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LM Advisors’s Cadence Design Systems CDNS Stock Holding History

LM 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
2025
Q2 		– Sell
-2,750
Closed -$699K – 200
2025
Q1 		$699K Buy
+2,750
New +$765K 0.13% 126
2024
Q2 		– Sell
-2,085
Closed -$649K – 195
2024
Q1 		$649K Hold
2,085
– – 0.1% 119
2023
Q4 		$568K Buy
+2,085
New +$537K 0.11% 105

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LM Advisors's CDNS Position: Q2 2025 in Review

LM Advisors sold out of Cadence Design Systems (CDNS) in Q2 2025, closing a stake of 2,750 shares — an estimated $699K sold.

LM Advisors first reported a position in CDNS in Q4 2023 and held it in 3 quarters. The position peaked at $699K in Q1 2025. 1,329 funds tracked by Wall St. Rank hold CDNS as of Q2 2025.

  • LM Advisors reported no remaining Cadence Design Systems position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 2,750 Cadence Design Systems shares in Q2 2025, an estimated $699K.
  • LM Advisors first reported a position in Cadence Design Systems in Q4 2023 and held it in 3 quarters.
  • LM Advisors's Cadence Design Systems position peaked at $699K in Q1 2025.
  • 1,329 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.