Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CDNS — Cadence Design Systems Inc
CIK 1694883
Westborough, MA
Position in CDNS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$180,615
+$140,257 QoQ
Shares Held
650
+141.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Mar 31, 2026CallValue
$55,574
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $3,408,112 across 5 Software - Application names.
All Filings in CDNS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,615 | 650 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $55,574 | 200 | Call | Sole | 2026-04-22 | |
| 2022-06-30 | $40,358 | 269 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $48,515 | 295 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $49,569 | 266 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $39,828 | 263 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $35,983 | 263 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $36,028 | 263 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $35,881 | 263 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $28,470 | 267 | Shares | Sole | 2020-10-21 | |
| No filing history on record for this holder in this stock. | ||||||