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 Q2	$10.2M	Buy	27,284 +12,493	+84%	+$4.38M	1.31%	27
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Longbow Finance's CDNS Position: Q2 2026 in Review

Longbow Finance increased its Cadence Design Systems (CDNS) stake by 84% in Q2 2026, buying an estimated $4.38M and bringing the position to 27,284 shares worth $10.2M. The position accounts for 1.31% of the portfolio, ranked #27.

Longbow Finance first reported a position in CDNS in Q1 2023 and has held it in 10 quarters since. The position peaked at $15.4M in Q4 2023. 1,506 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Longbow Finance held 27,284 shares of Cadence Design Systems worth $10.2M as of Q2 2026.
Longbow Finance bought 12,493 Cadence Design Systems shares in Q2 2026, an estimated $4.38M.
Cadence Design Systems made up 1.31% of Longbow Finance's portfolio in Q2 2026, its #27 holding.
Longbow Finance first reported a position in Cadence Design Systems in Q1 2023 and has held it in 10 quarters since.
Longbow Finance's Cadence Design Systems position peaked at $15.4M in Q4 2023.
1,506 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.