Firetrail Investments’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
Q2
$10.9M Buy
29,116
+10,430
+56% +$3.66M 3.06% 12
2026
Q1
$5.2M Buy
18,686
+7,161
+62% +$2.14M 1.77% 24
2025
Q4
$3.62M Buy
+11,525
New +$3.76M 1.19% 29

Other funds holding CDNS

Firetrail Investments's CDNS Position: Q2 2026 in Review

Firetrail Investments increased its Cadence Design Systems (CDNS) stake by 56% in Q2 2026, buying an estimated $3.66M and bringing the position to 29,116 shares worth $10.9M. The position accounts for 3.06% of the portfolio, ranked #12.

Firetrail Investments first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. 1,492 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Firetrail Investments held 29,116 shares of Cadence Design Systems worth $10.9M as of Q2 2026.
  • Firetrail Investments bought 10,430 Cadence Design Systems shares in Q2 2026, an estimated $3.66M.
  • Cadence Design Systems made up 3.06% of Firetrail Investments's portfolio in Q2 2026, its #12 holding.
  • Firetrail Investments first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Firetrail Investments's 13F filing for Q2 2026, filed 7 Aug 2026.