Holistic Financial Partners
Position in CDNS — Cadence Design Systems Inc
CIK 1729304
INDIANAPOLIS, IN
Position in CDNS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$316,019
+$46,486 QoQ
Shares Held
842
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,086
of 1,494 holders
Holding Since
Dec 2021
12 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, 2026Holistic Financial Partners holds $840,129 across 3 Software - Application names. CDNS ranks #1 (37.6% of the industry book) .
All Filings in CDNS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,019 | 842 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $269,533 | 970 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $302,264 | 967 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $348,098 | 991 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $286,271 | 929 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $241,867 | 951 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $285,136 | 949 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $261,895 | 851 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $264,588 | 850 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $227,428 | 835 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $215,113 | 1,308 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $226,042 | 1,213 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||