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 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

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

Trifecta Capital Advisors's CDNS Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Cadence Design Systems (CDNS) stake by 0.55% in Q2 2026, buying an estimated $2.1K and bringing the position to 1,101 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #78.

Trifecta Capital Advisors first reported a position in CDNS in Q4 2022 and has held it in 15 quarters since. The position peaked at $591K in Q4 2023. 1,507 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

Trifecta Capital Advisors held 1,101 shares of Cadence Design Systems worth $413K as of Q2 2026.
Trifecta Capital Advisors bought 6 Cadence Design Systems shares in Q2 2026, an estimated $2.1K.
Cadence Design Systems made up 0.05% of Trifecta Capital Advisors's portfolio in Q2 2026, its #78 holding.
Trifecta Capital Advisors first reported a position in Cadence Design Systems in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's Cadence Design Systems position peaked at $591K in Q4 2023.
1,507 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.