MISSION WEALTH MANAGEMENT, LP
Position in CDNS — Cadence Design Systems Inc
CIK 1645382
Santa Barbara, CA
Position in CDNS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,524,857
+$2,946,278 QoQ
Shares Held
12,056
+112.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#471
of 1,491 holders
Holding Since
Mar 2020
26 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 Dec 31, 2024CallValue
$120,184
CallShares
400
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, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. CDNS ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
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|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
|
7,340 | $1,504,846 |
All Filings in CDNS
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,524,857 | 12,056 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,578,579 | 5,681 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,793,896 | 5,739 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,114,936 | 6,021 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,899,128 | 6,163 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,451,461 | 5,707 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,708,415 | 5,686 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $120,184 | 400 | Call | Sole | 2025-02-06 | |
| 2024-09-30 | $108,412 | 400 | Call | Sole | 2024-10-31 | |
| 2024-09-30 | $1,746,788 | 6,445 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,992,373 | 6,474 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $123,100 | 400 | Call | Sole | 2024-08-05 | |
| 2024-03-31 | $1,966,977 | 6,319 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,794,373 | 6,588 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,522,247 | 6,497 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,533,995 | 6,541 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,531,135 | 7,288 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,174,278 | 7,310 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,185,684 | 7,255 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,102,720 | 7,350 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,056,984 | 6,427 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,041,137 | 5,587 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $870,325 | 5,747 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $817,089 | 5,972 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $820,707 | 5,991 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $729,218 | 5,345 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $397,090 | 3,724 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $349,678 | 3,644 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $226,253 | 3,426 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||