Keudell/Morrison Wealth Management

Position in CDNS — Cadence Design Systems Inc

CIK 1785498 Salem, OR

Position in CDNS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$310,389

+$80,591 QoQ

Shares Held

827

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,094

of 1,494 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $3,399,788 across 8 Software - Application names. CDNS ranks #6 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	5,882	$921,474
2	SHOP	Shopify Inc.	4,013	$458,204
3	PAYX	Paychex Inc	4,067	$399,908
4	ADBE	Adobe Inc.	1,908	$391,178
5	ADP	Automatic Data Processing Inc	1,638	$366,830
6	CDNS	Cadence Design Systems Inc This page	827	$310,389
7	NOW	ServiceNow, Inc.	3,030	$300,818
8	DDOG	Datadog, Inc.	964	$250,987

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,389	827	0.0%	Shares	Sole	2026-07-15
2026-03-31	$229,798	827	-25.0%	Shares	Sole	2026-04-20
2025-12-31	$344,463	1,102	-1.6%	Shares	Sole	2026-02-06
2025-06-30	$345,128	1,120	0.0%	Shares	Sole	2025-07-22
2025-03-31	$284,849	1,120	0.0%	Shares	Sole	2025-04-23
2024-12-31	$336,515	1,120	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$304,366	1,123	-1.4%	Shares	Sole	2024-10-31
2024-06-30	$350,527	1,139	-1.6%	Shares	Sole	2024-07-16
2024-03-31	$360,150	1,157	-1.8%	Shares	Sole	2024-05-07
2023-12-31	$320,851	1,178	+8.0%	Shares	Sole	2024-02-14
2021-12-31	$203,307	1,091	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.