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Synergy Investment Management’s Cadence Design Systems CDNS Stock Holding History

Synergy Investment 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
Q1 		$47.8K Buy
+172
New +$51.3K 0.02% 287
2025
Q2 		– Sell
-167
Closed -$42.5K – 142
2025
Q1 		$42.5K Hold
167
– – 0.02% 247
2024
Q4 		$50.2K Buy
+167
New +$48.5K 0.02% 241

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

Synergy Investment Management's CDNS Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Cadence Design Systems (CDNS) in Q1 2026: 172 shares worth $47.8K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in CDNS as recently as Q1 2025.

Synergy Investment Management first reported a position in CDNS in Q4 2024 and has held it in 3 quarters since. The position peaked at $50.2K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Synergy Investment Management held 172 shares of Cadence Design Systems worth $47.8K as of Q1 2026.
  • Cadence Design Systems was a new Synergy Investment Management position in Q1 2026.
  • Cadence Design Systems made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #287 holding.
  • Synergy Investment Management first reported a position in Cadence Design Systems in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Cadence Design Systems position peaked at $50.2K in Q4 2024.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.