J. Stern & Co’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.48M Sell
12,520
-2,940,736
-100% -$877M 0.34% 23
2025
Q4
$2.95B Buy
2,953,256
+2,924,470
+10,159% +$954M 0.25% 25
2025
Q3
$10.1M Buy
28,786
+16,208
+129% +$5.58M 0.77% 21
2025
Q2
$3.97M Sell
12,578
-830
-6% -$241K 0.34% 23
2025
Q1
$3.41M Buy
13,408
+4,865
+57% +$1.35M 0.33% 24
2024
Q4
$2.57M Buy
8,543
+2,973
+53% +$864K 0.24% 26
2024
Q3
$1.51M Buy
+5,570
New +$1.54M 0.16% 30

Other funds holding CDNS

J. Stern & Co's CDNS Position: Q1 2026 in Review

J. Stern & Co reduced its Cadence Design Systems (CDNS) stake by 100% in Q1 2026, selling an estimated $877M and leaving 12,520 shares worth $3.48M. The position accounts for 0.34% of the portfolio, ranked #23.

J. Stern & Co first reported a position in CDNS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.95B in Q4 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • J. Stern & Co held 12,520 shares of Cadence Design Systems worth $3.48M as of Q1 2026.
  • J. Stern & Co sold 2,940,736 Cadence Design Systems shares in Q1 2026, an estimated $877M.
  • Cadence Design Systems made up 0.34% of J. Stern & Co's portfolio in Q1 2026, its #23 holding.
  • J. Stern & Co first reported a position in Cadence Design Systems in Q3 2024 and has held it in 7 quarters since.
  • J. Stern & Co's Cadence Design Systems position peaked at $2.95B in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.