SCGE Management’s Cadence Design Systems CDNS Stock Holding History

SCGE 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
2025 Q4	–	Sell	-541,000	Closed	-$190M	–	21
2025 Q3	$190M	Sell	541,000 -68,000	-11%	-$23.4M	3.71%	14
2025 Q2	$188M	Buy	+609,000	New	+$177M	3.94%	13
2024 Q3	–	Sell	-380,000	Closed	-$117M	–	16
2024 Q2	$117M	Hold	380,000	–	–	2.29%	13
2024 Q1	$118M	Sell	380,000 -300,000	-44%	-$88.7M	2.24%	13
2023 Q4	$185M	Hold	680,000	–	–	4.14%	10
2023 Q3	$159M	Hold	680,000	–	–	4.14%	8
2023 Q2	$159M	Buy	680,000 +313,039	+85%	+$68.1M	3.76%	9
2023 Q1	$77.1M	Buy	+366,961	New	+$69.4M	2.12%	13

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

SCGE Management's CDNS Position: Q4 2025 in Review

SCGE Management sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 541,000 shares — an estimated $190M sold.

SCGE Management first reported a position in CDNS in Q1 2023 and held it in 8 quarters. The position peaked at $190M in Q3 2025. 1,436 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

SCGE Management reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
SCGE Management sold 541,000 Cadence Design Systems shares in Q4 2025, an estimated $190M.
SCGE Management first reported a position in Cadence Design Systems in Q1 2023 and held it in 8 quarters.
SCGE Management's Cadence Design Systems position peaked at $190M in Q3 2025.
1,436 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on SCGE Management's 13F filing for Q4 2025, filed 13 Feb 2026.