FengHe Fund Management’s Cadence Design Systems CDNS Stock Holding History

FengHe Fund 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
2025 Q4	–	Sell	-69,300	Closed	-$24.3M	–	41
2025 Q3	$24.3M	Hold	69,300	–	–	2.22%	18
2025 Q2	$21.4M	Buy	+69,300	New	+$20.1M	3.5%	12
2024 Q4	–	Sell	-22,920	Closed	-$6.21M	–	18
2024 Q3	$6.21M	Sell	22,920 -238,520	-91%	-$65.9M	1.84%	15
2024 Q2	$80.5M	Sell	261,440 -13,560	-5%	-$4.01M	11.22%	2
2024 Q1	$85.6M	Buy	+275,000	New	+$81.3M	10.78%	2

Other funds holding CDNS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FengHe Fund Management's CDNS Position: Q4 2025 in Review

FengHe Fund Management sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 69,300 shares — an estimated $24.3M sold.

FengHe Fund Management first reported a position in CDNS in Q1 2024 and held it in 5 quarters. The position peaked at $85.6M in Q1 2024. 1,435 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

FengHe Fund Management reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
FengHe Fund Management sold 69,300 Cadence Design Systems shares in Q4 2025, an estimated $24.3M.
FengHe Fund Management first reported a position in Cadence Design Systems in Q1 2024 and held it in 5 quarters.
FengHe Fund Management's Cadence Design Systems position peaked at $85.6M in Q1 2024.
1,435 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on FengHe Fund Management's 13F filing for Q4 2025, filed 30 Jan 2026.