Impax Asset Management Group’s Cadence Design Systems CDNS Stock Holding History

Impax Asset Management Group’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	$165M	Buy	593,375 +54,830	+10%	+$16.4M	1.15%	25
2025 Q4	$168M	Buy	538,545 +92,203	+21%	+$30.1M	1.05%	31
2025 Q3	$157M	Sell	446,342 -17,591	-4%	-$6.05M	0.91%	36
2025 Q2	$142M	Sell	463,933 -45,075	-9%	-$13.1M	0.82%	42
2025 Q1	$129M	Sell	509,008 -727,547	-59%	-$202M	0.77%	47
2024 Q4	$371M	Sell	1,236,555 -137,976	-10%	-$40.1M	1.68%	16
2024 Q3	$372M	Buy	1,374,531 +237,495	+21%	+$65.7M	1.46%	21
2024 Q2	$349M	Buy	1,137,036 +43,747	+4%	+$13M	1.42%	17
2024 Q1	$340M	Sell	1,093,289 -108,103	-9%	-$32M	1.3%	21
2023 Q4	$327M	Sell	1,201,392 -282,513	-19%	-$72.8M	1.31%	22
2023 Q3	$347M	Sell	1,483,905 -21,175	-1%	-$4.96M	1.55%	13
2023 Q2	$352M	Sell	1,505,080 -47,233	-3%	-$10.3M	1.42%	20
2023 Q1	$326M	Sell	1,552,313 -220,829	-12%	-$41.8M	1.36%	22
2022 Q4	$284M	Buy	1,773,142 +261,771	+17%	+$41.8M	1.27%	22
2022 Q3	$247M	Sell	1,511,371 -138,706	-8%	-$23.9M	1.27%	23
2022 Q2	$248M	Buy	1,650,077 +85,425	+5%	+$12.9M	1.21%	24
2022 Q1	$257M	Sell	1,564,652 -522,193	-25%	-$80.1M	1.06%	31
2021 Q4	$389M	Buy	2,086,845 +23,423	+1%	+$4.08M	1.42%	18
2021 Q3	$312M	Sell	2,063,422 -122,971	-6%	-$18.7M	1.28%	22
2021 Q2	$299M	Buy	2,186,393 +344,568	+19%	+$45.7M	1.32%	21
2021 Q1	$252M	Buy	1,841,825 +504,021	+38%	+$67.6M	1.29%	22
2020 Q4	$183M	Buy	1,337,804 +501,589	+60%	+$58.8M	1.16%	29
2020 Q3	$89.2M	Buy	836,215 +192,061	+30%	+$20.2M	0.78%	52
2020 Q2	$61.8M	Buy	644,154 +30,625	+5%	+$2.56M	0.63%	54
2020 Q1	$40.5M	Buy	613,529 +302,583	+97%	+$21M	0.54%	56
2019 Q4	$21.6M	Buy	310,946 +100,907	+48%	+$6.77M	0.24%	76
2019 Q3	$13.9M	Buy	210,039 +10,191	+5%	+$717K	0.18%	94
2019 Q2	$14.2M	Sell	199,848 -37,070	-16%	-$2.48M	0.18%	89
2019 Q1	$15M	Buy	236,918 +13,255	+6%	+$702K	0.21%	88
2018 Q4	$9.72M	Buy	223,663 +208,188	+1,345%	+$9.04M	0.16%	112
2018 Q3	$701K	Buy	+15,475	New	+$704K	0.01%	227

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

Impax Asset Management Group's CDNS Position: Q1 2026 in Review

Impax Asset Management Group increased its Cadence Design Systems (CDNS) stake by 10% in Q1 2026, buying an estimated $16.4M and bringing the position to 593,375 shares worth $165M. The position accounts for 1.15% of the portfolio, ranked #25.

Impax Asset Management Group first reported a position in CDNS in Q3 2018 and has held it in 31 quarters since. The position peaked at $389M in Q4 2021. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Impax Asset Management Group held 593,375 shares of Cadence Design Systems worth $165M as of Q1 2026.
Impax Asset Management Group bought 54,830 Cadence Design Systems shares in Q1 2026, an estimated $16.4M.
Cadence Design Systems made up 1.15% of Impax Asset Management Group's portfolio in Q1 2026, its #25 holding.
Impax Asset Management Group first reported a position in Cadence Design Systems in Q3 2018 and has held it in 31 quarters since.
Impax Asset Management Group's Cadence Design Systems position peaked at $389M in Q4 2021.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Impax Asset Management Group's 13F filing for Q1 2026, filed 12 May 2026.