LOUNTZIS ASSET MANAGEMENT, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1821168
WYOMISSING, PA
Position in CDNS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$16,455,154
+$4,165,242 QoQ
Shares Held
43,843
-0.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
5.30%
of 13F equity value
Holder Rank
#306
of 1,491 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LOUNTZIS ASSET MANAGEMENT, LLC holds $20,667,976 across 2 Software - Application names. CDNS ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
43,843 | $16,455,154 | |
| 2 | PCOR |
Procore Technologies, Inc.
|
103,713 | $4,212,822 |
All Filings in CDNS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,455,154 | 43,843 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $12,289,912 | 44,229 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,825,413 | 44,230 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,606,130 | 44,429 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,690,796 | 44,429 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11,295,558 | 44,413 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||