Compound Planning, Inc.

Position in CDNS — Cadence Design Systems Inc

CIK 1978879 NEW YORK, NY

Position in CDNS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,148,853

+$312,743 QoQ

Shares Held

3,061

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#734

of 1,494 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $45,135,702 across 33 Software - Application names. CDNS ranks #10 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	809,025	$14,635,261
2	NOW	ServiceNow, Inc.	58,018	$5,760,026
3	SHOP	Shopify Inc.	28,597	$3,265,205
4	UBER	Uber Technologies, Inc	38,771	$2,797,715
5	ADP	Automatic Data Processing Inc	9,591	$2,147,904
6	CRM	Salesforce, Inc.	12,013	$1,881,956
7	VIA	Via Transportation, Inc.	87,620	$1,589,425
8	SAP	Sap SE	10,200	$1,571,921

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,148,853	3,061	+1.7%	Shares	Sole	2026-08-04
2026-03-31	$836,110	3,009	-6.0%	Shares	Sole	2026-05-14
2025-12-31	$1,000,568	3,201	+1.7%	Shares	Defined	2026-02-19
2025-09-30	$1,105,063	3,146	+13.2%	Shares	Sole	2025-11-10
2025-06-30	$856,657	2,780	+61.2%	Shares	Sole	2025-08-14
2025-03-31	$438,719	1,725	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$520,096	1,731	+65.5%	Shares	Sole	2025-01-17
2024-09-30	$283,497	1,046	-13.1%	Shares	Sole	2024-10-08
2024-06-30	$370,531	1,204	-40.4%	Shares	Sole	2024-07-26
2024-03-31	$629,096	2,021	+10.9%	Shares	Sole	2024-05-07
2023-12-31	$496,258	1,822	+101.5%	Shares	Sole	2024-02-08
2023-09-30	$211,807	904	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.