Spire Wealth Management
CDNS icon

Spire Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Spire Wealth 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
Q3 		$325K Buy
985
+179
+22% +$58.8K 0.01% 632
2026
Q2 		$303K Sell
806
-110
-12% -$38.5K 0.01% 667
2026
Q1 		$255K Sell
916
-5,308
-85% -$1.58M 0.01% 710
2025
Q4 		$1.95M Sell
6,224
-11,320
-65% -$3.69M 0.07% 259
2025
Q3 		$6.16M Buy
17,544
+2,509
+17% +$863K 0.21% 100
2025
Q2 		$4.5M Sell
15,035
-8,000
-35% -$2.33M 0.16% 120
2025
Q1 		$5.86M Sell
23,035
-1,396
-6% -$388K 0.19% 108
2024
Q4 		$7.34M Sell
24,431
-3,503
-13% -$1.02M 0.23% 94
2024
Q3 		$7.57M Sell
27,934
-2,814
-9% -$778K 0.26% 86
2024
Q2 		$9.45M Buy
30,748
+2,104
+7% +$623K 0.33% 59
2024
Q1 		$22.6M Buy
28,644
+232
+0.8% +$68.6K 0.41% 48
2023
Q4 		$8.3M Buy
28,412
+3,790
+15% +$977K 0.27% 75
2023
Q3 		$5.77M Buy
24,622
+628
+3% +$147K 0.22% 88
2023
Q2 		$5.63M Buy
23,994
+5,782
+32% +$1.26M 0.21% 96
2023
Q1 		$3.83M Buy
18,212
+14,334
+370% +$2.71M 0.15% 132
2022
Q4 		$623K Sell
3,878
-994
-20% -$159K 0.04% 320
2022
Q3 		$796K Sell
4,872
-672
-12% -$116K 0.05% 251
2022
Q2 		$832K Sell
5,544
-26
-0.5% -$3.93K 0.03% 362
2022
Q1 		$916K Sell
5,570
-101,092
-95% -$15.5M 0.02% 404
2021
Q4 		$19.9M Buy
106,662
+1,386
+1% +$242K 0.44% 52
2021
Q3 		$16M Buy
105,276
+99,382
+1,686% +$15.1M 0.42% 56
2021
Q2 		$806K Sell
5,894
-2,149
-27% -$285K 0.02% 483
2021
Q1 		$1.1M Buy
+8,043
New +$1.08M 0.03% 409

Other funds holding CDNS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Spire Wealth Management's CDNS Position: Q3 2026 in Review

Spire Wealth Management increased its Cadence Design Systems (CDNS) stake by 22% in Q3 2026, buying an estimated $58.8K and bringing the position to 985 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #632.

Spire Wealth Management first reported a position in CDNS in Q1 2021 and has held it in 23 quarters since. The position peaked at $22.6M in Q1 2024. 815 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Spire Wealth Management held 985 shares of Cadence Design Systems worth $325K as of Q3 2026.
  • Spire Wealth Management bought 179 Cadence Design Systems shares in Q3 2026, an estimated $58.8K.
  • Cadence Design Systems made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #632 holding.
  • Spire Wealth Management first reported a position in Cadence Design Systems in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Cadence Design Systems position peaked at $22.6M in Q1 2024.
  • 815 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.