Cadence Design Systems, Inc.
MX ˙ BMV ˙ US1273871087
SecurityMX:CDNS / Cadence Design Systems, Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership1,151 shares
Latest Disclosed Value $ 319,689
Outlook Wealth Advisors, LLC reports 0.60% decrease in ownership of CDNS / Cadence Design Systems, Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,151 shares of Cadence Design Systems, Inc. (MX:CDNS) valued at $319,689 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,158 shares of Cadence Design Systems, Inc.. This represents a change in shares of -0.60% 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)
2026-04-17 2026-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 1,151 -7 -0.60 320 -11.63 0.0774
2026-02-11 2025-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 1,158 -17 -1.45 362 -12.38 0.0818
2025-10-30 2025-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 1,175 -408 -25.77 413 -15.40 0.1028
2025-08-11 2025-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 1,583 -34 -2.10 488 18.49 0.1254
2025-04-14 2025-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 1,617 12 0.75 411 -14.73 0.1144
2025-01-14 2024-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 1,605 391 32.21 482 46.50 0.1385
2024-10-23 2024-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 1,214 -2,600 -68.17 329 -71.95 0.0945
2024-07-18 2024-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 3,814 -147 -3.71 1,174 -4.79 0.3663
2024-04-22 2024-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 3,961 -77 -1.91 1,233 12.10 0.3808
2024-01-29 2023-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 4,038 -468 -10.39 1,100 4.17 0.3847
2023-10-10 2023-09-30 13F CADENCE DESIGN SYSTEM COM 127387108 4,506 227 5.30 1,056 5.18 0.4032
2023-07-10 2023-06-30 13F CADENCE DESIGN SYSTEM COM 127387108 4,279 -1,544 -26.52 1,004 -17.99 0.3794
2023-04-18 2023-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 5,823 -92 -1.56 1,223 28.74 0.5440
2023-02-14 2022-12-31 13F CADENCE DESIGN SYSTEM COM 127387108 5,915 -183 -3.00 950 -4.71 0.4511
2022-10-25 2022-09-30 13F CADENCE DESIGN SYSTEM COMMON STOCK 127387108 6,098 -98 -1.58 997 7.20 0.4470
2022-07-28 2022-06-30 13F CADENCE DESIGN SYSTEM COMMON STOCK 127387108 6,196 50 0.81 930 -8.01 0.3805
2022-07-28 2022-03-31 13F/A-1 CADENCE DESIGN SYSTEM Commom Stock 127387108 6,146 489 8.64 1,011 -4.08 0.3381
2022-05-13 2022-03-31 13F CADENCE DESIGN SYSTEM COM 127387108 5,642 -15 928 0.3234
2022-01-21 2021-12-31 13F Cadence Design Systems COMMON STOCK 127387108 5,657 15 0.27 1,054 23.42 0.3096
2021-10-22 2021-09-30 13F Cadence Design Systems COM 127387108 5,642 69 1.24 854 12.07 0.2793
2021-07-21 2021-06-30 13F Cadence Design Systems COMMON STOCK 127387108 5,573 369 7.09 762 6.87 0.2436
2021-05-04 2021-03-31 13F Cadence Design Systems COM 127387108 5,204 1,596 44.24 713 44.92 0.2478
2021-02-04 2020-12-31 13F Cadence Design Systems COMMON STOCK 127387108 3,608 158 4.58 492 33.70 0.1792
2020-11-10 2020-09-30 13F Cadence Design Systems COM 127387108 3,450 479 16.12 368 29.12 0.1463
2020-07-17 2020-06-30 13F Cadence Design Systems COM 127387108 2,971 2,971 285 0.1208
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.