Position in CDNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,063,667
+$12,648,505 QoQ
Shares Held
90,759
+17.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#217
of 1,494 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Jun 30, 2021CallValue
$19,000
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Creative Planning holds $804,282,438 across 108 Software - Application names. CDNS ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
236,839 | $60,275,525 | |
| 2 | SHOP |
Shopify Inc.
|
469,832 | $53,645,417 | |
| 3 | CRM |
Salesforce, Inc.
|
336,625 | $52,735,671 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,297 | $49,669,485 | |
| 5 | ADP |
Automatic Data Processing Inc
|
185,212 | $41,478,226 | |
| 6 | CDNS |
Cadence Design Systems Inc
This page
|
90,759 | $34,063,667 | |
| 7 | PAYX |
Paychex Inc
|
321,743 | $31,636,988 | |
| 8 | UBER |
Uber Technologies, Inc
|
420,860 | $30,369,257 |
All Filings in CDNS
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,063,667 | 90,759 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,415,162 | 77,069 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,073,404 | 73,816 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,607,907 | 72,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,576,556 | 76,510 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,710,395 | 49,976 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,261,032 | 47,464 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,114,870 | 48,389 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $13,649,011 | 44,351 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $12,631,741 | 40,580 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,409,825 | 27,205 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,682,009 | 24,251 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,338,377 | 22,763 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,198,102 | 34,262 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,587,059 | 34,780 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,124,184 | 31,354 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,564,062 | 30,421 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,190,442 | 13,319 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,682,880 | 14,397 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,097,898 | 13,853 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,207,316 | 16,133 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $19,000 | 1,400 | Call | Sole | 2021-08-04 | |
| 2021-03-31 | $2,825,555 | 20,626 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,967,761 | 21,753 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,832,436 | 17,185 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,575,663 | 16,420 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $1,000 | 100 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $1,033,459 | 15,649 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||