Position in CDNS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,091,055
+$185,477 QoQ
Shares Held
2,907
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#746
of 1,494 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $118,926,532 across 30 Software - Application names. CDNS ranks #20 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
484,707 | $48,121,710 | |
| 2 | UBER |
Uber Technologies, Inc
|
273,130 | $19,709,060 | |
| 3 | SHOP |
Shopify Inc.
|
58,253 | $6,651,327 | |
| 4 | IDCC |
InterDigital, Inc.
|
17,298 | $4,897,582 | |
| 5 | SNOW |
Snowflake Inc.
|
14,516 | $3,694,322 | |
| 6 | ADEA |
Adeia Inc.
|
101,185 | $3,332,022 | |
| 7 | SAP |
Sap SE
|
20,662 | $3,184,220 | |
| 8 | YOU |
Clear Secure, Inc.
|
51,324 | $2,860,286 |
All Filings in CDNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,055 | 2,907 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $905,578 | 3,259 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,805,774 | 5,777 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,191,122 | 3,391 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $802,114 | 2,603 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $839,034 | 3,299 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $29,662,012 | 98,722 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,472,212 | 93,983 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,574,707 | 89,601 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $27,747,810 | 89,141 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $21,654,776 | 79,505 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $16,403,811 | 70,012 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,365,536 | 52,727 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,772,154 | 51,274 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,880,677 | 49,058 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||