Waverly Advisors’s Cadence Design Systems CDNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.98M Sell
14,334
-184
-1% -$54.9K 0.03% 463
2025
Q4
$4.54M Buy
14,518
+890
+7% +$290K 0.04% 390
2025
Q3
$4.79M Buy
13,628
+649
+5% +$223K 0.05% 330
2025
Q2
$4M Buy
12,979
+342
+3% +$99.4K 0.04% 345
2025
Q1
$3.21M Buy
+12,637
New +$3.51M 0.04% 376

Other funds holding CDNS

Waverly Advisors's CDNS Position: Q1 2026 in Review

Waverly Advisors reduced its Cadence Design Systems (CDNS) stake by 1.3% in Q1 2026, selling an estimated $54.9K and leaving 14,334 shares worth $3.98M. The position accounts for 0.03% of the portfolio, ranked #463.

Waverly Advisors first reported a position in CDNS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.79M in Q3 2025. 1,397 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Waverly Advisors held 14,334 shares of Cadence Design Systems worth $3.98M as of Q1 2026.
  • Waverly Advisors sold 184 Cadence Design Systems shares in Q1 2026, an estimated $54.9K.
  • Cadence Design Systems made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #463 holding.
  • Waverly Advisors first reported a position in Cadence Design Systems in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Cadence Design Systems position peaked at $4.79M in Q3 2025.
  • 1,397 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.