Position in CDNS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,296,368
+$3,349,001 QoQ
Shares Held
16,776
+58.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#82
of 522 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Sep 30, 2025CallValue
$70,252
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. CDNS ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
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|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in CDNS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,296,368 | 16,776 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,947,367 | 10,607 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,654,429 | 8,492 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,608,105 | 7,425 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $70,252 | 200 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $2,066,453 | 6,706 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,195,605 | 4,701 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,495,088 | 4,976 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $958,904 | 3,538 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,118,363 | 3,634 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,086,678 | 3,491 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,379,281 | 5,064 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $638,467 | 2,725 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $626,168 | 2,670 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $568,503 | 2,706 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $440,635 | 2,743 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $211,392 | 1,409 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||