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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Valeo Financial Advisors's CDNS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Cadence Design Systems (CDNS) stake by 35% in Q2 2026, buying an estimated $117K and bringing the position to 1,301 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #457.

Valeo Financial Advisors first reported a position in CDNS in Q3 2018 and has held it in 25 quarters since. The position peaked at $789K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold CDNS as of Q2 2026.

  • Valeo Financial Advisors held 1,301 shares of Cadence Design Systems worth $488K as of Q2 2026.
  • Valeo Financial Advisors bought 334 Cadence Design Systems shares in Q2 2026, an estimated $117K.
  • Cadence Design Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #457 holding.
  • Valeo Financial Advisors first reported a position in Cadence Design Systems in Q3 2018 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Cadence Design Systems position peaked at $789K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.