Position in ADSK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,333,040
-$1,018,560 QoQ
Shares Held
12,000
-14.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#420
of 1,188 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $38,758,908 across 14 Software - Application names. ADSK ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTAN |
ServiceTitan, Inc.
|
135,580 | $9,586,861 | |
| 2 | NAVN |
Navan, Inc.
|
337,640 | $7,721,826 | |
| 3 | DAVE |
Dave Inc./DE
|
17,672 | $6,584,410 | |
| 4 | AGYS |
Agilysys Inc
|
62,440 | $6,524,980 | |
| 5 | CHYM |
Chime Financial, Inc.
|
164,890 | $3,376,947 | |
| 6 | ADSK |
Autodesk, Inc.
This page
|
12,000 | $2,333,040 | |
| 7 | FICO |
Fair Isaac Corp
|
1,292 | $1,543,655 | |
| 8 | WDAY |
Workday, Inc.
|
6,493 | $794,873 |
All Filings in ADSK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,333,040 | 12,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,351,600 | 14,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,144,140 | 14,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,447,380 | 14,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,662,124 | 15,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,942,708 | 15,060 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $4,746,854 | 16,060 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $4,424,208 | 16,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,974,047 | 16,060 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,182,345 | 16,060 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,397,248 | 18,060 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,736,794 | 18,060 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,695,256 | 18,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,759,369 | 18,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,374,872 | 18,060 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||