Perennial Investment Advisors, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1801523
Los Angeles, CA
Position in CDNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$436,497
+$172,521 QoQ
Shares Held
1,163
+22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#981
of 1,494 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Jun 30, 2026CallValue
$75,064
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $7,347,489 across 14 Software - Application names. CDNS ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
11,987 | $1,368,675 | |
| 2 | CRM |
Salesforce, Inc.
|
7,702 | $1,206,595 | |
| 3 | MITK |
Mitek Systems Inc
|
39,320 | $791,511 | |
| 4 | UBER |
Uber Technologies, Inc
|
9,367 | $675,922 | |
| 5 | ADBE |
Adobe Inc.
|
2,270 | $465,395 | |
| 6 | MSTR |
Strategy Inc
|
5,171 | $449,515 | |
| 7 | CDNS |
Cadence Design Systems Inc
This page
|
1,163 | $436,497 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,723 | $385,865 |
All Filings in CDNS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,064 | 200 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $436,497 | 1,163 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $263,976 | 950 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $536,387 | 1,716 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $635,780 | 1,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,335 | 900 | Call | Sole | 2025-08-11 | |
| 2025-06-30 | $611,985 | 1,986 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $552,659 | 2,173 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $646,890 | 2,153 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $618,761 | 2,283 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $108,412 | 400 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $276,975 | 900 | Call | Sole | 2024-08-09 | |
| 2024-06-30 | $692,437 | 2,250 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $668,940 | 2,149 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $249,024 | 800 | Put | Sole | 2024-05-14 | |
| 2023-12-31 | $490,266 | 1,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $244,609 | 1,044 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $46,860 | 200 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $161,115 | 687 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $140,712 | 600 | Call | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||