Position in CDNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,982,988
-$555,048 QoQ
Shares Held
14,334
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Waverly Advisors, LLC holds $98,071,792 across 32 Software - Application names. CDNS ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
140,659 | $26,256,815 | |
| 2 | UBER |
Uber Technologies, Inc
|
173,360 | $12,469,784 | |
| 3 | NOW |
ServiceNow, Inc.
|
109,932 | $11,493,390 | |
| 4 | INTU |
Intuit Inc.
|
20,891 | $9,032,850 | |
| 5 | ADBE |
Adobe Inc.
|
29,660 | $7,209,752 | |
| 6 | TYL |
Tyler Technologies Inc
|
12,751 | $4,365,687 | |
| 7 | ROP |
Roper Technologies Inc
|
12,252 | $4,335,492 | |
| 8 | CDNS |
Cadence Design Systems Inc
This page
|
14,334 | $3,982,988 |
All Filings in CDNS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,982,988 | 14,334 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,538,036 | 14,518 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,786,971 | 13,628 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,999,478 | 12,979 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,213,968 | 12,637 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||