Position in CDNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,553,824
+$392,607 QoQ
Shares Held
4,140
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#675
of 1,494 holders
Holding Since
Dec 2020
21 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, 2026CreativeOne Wealth, LLC holds $33,995,702 across 18 Software - Application names. CDNS ranks #9 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
66,064 | $6,496,072 | |
| 2 | NOW |
ServiceNow, Inc.
|
41,975 | $4,167,277 | |
| 3 | SNOW |
Snowflake Inc.
|
14,918 | $3,796,631 | |
| 4 | SHOP |
Shopify Inc.
|
24,795 | $2,831,092 | |
| 5 | DDOG |
Datadog, Inc.
|
10,666 | $2,776,999 | |
| 6 | UBER |
Uber Technologies, Inc
|
36,342 | $2,622,437 | |
| 7 | INTU |
Intuit Inc.
|
6,880 | $1,795,680 | |
| 8 | ZM |
Zoom Communications, Inc.
|
18,305 | $1,579,904 |
All Filings in CDNS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,553,824 | 4,140 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,161,217 | 4,179 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,564,775 | 5,006 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,792,479 | 5,103 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,878,173 | 6,095 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,532,337 | 6,025 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,817,481 | 6,049 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,651,385 | 6,093 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $982,645 | 3,193 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,294,444 | 7,371 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $347,817 | 1,279 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $1,133,435 | 4,833 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,051,710 | 5,006 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $798,059 | 4,968 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $761,910 | 4,662 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $686,987 | 4,579 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $563,111 | 3,424 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $590,729 | 3,170 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $542,760 | 3,584 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $535,923 | 3,917 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $370,271 | 2,714 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||