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

SageView Advisory Group’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SageView Advisory Group's CDNS Position: Q4 2025 in Review

SageView Advisory Group increased its Cadence Design Systems (CDNS) stake by 16% in Q4 2025, buying an estimated $45.7K and bringing the position to 990 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #480.

SageView Advisory Group first reported a position in CDNS in Q4 2023 and has held it in 9 quarters since. The position peaked at $432K in Q2 2024. 1,436 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

SageView Advisory Group held 990 shares of Cadence Design Systems worth $309K as of Q4 2025.
SageView Advisory Group bought 140 Cadence Design Systems shares in Q4 2025, an estimated $45.7K.
Cadence Design Systems made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #480 holding.
SageView Advisory Group first reported a position in Cadence Design Systems in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Cadence Design Systems position peaked at $432K in Q2 2024.
1,436 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.