Avantra Family Wealth, Inc.
Position in CDNS — Cadence Design Systems Inc
CIK 1774744
MECHANICSBURG, PA
Position in CDNS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$208,402
-$244,839 QoQ
Shares Held
750
-48.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Avantra Family Wealth, Inc. holds $2,646,031 across 5 Software - Application names.
All Filings in CDNS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,402 | 750 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $453,241 | 1,450 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $480,523 | 1,368 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $449,899 | 1,460 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $374,882 | 1,474 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $298,657 | 994 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||