WFA
CDNS icon

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

Wellspring 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
Q1 		– Sell
-724
Closed -$226K – 288
2025
Q4 		$226K Buy
+724
New +$236K 0.02% 244
2024
Q3 		– Sell
-737
Closed -$227K – 167
2024
Q2 		$227K Hold
737
– – 0.03% 131
2024
Q1 		$229K Buy
+737
New +$218K 0.04% 113

Other funds holding CDNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellspring Financial Advisors's CDNS Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Cadence Design Systems (CDNS) in Q1 2026, closing a stake of 724 shares — an estimated $226K sold.

Wellspring Financial Advisors first reported a position in CDNS in Q1 2024 and held it in 3 quarters. The position peaked at $229K in Q1 2024. 1,398 funds tracked by Wall St. Rank hold CDNS as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Cadence Design Systems position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 724 Cadence Design Systems shares in Q1 2026, an estimated $226K.
  • Wellspring Financial Advisors first reported a position in Cadence Design Systems in Q1 2024 and held it in 3 quarters.
  • Wellspring Financial Advisors's Cadence Design Systems position peaked at $229K in Q1 2024.
  • 1,398 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2026.

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