Position in CDNS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,207,256
+$911,827 QoQ
Shares Held
5,881
+26.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#604
of 1,494 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kestra Advisory Services, LLC holds $112,562,706 across 40 Software - Application names. CDNS ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
316,776 | $22,858,556 | |
| 2 | CRM |
Salesforce, Inc.
|
113,470 | $17,776,210 | |
| 3 | SHOP |
Shopify Inc.
|
103,131 | $11,775,497 | |
| 4 | NOW |
ServiceNow, Inc.
|
91,785 | $9,112,414 | |
| 5 | ADP |
Automatic Data Processing Inc
|
28,439 | $6,368,914 | |
| 6 | ADBE |
Adobe Inc.
|
30,591 | $6,271,766 | |
| 7 | SNOW |
Snowflake Inc.
|
24,104 | $6,134,468 | |
| 8 | MSTR |
Strategy Inc
|
57,056 | $4,959,878 |
All Filings in CDNS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,207,256 | 5,881 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,295,429 | 4,662 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,518,144 | 8,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,955,501 | 8,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,535,150 | 8,227 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,053,206 | 8,073 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,901,842 | 9,658 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,389,400 | 8,816 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,300,618 | 10,725 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,495,051 | 11,228 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,833,465 | 10,403 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,238,033 | 9,552 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,804,865 | 7,696 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,383,652 | 6,586 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,685,756 | 10,494 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,352,546 | 8,276 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,394,528 | 9,295 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,173,751 | 7,137 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,534,405 | 8,234 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,234,841 | 8,154 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $992,081 | 7,251 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $844,954 | 6,168 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $375,728 | 2,754 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $3,198 | 30 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||