Position in CDNS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$999,477
+$603,791 QoQ
Shares Held
2,663
+87.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#763
of 1,494 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Invera Wealth Advisors, LLC holds $1,360,782 across 2 Software - Application names. CDNS ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
2,663 | $999,477 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,007 | $361,305 |
All Filings in CDNS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,477 | 2,663 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $395,686 | 1,424 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $447,927 | 1,433 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||