Position in ADSK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,239,035
-$1,414,369 QoQ
Shares Held
26,947
-3.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#329
of 1,188 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $32,489,021 across 8 Software - Application names. ADSK ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
39,379 | $14,779,726 | |
| 2 | NOW |
ServiceNow, Inc.
|
66,962 | $6,647,987 | |
| 3 | ADSK |
Autodesk, Inc.
This page
|
26,947 | $5,239,035 | |
| 4 | INTU |
Intuit Inc.
|
7,918 | $2,066,598 | |
| 5 | ADP |
Automatic Data Processing Inc
|
7,768 | $1,739,643 | |
| 6 | ROP |
Roper Technologies Inc
|
3,865 | $1,307,877 | |
| 7 | ADBE |
Adobe Inc.
|
2,029 | $415,985 | |
| 8 | CRM |
Salesforce, Inc.
|
1,865 | $292,170 |
All Filings in ADSK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,239,035 | 26,947 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,653,404 | 27,792 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,127,546 | 27,457 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,836,283 | 24,668 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,751,013 | 25,038 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,503,635 | 24,842 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,335,160 | 24,817 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,704,632 | 24,338 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $6,106,818 | 24,679 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $6,379,248 | 24,496 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $2,296,990 | 9,434 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,793,702 | 8,669 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $1,599,436 | 7,817 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,062,240 | 5,103 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $874,364 | 4,679 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $760,649 | 4,072 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $734,613 | 4,272 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,019,662 | 4,757 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,351,399 | 4,806 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,378,796 | 4,835 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,012,309 | 3,468 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $738,327 | 2,664 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $557,856 | 1,827 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||