Whelan Financial
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Whelan Financial’s Cadence Design Systems CDNS Stock Holding History

Whelan Financial’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 		$253K Buy
766
+23
+3% +$7.56K 0.07% 95
2026
Q2 		$279K Sell
743
-28
-4% -$9.8K 0.08% 81
2026
Q1 		$214K Buy
771
+25
+3% +$7.46K 0.07% 85
2025
Q4 		$233K Sell
746
-127
-15% -$41.4K 0.07% 83
2025
Q3 		$307K Buy
+873
New +$300K 0.1% 61

Other funds holding CDNS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Whelan Financial's CDNS Position: Q3 2026 in Review

Whelan Financial increased its Cadence Design Systems (CDNS) stake by 3.1% in Q3 2026, buying an estimated $7.56K and bringing the position to 766 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #95.

Whelan Financial first reported a position in CDNS in Q3 2025 and has held it in 5 quarters since. The position peaked at $307K in Q3 2025. 749 funds tracked by Wall St. Rank hold CDNS as of Q3 2026.

  • Whelan Financial held 766 shares of Cadence Design Systems worth $253K as of Q3 2026.
  • Whelan Financial bought 23 Cadence Design Systems shares in Q3 2026, an estimated $7.56K.
  • Cadence Design Systems made up 0.07% of Whelan Financial's portfolio in Q3 2026, its #95 holding.
  • Whelan Financial first reported a position in Cadence Design Systems in Q3 2025 and has held it in 5 quarters since.
  • Whelan Financial's Cadence Design Systems position peaked at $307K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.