GUARDIAN WEALTH ADVISORS, LLC / NC
Position in CDNS — Cadence Design Systems Inc
CIK 1901403
RALEIGH, NC
Position in CDNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$833,585
+$225,050 QoQ
Shares Held
2,221
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#811
of 1,494 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $6,210,530 across 8 Software - Application names. CDNS ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,207 | $1,807,590 | |
| 2 | FIG |
Figma, Inc.
|
66,123 | $1,196,165 | |
| 3 | CDNS |
Cadence Design Systems Inc
This page
|
2,221 | $833,585 | |
| 4 | CRM |
Salesforce, Inc.
|
4,412 | $691,183 | |
| 5 | SHOP |
Shopify Inc.
|
6,039 | $689,533 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,520 | $444,539 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,105 | $296,216 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,124 | $251,719 |
All Filings in CDNS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,585 | 2,221 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $608,535 | 2,190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $686,425 | 2,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $773,825 | 2,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $674,540 | 2,189 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $560,288 | 2,203 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $661,012 | 2,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $588,406 | 2,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $673,664 | 2,189 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $682,014 | 2,191 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $686,644 | 2,521 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $575,206 | 2,455 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $583,720 | 2,489 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $534,679 | 2,545 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $409,792 | 2,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $416,909 | 2,551 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $392,178 | 2,614 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $588,602 | 3,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $547,869 | 2,940 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||