Position in CDNS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$271,731
+$30,262 QoQ
Shares Held
724
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,128
of 1,494 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Falcon Wealth Planning holds $634,530 across 2 Software - Application names. CDNS ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,620 | $362,799 | |
| 2 | CDNS |
Cadence Design Systems Inc
This page
|
724 | $271,731 |
All Filings in CDNS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,731 | 724 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $241,469 | 869 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $269,756 | 863 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $304,542 | 867 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $263,468 | 855 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $230,152 | 766 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $221,973 | 819 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $239,737 | 779 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $226,923 | 729 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||