LWM
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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
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 		$4.95M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lyell Wealth Management's CDNS Position: Q2 2026 in Review

Lyell Wealth Management increased its Cadence Design Systems (CDNS) stake by 0.64% in Q2 2026, buying an estimated $117K and bringing the position to 52,693 shares worth $19.8M. The position accounts for 1.21% of the portfolio, ranked #21.

Lyell Wealth Management first reported a position in CDNS in Q4 2020 and has held it in 23 quarters since. 1,507 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Lyell Wealth Management held 52,693 shares of Cadence Design Systems worth $19.8M as of Q2 2026.
  • Lyell Wealth Management bought 333 Cadence Design Systems shares in Q2 2026, an estimated $117K.
  • Cadence Design Systems made up 1.21% of Lyell Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Lyell Wealth Management first reported a position in Cadence Design Systems in Q4 2020 and has held it in 23 quarters since.
  • 1,507 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.