EverSource Wealth Advisors, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1710537
BIRMINGHAM, AL
Position in CDNS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$846,341
+$325,619 QoQ
Shares Held
2,255
+20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#145
of 382 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,322,131 across 137 Software - Application names. CDNS ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
43,674 | $3,796,577 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
47,035 | $2,918,518 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,536 | |
| 4 | SNOW |
Snowflake Inc.
|
3,819 | $971,933 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,806 | $874,254 | |
| 6 | CDNS |
Cadence Design Systems Inc
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|
2,255 | $846,341 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,764 | $842,942 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,176 | $806,454 |
All Filings in CDNS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,341 | 2,255 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $520,722 | 1,874 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $559,827 | 1,791 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $538,477 | 1,533 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $440,651 | 1,430 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $257,887 | 1,014 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $405,017 | 1,348 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $321,439 | 1,186 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $216,963 | 705 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $212,914 | 684 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $180,032 | 661 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $65,836 | 281 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $57,221 | 244 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $147,481 | 702 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,898 | 155 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $90,865 | 556 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $87,616 | 584 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,116 | 98 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $132,494 | 711 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||