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Summit Financial’s Cadence Design Systems CDNS Stock Holding History

Summit Financial’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 		$507K Buy
1,825
+206
+13% +$61.5K 0.01% 989
2025
Q4 		$506K Sell
1,619
-173
-10% -$56.5K 0.01% 888
2025
Q3 		$630K Sell
1,792
-1,892
-51% -$651K 0.01% 810
2025
Q2 		$1.14M Buy
3,684
+2,398
+186% +$697K 0.03% 395
2025
Q1 		$327K Buy
1,286
+25
+2% +$6.95K 0.01% 594
2024
Q4 		$379K Sell
1,261
-51
-4% -$14.8K 0.01% 491
2024
Q3 		$356K Buy
1,312
+39
+3% +$10.8K 0.01% 432
2024
Q2 		$392K Buy
+1,273
New +$377K 0.02% 368

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

Summit Financial's CDNS Position: Q1 2026 in Review

Summit Financial increased its Cadence Design Systems (CDNS) stake by 13% in Q1 2026, buying an estimated $61.5K and bringing the position to 1,825 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #989.

Summit Financial first reported a position in CDNS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2025. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Summit Financial held 1,825 shares of Cadence Design Systems worth $507K as of Q1 2026.
  • Summit Financial bought 206 Cadence Design Systems shares in Q1 2026, an estimated $61.5K.
  • Cadence Design Systems made up 0.01% of Summit Financial's portfolio in Q1 2026, its #989 holding.
  • Summit Financial first reported a position in Cadence Design Systems in Q2 2024 and has held it in 8 quarters since.
  • Summit Financial's Cadence Design Systems position peaked at $1.14M in Q2 2025.
  • 1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.