Sawgrass Asset Management’s Cadence Design Systems CDNS Stock Holding History

Sawgrass Asset 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 Q1	$7.09M	Sell	25,520 -668	-3%	-$199K	1.07%	31
2025 Q4	$8.19M	Sell	26,188 -1,462	-5%	-$477K	1.02%	34
2025 Q3	$9.71M	Buy	27,650 +3,038	+12%	+$1.05M	1.2%	25
2025 Q2	$7.58M	Sell	24,612 -350	-1%	-$102K	0.86%	43
2025 Q1	$6.35M	Buy	+24,962	New	+$6.94M	0.78%	50

Other funds holding CDNS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sawgrass Asset Management's CDNS Position: Q1 2026 in Review

Sawgrass Asset Management reduced its Cadence Design Systems (CDNS) stake by 2.6% in Q1 2026, selling an estimated $199K and leaving 25,520 shares worth $7.09M. The position accounts for 1.07% of the portfolio, ranked #31.

Sawgrass Asset Management first reported a position in CDNS in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.71M in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Sawgrass Asset Management held 25,520 shares of Cadence Design Systems worth $7.09M as of Q1 2026.
Sawgrass Asset Management sold 668 Cadence Design Systems shares in Q1 2026, an estimated $199K.
Cadence Design Systems made up 1.07% of Sawgrass Asset Management's portfolio in Q1 2026, its #31 holding.
Sawgrass Asset Management first reported a position in Cadence Design Systems in Q1 2025 and has held it in 5 quarters since.
Sawgrass Asset Management's Cadence Design Systems position peaked at $9.71M in Q3 2025.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.