Smith Group Asset Management’s Cadence Design Systems CDNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.2M | Buy |
130,269
+9,014
| +7% | +$2.69M | 1.85% | 28 |
|
|
2025
Q4 | $37.9M | Buy |
121,255
+4,751
| +4% | +$1.55M | 2.01% | 20 |
|
|
2025
Q3 | $40.9M | Buy |
116,504
+4,248
| +4% | +$1.46M | 2.35% | 17 |
|
|
2025
Q2 | $34.6M | Buy |
112,256
+3,193
| +3% | +$928K | 2.27% | 15 |
|
|
2025
Q1 | $27.7M | Buy |
109,063
+3,036
| +3% | +$844K | 2.08% | 18 |
|
|
2024
Q4 | $31.9M | Buy |
106,027
+9,652
| +10% | +$2.81M | 2.35% | 14 |
|
|
2024
Q3 | $26.1M | Buy |
96,375
+1,686
| +2% | +$466K | 2.17% | 16 |
|
|
2024
Q2 | $29.1M | Sell |
94,689
-41,271
| -30% | -$12.2M | 2.59% | 13 |
|
|
2024
Q1 | $42.3M | Sell |
135,960
-9,732
| -7% | -$2.88M | 2.42% | 5 |
|
|
2023
Q4 | $39.7M | Buy |
+145,692
| New | +$37.5M | 2.31% | 4 |
|
|
2022
Q1 | $30.9M | Sell |
187,766
-4,890
| -3% | -$750K | 1.63% | 16 |
|
|
2021
Q4 | $35.8M | Sell |
192,656
-11,398
| -6% | -$1.99M | 1.65% | 19 |
|
|
2021
Q3 | $30.9M | Sell |
204,054
-22,050
| -10% | -$3.36M | 1.56% | 20 |
|
|
2021
Q2 | $30.9M | Sell |
226,104
-22,462
| -9% | -$2.98M | 1.52% | 21 |
|
|
2021
Q1 | $34.1M | Sell |
248,566
-158,460
| -39% | -$21.3M | 1.81% | 19 |
|
|
2020
Q4 | $55.5M | Sell |
407,026
-65,972
| -14% | -$7.74M | 3.21% | 4 |
|
|
2020
Q3 | $50.5M | Sell |
472,998
-23,713
| -5% | -$2.49M | 2.63% | 7 |
|
|
2020
Q2 | $47.7M | Sell |
496,711
-39,641
| -7% | -$3.32M | 2.63% | 9 |
|
|
2020
Q1 | $35.4M | Sell |
536,352
-44,039
| -8% | -$3.06M | 1.93% | 12 |
|
|
2019
Q4 | $40.3M | Sell |
580,391
-155,647
| -21% | -$10.4M | 1.69% | 12 |
|
|
2019
Q3 | $48.6M | Sell |
736,038
-135,375
| -16% | -$9.52M | 1.71% | 11 |
|
|
2019
Q2 | $61.7M | Sell |
871,413
-98,928
| -10% | -$6.61M | 2.07% | 10 |
|
|
2019
Q1 | $61.7M | Sell |
970,341
-195,160
| -17% | -$10.3M | 2% | 13 |
|
|
2018
Q4 | $59.7M | Buy |
1,165,501
+173,626
| +18% | +$7.54M | 2.11% | 12 |
|
|
2018
Q3 | $44.8M | Sell |
991,875
-33,814
| -3% | -$1.54M | 1.27% | 22 |
|
|
2018
Q2 | $44.5M | Buy |
1,025,689
+58,279
| +6% | +$2.4M | 1.29% | 22 |
|
|
2018
Q1 | $35.6M | Sell |
967,410
-4,286
| -0.4% | -$175K | 1.17% | 27 |
|
|
2017
Q4 | $40.7M | Buy |
971,696
+5,327
| +0.6% | +$229K | 1.28% | 20 |
|
|
2017
Q3 | $38.2M | Sell |
966,369
-112,323
| -10% | -$4.14M | 1.27% | 17 |
|
|
2017
Q2 | $36.1M | Buy |
1,078,692
+27,664
| +3% | +$921K | 1.11% | 29 |
|
|
2017
Q1 | $33M | Sell |
1,051,028
-16,465
| -2% | -$480K | 0.95% | 35 |
|
|
2016
Q4 | $27.3M | Sell |
1,067,493
-20,826
| -2% | -$536K | 0.8% | 48 |
|
|
2016
Q3 | $27.7M | Buy |
1,088,319
+7,412
| +0.7% | +$185K | 0.81% | 47 |
|
|
2016
Q2 | $27M | Sell |
1,080,907
-53,490
| -5% | -$1.28M | 0.81% | 44 |
|
|
2016
Q1 | $26.7M | Buy |
+1,134,397
| New | +$23.8M | 0.8% | 46 |
|
|
2013
Q3 | – | Sell |
-2,541,142
| Closed | -$36.9M | – | 417 |
|
|
2013
Q2 | $36.9M | Buy |
+2,541,142
| New | +$35.8M | 1.6% | 14 |
|
Other funds holding CDNS
VCM
VPM
Smith Group Asset Management's CDNS Position: Q1 2026 in Review
Smith Group Asset Management increased its Cadence Design Systems (CDNS) stake by 7.4% in Q1 2026, buying an estimated $2.69M and bringing the position to 130,269 shares worth $36.2M. The position accounts for 1.85% of the portfolio, ranked #28.
Smith Group Asset Management first reported a position in CDNS in Q2 2013 and has held it in 36 quarters since. The position peaked at $61.7M in Q2 2019. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.
- Smith Group Asset Management held 130,269 shares of Cadence Design Systems worth $36.2M as of Q1 2026.
- Smith Group Asset Management bought 9,014 Cadence Design Systems shares in Q1 2026, an estimated $2.69M.
- Cadence Design Systems made up 1.85% of Smith Group Asset Management's portfolio in Q1 2026, its #28 holding.
- Smith Group Asset Management first reported a position in Cadence Design Systems in Q2 2013 and has held it in 36 quarters since.
- Smith Group Asset Management's Cadence Design Systems position peaked at $61.7M in Q2 2019.
- 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.
Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.