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

Roth 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	$263K	Buy	+700	New	+$245K	0.08%	31
2026 Q1	–	Sell	-700	Closed	-$219K	–	32
2025 Q4	$219K	Hold	700	–	–	0.07%	31
2025 Q3	$246K	Hold	700	–	–	0.08%	29
2025 Q2	$216K	Buy	+700	New	+$204K	0.08%	30
2025 Q1	–	Sell	-700	Closed	-$210K	–	32
2024 Q4	$210K	Buy	+700	New	+$203K	0.08%	31
2024 Q3	–	Sell	-700	Closed	-$215K	–	32
2024 Q2	$215K	Hold	700	–	–	0.09%	31
2024 Q1	$218K	Buy	+700	New	+$207K	0.1%	29

Other funds holding CDNS

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Roth Financial Partners opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 700 shares worth $263K. The stake represents 0.08% of the portfolio and ranks #31 among its holdings. This is a return to the name: Roth Financial Partners previously reported a position in CDNS as recently as Q4 2025.

Roth Financial Partners first reported a position in CDNS in Q1 2024 and has held it in 7 quarters since. 717 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Roth Financial Partners held 700 shares of Cadence Design Systems worth $263K as of Q2 2026.
Cadence Design Systems was a new Roth Financial Partners position in Q2 2026.
Cadence Design Systems made up 0.08% of Roth Financial Partners's portfolio in Q2 2026, its #31 holding.
Roth Financial Partners first reported a position in Cadence Design Systems in Q1 2024 and has held it in 7 quarters since.
717 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.