Key Financial Inc’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
Q3
$13.9K Buy
42
+2
+5% +$657 ﹤0.01% 789
2026
Q2
$15K Hold
40
– – ﹤0.01% 778
2026
Q1
$11.1K Sell
40
-4
-9% -$1.19K ﹤0.01% 863
2025
Q4
$13.8K Sell
44
-7
-14% -$2.28K ﹤0.01% 803
2025
Q3
$18K Sell
51
-78
-60% -$26.8K ﹤0.01% 732
2025
Q2
$39.8K Buy
129
+82
+174% +$23.8K 0.01% 546
2025
Q1
$12K Buy
47
+2
+4% +$556 ﹤0.01% 777
2024
Q4
$13.5K Buy
45
+7
+18% +$2.04K ﹤0.01% 750
2024
Q3
$10.3K Buy
38
+5
+15% +$1.38K ﹤0.01% 789
2024
Q2
$10.2K Hold
33
– – ﹤0.01% 774
2024
Q1
$10.3K Hold
33
– – ﹤0.01% 749
2023
Q4
$8.99K Hold
33
– – ﹤0.01% 769
2023
Q3
$7.73K Hold
33
– – ﹤0.01% 793
2023
Q2
$7.74K Buy
+33
New +$7.18K ﹤0.01% 797

Other funds holding CDNS

Key Financial Inc's CDNS Position: Q3 2026 in Review

Key Financial Inc increased its Cadence Design Systems (CDNS) stake by 5% in Q3 2026, buying an estimated $657 and bringing the position to 42 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Key Financial Inc first reported a position in CDNS in Q2 2023 and has held it in 14 quarters since. The position peaked at $39.8K in Q2 2025. 749 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Key Financial Inc held 42 shares of Cadence Design Systems worth $13.9K as of Q3 2026.
  • Key Financial Inc bought 2 Cadence Design Systems shares in Q3 2026, an estimated $657.
  • Cadence Design Systems made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #789 holding.
  • Key Financial Inc first reported a position in Cadence Design Systems in Q2 2023 and has held it in 14 quarters since.
  • Key Financial Inc's Cadence Design Systems position peaked at $39.8K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.