Lifeworks Advisors’s Cadence Design Systems CDNS Stock Holding History

Lifeworks Advisors’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	$521K	Buy	1,874 +166	+10%	+$49.5K	0.07%	191
2025 Q4	$534K	Buy	1,708 +231	+16%	+$75.4K	0.07%	205
2025 Q3	$519K	Buy	1,477 +244	+20%	+$83.9K	0.07%	202
2025 Q2	$380K	Buy	1,233 +233	+23%	+$67.7K	0.06%	230
2025 Q1	$254K	Buy	1,000 +247	+33%	+$68.7K	0.04%	264
2024 Q4	$226K	Buy	+753	New	+$219K	0.04%	277
2022 Q3	–	Sell	-8,657	Closed	-$1.3M	–	131
2022 Q2	$1.3M	Sell	8,657 -1,368	-14%	-$207K	0.82%	33
2022 Q1	$1.65M	Buy	10,025 +6,222	+164%	+$955K	1.09%	25
2021 Q4	$709K	Buy	+3,803	New	+$663K	0.56%	54

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

Lifeworks Advisors's CDNS Position: Q1 2026 in Review

Lifeworks Advisors increased its Cadence Design Systems (CDNS) stake by 9.7% in Q1 2026, buying an estimated $49.5K and bringing the position to 1,874 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #191.

Lifeworks Advisors first reported a position in CDNS in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.65M in Q1 2022. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Lifeworks Advisors held 1,874 shares of Cadence Design Systems worth $521K as of Q1 2026.
Lifeworks Advisors bought 166 Cadence Design Systems shares in Q1 2026, an estimated $49.5K.
Cadence Design Systems made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #191 holding.
Lifeworks Advisors first reported a position in Cadence Design Systems in Q4 2021 and has held it in 9 quarters since.
Lifeworks Advisors's Cadence Design Systems position peaked at $1.65M in Q1 2022.
1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.