Confluence Wealth Services, Inc.

Position in CDNS — Cadence Design Systems Inc

CIK 1910411 MCMURRAY, PA

Position in CDNS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$209,053

New position

Shares Held

557

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,209

of 1,494 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,679,618 across 6 Software - Application names. CDNS ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	11,868	$2,657,838
2	SHOP	Shopify Inc.	7,746	$884,438
3	PAYX	Paychex Inc	8,452	$831,085
4	CRM	Salesforce, Inc.	4,337	$679,434
5	NOW	ServiceNow, Inc.	4,208	$417,770
6	CDNS	Cadence Design Systems Inc This page	557	$209,053

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,053	557	—	Shares	Sole	2026-07-22
No filing history on record for this holder in this stock.