Longbow Finance’s Cadence Design Systems CDNS Stock Holding History

Longbow Finance’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	$4.11M	Sell	14,791 -14,244	-49%	-$4.25M	0.74%	50
2025 Q4	$9.08M	Buy	+29,035	New	+$9.47M	1.54%	17
2024 Q4	–	Sell	-9,749	Closed	-$2.64M	–	80
2024 Q3	$2.64M	Sell	9,749 -2,968	-23%	-$821K	0.28%	72
2024 Q2	$3.91M	Sell	12,717 -7,923	-38%	-$2.35M	0.4%	62
2024 Q1	$6.42M	Sell	20,640 -35,986	-64%	-$10.6M	0.65%	43
2023 Q4	$15.4M	Buy	56,626 +2,581	+5%	+$665K	1.57%	19
2023 Q3	$12.7M	Buy	54,045 +18,725	+53%	+$4.38M	1.52%	24
2023 Q2	$8.28M	Buy	35,320 +184	+0.5%	+$40K	0.96%	40
2023 Q1	$7.38M	Buy	+35,136	New	+$6.65M	0.93%	43

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

Longbow Finance's CDNS Position: Q1 2026 in Review

Longbow Finance reduced its Cadence Design Systems (CDNS) stake by 49% in Q1 2026, selling an estimated $4.25M and leaving 14,791 shares worth $4.11M. The position accounts for 0.74% of the portfolio, ranked #50.

Longbow Finance first reported a position in CDNS in Q1 2023 and has held it in 9 quarters since. The position peaked at $15.4M in Q4 2023. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Longbow Finance held 14,791 shares of Cadence Design Systems worth $4.11M as of Q1 2026.
Longbow Finance sold 14,244 Cadence Design Systems shares in Q1 2026, an estimated $4.25M.
Cadence Design Systems made up 0.74% of Longbow Finance's portfolio in Q1 2026, its #50 holding.
Longbow Finance first reported a position in Cadence Design Systems in Q1 2023 and has held it in 9 quarters since.
Longbow Finance's Cadence Design Systems position peaked at $15.4M in Q4 2023.
1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.