Position in CDNS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,125
+$292 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,471
of 1,494 holders
Holding Since
Sep 2020
9 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, 2026Lloyd Advisory Services, LLC. holds $478,467 across 13 Software - Application names. CDNS ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,190 | $215,342 | |
| 2 | ADP |
Automatic Data Processing Inc
|
665 | $148,926 | |
| 3 | ADBE |
Adobe Inc.
|
232 | $47,564 | |
| 4 | NOW |
ServiceNow, Inc.
|
195 | $19,359 | |
| 5 | UBER |
Uber Technologies, Inc
|
213 | $15,370 | |
| 6 | ADSK |
Autodesk, Inc.
|
49 | $9,526 | |
| 7 | SHOP |
Shopify Inc.
|
73 | $8,335 | |
| 8 | PTC |
Ptc Inc.
|
60 | $6,816 |
All Filings in CDNS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125 | 3 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $833 | 3 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,566 | 53 | Shares | Sole | 2026-02-06 | |
| 2021-12-31 | $55,345 | 297 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $44,977 | 297 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $43,235 | 316 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $43,288 | 316 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $42,702 | 313 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $33,375 | 313 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||