SageView Advisory Group, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1914558 NEWPORT BEACH, CA

Position in CDNS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$236,451

-$73,003 QoQ

Shares Held

630

-36.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,170

of 1,494 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SageView Advisory Group, LLC holds $10,825,405 across 11 Software - Application names. CDNS ranks #11 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	30,633	$5,955,667
2	CRM	Salesforce, Inc.	7,025	$1,100,536
3	PAYX	Paychex Inc	9,826	$966,190
4	NOW	ServiceNow, Inc.	7,101	$704,987
5	SHOP	Shopify Inc.	3,598	$410,819
6	UBER	Uber Technologies, Inc	5,191	$374,582
7	ADP	Automatic Data Processing Inc	1,281	$286,879
8	LIF	Life360, Inc.	4,973	$275,305

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,451	630	-36.4%	Shares	Sole	2026-08-10
2025-12-31	$309,454	990	+16.5%	Shares	Sole	2026-02-17
2025-09-30	$298,571	850	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$263,160	854	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$217,452	855	-32.7%	Shares	Sole	2025-05-19
2024-12-31	$381,884	1,271	+22.0%	Shares	Sole	2025-02-13
2024-09-30	$282,413	1,042	-25.8%	Shares	Sole	2024-11-14
2024-06-30	$432,081	1,404	+37.5%	Shares	Sole	2024-08-15
2024-03-31	$317,816	1,021	-16.5%	Shares	Sole	2024-05-09
2023-12-31	$333,108	1,223	—	Shares	Sole	2024-03-06
No filing history on record for this holder in this stock.