Ithaka Group’s Cadence Design Systems CDNS Stock Holding History

Ithaka 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	$11.3M	Buy	40,636 +449	+1%	+$134K	2.34%	18
2025 Q4	$12.6M	Buy	40,187 +581	+1%	+$190K	2.24%	18
2025 Q3	$13.9M	Buy	39,606 +12,606	+47%	+$4.34M	2.38%	18
2025 Q2	$8.32M	Sell	27,000 -1,346	-5%	-$391K	1.42%	26
2025 Q1	$7.21M	Buy	28,346 +639	+2%	+$178K	1.47%	25
2024 Q4	$8.32M	Sell	27,707 -1,745	-6%	-$507K	1.53%	26
2024 Q3	$7.98M	Sell	29,452 -2,180	-7%	-$603K	1.51%	23
2024 Q2	$9.73M	Sell	31,632 -220	-0.7%	-$65.1K	1.8%	24
2024 Q1	$9.91M	Sell	31,852 -2,293	-7%	-$678K	1.87%	23
2023 Q4	$9.3M	Sell	34,145 -1,288	-4%	-$332K	1.84%	23
2023 Q3	$8.3M	Buy	35,433 +15,581	+78%	+$3.65M	1.91%	23
2023 Q2	$4.66M	Buy	+19,852	New	+$4.32M	0.97%	29

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

Ithaka Group's CDNS Position: Q1 2026 in Review

Ithaka Group increased its Cadence Design Systems (CDNS) stake by 1.1% in Q1 2026, buying an estimated $134K and bringing the position to 40,636 shares worth $11.3M. The position accounts for 2.34% of the portfolio, ranked #18.

Ithaka Group first reported a position in CDNS in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.9M in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Ithaka Group held 40,636 shares of Cadence Design Systems worth $11.3M as of Q1 2026.
Ithaka Group bought 449 Cadence Design Systems shares in Q1 2026, an estimated $134K.
Cadence Design Systems made up 2.34% of Ithaka Group's portfolio in Q1 2026, its #18 holding.
Ithaka Group first reported a position in Cadence Design Systems in Q2 2023 and has held it in 12 quarters since.
Ithaka Group's Cadence Design Systems position peaked at $13.9M in Q3 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

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