Position in CDNS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,726,927
+$1,336,690 QoQ
Shares Held
9,930
+15.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#12
of 64 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GAMMA Investing LLC holds $38,838,479 across 120 Software - Application names. CDNS ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
24,825 | $5,559,558 | |
| 2 | CDNS |
Cadence Design Systems Inc
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|
9,930 | $3,726,927 | |
| 3 | UBER |
Uber Technologies, Inc
|
41,551 | $2,998,320 | |
| 4 | PAYX |
Paychex Inc
|
28,090 | $2,762,089 | |
| 5 | NOW |
ServiceNow, Inc.
|
24,221 | $2,404,660 | |
| 6 | CRM |
Salesforce, Inc.
|
14,953 | $2,342,536 | |
| 7 | DDOG |
Datadog, Inc.
|
8,794 | $2,289,605 | |
| 8 | ROP |
Roper Technologies Inc
|
4,395 | $1,487,224 |
All Filings in CDNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,726,927 | 9,930 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $2,390,237 | 8,602 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $2,465,318 | 7,887 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $2,586,678 | 7,364 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $2,040,261 | 6,621 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $1,218,240 | 4,790 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,175,099 | 3,911 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $845,342 | 3,119 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $779,223 | 2,532 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $564,350 | 1,813 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $359,256 | 1,319 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||