GENEVA CAPITAL MANAGEMENT LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1009232
MILWAUKEE, WI
Position in CDNS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,377,126
+$6,532,493 QoQ
Shares Held
83,601
-6.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#228
of 1,502 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GENEVA CAPITAL MANAGEMENT LLC holds $426,400,291 across 17 Software - Application names. CDNS ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSGX |
Descartes Systems Group Inc
|
1,067,938 | $73,944,026 | |
| 2 | TYL |
Tyler Technologies Inc
|
208,227 | $60,898,067 | |
| 3 | AGYS |
Agilysys Inc
|
532,995 | $55,697,977 | |
| 4 | PLUS |
Eplus Inc
|
595,827 | $49,590,680 | |
| 5 | ALRM |
Alarm.com Holdings, Inc.
|
828,409 | $38,703,267 | |
| 6 | CDNS |
Cadence Design Systems Inc
This page
|
83,601 | $31,377,126 | |
| 7 | DDOG |
Datadog, Inc.
|
115,761 | $30,139,533 | |
| 8 | BLKB |
Blackbaud Inc
|
558,107 | $16,531,128 |
All Filings in CDNS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,377,126 | 83,601 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,844,633 | 89,411 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,232,793 | 93,521 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $33,435,736 | 95,188 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $30,718,548 | 99,687 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,486,128 | 96,277 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,348,908 | 84,367 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $20,428,614 | 75,374 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $21,847,172 | 70,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,956,730 | 76,962 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $21,372,873 | 78,470 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,027,737 | 81,211 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,730,635 | 84,132 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,846,543 | 89,707 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,481,373 | 90,148 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,772,842 | 72,036 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $11,046,408 | 73,628 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||