J.W. Cole Advisors’s Cadence Design Systems CDNS Stock Holding History

J.W. Cole Advisors’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	$1.45M	Buy	+3,861	New	+$1.35M	0.02%	616
2026 Q1	–	Sell	-1,821	Closed	-$523K	–	861
2025 Q4	$523K	Sell	1,821 -1,082	-37%	-$353K	0.01%	882
2025 Q3	$1.02M	Buy	2,903 +93	+3%	+$32K	0.02%	710
2025 Q2	$866K	Buy	2,810 +1,516	+117%	+$441K	0.02%	716
2025 Q1	$329K	Buy	+1,294	New	+$360K	0.01%	923

Other funds holding CDNS

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

J.W. Cole Advisors's CDNS Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 3,861 shares worth $1.45M. The stake represents 0.02% of the portfolio and ranks #616 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CDNS as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CDNS in Q1 2025 and has held it in 5 quarters since. 380 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

J.W. Cole Advisors held 3,861 shares of Cadence Design Systems worth $1.45M as of Q2 2026.
Cadence Design Systems was a new J.W. Cole Advisors position in Q2 2026.
Cadence Design Systems made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #616 holding.
J.W. Cole Advisors first reported a position in Cadence Design Systems in Q1 2025 and has held it in 5 quarters since.
380 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.