Cyndeo Wealth Partners, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1950947 ST. PETERSBURG, FL

Position in CDNS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$573,864

+$153,169 QoQ

Shares Held

1,529

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#912

of 1,494 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. CDNS ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	23,358	$5,231,024
2	INTU	Intuit Inc.	8,974	$2,342,214
3	CDNS	Cadence Design Systems Inc This page	1,529	$573,864
4	FICO	Fair Isaac Corp	451	$538,845
5	CRM	Salesforce, Inc.	2,826	$442,721
6	PAYX	Paychex Inc	4,011	$394,401
7	UBER	Uber Technologies, Inc	5,026	$362,676
8	SHOP	Shopify Inc.	3,096	$353,501

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,864	1,529	+1.0%	Shares	Sole	2026-07-21
2026-03-31	$420,695	1,514	0.0%	Shares	Sole	2026-04-13
2025-12-31	$473,246	1,514	-34.6%	Shares	Sole	2026-01-07
2025-09-30	$812,815	2,314	+47.6%	Shares	Sole	2025-10-10
2025-06-30	$483,179	1,568	-0.6%	Shares	Sole	2025-07-24
2025-03-31	$401,332	1,578	+0.9%	Shares	Sole	2025-04-17
2024-12-31	$469,919	1,564	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$422,806	1,560	-55.6%	Shares	Sole	2024-10-18
2024-06-30	$1,081,433	3,514	+35.2%	Shares	Sole	2024-07-30
2024-03-31	$809,328	2,600	+14.4%	Shares	Sole	2024-04-17
2023-12-31	$619,097	2,273	-11.0%	Shares	Sole	2024-01-12
2023-09-30	$598,402	2,554	+4.1%	Shares	Sole	2023-10-10
2023-06-30	$575,277	2,453	+7.1%	Shares	Sole	2023-07-27
2023-03-31	$481,316	2,291	0.0%	Shares	Sole	2023-04-25
2022-12-31	$368,026	2,291	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.