Baker Avenue Asset Management, LP

Position in CDNS — Cadence Design Systems Inc

CIK 1432529 SAN FRANCISCO, CA

Position in CDNS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,449,713

+$667,177 QoQ

Shares Held

6,527

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#590

of 1,494 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $85,619,022 across 32 Software - Application names. CDNS ranks #9 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	165,795	$18,930,473
2	UBER	Uber Technologies, Inc	219,694	$15,853,119
3	NOW	ServiceNow, Inc.	93,072	$9,240,188
4	CRM	Salesforce, Inc.	41,230	$6,459,091
5	SNOW	Snowflake Inc.	23,834	$6,065,753
6	ZM	Zoom Communications, Inc.	55,422	$4,783,472
7	APPF	Appfolio Inc	27,360	$4,387,176
8	ADP	Automatic Data Processing Inc	16,549	$3,706,148

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,449,713	6,527	+1.7%	Shares	Sole	2026-07-28
2026-03-31	$1,782,536	6,415	+0.5%	Shares	Sole	2026-05-12
2025-12-31	$1,994,885	6,382	-44.5%	Shares	Sole	2026-02-10
2025-09-30	$4,038,787	11,498	+78.3%	Shares	Sole	2025-10-31
2025-06-30	$1,986,951	6,448	-1.9%	Shares	Sole	2025-08-13
2025-03-31	$1,671,965	6,574	-32.0%	Shares	Sole	2025-05-08
2024-12-31	$2,906,349	9,673	+48.8%	Shares	Sole	2025-02-14
2024-09-30	$1,761,695	6,500	-4.2%	Shares	Sole	2024-11-04
2024-06-30	$2,087,160	6,782	+0.3%	Shares	Sole	2024-08-08
2024-03-31	$2,104,875	6,762	+42162.5%	Shares	Sole	2024-05-13
2023-09-30	$3,748	16	-40.7%	Shares	Sole	2023-11-15
2023-06-30	$6,332	27	-22.9%	Shares	Sole	2023-08-14
2023-03-31	$7,353	35	+29.6%	Shares	Sole	2023-05-16
2022-12-31	$4,337	27	-99.4%	Shares	Sole	2023-02-14
2022-09-30	$681,339	4,169	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.