LYELL WEALTH MANAGEMENT, LP
Position in CDNS — Cadence Design Systems Inc
CIK 1686444
MENLO PARK, CA
Position in CDNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,776,736
+$5,227,463 QoQ
Shares Held
52,693
+0.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#284
of 1,494 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $89,276,281 across 10 Software - Application names. CDNS ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
52,693 | $19,776,736 | |
| 2 | SHOP |
Shopify Inc.
|
167,421 | $19,116,129 | |
| 3 | SNOW |
Snowflake Inc.
|
57,775 | $14,703,737 | |
| 4 | UBER |
Uber Technologies, Inc
|
192,912 | $13,920,529 | |
| 5 | NOW |
ServiceNow, Inc.
|
91,809 | $9,114,797 | |
| 6 | INTU |
Intuit Inc.
|
21,838 | $5,699,718 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
26,780 | $3,295,279 | |
| 8 | WDAY |
Workday, Inc.
|
16,125 | $1,974,022 |
All Filings in CDNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,776,736 | 52,693 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,549,273 | 52,360 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,340,744 | 52,277 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,838,387 | 50,784 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,511,962 | 50,339 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,203,262 | 47,982 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,455,800 | 44,784 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $12,061,377 | 44,502 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $12,955,659 | 42,098 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,186,612 | 39,150 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,783,945 | 39,593 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $9,402,224 | 40,129 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,461,474 | 40,344 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,409,272 | 40,027 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,441,182 | 40,097 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,807,840 | 41,656 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,292,258 | 41,940 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,917,187 | 42,060 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,712,840 | 41,389 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,053,965 | 39,976 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,944,948 | 36,142 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,609,713 | 33,650 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,247,379 | 9,143 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||