Baer Investment Advisory LLC
Position in CDNS — Cadence Design Systems Inc
CIK 2057153
CORTE MADERA, CA
Position in CDNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,749,446
+$2,268,955 QoQ
Shares Held
9,990
+87.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.84%
of 13F equity value
Holder Rank
#507
of 1,494 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Jun 30, 2026CallValue
$68,683
CallShares
183
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Baer Investment Advisory LLC holds $6,232,524 across 3 Software - Application names. CDNS ranks #1 (60.2% of the industry book) .
All Filings in CDNS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,683 | 183 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $3,749,446 | 9,990 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,480,491 | 5,328 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,055,895 | 3,378 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $76,269 | 244 | Call | Sole | 2026-01-21 | |
| 2025-09-30 | $119,077 | 339 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $3,274,710 | 10,627 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $515,758 | 0 | Call | Sole | 2025-08-07 | |
| 2025-03-31 | $2,465,220 | 9,693 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,588,763 | 8,616 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||