Gladstone Institutional Advisory’s Cadence Design Systems CDNS Stock Holding History

Gladstone Institutional Advisory’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	$419K	Buy	1,116 +138	+14%	+$48.4K	0.01%	648
2026 Q1	$272K	Hold	978	–	–	0.01%	707
2025 Q4	$306K	Sell	978 -204	-17%	-$66.6K	0.01%	627
2025 Q3	$415K	Sell	1,182 -56	-5%	-$19.3K	0.02%	570
2025 Q2	$381K	Sell	1,238 -374	-23%	-$109K	0.02%	564
2025 Q1	$410K	Sell	1,612 -1,538	-49%	-$428K	0.02%	518
2024 Q4	$947K	Sell	3,150 -751	-19%	-$218K	0.04%	336
2024 Q3	$1.06M	Sell	3,901 -21,213	-84%	-$5.86M	0.05%	319
2024 Q2	$7.73M	Sell	25,114 -908	-3%	-$269K	0.4%	59
2024 Q1	$8.1M	Sell	26,022 -1,182	-4%	-$350K	0.44%	48
2023 Q4	$7.41M	Buy	27,204 +1,225	+5%	+$316K	0.42%	53
2023 Q3	$6.09M	Buy	25,979 +10,144	+64%	+$2.37M	0.39%	58
2023 Q2	$3.71M	Buy	15,835 +11,455	+262%	+$2.49M	0.23%	116
2023 Q1	$920K	Buy	+4,380	New	+$828K	0.06%	303
2022 Q4	–	Sell	-5,228	Closed	-$854K	–	649
2022 Q3	$854K	Buy	+5,228	New	+$899K	0.07%	298
2022 Q2	–	Sell	-2,715	Closed	-$447K	–	665
2022 Q1	$447K	Buy	+2,715	New	+$417K	0.03%	455
2021 Q1	–	Sell	-2,600	Closed	-$355K	–	418
2020 Q4	$355K	Sell	2,600 -487	-16%	-$57.1K	0.07%	204
2020 Q3	$329K	Buy	+3,087	New	+$325K	0.08%	195

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

Gladstone Institutional Advisory's CDNS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Cadence Design Systems (CDNS) stake by 14% in Q2 2026, buying an estimated $48.4K and bringing the position to 1,116 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #648.

Gladstone Institutional Advisory first reported a position in CDNS in Q3 2020 and has held it in 18 quarters since. The position peaked at $8.1M in Q1 2024. 1,507 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Gladstone Institutional Advisory held 1,116 shares of Cadence Design Systems worth $419K as of Q2 2026.
Gladstone Institutional Advisory bought 138 Cadence Design Systems shares in Q2 2026, an estimated $48.4K.
Cadence Design Systems made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #648 holding.
Gladstone Institutional Advisory first reported a position in Cadence Design Systems in Q3 2020 and has held it in 18 quarters since.
Gladstone Institutional Advisory's Cadence Design Systems position peaked at $8.1M in Q1 2024.
1,507 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.