Oarsman Capital’s Cadence Design Systems CDNS Stock Holding History

Oarsman 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 Q1	$268K	Sell	963 -135	-12%	-$40.3K	0.03%	190
2025 Q4	$343K	Buy	1,098 +14	+1%	+$4.57K	0.04%	166
2025 Q3	$381K	Sell	1,084 -114	-10%	-$39.2K	0.05%	156
2025 Q2	$369K	Buy	1,198 +99	+9%	+$28.8K	0.06%	165
2025 Q1	$280K	Buy	1,099 +57	+5%	+$15.9K	0.05%	186
2024 Q4	$313K	Buy	1,042 +38	+4%	+$11K	0.05%	173
2024 Q3	$272K	Buy	1,004 +256	+34%	+$70.8K	0.05%	191
2024 Q2	$230K	Buy	748 +92	+14%	+$27.2K	0.05%	207
2024 Q1	$204K	Buy	+656	New	+$194K	0.05%	225

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

Oarsman Capital's CDNS Position: Q1 2026 in Review

Oarsman Capital reduced its Cadence Design Systems (CDNS) stake by 12% in Q1 2026, selling an estimated $40.3K and leaving 963 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #190.

Oarsman Capital first reported a position in CDNS in Q1 2024 and has held it in 9 quarters since. The position peaked at $381K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Oarsman Capital held 963 shares of Cadence Design Systems worth $268K as of Q1 2026.
Oarsman Capital sold 135 Cadence Design Systems shares in Q1 2026, an estimated $40.3K.
Cadence Design Systems made up 0.03% of Oarsman Capital's portfolio in Q1 2026, its #190 holding.
Oarsman Capital first reported a position in Cadence Design Systems in Q1 2024 and has held it in 9 quarters since.
Oarsman Capital's Cadence Design Systems position peaked at $381K in Q3 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.