London & Capital Asset Management’s Cadence Design Systems CDNS Stock Holding History

London & Capital Asset Management’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	$1.49M	Sell	5,359 -5,505	-51%	-$1.64M	0.02%	92
2025 Q4	$3.4M	Sell	10,864 -8,222	-43%	-$2.68M	0.04%	74
2025 Q3	$6.7M	Sell	19,086 -17,776	-48%	-$6.12M	0.48%	34
2025 Q2	$11.4M	Sell	36,862 -42,037	-53%	-$12.2M	0.86%	33
2025 Q1	$20.1M	Sell	78,899 -3,268	-4%	-$909K	1.72%	22
2024 Q4	$24.7M	Sell	82,167 -3,746	-4%	-$1.09M	2.1%	15
2024 Q3	$23.3M	Buy	85,913 +2,947	+4%	+$815K	1.85%	24
2024 Q2	$25.5M	Sell	82,966 -2,005	-2%	-$594K	2.16%	22
2024 Q1	$26.4M	Buy	84,971 +1,501	+2%	+$444K	2.02%	20
2023 Q4	$22.7M	Sell	83,470 -4,478	-5%	-$1.15M	1.91%	22
2023 Q3	$20.6M	Sell	87,948 -672	-0.8%	-$157K	1.88%	22
2023 Q2	$20.8M	Sell	88,620 -10,155	-10%	-$2.21M	2.06%	21
2023 Q1	$20.8M	Sell	98,775 -3,896	-4%	-$737K	1.95%	21
2022 Q4	$16.5M	Sell	102,671 -1,919	-2%	-$307K	1.52%	26
2022 Q3	$17.1M	Sell	104,590 -24,764	-19%	-$4.26M	1.6%	25
2022 Q2	$19.4M	Sell	129,354 -64,197	-33%	-$9.69M	1.54%	28
2022 Q1	$31.8M	Buy	193,551 +5,390	+3%	+$827K	2.35%	19
2021 Q4	$35.1M	Buy	188,161 +14,957	+9%	+$2.61M	2.15%	23
2021 Q3	$26.2M	Buy	173,204 +46,050	+36%	+$7.02M	1.9%	27
2021 Q2	$17.4M	Buy	127,154 +49,378	+63%	+$6.54M	1.42%	31
2021 Q1	$10.7M	Buy	+77,776	New	+$10.4M	0.99%	40

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

London & Capital Asset Management's CDNS Position: Q1 2026 in Review

London & Capital Asset Management reduced its Cadence Design Systems (CDNS) stake by 51% in Q1 2026, selling an estimated $1.64M and leaving 5,359 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #92.

London & Capital Asset Management first reported a position in CDNS in Q1 2021 and has held it in 21 quarters since. The position peaked at $35.1M in Q4 2021. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

London & Capital Asset Management held 5,359 shares of Cadence Design Systems worth $1.49M as of Q1 2026.
London & Capital Asset Management sold 5,505 Cadence Design Systems shares in Q1 2026, an estimated $1.64M.
Cadence Design Systems made up 0.02% of London & Capital Asset Management's portfolio in Q1 2026, its #92 holding.
London & Capital Asset Management first reported a position in Cadence Design Systems in Q1 2021 and has held it in 21 quarters since.
London & Capital Asset Management's Cadence Design Systems position peaked at $35.1M in Q4 2021.
1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.