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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gladstone Institutional Advisory's CDNS Position: Q1 2026 in Review

Gladstone Institutional Advisory held its Cadence Design Systems (CDNS) position steady in Q1 2026 at 978 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #707.

Gladstone Institutional Advisory first reported a position in CDNS in Q3 2020 and has held it in 17 quarters since. The position peaked at $8.1M in Q1 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Gladstone Institutional Advisory held 978 shares of Cadence Design Systems worth $272K as of Q1 2026.
Gladstone Institutional Advisory left its Cadence Design Systems share count unchanged in Q1 2026.
Cadence Design Systems made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #707 holding.
Gladstone Institutional Advisory first reported a position in Cadence Design Systems in Q3 2020 and has held it in 17 quarters since.
Gladstone Institutional Advisory's Cadence Design Systems position peaked at $8.1M in Q1 2024.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.