Meridiem Investment Management’s Cadence Design Systems CDNS Stock Holding History

Meridiem Investment 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	$200M	Sell	533,653 -218,777	-29%	-$76.7M	5.37%	7
2026 Q1	$209M	Sell	752,430 -32,542	-4%	-$9.71M	5.34%	9
2025 Q4	$245M	Sell	784,972 -27,759	-3%	-$9.06M	5.18%	10
2025 Q3	$286M	Sell	812,731 -8,599	-1%	-$2.96M	5.47%	8
2025 Q2	$253M	Buy	821,330 +5,951	+0.7%	+$1.73M	4.6%	13
2025 Q1	$207M	Buy	815,379 +31,473	+4%	+$8.75M	3.79%	15
2024 Q4	$236M	Buy	783,906 +306,887	+64%	+$89.2M	4.22%	15
2024 Q3	$129M	Buy	+477,019	New	+$132M	2.3%	19

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

Meridiem Investment Management's CDNS Position: Q2 2026 in Review

Meridiem Investment Management reduced its Cadence Design Systems (CDNS) stake by 29% in Q2 2026, selling an estimated $76.7M and leaving 533,653 shares worth $200M. The position accounts for 5.37% of the portfolio, ranked #7.

Meridiem Investment Management first reported a position in CDNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $286M in Q3 2025. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Meridiem Investment Management held 533,653 shares of Cadence Design Systems worth $200M as of Q2 2026.
Meridiem Investment Management sold 218,777 Cadence Design Systems shares in Q2 2026, an estimated $76.7M.
Cadence Design Systems made up 5.37% of Meridiem Investment Management's portfolio in Q2 2026, its #7 holding.
Meridiem Investment Management first reported a position in Cadence Design Systems in Q3 2024 and has held it in 8 quarters since.
Meridiem Investment Management's Cadence Design Systems position peaked at $286M in Q3 2025.
1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Meridiem Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.