Position in CDNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$423,360
+$95,752 QoQ
Shares Held
1,128
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#991
of 1,494 holders
Holding Since
Mar 2022
18 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, 2026BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. CDNS ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,384 | $757,846 | |
| 2 | CRM |
Salesforce, Inc.
|
4,555 | $713,586 | |
| 3 | SAP |
Sap SE
|
4,246 | $654,351 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,533 | $615,741 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,105 | $606,104 | |
| 6 | INTU |
Intuit Inc.
|
2,002 | $522,522 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
1,128 | $423,360 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,425 | $277,048 |
All Filings in CDNS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,360 | 1,128 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $327,608 | 1,179 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $338,524 | 1,083 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $374,091 | 1,065 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $345,744 | 1,122 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $285,358 | 1,122 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $369,265 | 1,229 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $307,619 | 1,135 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $450,238 | 1,463 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $446,064 | 1,433 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $442,328 | 1,624 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $370,194 | 1,580 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $407,830 | 1,739 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $356,942 | 1,699 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $286,903 | 1,786 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $325,389 | 1,991 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,761 | 2,058 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $317,078 | 1,928 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||