Position in CDNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,454,780
+$42,899,751 QoQ
Shares Held
504,782
-4.3% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
5.16%
of 13F equity value
Holder Rank
#71
of 1,494 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 43%
Shared 57%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NZS Capital, LLC holds $733,479,778 across 12 Software - Application names. CDNS ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
504,782 | $189,454,780 | |
| 2 | ROP |
Roper Technologies Inc
|
319,087 | $107,975,849 | |
| 3 | SHOP |
Shopify Inc.
|
703,753 | $80,354,517 | |
| 4 | SNOW |
Snowflake Inc.
|
299,061 | $76,111,024 | |
| 5 | WDAY |
Workday, Inc.
|
497,876 | $60,949,979 | |
| 6 | TYL |
Tyler Technologies Inc
|
163,214 | $47,733,566 | |
| 7 | FROG |
JFrog Ltd
|
433,501 | $39,396,570 | |
| 8 | UBER |
Uber Technologies, Inc
|
521,959 | $37,664,561 |
All Filings in CDNS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,454,780 | 504,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $146,555,029 | 527,423 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $146,867,901 | 469,857 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $180,106,457 | 512,744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $162,961,737 | 528,839 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $113,974,683 | 448,137 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $106,689,440 | 355,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $94,063,400 | 347,059 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,536,236 | 297,437 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $92,691,090 | 297,774 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $75,360,148 | 276,683 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $74,800,040 | 319,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $78,926,767 | 336,546 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $80,568,884 | 383,497 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $48,360,350 | 301,048 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $47,754,899 | 292,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,534,405 | 243,514 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,814,881 | 114,404 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,240,634 | 81,785 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,919,263 | 98,516 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,190,017 | 220,655 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||