Manchester Global Management’s Cadence Design Systems CDNS Stock Holding History

Manchester Global 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	$53.7M	Buy	143,150 +50,000	+54%	+$17.5M	5.93%	7
2026 Q1	$25.9M	Hold	93,150	–	–	3.46%	13
2025 Q4	$29.1M	Buy	93,150 +29,450	+46%	+$9.61M	3.92%	13
2025 Q3	$22.4M	Hold	63,700	–	–	2.94%	16
2025 Q2	$19.6M	Sell	63,700 -27,700	-30%	-$8.05M	2.83%	15
2025 Q1	$23.2M	Buy	+91,400	New	+$25.4M	3.47%	12
2024 Q2	–	Sell	-50,312	Closed	-$15.7M	–	20
2024 Q1	$15.7M	Sell	50,312 -23,288	-32%	-$6.89M	2.75%	17
2023 Q4	$20M	Hold	73,600	–	–	6.52%	6
2023 Q3	$17.2M	Buy	73,600 +6,400	+10%	+$1.5M	6.61%	4
2023 Q2	$15.8M	Buy	67,200 +13,100	+24%	+$2.85M	6.39%	8
2023 Q1	$11.4M	Buy	+54,100	New	+$10.2M	4.08%	12

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

Manchester Global Management's CDNS Position: Q2 2026 in Review

Manchester Global Management increased its Cadence Design Systems (CDNS) stake by 54% in Q2 2026, buying an estimated $17.5M and bringing the position to 143,150 shares worth $53.7M. The position accounts for 5.93% of the portfolio, ranked #7.

Manchester Global Management first reported a position in CDNS in Q1 2023 and has held it in 11 quarters since. 1,507 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Manchester Global Management held 143,150 shares of Cadence Design Systems worth $53.7M as of Q2 2026.
Manchester Global Management bought 50,000 Cadence Design Systems shares in Q2 2026, an estimated $17.5M.
Cadence Design Systems made up 5.93% of Manchester Global Management's portfolio in Q2 2026, its #7 holding.
Manchester Global Management first reported a position in Cadence Design Systems in Q1 2023 and has held it in 11 quarters since.
1,507 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Manchester Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.