Position in CDNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$72,991,482
+$18,965,774 QoQ
Shares Held
194,478
+0.0% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#136
of 1,493 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NICHOLAS COMPANY, INC. holds $416,449,063 across 20 Software - Application names. CDNS ranks #1 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
194,478 | $72,991,482 | |
| 2 | SNOW |
Snowflake Inc.
|
274,687 | $69,907,841 | |
| 3 | NOW |
ServiceNow, Inc.
|
444,205 | $44,100,672 | |
| 4 | CRM |
Salesforce, Inc.
|
275,270 | $43,123,798 | |
| 5 | ROP |
Roper Technologies Inc
|
109,535 | $37,065,548 | |
| 6 | WDAY |
Workday, Inc.
|
217,130 | $26,581,054 | |
| 7 | DDOG |
Datadog, Inc.
|
95,955 | $24,982,843 | |
| 8 | PCTY |
Paylocity Holding Corp
|
141,813 | $14,823,712 |
All Filings in CDNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,991,482 | 194,478 | Shares | Sole | 2026-08-05 | |
| 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 | |
| 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. | ||||||