Position in SNPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$288,161
+$32,035 QoQ
Shares Held
646
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,050
of 1,443 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. SNPS ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
This page
|
646 | $288,161 |
All Filings in SNPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,161 | 646 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,126 | 646 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,439 | 646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,147,625 | 2,326 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $335,805 | 655 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $280,896 | 655 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $319,851 | 659 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333,710 | 659 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $392,144 | 659 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $264,604 | 463 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||