HMS Capital Management’s Cadence Design Systems CDNS Stock Holding History

HMS Capital 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
2026 Q2	$1.44M	Sell	3,831 -125	-3%	-$43.8K	0.54%	39
2026 Q1	$1.1M	Sell	3,956 -404	-9%	-$121K	0.43%	45
2025 Q4	$1.36M	Sell	4,360 -39	-0.9%	-$12.7K	0.56%	39
2025 Q3	$1.55M	Sell	4,399 -103	-2%	-$35.4K	0.65%	36
2025 Q2	$1.39M	Sell	4,502 -194	-4%	-$56.4K	0.62%	40
2025 Q1	$1.1M	Buy	4,696 +274	+6%	+$76.2K	0.61%	46
2024 Q4	$1.33M	Buy	4,422 +229	+5%	+$66.6K	0.64%	41
2024 Q3	$1.14M	Buy	4,193 +31	+0.7%	+$8.57K	0.56%	45
2024 Q2	$1.28M	Buy	4,162 +415	+11%	+$123K	0.67%	41
2024 Q1	$1.17M	Buy	+3,747	New	+$1.11M	0.65%	44

Other funds holding CDNS

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HMS Capital Management's CDNS Position: Q2 2026 in Review

HMS Capital Management reduced its Cadence Design Systems (CDNS) stake by 3.2% in Q2 2026, selling an estimated $43.8K and leaving 3,831 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #39.

HMS Capital Management first reported a position in CDNS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55M in Q3 2025. 520 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

HMS Capital Management held 3,831 shares of Cadence Design Systems worth $1.44M as of Q2 2026.
HMS Capital Management sold 125 Cadence Design Systems shares in Q2 2026, an estimated $43.8K.
Cadence Design Systems made up 0.54% of HMS Capital Management's portfolio in Q2 2026, its #39 holding.
HMS Capital Management first reported a position in Cadence Design Systems in Q1 2024 and has held it in 10 quarters since.
HMS Capital Management's Cadence Design Systems position peaked at $1.55M in Q3 2025.
520 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.