Trifecta Capital Advisors’s Cadence Design Systems CDNS Stock Holding History

Trifecta Capital 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 Q3	$364K	Hold	1,101	–	–	0.05%	86
2026 Q2	$413K	Buy	1,101 +6	+0.5%	+$2.1K	0.05%	78
2026 Q1	$304K	Hold	1,095	–	–	0.05%	85
2025 Q4	$342K	Hold	1,095	–	–	0.05%	83
2025 Q3	$385K	Hold	1,095	–	–	0.06%	78
2025 Q2	$337K	Sell	1,095 -4	-0.4%	-$1.16K	0.06%	83
2025 Q1	$280K	Sell	1,099 -750	-41%	-$209K	0.06%	69
2024 Q4	$556K	Buy	1,849 +4	+0.2%	+$1.16K	0.11%	61
2024 Q3	$500K	Hold	1,845	–	–	0.1%	63
2024 Q2	$568K	Hold	1,845	–	–	0.13%	60
2024 Q1	$574K	Sell	1,845 -325	-15%	-$96.1K	0.14%	65
2023 Q4	$591K	Hold	2,170	–	–	0.16%	65
2023 Q3	$508K	Buy	2,170 +235	+12%	+$55K	0.16%	64
2023 Q2	$454K	Hold	1,935	–	–	0.15%	68
2023 Q1	$407K	Sell	1,935 -1,277	-40%	-$242K	0.14%	71
2022 Q4	$516K	Buy	+3,212	New	+$513K	0.21%	68

Other funds holding CDNS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Trifecta Capital Advisors's CDNS Position: Q3 2026 in Review

Trifecta Capital Advisors held its Cadence Design Systems (CDNS) position steady in Q3 2026 at 1,101 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #86.

Trifecta Capital Advisors first reported a position in CDNS in Q4 2022 and has held it in 16 quarters since. The position peaked at $591K in Q4 2023. 795 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

Trifecta Capital Advisors held 1,101 shares of Cadence Design Systems worth $364K as of Q3 2026.
Trifecta Capital Advisors left its Cadence Design Systems share count unchanged in Q3 2026.
Cadence Design Systems made up 0.05% of Trifecta Capital Advisors's portfolio in Q3 2026, its #86 holding.
Trifecta Capital Advisors first reported a position in Cadence Design Systems in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's Cadence Design Systems position peaked at $591K in Q4 2023.
795 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.