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Optimize Financial’s Cadence Design Systems CDNS Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-7,674
Closed -$2.36M – 345
2025
Q2 		$2.36M Sell
7,674
-54
-0.7% -$15.7K 1.45% 9
2025
Q1 		$1.97M Buy
7,728
+837
+12% +$233K 1.42% 3
2024
Q4 		$2.07M Buy
+6,891
New +$2M 1.55% 10

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimize Financial's CDNS Position: Q3 2025 in Review

Optimize Financial sold out of Cadence Design Systems (CDNS) in Q3 2025, closing a stake of 7,674 shares — an estimated $2.36M sold.

Optimize Financial first reported a position in CDNS in Q4 2024 and held it in 3 quarters. The position peaked at $2.36M in Q2 2025. 1,382 funds tracked by Wall St. Rank hold CDNS as of Q3 2025.

  • Optimize Financial reported no remaining Cadence Design Systems position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 7,674 Cadence Design Systems shares in Q3 2025, an estimated $2.36M.
  • Optimize Financial first reported a position in Cadence Design Systems in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Cadence Design Systems position peaked at $2.36M in Q2 2025.
  • 1,382 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.