SFP
CDNS icon

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
Q2 		$3.89M Buy
10,354
+4
+0% +$1.4K 2.24% 9
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SwitchPoint Financial Planning's CDNS Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Cadence Design Systems (CDNS) stake by 0.04% in Q2 2026, buying an estimated $1.4K and bringing the position to 10,354 shares worth $3.89M. The position accounts for 2.24% of the portfolio, ranked #9.

SwitchPoint Financial Planning first reported a position in CDNS in Q4 2024 and has held it in 7 quarters since. 1,504 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • SwitchPoint Financial Planning held 10,354 shares of Cadence Design Systems worth $3.89M as of Q2 2026.
  • SwitchPoint Financial Planning bought 4 Cadence Design Systems shares in Q2 2026, an estimated $1.4K.
  • Cadence Design Systems made up 2.24% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #9 holding.
  • SwitchPoint Financial Planning first reported a position in Cadence Design Systems in Q4 2024 and has held it in 7 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.