Position in SNPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,887,391
-$575,844 QoQ
Shares Held
6,473
-25.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#551
of 1,440 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $694,510,793 across 25 Software - Infrastructure names. SNPS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,366,663 | $509,792,590 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
609,653 | $71,128,177 | |
| 3 | ORCL |
Oracle Corp
|
427,803 | $62,694,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,280 | $12,031,156 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
60,804 | $11,600,458 | |
| 6 | VRSN |
Verisign Inc/Ca
|
34,438 | $8,663,195 | |
| 7 | OKTA |
Okta, Inc.
|
36,782 | $5,018,877 | |
| 8 | SNPS |
Synopsys Inc
This page
|
6,473 | $2,887,391 |
All Filings in SNPS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,887,391 | 6,473 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,463,235 | 8,735 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,430,824 | 7,304 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,409,301 | 6,910 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,207,823 | 6,257 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,040,450 | 4,758 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,190,420 | 4,513 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,230,641 | 4,405 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,188,626 | 3,678 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,005,393 | 3,509 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,297,774 | 16,115 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,800,080 | 3,922 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,036,847 | 4,678 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,459,252 | 3,778 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,133,160 | 3,549 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,565,738 | 5,125 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $860,078 | 2,832 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $644,544 | 1,934 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $554,224 | 1,504 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $240,426 | 803 | Shares | Sole | 2021-11-01 | |
| 2020-03-31 | $229,890 | 1,785 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||