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Montag & Associates’s Cadence Design Systems CDNS Stock Holding History

Montag & Associates’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 		$1.2M Hold
3,206
– – 0.05% 229
2026
Q1 		$891K Sell
3,206
-1,985
-38% -$592K 0.04% 255
2025
Q4 		$1.62M Sell
5,191
-3,716
-42% -$1.21M 0.07% 180
2025
Q3 		$3.13M Buy
8,907
+7,482
+525% +$2.57M 0.14% 132
2025
Q2 		$439K Sell
1,425
-157
-10% -$45.6K 0.02% 319
2025
Q1 		$402K Hold
1,582
– – 0.02% 330
2024
Q4 		$475K Hold
1,582
– – 0.02% 322
2024
Q3 		$429K Buy
1,582
+50
+3% +$13.8K 0.02% 340
2024
Q2 		$471K Sell
1,532
-3,976
-72% -$1.18M 0.02% 314
2024
Q1 		$1.71M Buy
5,508
+524
+11% +$155K 0.09% 192
2023
Q4 		$1.36M Buy
4,984
+833
+20% +$215K 0.08% 191
2023
Q3 		$973K Buy
4,151
+400
+11% +$93.6K 0.06% 220
2023
Q2 		$880K Sell
3,751
-69
-2% -$15K 0.05% 227
2023
Q1 		$803K Buy
3,820
+3,055
+399% +$578K 0.05% 238
2022
Q4 		$123K Hold
765
– – 0.01% 432
2022
Q3 		$125K Buy
765
+488
+176% +$83.9K 0.01% 417
2022
Q2 		$42K Hold
277
– – ﹤0.01% 556
2022
Q1 		$46K Sell
277
-25
-8% -$3.83K ﹤0.01% 576
2021
Q4 		$56K Hold
302
– – ﹤0.01% 552
2021
Q3 		$46K Hold
302
– – ﹤0.01% 574
2021
Q2 		$41K Sell
302
-153
-34% -$20.3K ﹤0.01% 577
2021
Q1 		$62K Buy
455
+120
+36% +$16.1K ﹤0.01% 527
2020
Q4 		$46K Buy
+335
New +$39.3K ﹤0.01% 547

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Montag & Associates's CDNS Position: Q2 2026 in Review

Montag & Associates held its Cadence Design Systems (CDNS) position steady in Q2 2026 at 3,206 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #229.

Montag & Associates first reported a position in CDNS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.13M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Montag & Associates held 3,206 shares of Cadence Design Systems worth $1.2M as of Q2 2026.
  • Montag & Associates left its Cadence Design Systems share count unchanged in Q2 2026.
  • Cadence Design Systems made up 0.05% of Montag & Associates's portfolio in Q2 2026, its #229 holding.
  • Montag & Associates first reported a position in Cadence Design Systems in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Cadence Design Systems position peaked at $3.13M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.