Private Wealth Management Group, LLC

Position in CDNS — Cadence Design Systems Inc

CIK 2011342 PRINCETON, NJ

Position in CDNS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$20,267

+$5,540 QoQ

Shares Held

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,346

of 1,494 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $1,150,752 across 59 Software - Application names. CDNS ranks #11 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	1,227	$274,786
2	CVLT	Commvault Systems Inc	1,459	$206,784
3	ADSK	Autodesk, Inc.	498	$96,821
4	LYFT	Lyft, Inc.	4,000	$58,440
5	CRM	Salesforce, Inc.	348	$54,517
6	ADBE	Adobe Inc.	263	$53,920
7	SHOP	Shopify Inc.	407	$46,471
8	PAYX	Paychex Inc	268	$26,352

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,267	54	+1.9%	Shares	Sole	2026-07-27
2026-03-31	$14,727	53	0.0%	Shares	Sole	2026-04-23
2025-12-31	$16,566	53	-1.9%	Shares	Sole	2026-01-23
2025-09-30	$18,968	54	0.0%	Shares	Sole	2025-10-17
2025-06-30	$16,640	54	0.0%	Shares	Sole	2025-07-29
2025-03-31	$13,733	54	+14.9%	Shares	Sole	2025-05-02
2024-12-31	$14,121	47	+42.4%	Shares	Sole	2025-01-27
2024-09-30	$8,943	33	-38.9%	Shares	Sole	2024-10-29
2024-06-30	$16,618	54	+58.8%	Shares	Sole	2024-08-13
2024-03-31	$10,583	34	-5.6%	Shares	Sole	2024-04-30
2023-12-31	$9,805	36	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.