Legacy Financial Advisors, Inc.
Position in CDNS — Cadence Design Systems Inc
CIK 1730810
COVINGTON, KY
Position in CDNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$546,090
+$177,635 QoQ
Shares Held
1,455
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#926
of 1,494 holders
Holding Since
Sep 2022
16 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, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. CDNS ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in CDNS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,090 | 1,455 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $368,455 | 1,326 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $422,295 | 1,351 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $467,175 | 1,330 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $414,153 | 1,344 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $329,866 | 1,297 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $414,033 | 1,378 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $388,114 | 1,432 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $439,774 | 1,429 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $443,262 | 1,424 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $384,041 | 1,410 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $328,020 | 1,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $307,690 | 1,312 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $261,351 | 1,244 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $238,711 | 1,486 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $226,513 | 1,386 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||