Position in ADSK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,240,625
-$23,064,826 QoQ
Shares Held
301,757
-6.3% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.64706369694821.ToString("F0")%
Shared 0.ToString("F0")%
None 7.352936303051793.ToString("F0")%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $543,947,860 across 11 Software - Application names. ADSK ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
556,788 | $168,149,976 | |
| 2 | ALRM |
Alarm.com Holdings, Inc.
|
3,268,986 | $141,187,505 | |
| 3 | ADSK |
Autodesk, Inc.
This page
|
301,757 | $72,240,625 | |
| 4 | SPSC |
Sps Commerce Inc
|
810,938 | $45,144,918 | |
| 5 | INTU |
Intuit Inc.
|
87,126 | $37,671,539 | |
| 6 | MNDY |
monday.com Ltd.
|
403,888 | $27,912,699 | |
| 7 | DT |
Dynatrace, Inc.
|
658,723 | $24,359,576 | |
| 8 | PAYX |
Paychex Inc
|
143,000 | $13,173,160 |
All Filings in ADSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,240,625 | 301,757 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $95,305,451 | 321,967 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $101,901,229 | 320,777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,520,030 | 340,860 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $89,995,320 | 343,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $105,164,101 | 355,801 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $98,506,413 | 357,581 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $86,167,039 | 348,220 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $91,016,790 | 349,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $88,815,660 | 364,776 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $77,206,397 | 373,140 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $77,859,015 | 380,524 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,760,669 | 397,582 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $86,547,906 | 463,145 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $87,056,832 | 466,043 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $80,133,875 | 466,003 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $97,931,799 | 456,878 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $126,014,736 | 448,148 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $130,179,819 | 456,499 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $149,499,504 | 512,160 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $141,950,964 | 512,181 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $181,056,238 | 592,966 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $142,991,955 | 618,986 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $152,920,146 | 639,325 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $144,869,853 | 928,058 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||