Klingman & Associates’s Cadence Design Systems CDNS Stock Holding History

Klingman & Associates’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
2025 Q4	–	Sell	-617	Closed	-$217K	–	331
2025 Q3	$217K	Sell	617 -43	-7%	-$14.8K	0.01%	300
2025 Q2	$203K	Buy	+660	New	+$192K	0.01%	305

Other funds holding CDNS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Klingman & Associates's CDNS Position: Q4 2025 in Review

Klingman & Associates sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 617 shares — an estimated $217K sold.

Klingman & Associates first reported a position in CDNS in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

Klingman & Associates reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
Klingman & Associates sold 617 Cadence Design Systems shares in Q4 2025, an estimated $217K.
Klingman & Associates first reported a position in Cadence Design Systems in Q2 2025 and held it in 2 quarters.
Klingman & Associates's Cadence Design Systems position peaked at $217K in Q3 2025.
1,435 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.