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NZS Capital’s Cadence Design Systems CDNS Stock Holding History

NZS Capital’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 		$189M Sell
504,782
-22,641
-4% -$7.93M 4.91% 3
2026
Q1 		$147M Buy
527,423
+57,566
+12% +$17.2M 4.89% 2
2025
Q4 		$147M Sell
469,857
-42,887
-8% -$14M 4.5% 2
2025
Q3 		$180M Sell
512,744
-16,095
-3% -$5.54M 5.52% 2
2025
Q2 		$163M Buy
528,839
+80,702
+18% +$23.5M 5.54% 2
2025
Q1 		$114M Buy
448,137
+93,050
+26% +$25.9M 5.14% 2
2024
Q4 		$107M Buy
355,087
+8,028
+2% +$2.33M 4.54% 2
2024
Q3 		$94.1M Buy
347,059
+49,622
+17% +$13.7M 3.67% 6
2024
Q2 		$91.5M Sell
297,437
-337
-0.1% -$99.8K 3.75% 5
2024
Q1 		$92.7M Buy
297,774
+21,091
+8% +$6.24M 3.85% 6
2023
Q4 		$75.4M Sell
276,683
-42,566
-13% -$11M 3.97% 4
2023
Q3 		$74.8M Sell
319,249
-17,297
-5% -$4.05M 4.03% 4
2023
Q2 		$78.9M Sell
336,546
-46,951
-12% -$10.2M 3.95% 6
2023
Q1 		$80.6M Buy
383,497
+82,449
+27% +$15.6M 4.27% 4
2022
Q4 		$48.4M Buy
301,048
+8,844
+3% +$1.41M 4.14% 6
2022
Q3 		$47.8M Buy
292,204
+48,690
+20% +$8.37M 4.4% 5
2022
Q2 		$36.5M Buy
243,514
+129,110
+113% +$19.5M 3.91% 6
2022
Q1 		$18.8M Buy
114,404
+32,619
+40% +$5M 1.9% 20
2021
Q4 		$15.2M Sell
81,785
-16,731
-17% -$2.92M 1.34% 23
2021
Q3 		$14.9M Sell
98,516
-122,139
-55% -$18.6M 1.47% 22
2021
Q2 		$30.2M Buy
+220,655
New +$29.2M 2.78% 14

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 $3.38T AUM 44.17% 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

NZS Capital's CDNS Position: Q2 2026 in Review

NZS Capital reduced its Cadence Design Systems (CDNS) stake by 4.3% in Q2 2026, selling an estimated $7.93M and leaving 504,782 shares worth $189M. The position accounts for 4.91% of the portfolio, ranked #3.

NZS Capital first reported a position in CDNS in Q2 2021 and has held it in 21 quarters since. 1,508 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • NZS Capital held 504,782 shares of Cadence Design Systems worth $189M as of Q2 2026.
  • NZS Capital sold 22,641 Cadence Design Systems shares in Q2 2026, an estimated $7.93M.
  • Cadence Design Systems made up 4.91% of NZS Capital's portfolio in Q2 2026, its #3 holding.
  • NZS Capital first reported a position in Cadence Design Systems in Q2 2021 and has held it in 21 quarters since.
  • 1,508 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.