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Stiles Financial Services’s Cadence Design Systems CDNS Stock Holding History

Stiles Financial Services’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
Q1 		$844K Buy
3,037
+127
+4% +$37.9K 0.26% 89
2025
Q4 		$910K Buy
2,910
+35
+1% +$11.4K 0.28% 89
2025
Q3 		$1.01M Sell
2,875
-25
-0.9% -$8.6K 0.32% 84
2025
Q2 		$894K Buy
2,900
+40
+1% +$11.6K 0.31% 84
2025
Q1 		$727K Buy
2,860
+15
+0.5% +$4.17K 0.28% 89
2024
Q4 		$855K Hold
2,845
– – 0.31% 85
2024
Q3 		$771K Buy
2,845
+10
+0.4% +$2.77K 0.27% 87
2024
Q2 		$873K Sell
2,835
-25
-0.9% -$7.4K 0.34% 79
2024
Q1 		$890K Buy
2,860
+144
+5% +$42.6K 0.36% 77
2023
Q4 		$740K Buy
2,716
+686
+34% +$177K 0.34% 80
2023
Q3 		$476K Buy
2,030
+145
+8% +$33.9K 0.25% 100
2023
Q2 		$442K Buy
1,885
+140
+8% +$30.5K 0.22% 107
2023
Q1 		$367K Buy
1,745
+355
+26% +$67.1K 0.2% 122
2022
Q4 		$223K Buy
+1,390
New +$222K 0.13% 157

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stiles Financial Services's CDNS Position: Q1 2026 in Review

Stiles Financial Services increased its Cadence Design Systems (CDNS) stake by 4.4% in Q1 2026, buying an estimated $37.9K and bringing the position to 3,037 shares worth $844K. The position accounts for 0.26% of the portfolio, ranked #89.

Stiles Financial Services first reported a position in CDNS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Stiles Financial Services held 3,037 shares of Cadence Design Systems worth $844K as of Q1 2026.
  • Stiles Financial Services bought 127 Cadence Design Systems shares in Q1 2026, an estimated $37.9K.
  • Cadence Design Systems made up 0.26% of Stiles Financial Services's portfolio in Q1 2026, its #89 holding.
  • Stiles Financial Services first reported a position in Cadence Design Systems in Q4 2022 and has held it in 14 quarters since.
  • Stiles Financial Services's Cadence Design Systems position peaked at $1.01M in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.