Josh Resnick’s Cadence Design Systems CDNS Stock Holding History

Josh Resnick’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
2024 Q2	–	Sell	-429,743	Closed	-$134M	–	24
2024 Q1	$134M	Sell	429,743 -104,309	-20%	-$30.9M	3.57%	11
2023 Q4	$145M	Sell	534,052 -126,999	-19%	-$32.7M	4.45%	10
2023 Q3	$155M	Sell	661,051 -406,000	-38%	-$95M	5.27%	9
2023 Q2	$250M	Buy	1,067,051 +721,344	+209%	+$157M	9.79%	3
2023 Q1	$72.6M	Buy	+345,707	New	+$65.4M	3.02%	13
2015 Q4	–	Sell	-2,484,005	Closed	-$51.4M	–	29
2015 Q3	$51.4M	Buy	+2,484,005	New	+$50.6M	3.2%	12

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Josh Resnick's CDNS Position: Q2 2024 in Review

Josh Resnick sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 429,743 shares — an estimated $134M sold.

Josh Resnick first reported a position in CDNS in Q3 2015 and held it in 6 quarters. The position peaked at $250M in Q2 2023. 1,270 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Josh Resnick reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Josh Resnick sold 429,743 Cadence Design Systems shares in Q2 2024, an estimated $134M.
Josh Resnick first reported a position in Cadence Design Systems in Q3 2015 and held it in 6 quarters.
Josh Resnick's Cadence Design Systems position peaked at $250M in Q2 2023.
1,270 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Jericho Capital Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.