BFC Planning, Inc.’s Cadence Design Systems CDNS Stock Holding History

BFC Planning, Inc.’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	$353K	Sell	1,069 -10	-0.9%	-$3.29K	0.01%	729
2026 Q2	$405K	Buy	1,079 +316	+41%	+$111K	0.02%	679
2026 Q1	$212K	Sell	763 -141	-16%	-$42.1K	0.01%	852
2025 Q4	$283K	Buy	904 +142	+19%	+$46.3K	0.01%	739
2025 Q3	$268K	Buy	762 +75	+11%	+$25.8K	0.02%	565
2025 Q2	$212K	Sell	687 -55	-7%	-$16K	0.02%	621
2025 Q1	$189K	Sell	742 -371	-33%	-$103K	0.02%	633
2024 Q4	$334K	Buy	1,113 +231	+26%	+$67.2K	0.03%	444
2024 Q3	$239K	Buy	+882	New	+$244K	0.02%	562

Other funds holding CDNS

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

BFC Planning, Inc.'s CDNS Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Cadence Design Systems (CDNS) stake by 0.93% in Q3 2026, selling an estimated $3.29K and leaving 1,069 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #729.

BFC Planning, Inc. first reported a position in CDNS in Q3 2024 and has held it in 9 quarters since. The position peaked at $405K in Q2 2026. 1,128 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

BFC Planning, Inc. held 1,069 shares of Cadence Design Systems worth $353K as of Q3 2026.
BFC Planning, Inc. sold 10 Cadence Design Systems shares in Q3 2026, an estimated $3.29K.
Cadence Design Systems made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #729 holding.
BFC Planning, Inc. first reported a position in Cadence Design Systems in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Cadence Design Systems position peaked at $405K in Q2 2026.
1,128 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.