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Schechter Investment Advisors’s Cadence Design Systems CDNS Stock Holding History

Schechter Investment Advisors’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
Q1 		$1.08M Sell
4,239
-60
-1% -$16.7K 0.09% 223
2024
Q4 		$1.29M Sell
4,299
-487
-10% -$142K 0.1% 194
2024
Q3 		$1.3M Sell
4,786
-162
-3% -$44.8K 0.1% 198
2024
Q2 		$1.52M Buy
4,948
+132
+3% +$39.1K 0.11% 168
2024
Q1 		$1.5M Buy
4,816
+869
+22% +$257K 0.11% 172
2023
Q4 		$1.08M Sell
3,947
-52
-1% -$13.4K 0.09% 218
2023
Q3 		$937K Sell
3,999
-5
-0.1% -$1.17K 0.09% 232
2023
Q2 		$939K Sell
4,004
-66
-2% -$14.4K 0.08% 253
2023
Q1 		$855K Buy
4,070
+43
+1% +$8.13K 0.08% 289
2022
Q4 		$647K Buy
4,027
+173
+4% +$27.7K 0.06% 425
2022
Q3 		$630K Buy
3,854
+178
+5% +$30.6K 0.06% 437
2022
Q2 		$552K Buy
3,676
+523
+17% +$79K 0.05% 498
2022
Q1 		$518K Buy
3,153
+1,455
+86% +$223K 0.05% 519
2021
Q4 		$316K Buy
+1,698
New +$296K 0.03% 666

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's CDNS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cadence Design Systems (CDNS) stake by 1.4% in Q1 2025, selling an estimated $16.7K and leaving 4,239 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #223.

Schechter Investment Advisors first reported a position in CDNS in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.52M in Q2 2024. 1,229 funds tracked by Wall St. Rank hold CDNS as of Q1 2025.

  • Schechter Investment Advisors held 4,239 shares of Cadence Design Systems worth $1.08M as of Q1 2025.
  • Schechter Investment Advisors sold 60 Cadence Design Systems shares in Q1 2025, an estimated $16.7K.
  • Cadence Design Systems made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #223 holding.
  • Schechter Investment Advisors first reported a position in Cadence Design Systems in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Cadence Design Systems position peaked at $1.52M in Q2 2024.
  • 1,229 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.