Smith Group Asset Management, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1893134 DALLAS, TX

Position in CDNS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$52,589,838

+$16,391,991 QoQ

Shares Held

140,120

+7.6% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

#170

of 1,489 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 95% None 5%

Technology · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $66,855,568 across 13 Software - Application names. CDNS ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc This page	140,120	$52,589,838
2	YOU	Clear Secure, Inc.	64,941	$3,619,161
3	ESTC	Elastic N.V.	33,505	$1,910,455
4	ADSK	Autodesk, Inc.	7,935	$1,542,722
5	QTWO	Q2 Holdings, Inc.	30,241	$1,454,592
6	ADP	Automatic Data Processing Inc	5,723	$1,281,665
7	SNOW	Snowflake Inc.	4,180	$1,063,810
8	PCTY	Paylocity Holding Corp	9,455	$988,331

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,589,838	140,120	+7.6%	Shares	Sole	2026-08-03
2026-03-31	$36,197,847	130,269	+7.4%	Shares	Sole	2026-05-18
2025-12-31	$37,901,887	121,255	+4.1%	Shares	Sole	2026-02-10
2025-09-30	$40,923,195	116,504	+3.8%	Shares	Sole	2025-11-13
2025-06-30	$34,591,686	112,256	+2.9%	Shares	Sole	2025-07-31
2025-03-31	$27,737,992	109,063	+2.9%	Shares	Sole	2025-04-28
2024-12-31	$31,856,872	106,027	+10.0%	Shares	Sole	2025-01-23
2024-09-30	$26,120,516	96,375	+1.8%	Shares	Sole	2024-10-25
2024-06-30	$29,140,539	94,689	-30.4%	Shares	Sole	2024-07-31
2024-03-31	$42,321,628	135,960	-6.7%	Shares	Sole	2024-04-30
2023-12-31	$39,682,130	145,692	-22.4%	Shares	Sole	2024-02-12
2022-03-31	$30,879,996	187,766	-2.5%	Shares	Sole	2022-05-05
2021-12-31	$35,901,445	192,656	-5.6%	Shares	Sole	2022-02-02
2021-09-30	$30,901,937	204,054	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.