Patriot Financial Group Insurance Agency, LLC

Insurance

Position in SNPS — Synopsys Inc

CIK 1694883 Westborough, MA

Position in SNPS

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$282,293

+$76,403 QoQ

Shares Held

712

+105.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	52,519	$19,590,637
2	PLTR	Palantir Technologies Inc.	44,402	$5,180,381
3	FTNT	Fortinet, Inc.	19,652	$3,018,940
4	ORCL	Oracle Corp	18,638	$2,731,398
5	PANW	Palo Alto Networks Inc	2,756	$939,851
6	PATH	UiPath, Inc.	85,374	$928,015
7	VRSN	Verisign Inc/Ca	2,400	$603,744
8	PGY	Pagaya Technologies Ltd.	13,118	$239,403

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$282,293	712	+105.8%	Shares	Sole	2026-04-22
2024-06-30	$205,890	346	+0.9%	Shares	Sole	2024-07-26
2022-06-30	$104,169	343	-6.3%	Shares	Sole	2022-07-29
2022-03-31	$121,976	366	-3.2%	Shares	Sole	2022-05-11
2021-12-31	$139,293	378	+10.5%	Shares	Sole	2022-01-10
2021-09-30	$102,398	342	-0.3%	Shares	Sole	2021-11-24
2021-06-30	$94,595	343	0.0%	Shares	Sole	2021-07-30
2021-03-31	$84,988	343	0.0%	Shares	Sole	2021-04-29
2020-12-31	$88,919	343	-1.7%	Shares	Sole	2021-01-15
2020-09-30	$74,679	349	-0.3%	Shares	Sole	2020-10-21
2020-06-30	$68,250	350	+6.1%	Shares	Sole	2020-07-10
2020-03-31	$42,500	330	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.