SageView Advisory Group’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Buy
+630
New +$221K 0.01% 563
2026
Q1
Sell
-990
Closed -$309K 895
2025
Q4
$309K Buy
990
+140
+16% +$45.7K 0.01% 480
2025
Q3
$299K Sell
850
-4
-0.5% -$1.38K 0.01% 516
2025
Q2
$285K Sell
854
-1
-0.1% -$291 0.01% 508
2025
Q1
$217K Sell
855
-416
-33% -$116K 0.01% 552
2024
Q4
$382K Buy
1,271
+229
+22% +$66.6K 0.02% 391
2024
Q3
$282K Sell
1,042
-362
-26% -$100K 0.01% 413
2024
Q2
$432K Buy
1,404
+383
+38% +$113K 0.02% 364
2024
Q1
$318K Sell
1,021
-202
-17% -$59.7K 0.02% 399
2023
Q4
$360K Buy
+1,223
New +$315K 0.02% 458

Other funds holding CDNS

SageView Advisory Group's CDNS Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 630 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in CDNS as recently as Q4 2025.

SageView Advisory Group first reported a position in CDNS in Q4 2023 and has held it in 10 quarters since. The position peaked at $432K in Q2 2024. 1,507 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • SageView Advisory Group held 630 shares of Cadence Design Systems worth $236K as of Q2 2026.
  • Cadence Design Systems was a new SageView Advisory Group position in Q2 2026.
  • Cadence Design Systems made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #563 holding.
  • SageView Advisory Group first reported a position in Cadence Design Systems in Q4 2023 and has held it in 10 quarters since.
  • SageView Advisory Group's Cadence Design Systems position peaked at $432K in Q2 2024.
  • 1,507 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.