Dakota Wealth Management
Position in CDNS — Cadence Design Systems Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in CDNS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,154,712
+$506,388 QoQ
Shares Held
5,741
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#614
of 1,505 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)
Position in Software - Application
Technology · as of Jun 30, 2026Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. CDNS ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
54,493 | $12,203,707 | |
| 2 | CRM |
Salesforce, Inc.
|
58,961 | $9,236,830 | |
| 3 | PAYX |
Paychex Inc
|
47,839 | $4,704,008 | |
| 4 | UBER |
Uber Technologies, Inc
|
46,392 | $3,347,646 | |
| 5 | CDNS |
Cadence Design Systems Inc
This page
|
5,741 | $2,154,712 | |
| 6 | CVLT |
Commvault Systems Inc
|
5,946 | $842,726 | |
| 7 | DT |
Dynatrace, Inc.
|
18,409 | $808,339 | |
| 8 | DOCU |
Docusign, Inc.
|
17,563 | $780,148 |
All Filings in CDNS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154,712 | 5,741 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,648,324 | 5,932 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,963,314 | 6,281 | Shares | Defined | 2026-01-13 | |
| 2025-06-30 | $598,735 | 1,943 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $574,022 | 2,257 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $757,760 | 2,522 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $716,603 | 2,644 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $799,226 | 2,597 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $735,865 | 2,364 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $759,095 | 2,787 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $762,880 | 3,256 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $779,309 | 3,323 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $881,957 | 4,198 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $699,425 | 4,354 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $684,771 | 4,190 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $620,523 | 4,136 | Shares | Other | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||