Teamwork Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

Teamwork Financial Advisors’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	$11.6M	Sell	30,857 -7,562	-20%	-$2.65M	1.05%	45
2026 Q1	$10.7M	Sell	38,419 -1,525	-4%	-$455K	1.13%	37
2025 Q4	$12.5M	Buy	39,944 +4,840	+14%	+$1.58M	1.26%	38
2025 Q3	$12.3M	Buy	35,104 +27,284	+349%	+$9.39M	1.27%	35
2025 Q2	$2.41M	Sell	7,820 -5,218	-40%	-$1.52M	0.28%	63
2025 Q1	$3.32M	Sell	13,038 -494	-4%	-$137K	0.44%	44
2024 Q4	$4.07M	Buy	13,532 +401	+3%	+$117K	0.53%	38
2024 Q3	$3.56M	Buy	13,131 +2,136	+19%	+$591K	0.49%	40
2024 Q2	$3.38M	Sell	10,995 -24,156	-69%	-$7.15M	0.5%	42
2024 Q1	$10.9M	Buy	35,151 +10,037	+40%	+$2.97M	1.68%	18
2023 Q4	$6.84M	Sell	25,114 -2,919	-10%	-$752K	1.17%	18
2023 Q3	$6.57M	Sell	28,033 -642	-2%	-$150K	1.07%	21
2023 Q2	$6.72M	Buy	28,675 +4,068	+17%	+$885K	1.09%	20
2023 Q1	$5.17M	Buy	+24,607	New	+$4.65M	0.96%	26

Other funds holding CDNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Teamwork Financial Advisors's CDNS Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Cadence Design Systems (CDNS) stake by 20% in Q2 2026, selling an estimated $2.65M and leaving 30,857 shares worth $11.6M. The position accounts for 1.05% of the portfolio, ranked #45.

Teamwork Financial Advisors first reported a position in CDNS in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.5M in Q4 2025. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Teamwork Financial Advisors held 30,857 shares of Cadence Design Systems worth $11.6M as of Q2 2026.
Teamwork Financial Advisors sold 7,562 Cadence Design Systems shares in Q2 2026, an estimated $2.65M.
Cadence Design Systems made up 1.05% of Teamwork Financial Advisors's portfolio in Q2 2026, its #45 holding.
Teamwork Financial Advisors first reported a position in Cadence Design Systems in Q1 2023 and has held it in 14 quarters since.
Teamwork Financial Advisors's Cadence Design Systems position peaked at $12.5M in Q4 2025.
1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.