Position in CDNS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$264,975
+$50,858 QoQ
Shares Held
706
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,136
of 1,494 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Planned Solutions, Inc. holds $2,823,462 across 2 Software - Application names. CDNS ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESTC |
Elastic N.V.
|
44,870 | $2,558,487 | |
| 2 | CDNS |
Cadence Design Systems Inc
This page
|
706 | $264,975 |
All Filings in CDNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,975 | 706 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $214,117 | 685 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $240,613 | 685 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $211,082 | 685 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $205,815 | 685 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $185,655 | 685 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $210,808 | 685 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $213,226 | 685 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $186,573 | 685 | Shares | Sole | 2024-01-18 | |
| 2020-12-31 | $81,858 | 600 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $15,994 | 150 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||