Position in CDNS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,406
+$13,899 QoQ
Shares Held
97
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,316
of 1,494 holders
Holding Since
Sep 2020
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, 2026Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names. CDNS ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
8,571 | $978,636 | |
| 2 | CRM |
Salesforce, Inc.
|
1,274 | $199,584 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,479 | $178,884 | |
| 4 | ADSK |
Autodesk, Inc.
|
659 | $128,122 | |
| 5 | PERF |
Perfect Corp.
|
65,740 | $109,128 | |
| 6 | NRDY |
Nerdy Inc.
|
6,807 | $93,530 | |
| 7 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 8 | TRAK |
ReposiTrak, Inc.
|
8,000 | $72,000 |
All Filings in CDNS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,406 | 97 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,507 | 81 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,941 | 51 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $14,401 | 41 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,081 | 10 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $508 | 2 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $600 | 2 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,757 | 36 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $111,713 | 363 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $138,830 | 446 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $469 | 2 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $5,622 | 35 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $23,860 | 146 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,552 | 97 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $2,271 | 15 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,052 | 15 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,054 | 15 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,046 | 15 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,919 | 18 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||