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Sage Mountain Advisors’s Cadence Design Systems CDNS Stock Holding History

Sage Mountain 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
Q1 		– Sell
-1,560
Closed -$488K – 333
2025
Q4 		$488K Sell
1,560
-438
-22% -$143K 0.03% 282
2025
Q3 		$702K Buy
1,998
+1,061
+113% +$365K 0.04% 211
2025
Q2 		$289K Sell
937
-791
-46% -$230K 0.02% 332
2025
Q1 		$439K Buy
1,728
+517
+43% +$144K 0.03% 242
2024
Q4 		$364K Buy
1,211
+149
+14% +$43.3K 0.03% 258
2024
Q3 		$288K Buy
1,062
+17
+2% +$4.7K 0.02% 292
2024
Q2 		$321K Buy
1,045
+191
+22% +$56.6K 0.03% 238
2024
Q1 		$266K Sell
854
-61
-7% -$18K 0.03% 261
2023
Q4 		$249K Buy
915
+34
+4% +$8.76K 0.03% 227
2023
Q3 		$206K Sell
881
-7
-0.8% -$1.64K 0.03% 244
2023
Q2 		$208K Buy
+888
New +$193K 0.03% 241

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sage Mountain Advisors's CDNS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 1,560 shares — an estimated $488K sold.

Sage Mountain Advisors first reported a position in CDNS in Q2 2023 and held it in 11 quarters. The position peaked at $702K in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,560 Cadence Design Systems shares in Q1 2026, an estimated $488K.
  • Sage Mountain Advisors first reported a position in Cadence Design Systems in Q2 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's Cadence Design Systems position peaked at $702K in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.