Dakota Wealth Management
Position in CDNS — Cadence Design Systems Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in CDNS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,648,324
-$314,990 QoQ
Shares Held
5,932
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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 Mar 31, 2026Dakota Wealth Management holds $11,517,589 across 14 Software - Application names. CDNS ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
30,088 | $2,164,229 | |
| 2 | CRM |
Salesforce, Inc.
|
9,666 | $1,804,352 | |
| 3 | CDNS |
Cadence Design Systems Inc
This page
|
5,932 | $1,648,324 | |
| 4 | ADBE |
Adobe Inc.
|
3,704 | $900,368 | |
| 5 | DOCU |
Docusign, Inc.
|
18,058 | $856,129 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,901 | $826,049 | |
| 7 | SHOP |
Shopify Inc.
|
6,440 | $763,912 | |
| 8 | ADP |
Automatic Data Processing Inc
|
3,556 | $722,508 |
All Filings in CDNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||