Root Financial Partners’s Cadence Design Systems CDNS Stock Holding History

Root Financial Partners’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 Q3	$97.1K	Buy	+294	New	+$96.6K	﹤0.01%	745
2026 Q2	–	Sell	-195	Closed	-$54.2K	–	890
2026 Q1	$54.2K	Sell	195 -5	-3%	-$1.49K	﹤0.01%	845
2025 Q4	$62.5K	Buy	200 +9	+5%	+$2.94K	﹤0.01%	631
2025 Q3	$67.1K	Buy	+191	New	+$65.7K	﹤0.01%	569

Other funds holding CDNS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Root Financial Partners's CDNS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cadence Design Systems (CDNS) in Q3 2026: 294 shares worth $97.1K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CDNS as recently as Q1 2026.

Root Financial Partners first reported a position in CDNS in Q3 2025 and has held it in 4 quarters since. 789 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

Root Financial Partners held 294 shares of Cadence Design Systems worth $97.1K as of Q3 2026.
Cadence Design Systems was a new Root Financial Partners position in Q3 2026.
Cadence Design Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #745 holding.
Root Financial Partners first reported a position in Cadence Design Systems in Q3 2025 and has held it in 4 quarters since.
789 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.