Kingsview Wealth Management, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1791965
GRANTS PASS, OR
Position in CDNS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$436,497
+$106,110 QoQ
Shares Held
1,163
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#980
of 1,494 holders
Holding Since
Dec 2020
19 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, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names. CDNS ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
All Filings in CDNS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,497 | 1,163 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $330,387 | 1,189 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $396,038 | 1,267 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $421,512 | 1,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $406,141 | 1,318 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $637,096 | 2,505 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,448,818 | 4,822 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,291,457 | 4,765 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,257,346 | 7,335 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,307,207 | 7,412 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,042,775 | 7,500 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,709,452 | 7,296 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,707,540 | 7,281 | Shares | Sole | 2023-08-10 | |
| 2022-09-30 | $442,078 | 2,705 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $405,831 | 2,705 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $444,864 | 2,705 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $504,076 | 2,705 | Shares | Sole | 2022-02-17 | |
| 2021-03-31 | $206,854 | 1,510 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $207,237 | 1,519 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||