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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Root Financial Partners's CDNS Position: Q2 2026 in Review

Root Financial Partners sold out of Cadence Design Systems (CDNS) in Q2 2026, closing a stake of 195 shares — an estimated $54.2K sold.

Root Financial Partners first reported a position in CDNS in Q3 2025 and held it in 3 quarters. The position peaked at $67.1K in Q3 2025. 515 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Root Financial Partners reported no remaining Cadence Design Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 195 Cadence Design Systems shares in Q2 2026, an estimated $54.2K.
  • Root Financial Partners first reported a position in Cadence Design Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cadence Design Systems position peaked at $67.1K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.