Position in CDNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$371,942
+$82,958 QoQ
Shares Held
991
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,040
of 1,494 holders
Holding Since
Jun 2025
5 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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names. CDNS ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in CDNS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,942 | 991 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $288,984 | 1,040 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $251,001 | 803 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $313,675 | 893 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $200,297 | 650 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||