AXXCESS WEALTH MANAGEMENT, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1911056
CARLSBAD, CA
Position in CDNS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$613,648
+$99,589 QoQ
Shares Held
1,635
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#896
of 1,494 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $24,836,848 across 15 Software - Application names. CDNS ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
16,543 | $5,597,985 | |
| 2 | UBER |
Uber Technologies, Inc
|
48,242 | $3,481,142 | |
| 3 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 4 | INTU |
Intuit Inc.
|
12,190 | $3,181,590 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,474 | $2,345,652 | |
| 6 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 7 | SHOP |
Shopify Inc.
|
10,930 | $1,247,987 | |
| 8 | CRM |
Salesforce, Inc.
|
4,979 | $780,010 |
All Filings in CDNS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,648 | 1,635 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $514,059 | 1,850 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $716,433 | 2,292 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $838,106 | 2,386 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $539,570 | 1,751 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $468,475 | 1,842 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $651,998 | 2,170 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $713,621 | 2,633 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $948,485 | 3,082 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,298,634 | 10,597 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,445,610 | 8,979 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,014,511 | 8,598 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,615,592 | 7,690 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,086,408 | 6,763 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $326,369 | 1,997 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $664,524 | 3,566 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||