Accurate Wealth Management, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in CDNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$841,467
+$321,851 QoQ
Shares Held
2,242
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#808
of 1,494 holders
Holding Since
Dec 2022
15 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, 2026Accurate Wealth Management, LLC holds $7,717,716 across 11 Software - Application names. CDNS ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
29,183 | $2,518,784 | |
| 2 | YOU |
Clear Secure, Inc.
|
21,065 | $1,173,952 | |
| 3 | CDNS |
Cadence Design Systems Inc
This page
|
2,242 | $841,467 | |
| 4 | PAYC |
Paycom Software, Inc.
|
5,035 | $632,798 | |
| 5 | UBER |
Uber Technologies, Inc
|
7,770 | $560,683 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,169 | $485,747 | |
| 7 | NOW |
ServiceNow, Inc.
|
4,617 | $458,375 | |
| 8 | SHOP |
Shopify Inc.
|
3,648 | $416,528 |
All Filings in CDNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,467 | 2,242 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $519,616 | 1,870 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $688,301 | 2,202 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $695,846 | 1,981 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $532,175 | 1,727 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $394,974 | 1,553 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $343,726 | 1,144 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $306,805 | 1,132 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $778,299 | 2,529 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $665,827 | 2,139 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $489,721 | 1,798 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $417,991 | 1,784 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $316,367 | 1,349 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $228,788 | 1,089 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $113,572 | 707 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||