Sandler Capital Management’s Cadence Design Systems CDNS Stock Holding History

Sandler Capital Management’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	$1.5M	Buy	+4,008	New	+$1.4M	0.75%	48
2024 Q2	–	Sell	-13,810	Closed	-$4.3M	–	127
2024 Q1	$4.3M	Buy	+13,810	New	+$4.08M	0.31%	105
2023 Q2	–	Sell	-21,753	Closed	-$4.57M	–	101
2023 Q1	$4.57M	Sell	21,753 -1,205	-5%	-$228K	0.42%	68
2022 Q4	$3.69M	Buy	22,958 +17	+0.1%	+$2.72K	0.38%	63
2022 Q3	$3.75M	Sell	22,941 -18,303	-44%	-$3.15M	0.52%	57
2022 Q2	$6.19M	Buy	41,244 +21,244	+106%	+$3.21M	0.66%	59
2022 Q1	$3.29M	Buy	+20,000	New	+$3.07M	0.29%	88
2021 Q4	–	Sell	-45,480	Closed	-$6.89M	–	109
2021 Q3	$6.89M	Buy	+45,480	New	+$6.93M	0.61%	64
2021 Q2	–	Sell	-38,394	Closed	-$5.26M	–	105
2021 Q1	$5.26M	Buy	38,394 +590	+2%	+$79.2K	0.45%	82
2020 Q4	$5.16M	Buy	37,804 +1,400	+4%	+$164K	0.6%	60
2020 Q3	$3.88M	Buy	+36,404	New	+$3.83M	0.39%	62
2013 Q3	–	Sell	-1,342,596	Closed	-$19.4M	–	174
2013 Q2	$19.4M	Buy	+1,342,596	New	+$18.9M	0.73%	45

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sandler Capital Management's CDNS Position: Q2 2026 in Review

Sandler Capital Management opened a new position in Cadence Design Systems (CDNS) in Q2 2026: 4,008 shares worth $1.5M. The stake represents 0.75% of the portfolio and ranks #48 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in CDNS as recently as Q1 2024.

Sandler Capital Management first reported a position in CDNS in Q2 2013 and has held it in 12 quarters since. The position peaked at $19.4M in Q2 2013. 1,509 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Sandler Capital Management held 4,008 shares of Cadence Design Systems worth $1.5M as of Q2 2026.
Cadence Design Systems was a new Sandler Capital Management position in Q2 2026.
Cadence Design Systems made up 0.75% of Sandler Capital Management's portfolio in Q2 2026, its #48 holding.
Sandler Capital Management first reported a position in Cadence Design Systems in Q2 2013 and has held it in 12 quarters since.
Sandler Capital Management's Cadence Design Systems position peaked at $19.4M in Q2 2013.
1,509 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.