Position in CDNS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,257
+$2,944 QoQ
Shares Held
22
+29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,393
of 1,494 holders
Holding Since
Jun 2023
8 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, 2026Activest Wealth Management holds $1,468,796 across 55 Software - Application names. CDNS ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
9,326 | $672,964 | |
| 2 | CRM |
Salesforce, Inc.
|
1,795 | $281,204 | |
| 3 | ADP |
Automatic Data Processing Inc
|
192 | $42,998 | |
| 4 | FIG |
Figma, Inc.
|
2,000 | $36,180 | |
| 5 | PAYX |
Paychex Inc
|
359 | $35,300 | |
| 6 | DDOG |
Datadog, Inc.
|
130 | $33,846 | |
| 7 | BTDR |
Bitdeer Technologies Group
|
2,000 | $31,740 | |
| 8 | ZM |
Zoom Communications, Inc.
|
359 | $30,985 |
All Filings in CDNS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,257 | 22 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $5,313 | 17 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $29,505 | 84 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,960 | 81 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $18,057 | 71 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $300 | 1 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $40,337 | 172 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||