KINGSWOOD WEALTH ADVISORS, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1987855 SAN DIEGO, CA

Position in CDNS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$340,790

+$80,704 QoQ

Shares Held

908

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,063

of 1,494 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. CDNS ranks #12 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc.	14,878	$1,477,087
3	UBER	Uber Technologies, Inc	19,051	$1,374,720
4	CRM	Salesforce, Inc.	8,698	$1,362,628
5	SHOP	Shopify Inc.	10,098	$1,152,989
6	PAYX	Paychex Inc	7,222	$710,139
7	ADP	Automatic Data Processing Inc	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,790	908	-3.0%	Shares	Sole	2026-07-27
2026-03-31	$260,086	936	-5.8%	Shares	Sole	2026-04-28
2025-12-31	$310,704	994	+5.4%	Shares	Sole	2026-01-28
2025-09-30	$331,238	943	-18.9%	Shares	Sole	2025-10-23
2025-06-30	$358,378	1,163	+8.2%	Shares	Sole	2025-07-23
2025-03-31	$273,404	1,075	+8.3%	Shares	Sole	2025-07-25
2024-12-31	$298,356	993	-86.8%	Shares	Sole	2025-01-22
2024-09-30	$2,033,267	7,502	-0.8%	Shares	Sole	2024-10-21
2024-06-30	$2,328,436	7,566	-0.9%	Shares	Sole	2024-07-09
2024-03-31	$2,376,000	7,633	-0.1%	Shares	Sole	2024-04-15
2023-12-31	$2,080,634	7,639	-10.7%	Shares	Sole	2024-01-16
2023-09-30	$2,004,202	8,554	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.