Seilern Investment Management’s Cadence Design Systems CDNS Stock Holding History

Seilern Investment 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	$42.9M	Sell	114,321 -31,351	-22%	-$11M	5.41%	12
2026 Q1	$40.5M	Sell	145,672 -35,206	-19%	-$10.5M	4.83%	13
2025 Q4	$56.5M	Buy	180,878 +153,334	+557%	+$50M	4.38%	15
2025 Q3	$7.44M	Sell	27,544 -214,636	-89%	-$73.8M	0.54%	20
2025 Q2	$74.6M	Sell	242,180 -12,608	-5%	-$3.67M	4.92%	12
2025 Q1	$64.8M	Buy	+254,788	New	+$70.9M	4.24%	14

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 $3.37T AUM 44.26% 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

Seilern Investment Management's CDNS Position: Q2 2026 in Review

Seilern Investment Management reduced its Cadence Design Systems (CDNS) stake by 22% in Q2 2026, selling an estimated $11M and leaving 114,321 shares worth $42.9M. The position accounts for 5.41% of the portfolio, ranked #12.

Seilern Investment Management first reported a position in CDNS in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.6M in Q2 2025. 1,493 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Seilern Investment Management held 114,321 shares of Cadence Design Systems worth $42.9M as of Q2 2026.
Seilern Investment Management sold 31,351 Cadence Design Systems shares in Q2 2026, an estimated $11M.
Cadence Design Systems made up 5.41% of Seilern Investment Management's portfolio in Q2 2026, its #12 holding.
Seilern Investment Management first reported a position in Cadence Design Systems in Q1 2025 and has held it in 6 quarters since.
Seilern Investment Management's Cadence Design Systems position peaked at $74.6M in Q2 2025.
1,493 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Seilern Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.