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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
2020
Q3 		– Sell
-500
Closed -$48K – 1668
2020
Q2 		$48K Buy
+500
New +$41.9K ﹤0.01% 744

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
GI
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.