WILLNER & HELLER, LLC SNPS — SYNOPSYS INC

Ownership history in WILLNER & HELLER, LLC  ·  2 quarters on record

AI Ownership Summary

WILLNER & HELLER, LLC reported SYNOPSYS INC (SNPS) in 2 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.23% in 2025 Q2. The latest visible filing shows SNPS at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WILLNER & HELLER, LLC's position in SYNOPSYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SNPS was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WILLNER & HELLER, LLC held SNPS — position size vs. price
% of Fund (quarterly)    SNPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 632 +96 +17.9% 0.17% $275K 2026-10-28 $481.89
2025 Q2 INITIATED — — — 536 — — 0.23% $275K 2025-07-22 $615.13

FAQ About WILLNER & HELLER, LLC and SNPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has WILLNER & HELLER, LLC reported owning SNPS?

WILLNER & HELLER, LLC reported SNPS across 2 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported SNPS position in WILLNER & HELLER, LLC's portfolio?

The largest reported portfolio weight for SNPS was 0.23% in 2025 Q2.

What is the latest reported SNPS position on this page?

The most recent filing on this page is 2026 Q3, when WILLNER & HELLER, LLC reported 632 shares, equal to 0.17% of portfolio, with an estimated market value of $275K.

What does the chart on this SNPS ownership page compare?

The chart compares WILLNER & HELLER, LLC's quarterly SNPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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