EVERMAY WEALTH MANAGEMENT LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1066816
ARLINGTON, VA
Position in CDNS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$250,338
-$12,527 QoQ
Shares Held
667
-29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,155
of 1,491 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,991,940 across 13 Software - Application names. CDNS ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,868 | $642,288 | |
| 2 | CRM |
Salesforce, Inc.
|
2,327 | $364,547 | |
| 3 | CDNS |
Cadence Design Systems Inc
This page
|
667 | $250,338 | |
| 4 | ROP |
Roper Technologies Inc
|
697 | $235,857 | |
| 5 | ADBE |
Adobe Inc.
|
945 | $193,743 | |
| 6 | SHOP |
Shopify Inc.
|
755 | $86,205 | |
| 7 | NOW |
ServiceNow, Inc.
|
851 | $84,487 | |
| 8 | UBER |
Uber Technologies, Inc
|
569 | $41,059 |
All Filings in CDNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,338 | 667 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $262,865 | 946 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $441,675 | 1,413 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $185,465 | 528 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $162,703 | 528 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $112,922 | 444 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $133,404 | 444 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $120,337 | 444 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $125,869 | 409 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $127,313 | 409 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $112,216 | 412 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||