Position in SNPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,176,910
+$2,017,603 QoQ
Shares Held
7,122
+143.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#528
of 1,440 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. SNPS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in SNPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,176,910 | 7,122 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,159,307 | 2,924 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,690,052 | 3,598 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,533,938 | 2,992 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,248,382 | 2,911 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,024,594 | 2,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,033,541 | 2,041 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $889,019 | 1,494 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $800,100 | 1,400 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $612,742 | 1,190 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $531,946 | 1,159 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $215,106 | 17,601 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $285,174 | 939 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $324,604 | 974 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $358,919 | 974 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $295,218 | 986 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $266,137 | 965 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $227,957 | 920 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $232,279 | 896 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||