Position in CDNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$302,507
+$47,979 QoQ
Shares Held
806
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,097
of 1,489 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. CDNS ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
This page
|
806 | $302,507 |
All Filings in CDNS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,507 | 806 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $254,528 | 916 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,945,497 | 6,224 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,162,504 | 17,544 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,633,034 | 15,035 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,858,491 | 23,035 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,340,538 | 24,431 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,570,952 | 27,934 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,462,697 | 30,748 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,916,304 | 28,644 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,738,575 | 28,412 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,768,934 | 24,622 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,627,072 | 23,994 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,826,159 | 18,212 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $622,961 | 3,878 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $796,230 | 4,872 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $831,766 | 5,544 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $916,042 | 5,570 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,876,463 | 106,662 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $15,942,997 | 105,276 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $806,417 | 5,894 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,101,810 | 8,043 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||