BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1352860
BLUE BELL, PA
Position in CDNS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,059
+$1,494 QoQ
Shares Held
47
+27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $522,992 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,200 | $246,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,400 | $101,024 | |
| 3 | PAYX |
Paychex Inc
|
877 | $86,235 | |
| 4 | SNOW |
Snowflake Inc.
|
209 | $53,190 | |
| 5 | CRM |
Salesforce, Inc.
|
86 | $13,472 | |
| 6 | ADP |
Automatic Data Processing Inc
|
56 | $12,541 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
74 | $5,123 | |
| 8 | WRD |
WeRide Inc.
|
516 | $3,003 |
All Filings in CDNS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,059 | 47 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,565 | 37 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,996 | 37 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,401 | 37 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,410 | 37 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,318 | 41 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,925 | 44 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,617 | 41 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,470 | 24 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,171 | 30 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,029 | 30 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,690 | 20 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,201 | 20 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,212 | 20 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,268 | 20 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,000 | 20 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,466 | 15 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,795 | 15 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||