Abound Wealth Management

Position in CDNS — Cadence Design Systems Inc

CIK 1950323 FRANKLIN, TN

Position in CDNS

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

Position Value

$176,400

+$36,632 QoQ

Shares Held

470

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,229

of 1,491 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $850,942 across 34 Software - Application names. CDNS ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	2,541	$290,131
2	CDNS	Cadence Design Systems Inc This page	470	$176,400
3	MSTR	Strategy Inc	1,057	$91,885
4	CCC	CCC Intelligent Solutions Holdings Inc.	11,799	$60,882
5	WDAY	Workday, Inc.	375	$45,907
6	CRM	Salesforce, Inc.	258	$40,418
7	UBER	Uber Technologies, Inc	373	$26,915
8	WK	Workiva Inc	500	$24,255

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$176,400	470	-6.6%	Shares	Sole	2026-07-10
2026-03-31	$139,768	503	+2.9%	Shares	Sole	2026-04-10
2025-12-31	$152,851	489	+0.4%	Shares	Sole	2026-01-12
2025-09-30	$171,063	487	+0.2%	Shares	Sole	2025-10-10
2025-06-30	$149,760	486	-1.0%	Shares	Sole	2025-07-14
2025-03-31	$124,876	491	-2.4%	Shares	Sole	2025-04-17
2024-12-31	$151,131	503	-1.6%	Shares	Sole	2025-01-13
2024-09-30	$138,496	511	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$156,644	509	+808.9%	Shares	Sole	2024-08-09
2024-03-31	$17,431	56	-1.8%	Shares	Sole	2024-08-08
2023-12-31	$15,525	57	+3.6%	Shares	Sole	2024-08-08
2023-09-30	$12,886	55	-14.1%	Shares	Sole	2024-08-08
2023-06-30	$15,009	64	+64.1%	Shares	Sole	2024-08-08
2023-03-31	$8,193	39	+116.7%	Shares	Sole	2024-08-07
2022-12-31	$2,891	18	+5.9%	Shares	Sole	2024-08-07
2022-09-30	$2,778	17	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.