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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Trifecta Capital Advisors's CDNS Position: Q1 2026 in Review

Trifecta Capital Advisors held its Cadence Design Systems (CDNS) position steady in Q1 2026 at 1,095 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #85.

Trifecta Capital Advisors first reported a position in CDNS in Q4 2022 and has held it in 14 quarters since. The position peaked at $591K in Q4 2023. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

Trifecta Capital Advisors held 1,095 shares of Cadence Design Systems worth $304K as of Q1 2026.
Trifecta Capital Advisors left its Cadence Design Systems share count unchanged in Q1 2026.
Cadence Design Systems made up 0.05% of Trifecta Capital Advisors's portfolio in Q1 2026, its #85 holding.
Trifecta Capital Advisors first reported a position in Cadence Design Systems in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Cadence Design Systems position peaked at $591K in Q4 2023.
1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.