Position in CDNS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,322,788
+$1,141,679 QoQ
Shares Held
14,182
-5.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#438
of 1,491 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $106,600,956 across 42 Software - Application names. CDNS ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
282,009 | $32,199,787 | |
| 2 | UBER |
Uber Technologies, Inc
|
151,147 | $10,906,767 | |
| 3 | ADP |
Automatic Data Processing Inc
|
46,647 | $10,446,595 | |
| 4 | U |
Unity Software Inc.
|
274,554 | $7,846,753 | |
| 5 | CDNS |
Cadence Design Systems Inc
This page
|
14,182 | $5,322,788 | |
| 6 | CRM |
Salesforce, Inc.
|
33,897 | $5,310,304 | |
| 7 | DDOG |
Datadog, Inc.
|
16,539 | $4,306,094 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,426 | $3,814,933 |
All Filings in CDNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,322,788 | 14,182 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,181,109 | 15,047 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,011,851 | 19,233 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,771,941 | 19,279 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,657,325 | 18,359 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,622,447 | 18,175 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,364,088 | 4,540 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,010,670 | 3,729 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,054,043 | 3,425 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $961,855 | 3,090 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $766,993 | 2,816 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $608,242 | 2,596 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $403,374 | 1,720 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $342,026 | 1,628 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $213,169 | 1,327 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||