Cadence Design Systems, Inc.
MX ˙ BMV ˙ US1273871087
SecurityMX:CDNS / Cadence Design Systems, Inc.
InstitutionConcord Wealth Partners
Latest Disclosed Ownership6,679 shares
Latest Disclosed Value $ 1,855,894
Concord Wealth Partners reports 15.91% increase in ownership of CDNS / Cadence Design Systems, Inc.

On May 1, 2026 - Concord Wealth Partners filed a 13F-HR form disclosing ownership of 6,679 shares of Cadence Design Systems, Inc. (MX:CDNS) valued at $1,855,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,762 shares of Cadence Design Systems, Inc.. This represents a change in shares of 15.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 6,679 917 15.91 1,856 3.00 0.2409
2026-01-29 2025-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 5,762 435 8.17 1,801 -3.74 0.2340
2025-11-05 2025-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 5,327 151 2.92 1,871 17.38 0.2582
2025-07-25 2025-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 5,176 342 7.07 1,595 29.70 0.2325
2025-05-02 2025-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 4,834 261 5.71 1,229 -10.55 0.2019
2025-01-24 2024-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 4,573 1,493 48.47 1,374 64.75 0.2250
2024-10-24 2024-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 3,080 219 7.65 835 -5.23 0.1393
2024-07-31 2024-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 2,861 326 12.86 880 11.53 0.1552
2024-04-30 2024-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 2,535 627 32.86 789 52.02 0.1420
2024-04-30 2023-12-31 13F/A-1 CADENCE DESIGN SYSTEM COM 127387108 1,908 903 89.85 520 120.85 0.1040
2024-02-06 2023-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 1,908 903 520 0.1040
2024-04-30 2023-09-30 13F/A-1 CADENCE DESIGN SYSTEM COM 127387108 1,005 98 10.80 235 10.85 0.0500
2023-10-25 2023-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 1,005 98 235 0.0500
2023-08-08 2023-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 907 425 88.17 213 109.90 0.0458
2023-04-26 2023-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 482 475 6,785.71 101 10,000.00 0.0287
2023-01-30 2022-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 7 7 1 0.0003
2022-11-10 2022-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 0 -75 -100.00 0 -100.00
2022-08-04 2022-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 75 -1,281 -94.47 11 -95.07 0.0030
2022-04-20 2022-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 1,356 74 5.77 223 -6.69 0.0577
2022-01-21 2021-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 1,282 983 328.76 239 431.11 0.0585
2021-11-09 2021-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 299 -766 -71.92 45 -69.18 0.0184
2021-07-29 2021-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 1,065 83 8.45 146 8.15 0.0419
2021-05-13 2021-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 982 967 6,446.67 135 6,650.00 0.0455
2021-02-16 2020-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 15 15 2 0.0015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.