M & L Capital Management’s Cadence Design Systems CDNS Stock Holding History

M & L Capital 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
2025 Q3	–	Sell	-38,500	Closed	-$11.9M	–	26
2025 Q2	$11.9M	Hold	38,500	–	–	2.67%	8
2025 Q1	$9.79M	Hold	38,500	–	–	2.93%	9
2024 Q4	$11.6M	Buy	+38,500	New	+$11.2M	2.82%	9

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M & L Capital Management's CDNS Position: Q3 2025 in Review

M & L Capital Management sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 38,500 shares — an estimated $11.9M sold.

M & L Capital Management first reported a position in CDNS in Q4 2024 and held it in 3 quarters. The position peaked at $11.9M in Q2 2025. 1,382 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

M & L Capital Management reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
M & L Capital Management sold 38,500 Cadence Design Systems shares in Q3 2025, an estimated $11.9M.
M & L Capital Management first reported a position in Cadence Design Systems in Q4 2024 and held it in 3 quarters.
M & L Capital Management's Cadence Design Systems position peaked at $11.9M in Q2 2025.
1,382 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on M & L Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.