Position in SNPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,084,842
+$133,687 QoQ
Shares Held
2,432
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#724
of 1,440 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. SNPS ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
|
349,053 | $5,110,135 |
All Filings in SNPS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,842 | 2,432 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $951,155 | 2,399 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,133,066 | 8,799 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,149,903 | 8,411 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,911,748 | 7,630 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,820,117 | 6,576 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,080,094 | 6,346 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,290,522 | 6,498 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,577,500 | 6,012 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,539,299 | 6,193 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,338,676 | 6,484 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,987,894 | 6,510 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,891,993 | 6,642 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,589,420 | 6,704 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,089,114 | 6,543 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,033,780 | 6,657 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,667,313 | 5,490 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||