Position in CDNS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$30,991,298
-$989,037 QoQ
Shares Held
82,573
-28.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#229
of 1,494 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 39%
Shared 16%
None 45%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $840,123,084 across 75 Software - Application names. CDNS ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,448,627 | $119,278,433 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,346,774 | $97,183,211 | |
| 3 | ADP |
Automatic Data Processing Inc
|
398,039 | $89,140,834 | |
| 4 | ROP |
Roper Technologies Inc
|
1,525,470 | $80,952,642 | |
| 5 | PAYX |
Paychex Inc
|
748,039 | $73,554,674 | |
| 6 | CRM |
Salesforce, Inc.
|
1,108,019 | $49,049,704 | |
| 7 | ADBE |
Adobe Inc.
|
426,631 | $46,665,904 | |
| 8 | INTU |
Intuit Inc.
|
8,592,697 | $40,545,574 |
All Filings in CDNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,991,298 | 82,573 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $31,980,335 | 115,091 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $93,738,365 | 299,886 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $84,328,741 | 240,075 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $27,885,108 | 90,492 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $26,388,007 | 103,755 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $50,270,861 | 167,313 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $44,888,529 | 165,622 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $33,457,348 | 108,716 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $31,660,911 | 101,712 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $17,710,041 | 65,022 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $14,651,716 | 62,534 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $13,989,586 | 59,652 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $12,530,187 | 59,642 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $8,946,361 | 55,692 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||