Henshaw Capital LLC

Position in CDNS — Cadence Design Systems Inc

CIK 2131483 WOBURN, MA

Position in CDNS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$26,460,060

+$6,756,299 QoQ

Shares Held

70,500

-0.6% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#246

of 1,494 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Henshaw Capital LLC holds $112,781,325 across 9 Software - Application names. CDNS ranks #3 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	198,912	$44,546,342
2	CRM	Salesforce, Inc.	216,000	$33,838,560
3	CDNS	Cadence Design Systems Inc This page	70,500	$26,460,060
4	MANH	Manhattan Associates Inc	17,316	$2,411,253
5	TYL	Tyler Technologies Inc	6,673	$1,951,585
6	SAP	Sap SE	6,954	$1,071,680
7	BLKB	Blackbaud Inc	33,634	$996,239
8	BSY	Bentley Systems Inc	28,227	$843,705

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,460,060	70,500	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$19,703,761	70,910	0.0%	Shares	Sole	2026-05-28
2025-12-31	$22,165,047	70,910	0.0%	Shares	Sole	2026-05-28
2025-09-30	$24,907,846	70,910	0.0%	Shares	Sole	2026-05-28
2025-06-30	$21,850,916	70,910	0.0%	Shares	Sole	2026-05-28
2025-03-31	$18,034,540	70,910	0.0%	Shares	Sole	2026-05-28
2024-12-31	$21,305,618	70,910	0.0%	Shares	Sole	2026-05-28
2024-09-30	$19,218,737	70,910	0.0%	Shares	Sole	2026-05-28
2024-06-30	$21,822,552	70,910	0.0%	Shares	Sole	2026-05-28
2024-03-31	$22,072,864	70,910	+63.0%	Shares	Sole	2026-05-28
2023-12-31	$11,848,095	43,500	0.0%	Shares	Sole	2026-05-28
2023-09-30	$10,192,050	43,500	—	Shares	Sole	2026-05-28
No filing history on record for this holder in this stock.