Trifecta Capital Advisors, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1962615 NORTHBROOK, IL

Position in CDNS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$413,227

+$108,960 QoQ

Shares Held

1,101

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#981

of 1,466 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $14,187,394 across 15 Software - Application names. CDNS ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	118,331	$8,538,764
2	NOW	ServiceNow, Inc.	40,819	$4,052,510
3	CDNS	Cadence Design Systems Inc This page	1,101	$413,227
4	SHOP	Shopify Inc.	3,002	$342,768
5	MSTR	Strategy Inc	2,661	$231,320
6	NAVN	Navan, Inc.	9,880	$225,955
7	SNOW	Snowflake Inc.	770	$195,965
8	DDOG	Datadog, Inc.	291	$75,764

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,227	1,101	+0.5%	Shares	Sole	2026-08-03
2026-03-31	$304,267	1,095	0.0%	Shares	Sole	2026-05-01
2025-12-31	$342,275	1,095	0.0%	Shares	Sole	2026-01-30
2025-09-30	$384,629	1,095	0.0%	Shares	Sole	2025-11-03
2025-06-30	$337,424	1,095	-0.4%	Shares	Sole	2025-07-23
2025-03-31	$279,508	1,099	-40.6%	Shares	Sole	2025-04-21
2024-12-31	$555,550	1,849	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$500,050	1,845	0.0%	Shares	Sole	2024-10-16
2024-06-30	$567,798	1,845	0.0%	Shares	Sole	2024-08-07
2024-03-31	$574,311	1,845	-15.0%	Shares	Sole	2024-04-16
2023-12-31	$591,042	2,170	0.0%	Shares	Sole	2024-01-25
2023-09-30	$508,431	2,170	+12.1%	Shares	Sole	2023-11-01
2023-06-30	$453,796	1,935	0.0%	Shares	Sole	2023-08-14
2023-03-31	$406,524	1,935	-39.8%	Shares	Sole	2023-05-09
2022-12-31	$515,975	3,212	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.