Envestnet Portfolio Solutions, Inc.

Position in CDNS — Cadence Design Systems Inc

CIK 1998033 BERWYN, PA

Position in CDNS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,421,269

+$1,072,102 QoQ

Shares Held

11,780

-2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#476

of 1,489 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. CDNS ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	115,565	$8,339,170
2	CRM	Salesforce, Inc.	43,398	$6,798,730
3	PAYX	Paychex Inc	58,503	$5,752,599
4	NOW	ServiceNow, Inc.	52,800	$5,241,984
5	CDNS	Cadence Design Systems Inc This page	11,780	$4,421,269
6	ADP	Automatic Data Processing Inc	16,813	$3,765,271
7	SHOP	Shopify Inc.	29,858	$3,409,186
8	FICO	Fair Isaac Corp	1,592	$1,902,089

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,421,269	11,780	-2.3%	Shares	Sole	2026-07-20
2026-03-31	$3,349,167	12,053	-32.7%	Shares	Sole	2026-04-29
2025-12-31	$5,597,995	17,909	+2.9%	Shares	Sole	2026-02-06
2025-09-30	$6,116,139	17,412	-22.7%	Shares	Sole	2025-10-30
2025-06-30	$6,941,386	22,526	-16.0%	Shares	Sole	2025-07-25
2025-03-31	$6,817,824	26,807	-21.3%	Shares	Sole	2025-04-21
2024-12-31	$10,236,371	34,069	-4.1%	Shares	Sole	2025-02-10
2024-09-30	$9,625,359	35,514	+21.4%	Shares	Sole	2024-10-31
2024-06-30	$8,999,533	29,243	+0.3%	Shares	Sole	2024-07-16
2024-03-31	$9,075,057	29,154	+22.2%	Shares	Sole	2024-05-06
2023-12-31	$6,496,024	23,850	+5.4%	Shares	Sole	2024-02-07
2023-09-30	$5,303,380	22,635	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.