Karani Asset Management’s Cadence Design Systems CDNS Stock Holding History

Karani Asset 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 Q1	$1.25M	Buy	4,513 +2,301	+104%	+$686K	1.03%	24
2025 Q4	$691K	Sell	2,212 -8,056	-78%	-$2.63M	0.57%	30
2025 Q3	$3.61M	Buy	10,268 +108	+1%	+$37.2K	2.88%	18
2025 Q2	$3.13M	Sell	10,160 -458	-4%	-$133K	3.03%	16
2025 Q1	$2.7M	Sell	10,618 -2,727	-20%	-$758K	2.86%	16
2024 Q4	$4.01M	Buy	+13,345	New	+$3.88M	3.74%	12
2023 Q3	$2.75M	Sell	11,725 -7,906	-40%	-$1.85M	3.96%	12
2023 Q2	$4.6M	Sell	19,631 -5,159	-21%	-$1.12M	4.64%	8
2023 Q1	$5.21M	Buy	24,790 +36	+0.1%	+$6.81K	5.52%	3
2022 Q4	$3.98M	Sell	24,754 -8,640	-26%	-$1.38M	4.64%	6
2022 Q3	$5.46M	Sell	33,394 -5,800	-15%	-$997K	5.54%	3
2022 Q2	$5.88M	Sell	39,194 -22,341	-36%	-$3.37M	5.44%	4
2022 Q1	$10.1M	Buy	61,535 +3,035	+5%	+$466K	5.47%	5
2021 Q4	$10.9M	Sell	58,500 -6,766	-10%	-$1.18M	5.39%	4
2021 Q3	$9.88M	Buy	65,266 +10,255	+19%	+$1.56M	4.8%	3
2021 Q2	$7.53M	Buy	55,011 +415	+0.8%	+$55K	3.89%	11
2021 Q1	$7.48M	Buy	54,596 +14,607	+37%	+$1.96M	4.4%	4
2020 Q4	$5.46M	Buy	39,989 +28,874	+260%	+$3.39M	3.23%	10
2020 Q3	$1.19M	Buy	11,115 +3,107	+39%	+$327K	0.79%	32
2020 Q2	$768K	Buy	+8,008	New	+$670K	0.6%	36
2020 Q1	–	Sell	-6,567	Closed	-$455K	–	55
2019 Q4	$455K	Buy	+6,567	New	+$440K	0.42%	40

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

Karani Asset Management's CDNS Position: Q1 2026 in Review

Karani Asset Management increased its Cadence Design Systems (CDNS) stake by 104% in Q1 2026, buying an estimated $686K and bringing the position to 4,513 shares worth $1.25M. The position accounts for 1.03% of the portfolio, ranked #24.

Karani Asset Management first reported a position in CDNS in Q4 2019 and has held it in 21 quarters since. The position peaked at $10.9M in Q4 2021. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Karani Asset Management held 4,513 shares of Cadence Design Systems worth $1.25M as of Q1 2026.
Karani Asset Management bought 2,301 Cadence Design Systems shares in Q1 2026, an estimated $686K.
Cadence Design Systems made up 1.03% of Karani Asset Management's portfolio in Q1 2026, its #24 holding.
Karani Asset Management first reported a position in Cadence Design Systems in Q4 2019 and has held it in 21 quarters since.
Karani Asset Management's Cadence Design Systems position peaked at $10.9M in Q4 2021.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Karani Asset Management's 13F filing for Q1 2026, filed 15 May 2026.