Position in CDNS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$54,025,708
+$11,469,192 QoQ
Shares Held
194,428
+42.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.4114633694735326.ToString("F0")%
Shared 0.ToString("F0")%
None 99.58853663052648.ToString("F0")%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NICHOLAS COMPANY, INC. holds $383,728,947 across 22 Software - Application names. CDNS ranks #1 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
194,428 | $54,025,708 | |
| 2 | CRM |
Salesforce, Inc.
|
275,175 | $51,366,917 | |
| 3 | NOW |
ServiceNow, Inc.
|
443,915 | $46,411,313 | |
| 4 | ROP |
Roper Technologies Inc
|
109,535 | $38,760,055 | |
| 5 | SNOW |
Snowflake Inc.
|
244,782 | $36,918,021 | |
| 6 | WDAY |
Workday, Inc.
|
217,285 | $28,229,667 | |
| 7 | ADBE |
Adobe Inc.
|
75,750 | $18,413,310 | |
| 8 | PTC |
Ptc Inc.
|
112,099 | $15,972,986 |
All Filings in CDNS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,025,708 | 194,428 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $42,556,516 | 136,146 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $47,822,643 | 136,146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $45,514,063 | 147,701 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $41,020,885 | 161,290 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $47,764,126 | 158,970 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,085,639 | 158,970 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $48,923,017 | 158,970 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $49,467,061 | 158,915 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,283,678 | 158,915 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $37,233,784 | 158,915 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $37,268,745 | 158,915 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $33,386,452 | 158,915 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $30,798,704 | 191,725 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $41,123,890 | 251,630 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $37,752,048 | 251,630 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $41,395,404 | 251,705 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $46,840,004 | 251,355 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $38,081,102 | 251,460 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,883,010 | 225,720 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $26,799,353 | 195,630 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||