Marshall Financial Group, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1841496 Hunt Valley, MD

Position in CDNS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$626,784

+$17,138 QoQ

Shares Held

1,670

-23.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#889

of 1,489 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,126,090 across 5 Software - Application names. CDNS ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IDCC	InterDigital, Inc.	3,238	$916,774
2	PEGA	Pegasystems Inc	28,842	$864,394
3	CDNS	Cadence Design Systems Inc This page	1,670	$626,784
4	UBER	Uber Technologies, Inc	7,088	$511,470
5	ADSK	Autodesk, Inc.	1,063	$206,668

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,784	1,670	-23.9%	Shares	Sole	2026-07-20
2026-03-31	$609,646	2,194	-2.4%	Shares	Sole	2026-04-13
2025-12-31	$702,992	2,249	-72.4%	Shares	Sole	2026-01-09
2025-09-30	$2,866,281	8,160	+2.5%	Shares	Sole	2025-10-08
2025-06-30	$2,453,182	7,961	+65.8%	Shares	Sole	2025-07-10
2025-03-31	$1,221,038	4,801	+1.2%	Shares	Sole	2025-04-16
2024-12-31	$1,425,983	4,746	+2.2%	Shares	Sole	2025-01-21
2024-09-30	$1,259,205	4,646	+0.7%	Shares	Sole	2024-10-16
2024-06-30	$1,419,650	4,613	-0.9%	Shares	Sole	2024-07-19
2024-03-31	$1,449,319	4,656	+6.0%	Shares	Sole	2024-04-19
2023-12-31	$1,196,249	4,392	-5.6%	Shares	Sole	2024-01-10
2023-09-30	$1,090,432	4,654	+0.5%	Shares	Sole	2023-10-19
2023-06-30	$1,085,827	4,630	+1.4%	Shares	Sole	2023-07-17
2023-03-31	$959,060	4,565	-27.6%	Shares	Sole	2023-04-18
2022-12-31	$1,013,156	6,307	+8.5%	Shares	Sole	2023-02-01
2022-09-30	$950,345	5,815	-1.2%	Shares	Sole	2022-10-12
2022-06-30	$883,226	5,887	—	Shares	Sole	2022-07-25
No filing history on record for this holder in this stock.