Moneta Group Investment Advisors’s Cadence Design Systems CDNS Stock Holding History

Moneta Group Investment Advisors’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 Q1	$890K	Buy	3,203 +565	+21%	+$169K	0.01%	378
2025 Q4	$824K	Buy	2,638 +5	+0.2%	+$1.63K	0.01%	392
2025 Q3	$925K	Sell	2,633 -56	-2%	-$19.3K	0.01%	368
2025 Q2	$829K	Sell	2,689 -708	-21%	-$206K	0.01%	337
2025 Q1	$864K	Sell	3,397 -1,706	-33%	-$474K	0.01%	308
2024 Q4	$1.53M	Sell	5,103 -197	-4%	-$57.3K	0.02%	239
2024 Q3	$1.44M	Buy	5,300 +643	+14%	+$178K	0.02%	244
2024 Q2	$1.43M	Sell	4,657 -862	-16%	-$255K	0.02%	226
2024 Q1	$1.72M	Sell	5,519 -881	-14%	-$261K	0.03%	201
2023 Q4	$1.74M	Buy	6,400 +1	+0%	+$258	0.03%	188
2023 Q3	$1.5M	Buy	6,399 +4,989	+354%	+$1.17M	0.03%	189
2023 Q2	$331K	Sell	1,410 -185	-12%	-$40.3K	0.01%	413
2023 Q1	$335K	Buy	+1,595	New	+$302K	0.01%	395
2022 Q3	–	Sell	-1,486	Closed	-$223K	–	439
2022 Q2	$223K	Buy	+1,486	New	+$224K	0.01%	426

Other funds holding CDNS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Moneta Group Investment Advisors's CDNS Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Cadence Design Systems (CDNS) stake by 21% in Q1 2026, buying an estimated $169K and bringing the position to 3,203 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #378.

Moneta Group Investment Advisors first reported a position in CDNS in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.74M in Q4 2023. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Moneta Group Investment Advisors held 3,203 shares of Cadence Design Systems worth $890K as of Q1 2026.
Moneta Group Investment Advisors bought 565 Cadence Design Systems shares in Q1 2026, an estimated $169K.
Cadence Design Systems made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #378 holding.
Moneta Group Investment Advisors first reported a position in Cadence Design Systems in Q2 2022 and has held it in 14 quarters since.
Moneta Group Investment Advisors's Cadence Design Systems position peaked at $1.74M in Q4 2023.
1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.