KESTRA PRIVATE WEALTH SERVICES, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1649451
AUSTIN, TX
Position in CDNS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,716,726
+$1,701,451 QoQ
Shares Held
17,896
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#79
of 522 holders
Holding Since
Sep 2021
20 quarters on record
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $66,645,809 across 28 Software - Application names. CDNS ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
174,012 | $12,556,705 | |
| 2 | CRM |
Salesforce, Inc.
|
66,761 | $10,458,778 | |
| 3 | CDNS |
Cadence Design Systems Inc
This page
|
17,896 | $6,716,726 | |
| 4 | ADP |
Automatic Data Processing Inc
|
26,980 | $6,042,171 | |
| 5 | SHOP |
Shopify Inc.
|
44,719 | $5,106,015 | |
| 6 | DDOG |
Datadog, Inc.
|
14,197 | $3,696,330 | |
| 7 | INTU |
Intuit Inc.
|
14,085 | $3,676,185 | |
| 8 | MSTR |
Strategy Inc
|
33,625 | $2,923,021 |
All Filings in CDNS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,716,726 | 17,896 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,015,275 | 18,049 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,431,077 | 17,375 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,938,401 | 16,906 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,212,049 | 16,914 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,115,313 | 16,181 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,847,020 | 16,132 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,999,589 | 14,757 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,965,854 | 16,136 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,364,456 | 14,021 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,232,214 | 11,867 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,142,907 | 9,146 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $563,082 | 2,401 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $401,902 | 1,913 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $313,569 | 1,952 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $745,077 | 4,559 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $701,840 | 4,678 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $789,572 | 4,801 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $884,789 | 4,748 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $248,513 | 1,641 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||