Regent Peak Wealth Advisors LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1803329 ATLANTA, GA

Position in CDNS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$636,918

+$177,044 QoQ

Shares Held

1,697

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#884

of 1,494 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $2,001,351 across 6 Software - Application names. CDNS ranks #1 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc This page	1,697	$636,918
2	ADP	Automatic Data Processing Inc	2,121	$474,997
3	INTU	Intuit Inc.	899	$234,639
4	ADBE	Adobe Inc.	1,130	$231,672
5	CRM	Salesforce, Inc.	1,383	$216,660
6	DDOG	Datadog, Inc.	793	$206,465

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$636,918	1,697	+2.5%	Shares	Sole	2026-07-10
2026-03-31	$459,874	1,655	+1.0%	Shares	Sole	2026-04-14
2025-12-31	$512,006	1,638	+0.3%	Shares	Sole	2026-01-08
2025-09-30	$573,607	1,633	+1.2%	Shares	Sole	2025-10-16
2025-03-31	$410,234	1,613	-6.8%	Shares	Sole	2025-04-14
2024-12-31	$519,795	1,730	+0.3%	Shares	Sole	2025-01-07
2024-09-30	$467,526	1,725	-1.3%	Shares	Sole	2024-10-16
2024-06-30	$537,639	1,747	+9.1%	Shares	Sole	2024-08-14
2024-03-31	$498,359	1,601	-0.1%	Shares	Sole	2024-05-01
2023-12-31	$436,336	1,602	+0.3%	Shares	Sole	2024-01-23
2023-09-30	$374,411	1,598	+610.2%	Shares	Sole	2023-11-03
2020-12-31	$30,696	225	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.