Lyell Wealth Management
CDNS icon

Lyell Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Lyell Wealth 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
Q3 		$17.9M Buy
54,167
+1,474
+3% +$484K 1.06% 26
2026
Q2 		$19.8M Buy
52,693
+333
+0.6% +$117K 1.21% 21
2026
Q1 		$14.5M Buy
52,360
+83
+0.2% +$24.8K 1.07% 29
2025
Q4 		$16.3M Buy
52,277
+1,493
+3% +$487K 1.18% 27
2025
Q3 		$17.8M Buy
50,784
+445
+0.9% +$153K 1.33% 25
2025
Q2 		$15.5M Buy
50,339
+2,357
+5% +$685K 1.23% 25
2025
Q1 		$12.2M Buy
47,982
+3,198
+7% +$889K 1.14% 29
2024
Q4 		$13.5M Buy
44,784
+282
+0.6% +$82K 1.21% 22
2024
Q3 		$12.1M Buy
44,502
+2,404
+6% +$665K 1.1% 28
2024
Q2 		$13M Buy
42,098
+2,948
+8% +$873K 1.24% 22
2024
Q1 		$12.2M Sell
39,150
-443
-1% -$131K 1.24% 26
2023
Q4 		$10.8M Sell
39,593
-536
-1% -$138K 1.23% 26
2023
Q3 		$9.4M Sell
40,129
-215
-0.5% -$50.3K 1.26% 25
2023
Q2 		$9.46M Buy
40,344
+317
+0.8% +$69K 1.21% 29
2023
Q1 		$8.41M Sell
40,027
-70
-0.2% -$13.2K 1.18% 28
2022
Q4 		$6.44M Sell
40,097
-1,559
-4% -$249K 1.02% 38
2022
Q3 		$6.81M Sell
41,656
-284
-0.7% -$48.8K 1.16% 26
2022
Q2 		$6.29M Sell
41,940
-120
-0.3% -$18.1K 1.03% 33
2022
Q1 		$6.92M Buy
42,060
+671
+2% +$103K 0.89% 38
2021
Q4 		$7.71M Buy
41,389
+1,413
+4% +$246K 0.88% 42
2021
Q3 		$6.05M Buy
39,976
+3,834
+11% +$584K 0.74% 51
2021
Q2 		$4.94M Buy
36,142
+2,492
+7% +$330K 0.61% 60
2021
Q1 		$4.61M Buy
33,650
+24,507
+268% +$3.29M 0.67% 57
2020
Q4 		$1.25M Buy
+9,143
New +$1.07M 0.2% 79

Other funds holding CDNS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lyell Wealth Management's CDNS Position: Q3 2026 in Review

Lyell Wealth Management increased its Cadence Design Systems (CDNS) stake by 2.8% in Q3 2026, buying an estimated $484K and bringing the position to 54,167 shares worth $17.9M. The position accounts for 1.06% of the portfolio, ranked #26.

Lyell Wealth Management first reported a position in CDNS in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.8M in Q2 2026. 683 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Lyell Wealth Management held 54,167 shares of Cadence Design Systems worth $17.9M as of Q3 2026.
  • Lyell Wealth Management bought 1,474 Cadence Design Systems shares in Q3 2026, an estimated $484K.
  • Cadence Design Systems made up 1.06% of Lyell Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Lyell Wealth Management first reported a position in Cadence Design Systems in Q4 2020 and has held it in 24 quarters since.
  • Lyell Wealth Management's Cadence Design Systems position peaked at $19.8M in Q2 2026.
  • 683 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.