Clearstead Advisors, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 842775 CLEVELAND, OH

Position in CDNS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,465,999

+$842,737 QoQ

Shares Held

3,906

+74.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#693

of 1,494 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clearstead Advisors, LLC holds $79,836,292 across 110 Software - Application names. CDNS ranks #11 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	102,787	$16,102,611
2	UBER	Uber Technologies, Inc	210,974	$15,223,883
3	ZM	Zoom Communications, Inc.	159,482	$13,764,891
4	SNOW	Snowflake Inc.	44,017	$11,202,326
5	ADP	Automatic Data Processing Inc	39,318	$8,805,266
6	ADBE	Adobe Inc.	10,110	$2,072,752
7	INTU	Intuit Inc.	7,342	$1,916,262
8	SHOP	Shopify Inc.	14,717	$1,680,387

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,465,999	3,906	+74.1%	Shares	Sole	2026-08-06
2026-03-31	$623,262	2,243	-40.5%	Shares	Sole	2026-05-06
2025-12-31	$1,178,114	3,769	+37.2%	Shares	Sole	2026-02-09
2025-09-30	$964,911	2,747	-4.5%	Shares	Sole	2025-11-10
2025-06-30	$886,547	2,877	+546.5%	Shares	Sole	2025-08-08
2025-03-31	$113,176	445	+112.9%	Shares	Sole	2025-05-13
2024-12-31	$62,796	209	+36.6%	Shares	Sole	2025-02-10
2024-09-30	$41,467	153	+5.5%	Shares	Sole	2024-11-13
2024-06-30	$44,623	145	+935.7%	Shares	Sole	2024-08-12
2024-03-31	$4,357	14	-54.8%	Shares	Sole	2024-05-14
2023-12-31	$8,443	31	+121.4%	Shares	Sole	2024-02-12
2023-09-30	$3,280	14	0.0%	Shares	Sole	2023-11-07
2023-06-30	$3,283	14	-44.0%	Shares	Sole	2023-08-07
2023-03-31	$5,252	25	-56.9%	Shares	Sole	2023-05-09
2022-06-30	$8,701	58	+176.2%	Shares	Sole	2022-08-12
2021-06-30	$2,873	21	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.