Geneva Capital Management’s Cadence Design Systems CDNS Stock Holding History

Geneva Capital 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 Q2	$31.4M	Sell	83,601 -5,810	-6%	-$2.04M	0.72%	47
2026 Q1	$24.8M	Sell	89,411 -4,110	-4%	-$1.23M	0.53%	57
2025 Q4	$29.2M	Sell	93,521 -1,667	-2%	-$544K	0.55%	57
2025 Q3	$33.4M	Sell	95,188 -4,499	-5%	-$1.55M	0.57%	57
2025 Q2	$30.7M	Buy	99,687 +3,410	+4%	+$991K	0.51%	62
2025 Q1	$24.5M	Buy	96,277 +11,910	+14%	+$3.31M	0.46%	65
2024 Q4	$25.3M	Buy	84,367 +8,993	+12%	+$2.61M	0.44%	64
2024 Q3	$20.4M	Buy	75,374 +4,384	+6%	+$1.21M	0.34%	85
2024 Q2	$21.8M	Sell	70,990 -5,972	-8%	-$1.77M	0.4%	78
2024 Q1	$24M	Sell	76,962 -1,508	-2%	-$446K	0.42%	76
2023 Q4	$21.4M	Sell	78,470 -2,741	-3%	-$706K	0.4%	76
2023 Q3	$19M	Sell	81,211 -2,921	-3%	-$684K	0.4%	78
2023 Q2	$19.7M	Sell	84,132 -5,575	-6%	-$1.21M	0.39%	78
2023 Q1	$18.8M	Sell	89,707 -441	-0.5%	-$83.4K	0.38%	82
2022 Q4	$14.5M	Buy	90,148 +18,112	+25%	+$2.9M	0.33%	87
2022 Q3	$11.8M	Sell	72,036 -1,592	-2%	-$274K	0.27%	93
2022 Q2	$11M	Buy	+73,628	New	+$11.1M	0.25%	92

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geneva Capital Management's CDNS Position: Q2 2026 in Review

Geneva Capital Management reduced its Cadence Design Systems (CDNS) stake by 6.5% in Q2 2026, selling an estimated $2.04M and leaving 83,601 shares worth $31.4M. The position accounts for 0.72% of the portfolio, ranked #47.

Geneva Capital Management first reported a position in CDNS in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.4M in Q3 2025. 1,501 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Geneva Capital Management held 83,601 shares of Cadence Design Systems worth $31.4M as of Q2 2026.
Geneva Capital Management sold 5,810 Cadence Design Systems shares in Q2 2026, an estimated $2.04M.
Cadence Design Systems made up 0.72% of Geneva Capital Management's portfolio in Q2 2026, its #47 holding.
Geneva Capital Management first reported a position in Cadence Design Systems in Q2 2022 and has held it in 17 quarters since.
Geneva Capital Management's Cadence Design Systems position peaked at $33.4M in Q3 2025.
1,501 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.