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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$751K	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%	-$1.21M	0.26%	79
2023 Q3	$2.21M	Hold	9,450	–	–	0.47%	56
2023 Q2	$2.22M	Sell	9,450 -9,450	-50%	-$2.22M	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	$2.84M	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	$2.59M	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%	-$298K	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%	-$276K	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	$1.05M	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	+$517K	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	+$724K	0.34%	54