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

Tortoise 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
2025 Q4	–	Sell	-13	Closed	-$4.57K	–	430
2025 Q3	$4.57K	Buy	13 +2	+18%	+$688	﹤0.01%	715
2025 Q2	$3.39K	Buy	+11	New	+$3.2K	﹤0.01%	700
2018 Q3	–	Sell	-466	Closed	-$20K	–	555
2018 Q2	$20K	Hold	466	–	–	0.01%	334
2018 Q1	$17K	Hold	466	–	–	﹤0.01%	338
2017 Q4	$19K	Hold	466	–	–	0.01%	325
2017 Q3	$18K	Hold	466	–	–	0.01%	307
2017 Q2	$16K	Buy	+466	New	+$15.5K	0.01%	304

Other funds holding CDNS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tortoise Investment Management's CDNS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Cadence Design Systems (CDNS) in Q4 2025, closing a stake of 13 shares — an estimated $4.57K sold.

Tortoise Investment Management first reported a position in CDNS in Q2 2017 and held it in 7 quarters. The position peaked at $20K in Q2 2018. 1,437 funds tracked by Wall St. Rank hold CDNS as of Q4 2025.

Tortoise Investment Management reported no remaining Cadence Design Systems position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 13 Cadence Design Systems shares in Q4 2025, an estimated $4.57K.
Tortoise Investment Management first reported a position in Cadence Design Systems in Q2 2017 and held it in 7 quarters.
Tortoise Investment Management's Cadence Design Systems position peaked at $20K in Q2 2018.
1,437 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.