Position in CDNS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,890,457
-$1,110,823 QoQ
Shares Held
14,001
-12.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $322,778,063 across 144 Software - Application names. CDNS ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
162,715 | $20,257,654 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in CDNS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,890,457 | 14,001 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,001,280 | 16,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,157,587 | 17,530 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,773,913 | 12,247 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,842,620 | 7,245 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,121,848 | 7,062 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,993,967 | 7,357 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,348,440 | 7,631 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,258,958 | 7,257 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,817,252 | 6,672 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,518,029 | 6,479 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,429,633 | 6,096 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,255,287 | 5,975 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $918,378 | 5,717 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $924,850 | 5,659 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $766,803 | 5,111 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $506,207 | 3,078 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $470,720 | 2,526 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $223,290 | 1,632 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $223,567 | 1,632 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $222,653 | 1,632 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $174,020 | 1,632 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $156,606 | 1,632 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $107,777 | 1,632 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||