Circle Wealth Management, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1578242 SUMMIT, NJ

Position in CDNS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,668,672

+$576,366 QoQ

Shares Held

4,446

+13.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#662

of 1,493 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Circle Wealth Management, LLC holds $13,301,583 across 10 Software - Application names. CDNS ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	12,395	$3,154,527
2	ZM	Zoom Communications, Inc.	23,813	$2,055,300
3	SHOP	Shopify Inc.	16,897	$1,929,299
4	CDNS	Cadence Design Systems Inc This page	4,446	$1,668,672
5	WDAY	Workday, Inc.	12,462	$1,525,598
6	CRM	Salesforce, Inc.	7,224	$1,131,711
7	SAP	Sap SE	5,629	$867,485
8	UBER	Uber Technologies, Inc	7,016	$506,274

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,668,672	4,446	+13.1%	Shares	Sole	2026-08-12
2026-03-31	$1,092,306	3,931	+18.2%	Shares	Sole	2026-05-12
2025-12-31	$1,039,953	3,327	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$1,151,079	3,277	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,009,807	3,277	+91.4%	Shares	Sole	2025-08-14
2025-03-31	$435,412	1,712	+152.1%	Shares	Sole	2025-05-14
2024-12-31	$204,012	679	-34.8%	Shares	Sole	2025-02-14
2024-06-30	$320,367	1,041	-11.6%	Shares	Sole	2024-08-13
2024-03-31	$366,376	1,177	-38.9%	Shares	Sole	2024-05-14
2023-12-31	$524,584	1,926	+2.0%	Shares	Sole	2024-02-15
2023-09-30	$442,592	1,889	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.