Position in CDNS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,449,110
+$879,902 QoQ
Shares Held
3,861
+112.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#694
of 1,491 holders
Holding Since
Mar 2025
5 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, 2026J.W. COLE ADVISORS, INC. holds $22,297,209 across 17 Software - Application names. CDNS ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
37,701 | $4,304,700 | |
| 2 | UBER |
Uber Technologies, Inc
|
50,703 | $3,658,728 | |
| 3 | CRM |
Salesforce, Inc.
|
14,746 | $2,310,108 | |
| 4 | NOW |
ServiceNow, Inc.
|
21,469 | $2,131,442 | |
| 5 | ADP |
Automatic Data Processing Inc
|
9,274 | $2,076,912 | |
| 6 | PAYX |
Paychex Inc
|
15,826 | $1,556,170 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
3,861 | $1,449,110 | |
| 8 | SNOW |
Snowflake Inc.
|
4,501 | $1,145,504 |
All Filings in CDNS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,110 | 3,861 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $569,208 | 1,821 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,019,707 | 2,903 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $865,901 | 2,810 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $329,103 | 1,294 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||