Independent Advisor Alliance
Position in CDNS — Cadence Design Systems Inc
CIK 1696899
CHARLOTTE, NC
Position in CDNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,368,415
+$589,825 QoQ
Shares Held
3,646
+30.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#703
of 1,494 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. CDNS ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,137,006 | $22,887,930 | |
| 2 | NOW |
ServiceNow, Inc.
|
70,036 | $6,953,173 | |
| 3 | UBER |
Uber Technologies, Inc
|
61,837 | $4,462,157 | |
| 4 | MSTR |
Strategy Inc
|
50,569 | $4,179,177 | |
| 5 | CRM |
Salesforce, Inc.
|
21,886 | $3,428,659 | |
| 6 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,666,778 | |
| 7 | ADBE |
Adobe Inc.
|
11,618 | $2,381,922 | |
| 8 | ADP |
Automatic Data Processing Inc
|
9,764 | $2,186,647 |
All Filings in CDNS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368,415 | 3,646 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $778,590 | 2,802 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $893,978 | 2,860 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,086,446 | 3,093 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $950,950 | 3,086 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $812,838 | 3,196 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,099,682 | 3,660 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $451,535 | 1,666 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $532,099 | 1,729 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $454,780 | 1,461 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $419,722 | 1,541 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $356,136 | 1,520 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $409,940 | 1,748 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $332,572 | 1,583 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $240,405 | 1,471 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $211,392 | 1,409 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $241,756 | 1,470 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $255,113 | 1,369 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||