B. Riley Wealth Advisors, Inc.
Position in CDNS — Cadence Design Systems Inc
CIK 1464811
MEMPHIS, TN
Position in CDNS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$733,375
+$256,828 QoQ
Shares Held
1,954
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#845
of 1,494 holders
Holding Since
Sep 2020
23 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, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. CDNS ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
This page
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in CDNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,375 | 1,954 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $476,547 | 1,715 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $718,621 | 2,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $526,538 | 1,499 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $533,715 | 1,732 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $461,206 | 1,535 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $746,958 | 2,756 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,403,032 | 4,559 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,705,503 | 5,479 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,176,366 | 4,319 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,283,729 | 5,479 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,303,696 | 5,559 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,025,869 | 4,883 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $769,786 | 4,792 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $882,848 | 5,402 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $650,079 | 4,333 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $665,405 | 4,046 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $717,261 | 3,849 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $545,335 | 3,601 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $480,648 | 3,513 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $534,124 | 3,899 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $547,357 | 4,012 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $410,204 | 3,847 | Shares | Other | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||