2% 59
2025
Q2 		$1.71M Buy
5,549
+1,701
+44% +$495K 0.2% 71
2025
Q1 		$979K Sell
3,848
-88
-2% -$24.5K 0.13% 111
2024
Q4 		$1.18M Buy
3,936
+221
+6% +$64.2K 0.24% 84
2024
Q3 		$1.01M Sell
3,715
-41
-1% -$11.3K 0.22% 101
2024
Q2 		$1.16M Buy
3,756
+237
+7% +$70.2K 0.3% 60
2024
Q1 		$1.1M Buy
3,519
+234
+7% +$69.2K 0.32% 62
2023
Q4 		$895K Buy
3,285
+968
+42% +$249K 0.32% 65
2023
Q3 		$543K Buy
2,317
+178
+8% +$41.7K 0.23% 89
2023
Q2 		$502K Buy
2,139
+155
+8% +$33.7K 0.21% 96
2023
Q1 		$417K Buy
1,984
+222
+13% +$42K 0.19% 104
2022
Q4 		$283K Sell
1,762
-1,099
-38% -$176K 0.14% 128
2022
Q3 		$467K Buy
2,861
+278
+11% +$47.8K 0.26% 74
2022
Q2 		$388K Buy
+2,583
New +$390K 0.24% 98

Other funds holding CDNS

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Everhart Financial Group's CDNS Position: Q3 2026 in Review

Everhart Financial Group reduced its Cadence Design Systems (CDNS) stake by 6% in Q3 2026, selling an estimated $120K and leaving 5,718 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #85.

Everhart Financial Group first reported a position in CDNS in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.28M in Q2 2026. 43 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Everhart Financial Group held 5,718 shares of Cadence Design Systems worth $1.89M as of Q3 2026.
  • Everhart Financial Group sold 365 Cadence Design Systems shares in Q3 2026, an estimated $120K.
  • Cadence Design Systems made up 0.12% of Everhart Financial Group's portfolio in Q3 2026, its #85 holding.
  • Everhart Financial Group first reported a position in Cadence Design Systems in Q2 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's Cadence Design Systems position peaked at $2.28M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.