Position in CDNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,272,267
+$3,271,935 QoQ
Shares Held
11,383
+216.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#481
of 1,489 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. CDNS ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
271,679 | $69,142,305 | |
| 2 | ADP |
Automatic Data Processing Inc
|
152,174 | $34,079,367 | |
| 3 | CRM |
Salesforce, Inc.
|
133,602 | $20,930,089 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
97,461 | $6,047,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
81,136 | $5,854,773 | |
| 6 | NOW |
ServiceNow, Inc.
|
48,414 | $4,806,541 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
11,383 | $4,272,267 | |
| 8 | INTU |
Intuit Inc.
|
13,119 | $3,424,059 |
All Filings in CDNS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,272,267 | 11,383 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,000,332 | 3,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,270,637 | 4,065 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,369,110 | 4,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $965,691 | 3,797 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,181,108 | 3,931 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,026,119 | 3,786 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $743,524 | 2,416 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $715,010 | 2,297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $626,178 | 2,299 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $522,723 | 2,231 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $487,098 | 2,077 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,752,207 | 17,860 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $403,367 | 2,511 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,057,411 | 7,048 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $629,388 | 3,827 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $699,185 | 3,752 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $325,141 | 2,147 | Shares | Sole | 2021-11-23 | |
| No filing history on record for this holder in this stock. | ||||||