Unique Wealth Strategies, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 2009809
BURR RIDGE, IL
Position in CDNS
as of Mar 31, 2026
· filed Jul 15, 2026
Position Value
$533,788
-$18,853 QoQ
Shares Held
1,921
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 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, 2026Unique Wealth Strategies, LLC holds $7,487,292 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
4,651 | $953,548 | |
| 2 | CRM |
Salesforce, Inc.
|
5,461 | $855,520 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,585 | $852,318 | |
| 4 | SNOW |
Snowflake Inc.
|
3,132 | $797,094 | |
| 5 | CVLT |
Commvault Systems Inc
|
5,429 | $769,452 | |
| 6 | YOU |
Clear Secure, Inc.
|
11,880 | $662,072 | |
| 7 | ADSK |
Autodesk, Inc.
|
3,384 | $657,917 | |
| 8 | UBER |
Uber Technologies, Inc
|
8,062 | $581,753 |
All Filings in CDNS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $533,788 | 1,921 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $552,641 | 1,768 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $639,293 | 1,820 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $579,322 | 1,880 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $455,777 | 1,481 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $461,005 | 1,481 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||