Valeo Financial Advisors’s Cadence Design Systems CDNS Stock Holding History

Valeo Financial 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	$330K	Sell	999 -302	-23%	-$99.2K	0.01%	602
2026 Q2	$488K	Buy	1,301 +334	+35%	+$117K	0.01%	457
2026 Q1	$269K	Sell	967 -1,405	-59%	-$419K	0.01%	593
2025 Q4	$742K	Buy	2,372 +127	+6%	+$41.4K	0.02%	367
2025 Q3	$789K	Buy	2,245 +132	+6%	+$45.4K	0.02%	361
2025 Q2	$651K	Buy	2,113 +54	+3%	+$15.7K	0.02%	391
2025 Q1	$524K	Sell	2,059 -98	-5%	-$27.3K	0.01%	406
2024 Q4	$648K	Sell	2,157 -9	-0.4%	-$2.62K	0.02%	353
2024 Q3	$587K	Sell	2,166 -159	-7%	-$44K	0.02%	375
2024 Q2	$716K	Buy	2,325 +245	+12%	+$72.5K	0.02%	297
2024 Q1	$578K	Buy	2,080 +169	+9%	+$50K	0.02%	333
2023 Q4	$520K	Buy	1,911 +217	+13%	+$55.9K	0.02%	352
2023 Q3	$397K	Buy	1,694 +376	+29%	+$88K	0.02%	388
2023 Q2	$309K	Buy	1,318 +23	+2%	+$5.01K	0.01%	427
2023 Q1	$272K	Buy	+1,295	New	+$245K	0.01%	468
2021 Q2	–	Sell	-289	Closed	-$40K	–	725
2021 Q1	$40K	Buy	289 +12	+4%	+$1.61K	﹤0.01%	953
2020 Q4	$38K	Hold	277	–	–	﹤0.01%	868
2020 Q3	$30K	Buy	277 +261	+1,631%	+$27.5K	﹤0.01%	808
2020 Q2	$2K	Buy	16 +13	+433%	+$1.09K	﹤0.01%	1734
2020 Q1	$0	Sell	3 -529	-99%	-$36.7K	﹤0.01%	1799
2019 Q4	$37K	Hold	532	–	–	﹤0.01%	750
2019 Q3	$35K	Sell	532 -3,000	-85%	-$211K	﹤0.01%	703
2019 Q2	$250K	Buy	3,532 +3,000	+564%	+$201K	0.03%	248
2019 Q1	$34K	Hold	532	–	–	﹤0.01%	646
2018 Q4	$23K	Hold	532	–	–	﹤0.01%	671
2018 Q3	$24K	Buy	+532	New	+$24.2K	﹤0.01%	713

Other funds holding CDNS

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Valeo Financial Advisors's CDNS Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Cadence Design Systems (CDNS) stake by 23% in Q3 2026, selling an estimated $99.2K and leaving 999 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #602.

Valeo Financial Advisors first reported a position in CDNS in Q3 2018 and has held it in 26 quarters since. The position peaked at $789K in Q3 2025. 43 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

Valeo Financial Advisors held 999 shares of Cadence Design Systems worth $330K as of Q3 2026.
Valeo Financial Advisors sold 302 Cadence Design Systems shares in Q3 2026, an estimated $99.2K.
Cadence Design Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #602 holding.
Valeo Financial Advisors first reported a position in Cadence Design Systems in Q3 2018 and has held it in 26 quarters since.
Valeo Financial Advisors's Cadence Design Systems position peaked at $789K in Q3 2025.
43 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.