Roberts Capital Advisors’s Cadence Design Systems CDNS Stock Holding History

Roberts Capital 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
2025 Q4	–	Sell	-2,735	Closed	-$961K	–	17
2025 Q3	$961K	Hold	2,735	–	–	1.07%	25
2025 Q2	$843K	Hold	2,735	–	–	0.62%	49
2025 Q1	$696K	Hold	2,735	–	–	0.61%	48
2024 Q4	$822K	Hold	2,735	–	–	0.69%	43
2024 Q3	$741K	Hold	2,735	–	–	0.63%	49
2024 Q2	$851K	Hold	2,735	–	–	0.82%	38
2024 Q1	$851K	Buy	+2,735	New	+$809K	0.82%	38
2022 Q3	$479K	Hold	2,932	–	–	0.69%	44
2022 Q2	$440K	Hold	2,932	–	–	0.6%	51
2022 Q1	$482K	Hold	2,932	–	–	0.5%	66
2021 Q4	$546K	Buy	+2,932	New	+$511K	0.51%	75

Other funds holding CDNS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Roberts Capital Advisors's CDNS Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 2,735 shares — an estimated $961K sold.

Roberts Capital Advisors first reported a position in CDNS in Q4 2021 and held it in 11 quarters. The position peaked at $961K in Q3 2025. 1,441 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

Roberts Capital Advisors reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 2,735 Cadence Design Systems shares in Q4 2025, an estimated $961K.
Roberts Capital Advisors first reported a position in Cadence Design Systems in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Cadence Design Systems position peaked at $961K in Q3 2025.
1,441 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.