Marietta Investment Partners’s Cadence Design Systems CDNS Stock Holding History

Marietta Investment Partners’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	$775K	Sell	2,066 -24	-1%	-$8.41K	0.13%	106
2026 Q1	$581K	Buy	2,090 +52	+3%	+$15.5K	0.12%	111
2025 Q4	$637K	Buy	+2,038	New	+$665K	0.13%	105
2025 Q2	–	Sell	-9,108	Closed	-$2.32M	–	157
2025 Q1	$2.32M	Sell	9,108 -23,578	-72%	-$6.56M	0.56%	51
2024 Q4	$9.82M	Sell	32,686 -86	-0.3%	-$25K	2.16%	11
2024 Q3	$8.88M	Sell	32,772 -1,320	-4%	-$365K	1.89%	11
2024 Q2	$10.5M	Sell	34,092 -383	-1%	-$113K	2.3%	8
2024 Q1	$10.7M	Sell	34,475 -2,606	-7%	-$771K	2.35%	7
2023 Q4	$10.1M	Buy	37,081 +163	+0.4%	+$42K	2.51%	6
2023 Q3	$8.65M	Sell	36,918 -50	-0.1%	-$11.7K	2.42%	7
2023 Q2	$8.67M	Buy	36,968 +510	+1%	+$111K	2.25%	7
2023 Q1	$7.66M	Buy	36,458 +1,701	+5%	+$322K	2.13%	12
2022 Q4	$5.58M	Sell	34,757 -3,929	-10%	-$628K	1.58%	22
2022 Q3	$5.51M	Buy	+38,686	New	+$6.65M	1.64%	21

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marietta Investment Partners's CDNS Position: Q2 2026 in Review

Marietta Investment Partners reduced its Cadence Design Systems (CDNS) stake by 1.1% in Q2 2026, selling an estimated $8.41K and leaving 2,066 shares worth $775K. The position accounts for 0.13% of the portfolio, ranked #106.

Marietta Investment Partners first reported a position in CDNS in Q3 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q1 2024. 1,311 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Marietta Investment Partners held 2,066 shares of Cadence Design Systems worth $775K as of Q2 2026.
Marietta Investment Partners sold 24 Cadence Design Systems shares in Q2 2026, an estimated $8.41K.
Cadence Design Systems made up 0.13% of Marietta Investment Partners's portfolio in Q2 2026, its #106 holding.
Marietta Investment Partners first reported a position in Cadence Design Systems in Q3 2022 and has held it in 14 quarters since.
Marietta Investment Partners's Cadence Design Systems position peaked at $10.7M in Q1 2024.
1,311 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.