Regent Peak Wealth Advisors’s Cadence Design Systems CDNS Stock Holding History

Regent Peak Wealth Advisors’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	$637K	Buy	1,697 +42	+3%	+$14.7K	0.12%	80
2026 Q1	$460K	Buy	1,655 +17	+1%	+$5.07K	0.09%	98
2025 Q4	$512K	Buy	1,638 +5	+0.3%	+$1.63K	0.1%	89
2025 Q3	$574K	Buy	+1,633	New	+$562K	0.11%	80
2025 Q1	$410K	Sell	1,613 -117	-7%	-$32.5K	0.1%	93
2024 Q4	$520K	Buy	1,730 +5	+0.3%	+$1.45K	0.12%	81
2024 Q3	$468K	Sell	1,725 -22	-1%	-$6.08K	0.11%	90
2024 Q2	$538K	Buy	1,747 +146	+9%	+$43.2K	0.12%	83
2024 Q1	$498K	Sell	1,601 -1	-0.1%	-$296	0.13%	83
2023 Q4	$436K	Buy	1,602 +4	+0.3%	+$1.03K	0.12%	86
2023 Q3	$374K	Buy	+1,598	New	+$374K	0.11%	95
2021 Q1	–	Sell	-225	Closed	-$31K	–	285
2020 Q4	$31K	Buy	+225	New	+$26.4K	0.01%	376

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Regent Peak Wealth Advisors's CDNS Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Cadence Design Systems (CDNS) stake by 2.5% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,697 shares worth $637K. The position accounts for 0.12% of the portfolio, ranked #80.

Regent Peak Wealth Advisors first reported a position in CDNS in Q4 2020 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Regent Peak Wealth Advisors held 1,697 shares of Cadence Design Systems worth $637K as of Q2 2026.
Regent Peak Wealth Advisors bought 42 Cadence Design Systems shares in Q2 2026, an estimated $14.7K.
Cadence Design Systems made up 0.12% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Regent Peak Wealth Advisors first reported a position in Cadence Design Systems in Q4 2020 and has held it in 12 quarters since.
227 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.