Larry Mathis Financial Planning’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
Q2
$230K Sell
613
-842
-58% -$295K 0.18% 129
2026
Q1
$404K Sell
1,455
-46
-3% -$13.7K 0.36% 72
2025
Q4
$469K Buy
+1,501
New +$490K 0.41% 69

Other funds holding CDNS

Larry Mathis Financial Planning's CDNS Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Cadence Design Systems (CDNS) stake by 58% in Q2 2026, selling an estimated $295K and leaving 613 shares worth $230K. The position accounts for 0.18% of the portfolio, ranked #129.

Larry Mathis Financial Planning first reported a position in CDNS in Q4 2025 and has held it in 3 quarters since. The position peaked at $469K in Q4 2025. 1,492 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Larry Mathis Financial Planning held 613 shares of Cadence Design Systems worth $230K as of Q2 2026.
  • Larry Mathis Financial Planning sold 842 Cadence Design Systems shares in Q2 2026, an estimated $295K.
  • Cadence Design Systems made up 0.18% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #129 holding.
  • Larry Mathis Financial Planning first reported a position in Cadence Design Systems in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Cadence Design Systems position peaked at $469K in Q4 2025.
  • 1,492 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.