Meridian Wealth Management, LLC
Position in CDNS — Cadence Design Systems Inc
CIK 1697300
LEXINGTON, KY
Position in CDNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,415,934
+$599,220 QoQ
Shares Held
6,437
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#595
of 1,494 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $17,437,025 across 15 Software - Application names. CDNS ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
38,767 | $4,426,416 | |
| 2 | CRM |
Salesforce, Inc.
|
27,336 | $4,282,457 | |
| 3 | CDNS |
Cadence Design Systems Inc
This page
|
6,437 | $2,415,934 | |
| 4 | FIG |
Figma, Inc.
|
126,832 | $2,294,390 | |
| 5 | UBER |
Uber Technologies, Inc
|
13,147 | $948,687 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,822 | $677,288 | |
| 7 | SAP |
Sap SE
|
3,372 | $519,658 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,688 | $378,027 |
All Filings in CDNS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,415,934 | 6,437 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,816,714 | 6,538 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,139,610 | 6,845 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,284,946 | 6,505 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,101,274 | 6,819 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,774,969 | 6,979 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,224,906 | 7,405 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,982,313 | 7,314 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $2,444,793 | 7,854 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,135,380 | 7,840 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,451,239 | 14,730 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,797,126 | 7,663 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,610,129 | 7,664 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,231,787 | 7,668 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,240,760 | 7,592 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,343,468 | 15,620 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||