Thurston Springer Miller Herd & Titak’s Cadence Design Systems CDNS Stock Holding History

Thurston Springer Miller Herd & Titak’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	$197K	Buy	524 +36	+7%	+$12.6K	0.07%	248
2026 Q1	$136K	Buy	488 +6	+1%	+$1.79K	0.06%	322
2025 Q4	$151K	Buy	482 +363	+305%	+$118K	0.05%	284
2025 Q3	$41.8K	Buy	+119	New	+$40.9K	0.08%	224
2025 Q1	–	Sell	-225	Closed	-$67.6K	–	1697
2024 Q4	$67.6K	Hold	225	–	–	0.01%	461
2024 Q3	$61K	Hold	225	–	–	0.02%	513
2024 Q2	$69.2K	Buy	+225	New	+$66.6K	0.02%	489

Other funds holding CDNS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's CDNS Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Cadence Design Systems (CDNS) stake by 7.4% in Q2 2026, buying an estimated $12.6K and bringing the position to 524 shares worth $197K. The position accounts for 0.07% of the portfolio, ranked #248.

Thurston Springer Miller Herd & Titak first reported a position in CDNS in Q2 2024 and has held it in 7 quarters since. 588 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Thurston Springer Miller Herd & Titak held 524 shares of Cadence Design Systems worth $197K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 36 Cadence Design Systems shares in Q2 2026, an estimated $12.6K.
Cadence Design Systems made up 0.07% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #248 holding.
Thurston Springer Miller Herd & Titak first reported a position in Cadence Design Systems in Q2 2024 and has held it in 7 quarters since.
588 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.