Position in SNPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$653,046
+$273,615 QoQ
Shares Held
1,464
+53.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#848
of 1,443 holders
Holding Since
Jun 2021
18 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, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. SNPS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in SNPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,046 | 1,464 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $379,431 | 957 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $691,427 | 1,472 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $563,944 | 1,143 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $367,591 | 717 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,282,380 | 19,313 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,044,842 | 16,575 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,656,977 | 21,045 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,246,334 | 20,580 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $112,014 | 196 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $105,556 | 205 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $67,009 | 146 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $63,569 | 146 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $56,392 | 146 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $44,062 | 138 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $42,160 | 138 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $41,910 | 138 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $3,033 | 11 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||