PERSONAL CFO SOLUTIONS, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1677501 CHESTER, NJ

Position in CDNS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$409,098

+$92,049 QoQ

Shares Held

1,090

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,005

of 1,494 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. CDNS ranks #9 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	18,404	$1,827,149
2	SHOP	Shopify Inc.	9,476	$1,081,969
3	UBER	Uber Technologies, Inc	12,068	$870,826
4	INTU	Intuit Inc.	2,405	$627,705
5	CRM	Salesforce, Inc.	3,886	$608,780
6	ADBE	Adobe Inc.	2,750	$563,805
7	YOU	Clear Secure, Inc.	7,904	$440,489
8	ADSK	Autodesk, Inc.	2,202	$428,112

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,098	1,090	-4.5%	Shares	Sole	2026-08-07
2026-03-31	$317,049	1,141	-8.9%	Shares	Sole	2026-04-30
2025-12-31	$391,662	1,253	-0.2%	Shares	Defined	2026-01-22
2025-09-30	$440,831	1,255	+0.8%	Shares	Defined	2025-11-10
2025-06-30	$383,646	1,245	+6.0%	Shares	Defined	2025-08-12
2025-03-31	$298,837	1,175	+19.8%	Shares	Defined	2025-04-30
2024-12-31	$294,751	981	-7.0%	Shares	Defined	2025-02-07
2024-09-30	$285,936	1,055	+21.0%	Shares	Defined	2024-11-14
2024-06-30	$268,358	872	-43.1%	Shares	Defined	2024-08-09
2024-03-31	$477,192	1,533	+2.3%	Shares	Defined	2024-05-13
2023-12-31	$408,282	1,499	+9.2%	Shares	Defined	2024-02-13
2023-09-30	$321,693	1,373	-1.0%	Shares	Defined	2023-11-13
2023-06-30	$325,279	1,387	-10.2%	Shares	Defined	2023-08-10
2023-03-31	$324,589	1,545	—	Shares	Defined	2023-05-09
No filing history on record for this holder in this stock.