BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in CDNS — Cadence Design Systems Inc

CIK 2010186 CINCINNATI, OH

Position in CDNS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$79,192

+$21,118 QoQ

Shares Held

211

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,268

of 1,494 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $123,372,328 across 22 Software - Application names. CDNS ranks #11 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	523,959	$37,808,881
2	CRM	Salesforce, Inc.	231,559	$36,276,032
3	INTU	Intuit Inc.	99,054	$25,853,094
4	ADP	Automatic Data Processing Inc	98,912	$22,151,342
5	SHOP	Shopify Inc.	2,107	$240,577
6	DT	Dynatrace, Inc.	5,239	$230,044
7	ADSK	Autodesk, Inc.	1,108	$215,417
8	ADBE	Adobe Inc.	935	$191,693

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,192	211	+1.0%	Shares	Sole	2026-07-24
2026-03-31	$58,074	209	+8.3%	Shares	Sole	2026-05-06
2025-12-31	$60,327	193	-4.5%	Shares	Sole	2026-01-22
2025-09-30	$70,954	202	+10.4%	Shares	Sole	2025-10-09
2025-06-30	$56,391	183	0.0%	Shares	Sole	2025-07-18
2025-03-31	$46,542	183	+147.3%	Shares	Sole	2025-04-24
2024-12-31	$22,234	74	0.0%	Shares	Sole	2025-01-17
2024-09-30	$20,056	74	-70.3%	Shares	Sole	2024-10-17
2024-06-30	$76,629	249	+24.5%	Shares	Sole	2024-07-12
2024-03-31	$62,256	200	-88.3%	Shares	Sole	2024-05-09
2023-12-31	$464,935	1,707	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.