Global Financial Private Client’s Cadence Design Systems CDNS Stock Holding History

Global Financial Private Client’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	$217K	Buy	+578	New	+$203K	0.06%	238
2025 Q2	–	Sell	-548	Closed	-$139K	–	450
2025 Q1	$139K	Buy	548 +113	+26%	+$31.4K	0.05%	233
2024 Q4	$131K	Buy	435 +1	+0.2%	+$291	0.05%	233
2024 Q3	$118K	Buy	434 +88	+25%	+$24.3K	0.05%	239
2024 Q2	$106K	Hold	346	–	–	0.04%	227
2024 Q1	$108K	Hold	346	–	–	0.05%	225
2023 Q4	$94.2K	Hold	346	–	–	0.04%	237
2023 Q3	$81.8K	Hold	346	–	–	0.04%	236
2023 Q2	$81.4K	Hold	346	–	–	0.04%	243
2023 Q1	$73.1K	Hold	346	–	–	0.04%	246
2022 Q4	$55.6K	Hold	346	–	–	0.03%	265
2022 Q3	$58.9K	Hold	346	–	–	0.03%	256
2022 Q2	$51.8K	Hold	346	–	–	0.03%	258
2022 Q1	$57.3K	Hold	346	–	–	0.03%	251
2021 Q4	$64.5K	Hold	346	–	–	0.03%	248
2021 Q3	$52.9K	Hold	346	–	–	0.03%	242
2021 Q2	$47.4K	Hold	346	–	–	0.03%	256
2021 Q1	$49K	Hold	346	–	–	0.04%	205
2020 Q4	$47.2K	Buy	346 +7	+2%	+$821	0.04%	199
2020 Q3	$36.8K	Hold	339	–	–	0.03%	211
2020 Q2	$32.9K	Buy	+339	New	+$28.4K	0.03%	253

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Global Financial Private Client's CDNS Position: Q2 2026 in Review

Global Financial Private Client opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 578 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #238 among its holdings. This is a return to the name: Global Financial Private Client previously reported a position in CDNS as recently as Q1 2025.

Global Financial Private Client first reported a position in CDNS in Q2 2020 and has held it in 21 quarters since. 227 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Global Financial Private Client held 578 shares of Cadence Design Systems worth $217K as of Q2 2026.
Cadence Design Systems was a new Global Financial Private Client position in Q2 2026.
Cadence Design Systems made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #238 holding.
Global Financial Private Client first reported a position in Cadence Design Systems in Q2 2020 and has held it in 21 quarters since.
227 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.