Pinnacle Wealth Planning Services, Inc.
Position in CDNS — Cadence Design Systems Inc
CIK 1726752
MANSFIELD, OH
Position in CDNS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$340,668
-$57,558 QoQ
Shares Held
1,226
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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 Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. CDNS ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,294 | $309,783 |
All Filings in CDNS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,668 | 1,226 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $398,226 | 1,274 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $447,856 | 1,275 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $400,903 | 1,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $312,571 | 1,229 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $363,256 | 1,209 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $413,591 | 1,526 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $476,704 | 1,549 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $383,185 | 1,231 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $335,287 | 1,231 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $292,640 | 1,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $291,039 | 1,241 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $260,720 | 1,241 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $201,281 | 1,253 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $274,812 | 1,671 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $215,978 | 1,159 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $116,101 | 851 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||