Position in CDNS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,513,350
+$3,417,801 QoQ
Shares Held
22,683
+23.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#379
of 1,494 holders
Holding Since
Jun 2020
25 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, 2026AE Wealth Management LLC holds $192,569,799 across 31 Software - Application names. CDNS ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
209,893 | $54,782,073 | |
| 2 | CRM |
Salesforce, Inc.
|
257,028 | $40,265,966 | |
| 3 | ADP |
Automatic Data Processing Inc
|
108,921 | $24,392,825 | |
| 4 | TYL |
Tyler Technologies Inc
|
65,836 | $19,254,365 | |
| 5 | ADBE |
Adobe Inc.
|
43,339 | $8,885,336 | |
| 6 | CDNS |
Cadence Design Systems Inc
This page
|
22,683 | $8,513,350 | |
| 7 | SHOP |
Shopify Inc.
|
62,616 | $7,149,467 | |
| 8 | PAYX |
Paychex Inc
|
50,034 | $4,919,812 |
All Filings in CDNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,513,350 | 22,683 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,095,549 | 18,338 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,042,200 | 16,131 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,120,258 | 11,730 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,111,679 | 10,098 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,437,991 | 9,586 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,627,512 | 8,745 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,123,515 | 7,835 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,188,097 | 7,110 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,160,280 | 6,940 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,291,110 | 48,798 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $10,910,647 | 46,567 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $10,421,364 | 44,437 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $6,844,101 | 32,577 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,313,232 | 8,175 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,328,195 | 8,127 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $995,899 | 6,638 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $433,681 | 2,637 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,259,307 | 12,124 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,557,863 | 10,287 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,363,274 | 9,964 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,312,090 | 9,578 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,271,800 | 9,322 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $976,517 | 9,158 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $796,563 | 8,301 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||