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SwitchPoint Financial Planning’s Cadence Design Systems CDNS Stock Holding History

SwitchPoint Financial Planning’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 		$2.88M Sell
10,350
-1
-0% -$298 1.95% 13
2025
Q4 		$3.24M Buy
10,351
+2
+0% +$653 2.27% 12
2025
Q3 		$3.64M Buy
10,349
+3
+0% +$1.03K 2.63% 8
2025
Q2 		$3.19M Buy
10,346
+4
+0% +$1.16K 2.61% 8
2025
Q1 		$2.63M Hold
10,342
– – 2.49% 11
2024
Q4 		$3.11M Buy
+10,342
New +$3.01M 2.98% 7

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

SwitchPoint Financial Planning's CDNS Position: Q1 2026 in Review

SwitchPoint Financial Planning reduced its Cadence Design Systems (CDNS) stake by 0.01% in Q1 2026, selling an estimated $298 and leaving 10,350 shares worth $2.88M. The position accounts for 1.95% of the portfolio, ranked #13.

SwitchPoint Financial Planning first reported a position in CDNS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.64M in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • SwitchPoint Financial Planning held 10,350 shares of Cadence Design Systems worth $2.88M as of Q1 2026.
  • SwitchPoint Financial Planning sold 1 Cadence Design Systems share in Q1 2026, an estimated $298.
  • Cadence Design Systems made up 1.95% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #13 holding.
  • SwitchPoint Financial Planning first reported a position in Cadence Design Systems in Q4 2024 and has held it in 6 quarters since.
  • SwitchPoint Financial Planning's Cadence Design Systems position peaked at $3.64M in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

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