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Phoenix Financial’s Cadence Design Systems CDNS Stock Holding History

Phoenix 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
2026
Q2 		$3.3M Buy
8,785
+640
+8% +$224K 0.02% 158
2026
Q1 		$2.3M Buy
8,145
+1,704
+26% +$508K 0.02% 163
2025
Q4 		$962K Buy
6,441
+122
+2% +$39.8K 0.01% 232
2025
Q3 		$956K Sell
6,319
-319
-5% -$110K 0.01% 234
2025
Q2 		$2.03M Buy
6,638
+3,849
+138% +$1.12M 0.03% 181
2025
Q1 		$711K Sell
2,789
-53
-2% -$14.7K 0.01% 234
2024
Q4 		$854K Sell
2,842
-1,053
-27% -$306K 0.01% 232
2024
Q3 		$1.06M Sell
3,895
-559
-13% -$155K 0.02% 217
2024
Q2 		$1.37M Buy
4,454
+2,984
+203% +$883K 0.02% 200
2024
Q1 		$457K Buy
+1,470
New +$435K 0.01% 275

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

Phoenix Financial's CDNS Position: Q2 2026 in Review

Phoenix Financial increased its Cadence Design Systems (CDNS) stake by 7.9% in Q2 2026, buying an estimated $224K and bringing the position to 8,785 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #158.

Phoenix Financial first reported a position in CDNS in Q1 2024 and has held it in 10 quarters since. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Phoenix Financial held 8,785 shares of Cadence Design Systems worth $3.3M as of Q2 2026.
  • Phoenix Financial bought 640 Cadence Design Systems shares in Q2 2026, an estimated $224K.
  • Cadence Design Systems made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #158 holding.
  • Phoenix Financial first reported a position in Cadence Design Systems in Q1 2024 and has held it in 10 quarters since.
  • 1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.