RATIONAL ADVISORS, INC.

Position in ADSK — Autodesk, Inc.

CIK 1143565 San Juan, PR

Position in ADSK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$14,387

-$2,131 QoQ

Shares Held

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,038

of 1,188 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

RATIONAL ADVISORS, INC. holds $2,770,611 across 8 Software - Application names. ADSK ranks #8 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	35,238	$2,542,774
2	CRM	Salesforce, Inc.	309	$48,407
3	CDNS	Cadence Design Systems Inc	102	$38,282
4	NOW	ServiceNow, Inc.	375	$37,230
5	ADP	Automatic Data Processing Inc	150	$33,592
6	ADBE	Adobe Inc.	143	$29,317
7	INTU	Intuit Inc.	102	$26,622
8	ADSK	Autodesk, Inc. This page	74	$14,387

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,387	74	+7.2%	Shares	Other	2026-07-24
2026-03-31	$16,518	69	0.0%	Shares	Other	2026-05-07
2025-12-31	$20,424	69	+11.3%	Shares	Other	2026-02-10
2025-09-30	$19,695	62	-13.9%	Shares	Other	2025-11-12
2025-06-30	$22,289	72	+12.5%	Shares	Other	2025-07-31
2023-09-30	$13,242	64	0.0%	Shares	Sole	2023-11-09
2023-06-30	$13,095	64	0.0%	Shares	Sole	2023-08-08
2023-03-31	$13,322	64	0.0%	Shares	Sole	2023-05-12
2022-09-30	$11,955	64	+1.6%	Shares	Sole	2022-11-08
2022-06-30	$10,833	63	+1.6%	Shares	Sole	2022-08-09
2022-03-31	$13,289	62	+100.0%	Shares	Sole	2022-05-10
2020-09-30	$7,161	31	-84.3%	Shares	Other	2020-11-12
2020-06-30	$47,120	197	-79.2%	Shares	Other	2020-08-10
2020-03-31	$147,826	947	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.