Position in CDNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,755
+$1,754 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,407
of 1,491 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RMG Wealth Management LLC holds $106,297 across 9 Software - Application names. CDNS ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
340 | $33,755 | |
| 2 | CRM |
Salesforce, Inc.
|
200 | $31,332 | |
| 3 | INTU |
Intuit Inc.
|
49 | $12,789 | |
| 4 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 5 | PAYX |
Paychex Inc
|
91 | $8,948 | |
| 6 | CDNS |
Cadence Design Systems Inc
This page
|
18 | $6,755 | |
| 7 | MSTR |
Strategy Inc
|
14 | $1,217 | |
| 8 | AIXI |
Xiao-I Corp
|
28 | $51 |
All Filings in CDNS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,755 | 18 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,001 | 18 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,626 | 18 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||