Concurrent Investment Advisors, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 2001015 Tampa, FL

Position in CDNS

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

Position Value

$2,668,900

+$616,275 QoQ

Shares Held

7,111

-3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#574

of 1,494 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $108,241,737 across 29 Software - Application names. CDNS ranks #11 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	146,754	$22,990,481
2	UBER	Uber Technologies, Inc	270,930	$19,550,308
3	NOW	ServiceNow, Inc.	124,336	$12,344,077
4	ADP	Automatic Data Processing Inc	38,791	$8,687,244
5	DDOG	Datadog, Inc.	32,533	$8,470,291
6	SHOP	Shopify Inc.	43,078	$4,918,645
7	SNOW	Snowflake Inc.	17,219	$4,382,235
8	INTU	Intuit Inc.	16,232	$4,236,552

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,668,900	7,111	-3.7%	Shares	Sole	2026-07-27
2026-03-31	$2,052,625	7,387	+13.5%	Shares	Sole	2026-04-21
2025-12-31	$2,034,582	6,509	+313.8%	Shares	Sole	2026-01-29
2025-09-30	$552,531	1,573	+11.7%	Shares	Sole	2025-10-27
2025-06-30	$433,875	1,408	+26.1%	Shares	Sole	2025-07-25
2025-03-31	$284,086	1,117	+11.3%	Shares	Sole	2025-04-29
2024-12-31	$301,661	1,004	+13.7%	Shares	Sole	2025-02-03
2024-09-30	$239,319	883	-11.5%	Shares	Sole	2024-10-30
2024-06-30	$307,134	998	+13.4%	Shares	Sole	2024-07-30
2024-03-31	$273,926	880	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.