Herald Investment Management’s Cadence Design Systems CDNS Stock Holding History

Herald Investment 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
2025 Q3	–	Sell	-2,500	Closed	-$770K	–	96
2025 Q2	$770K	Hold	2,500	–	–	0.11%	91
2025 Q1	$636K	Hold	2,500	–	–	0.12%	92
2024 Q4	$751K	Sell	2,500 -2,500	-50%	-$727K	0.12%	91
2024 Q3	$1.36M	Hold	5,000	–	–	0.23%	82
2024 Q2	$1.54M	Hold	5,000	–	–	0.25%	78
2024 Q1	$1.56M	Hold	5,000	–	–	0.25%	82
2023 Q4	$1.36M	Sell	5,000 -4,450	-47%	-$1.15M	0.26%	79
2023 Q3	$2.21M	Hold	9,450	–	–	0.47%	56
2023 Q2	$2.22M	Sell	9,450 -9,450	-50%	-$2.06M	0.43%	60
2023 Q1	$3.97M	Hold	18,900	–	–	0.88%	33
2022 Q4	$3.04M	Hold	18,900	–	–	0.74%	43
2022 Q3	$3.09M	Hold	18,900	–	–	0.76%	39
2022 Q2	$2.83M	Hold	18,900	–	–	0.66%	49
2022 Q1	$3.11M	Hold	18,900	–	–	0.57%	55
2021 Q4	$3.52M	Hold	18,900	–	–	0.57%	50
2021 Q3	$2.86M	Hold	18,900	–	–	0.47%	66
2021 Q2	$2.58M	Hold	18,900	–	–	0.42%	67
2021 Q1	$2.59M	Hold	18,900	–	–	0.45%	66
2020 Q4	$2.56M	Sell	18,900 -2,200	-10%	-$258K	0.46%	60
2020 Q3	$2.25M	Hold	21,100	–	–	0.48%	52
2020 Q2	$2.02M	Hold	21,100	–	–	0.47%	55
2020 Q1	$1.39M	Hold	21,100	–	–	0.42%	56
2019 Q4	$1.46M	Hold	21,100	–	–	0.37%	62
2019 Q3	$1.39M	Hold	21,100	–	–	0.42%	60
2019 Q2	$1.49M	Sell	21,100 -3,900	-16%	-$261K	0.42%	59
2019 Q1	$1.59M	Hold	25,000	–	–	0.4%	53
2018 Q4	$1.09M	Hold	25,000	–	–	0.35%	63
2018 Q3	$1.13M	Hold	25,000	–	–	0.29%	64
2018 Q2	$1.08M	Hold	25,000	–	–	0.3%	67
2018 Q1	$919K	Hold	25,000	–	–	0.27%	67
2017 Q4	$1.04M	Hold	25,000	–	–	0.33%	61
2017 Q3	$986K	Hold	25,000	–	–	0.32%	62
2017 Q2	$837K	Hold	25,000	–	–	0.29%	68
2017 Q1	$784K	Hold	25,000	–	–	0.29%	70
2016 Q4	$630K	Hold	25,000	–	–	0.27%	65
2016 Q3	$638K	Hold	25,000	–	–	0.24%	69
2016 Q2	$607K	Hold	25,000	–	–	0.25%	70
2016 Q1	$589K	Hold	25,000	–	–	0.25%	71
2015 Q4	$520K	Hold	25,000	–	–	0.22%	72
2015 Q3	$517K	Buy	+25,000	New	+$509K	0.23%	72
2015 Q1	$922K	Hold	50,000	–	–	0.33%	60
2014 Q4	$949K	Hold	50,000	–	–	0.37%	62
2014 Q3	$898K	Hold	50,000	–	–	0.36%	66
2014 Q2	$875K	Hold	50,000	–	–	0.35%	61
2014 Q1	$770K	Hold	50,000	–	–	0.3%	63
2013 Q4	$701K	Hold	50,000	–	–	0.28%	61
2013 Q3	$675K	Hold	50,000	–	–	0.29%	60
2013 Q2	$724K	Buy	+50,000	New	+$704K	0.34%	54

Other funds holding CDNS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Herald Investment Management's CDNS Position: Q3 2025 in Review

Herald Investment Management sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 2,500 shares — an estimated $770K sold.

Herald Investment Management first reported a position in CDNS in Q2 2013 and held it in 48 quarters. The position peaked at $3.97M in Q1 2023. 1,382 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

Herald Investment Management reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
Herald Investment Management sold 2,500 Cadence Design Systems shares in Q3 2025, an estimated $770K.
Herald Investment Management first reported a position in Cadence Design Systems in Q2 2013 and held it in 48 quarters.
Herald Investment Management's Cadence Design Systems position peaked at $3.97M in Q1 2023.
1,382 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on Herald Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.