OneDigital Investment Advisors LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1690370 OVERLAND PARK, KS

Position in CDNS

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

Position Value

$486,039

+$110,915 QoQ

Shares Held

1,295

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#958

of 1,494 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $32,638,255 across 22 Software - Application names. CDNS ranks #17 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	100,628	$9,990,347
2	PAYX	Paychex Inc	48,723	$4,790,932
3	UBER	Uber Technologies, Inc	35,220	$2,541,475
4	ADP	Automatic Data Processing Inc	8,264	$1,850,722
5	SHOP	Shopify Inc.	15,988	$1,825,509
6	WK	Workiva Inc	35,994	$1,746,068
7	ADBE	Adobe Inc.	7,421	$1,521,453
8	CRM	Salesforce, Inc.	8,824	$1,382,367

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$486,039	1,295	-4.1%	Shares	Sole	2026-08-07
2026-03-31	$375,124	1,350	-28.6%	Shares	Sole	2026-05-08
2025-12-31	$591,401	1,892	-5.9%	Shares	Sole	2026-02-13
2025-09-30	$706,383	2,011	+11.2%	Shares	Sole	2025-11-10
2025-06-30	$557,443	1,809	-3.7%	Shares	Sole	2025-08-07
2025-03-31	$477,631	1,878	-51.8%	Shares	Sole	2025-04-29
2024-12-31	$1,170,592	3,896	+12.1%	Shares	Sole	2025-02-13
2024-09-30	$942,371	3,477	+63.5%	Shares	Sole	2024-11-06
2024-06-30	$654,584	2,127	+47.8%	Shares	Sole	2024-08-02
2024-03-31	$447,931	1,439	-31.6%	Shares	Sole	2024-05-10
2023-12-31	$573,338	2,105	+85.3%	Shares	Sole	2024-02-13
2023-09-30	$266,164	1,136	+1.4%	Shares	Sole	2023-11-14
2023-03-31	$235,300	1,120	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.