Position in ADSK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,617,863
-$1,216,554 QoQ
Shares Held
23,752
-2.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#351
of 1,188 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names. ADSK ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
293,545 | $21,182,206 | |
| 2 | INTU |
Intuit Inc.
|
48,386 | $12,628,746 | |
| 3 | CRM |
Salesforce, Inc.
|
69,713 | $10,921,238 | |
| 4 | CHYM |
Chime Financial, Inc.
|
386,526 | $7,916,052 | |
| 5 | ADSK |
Autodesk, Inc.
This page
|
23,752 | $4,617,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
12,562 | $2,813,259 | |
| 7 | SAP |
Sap SE
|
17,369 | $2,676,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
5,086 | $1,908,876 |
All Filings in ADSK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,617,863 | 23,752 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,834,417 | 24,371 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $633,757 | 2,141 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $564,181 | 1,776 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $443,613 | 1,433 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $386,416 | 1,476 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $394,585 | 1,335 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $366,663 | 1,331 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $274,421 | 1,109 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $222,919 | 856 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||