DOCK STREET ASSET MANAGEMENT INC
Position in CDNS — Cadence Design Systems Inc
CIK 1172779
PALM BEACH, FL
Position in CDNS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$31,074,244
+$8,266,397 QoQ
Shares Held
82,794
+0.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#228
of 1,494 holders
Holding Since
Jun 2020
25 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, 2026DOCK STREET ASSET MANAGEMENT INC holds $108,141,618 across 6 Software - Application names. CDNS ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
82,794 | $31,074,244 | |
| 2 | NOW |
ServiceNow, Inc.
|
308,002 | $30,578,438 | |
| 3 | FICO |
Fair Isaac Corp
|
15,391 | $18,388,858 | |
| 4 | DDOG |
Datadog, Inc.
|
62,122 | $16,174,083 | |
| 5 | TEAM |
Atlassian Corp
|
149,795 | $11,652,553 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,221 | $273,442 |
All Filings in CDNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,074,244 | 82,794 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $22,807,847 | 82,081 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $25,729,397 | 82,313 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $29,468,255 | 83,893 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $25,403,886 | 82,440 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $20,110,127 | 79,071 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,569,353 | 75,116 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,486,514 | 71,898 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $21,859,174 | 71,029 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $22,691,689 | 72,898 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $20,675,061 | 75,908 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $17,654,505 | 75,350 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $17,460,248 | 74,451 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $15,482,792 | 73,696 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $11,629,854 | 72,397 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $11,164,557 | 68,314 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $10,131,975 | 67,533 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $11,097,760 | 67,480 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $12,949,275 | 69,489 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $10,351,529 | 68,354 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,075,835 | 73,643 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $12,177,863 | 88,896 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $12,020,983 | 88,111 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $9,344,946 | 87,639 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $8,364,353 | 87,165 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||