Nicholas Company’s Cadence Design Systems CDNS Stock Holding History

Nicholas Company’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	$73M	Buy	194,478 +50	+0%	+$17.5K	1.33%	22
2026 Q1	$54M	Buy	194,428 +58,282	+43%	+$17.4M	1.06%	36
2025 Q4	$42.6M	Hold	136,146	–	–	0.75%	50
2025 Q3	$47.8M	Sell	136,146 -11,555	-8%	-$3.98M	0.81%	47
2025 Q2	$45.5M	Sell	147,701 -13,589	-8%	-$3.95M	0.76%	53
2025 Q1	$41M	Buy	161,290 +2,320	+1%	+$645K	0.71%	54
2024 Q4	$47.8M	Hold	158,970	–	–	0.77%	50
2024 Q3	$43.1M	Hold	158,970	–	–	0.7%	54
2024 Q2	$48.9M	Buy	158,970 +55	+0%	+$16.3K	0.81%	50
2024 Q1	$49.5M	Hold	158,915	–	–	0.82%	51
2023 Q4	$43.3M	Hold	158,915	–	–	0.77%	58
2023 Q3	$37.2M	Hold	158,915	–	–	0.75%	55
2023 Q2	$37.3M	Hold	158,915	–	–	0.71%	58
2023 Q1	$33.4M	Sell	158,915 -32,810	-17%	-$6.21M	0.68%	58
2022 Q4	$30.8M	Sell	191,725 -59,905	-24%	-$9.58M	0.66%	59
2022 Q3	$41.1M	Hold	251,630	–	–	0.94%	35
2022 Q2	$37.8M	Sell	251,630 -75	-0%	-$11.3K	0.82%	47
2022 Q1	$41.4M	Buy	251,705 +350	+0.1%	+$53.7K	0.74%	51
2021 Q4	$46.8M	Sell	251,355 -105	-0%	-$18.3K	0.76%	53
2021 Q3	$38.1M	Buy	251,460 +25,740	+11%	+$3.92M	0.67%	56
2021 Q2	$30.9M	Buy	225,720 +30,090	+15%	+$3.99M	0.54%	61
2021 Q1	$26.8M	Buy	+195,630	New	+$26.2M	0.5%	64

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

Nicholas Company's CDNS Position: Q2 2026 in Review

Nicholas Company increased its Cadence Design Systems (CDNS) stake by 0.03% in Q2 2026, buying an estimated $17.5K and bringing the position to 194,478 shares worth $73M. The position accounts for 1.33% of the portfolio, ranked #22.

Nicholas Company first reported a position in CDNS in Q1 2021 and has held it in 22 quarters since. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Nicholas Company held 194,478 shares of Cadence Design Systems worth $73M as of Q2 2026.
Nicholas Company bought 50 Cadence Design Systems shares in Q2 2026, an estimated $17.5K.
Cadence Design Systems made up 1.33% of Nicholas Company's portfolio in Q2 2026, its #22 holding.
Nicholas Company first reported a position in Cadence Design Systems in Q1 2021 and has held it in 22 quarters since.
1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.