Position in CDNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$220,688
New position
Shares Held
588
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,190
of 1,494 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026LVW Advisors, LLC holds $6,043,912 across 14 Software - Application names. CDNS ranks #13 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
15,834 | $1,556,957 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,946 | $717,703 | |
| 3 | SHOP |
Shopify Inc.
|
4,994 | $570,214 | |
| 4 | SAP |
Sap SE
|
3,378 | $520,583 | |
| 5 | ZM |
Zoom Communications, Inc.
|
4,761 | $410,921 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,653 | $370,189 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,267 | $324,347 | |
| 8 | CRM |
Salesforce, Inc.
|
1,837 | $287,784 |
All Filings in CDNS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,688 | 588 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||