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Jensen Investment Management’s Cadence Design Systems CDNS Stock Holding History

Jensen Investment 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 		$116M Sell
308,555
-197,306
-39% -$69.1M 2.81% 15
2026
Q1 		$141M Sell
505,861
-23,804
-4% -$7.1M 2.77% 17
2025
Q4 		$166M Sell
529,665
-90,545
-15% -$29.5M 2.6% 19
2025
Q3 		$218M Sell
620,210
-203,186
-25% -$69.9M 2.7% 20
2025
Q2 		$254M Buy
823,396
+276,240
+50% +$80.3M 2.97% 18
2025
Q1 		$139M Buy
547,156
+125,899
+30% +$35M 1.54% 25
2024
Q4 		$127M Buy
+421,257
New +$122M 1.15% 27
2024
Q1 		– Sell
-10,730
Closed -$2.92M – 85
2023
Q4 		$2.92M Sell
10,730
-9,190
-46% -$2.37M 0.02% 74
2023
Q3 		$4.67M Sell
19,920
-4,600
-19% -$1.08M 0.04% 58
2023
Q2 		$5.75M Sell
24,520
-5,150
-17% -$1.12M 0.04% 53
2023
Q1 		$6.14M Hold
29,670
– – 0.05% 50
2022
Q4 		$4.77M Sell
29,670
-1,020
-3% -$163K 0.04% 58
2022
Q3 		$5.02M Sell
30,690
-4,840
-14% -$832K 0.04% 55
2022
Q2 		$5.33M Hold
35,530
– – 0.04% 55
2022
Q1 		$5.84M Buy
+35,530
New +$5.45M 0.04% 55

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jensen Investment Management's CDNS Position: Q2 2026 in Review

Jensen Investment Management reduced its Cadence Design Systems (CDNS) stake by 39% in Q2 2026, selling an estimated $69.1M and leaving 308,555 shares worth $116M. The position accounts for 2.81% of the portfolio, ranked #15.

Jensen Investment Management first reported a position in CDNS in Q1 2022 and has held it in 15 quarters since. The position peaked at $254M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Jensen Investment Management held 308,555 shares of Cadence Design Systems worth $116M as of Q2 2026.
  • Jensen Investment Management sold 197,306 Cadence Design Systems shares in Q2 2026, an estimated $69.1M.
  • Cadence Design Systems made up 2.81% of Jensen Investment Management's portfolio in Q2 2026, its #15 holding.
  • Jensen Investment Management first reported a position in Cadence Design Systems in Q1 2022 and has held it in 15 quarters since.
  • Jensen Investment Management's Cadence Design Systems position peaked at $254M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.