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Forum Financial Management’s Cadence Design Systems CDNS Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,376
Closed -$430K – 448
2025
Q4 		$430K Buy
1,376
+16
+1% +$5.22K 0.01% 554
2025
Q3 		$478K Sell
1,360
-10
-0.7% -$3.44K 0.01% 475
2025
Q2 		$422K Buy
1,370
+1
+0.1% +$291 0.01% 480
2025
Q1 		$348K Sell
1,369
-7
-0.5% -$1.95K 0.01% 516
2024
Q4 		$413K Sell
1,376
-76
-5% -$22.1K 0.01% 465
2024
Q3 		$394K Sell
1,452
-10
-0.7% -$2.77K 0.01% 409
2024
Q2 		$450K Buy
1,462
+78
+6% +$23.1K 0.01% 340
2024
Q1 		$431K Buy
1,384
+7
+0.5% +$2.07K 0.01% 373
2023
Q4 		$375K Sell
1,377
-7
-0.5% -$1.8K 0.01% 377
2023
Q3 		$324K Sell
1,384
-133
-9% -$31.1K 0.01% 401
2023
Q2 		$356K Hold
1,517
– – 0.01% 386
2023
Q1 		$319K Hold
1,517
– – 0.01% 383
2022
Q4 		$244K Buy
1,517
+19
+1% +$3.04K 0.01% 466
2022
Q3 		$245K Hold
1,498
– – 0.01% 419
2022
Q2 		$225K Sell
1,498
-304
-17% -$45.9K 0.01% 466
2022
Q1 		$296K Buy
1,802
+305
+20% +$46.8K 0.01% 398
2021
Q4 		$279K Buy
+1,497
New +$261K 0.01% 449

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's CDNS Position: Q1 2026 in Review

Forum Financial Management sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 1,376 shares — an estimated $430K sold.

Forum Financial Management first reported a position in CDNS in Q4 2021 and held it in 17 quarters. The position peaked at $478K in Q3 2025. 1,403 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Forum Financial Management reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,376 Cadence Design Systems shares in Q1 2026, an estimated $430K.
  • Forum Financial Management first reported a position in Cadence Design Systems in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Cadence Design Systems position peaked at $478K in Q3 2025.
  • 1,403 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.