Position in CDNS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,743,361
+$430,426 QoQ
Shares Held
4,645
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#651
of 1,491 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. CDNS ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
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|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in CDNS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,743,361 | 4,645 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,312,935 | 4,725 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,346,594 | 4,308 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,527,981 | 4,350 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,282,212 | 4,161 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $918,894 | 3,613 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $991,518 | 3,300 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $875,968 | 3,232 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $807,228 | 2,623 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $742,714 | 2,386 | Shares | Sole | 2024-04-12 | |
| 2022-03-31 | $217,745 | 1,324 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,105,800 | 5,934 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||